Adding Supplier Sections to Your Sourcing Activity

Supplier Sections in oboloo are used to collect detailed responses from suppliers on how they plan to meet the requirements of your sourcing activity.

These sections help ensure that suppliers provide comprehensive details on:

✔ How they will fulfill project requirements
✔ Their delivery strategy
✔ Compliance with industry standards

Users can:

• Select pre-built sections from the Sourcing Library

• Create new sections

• Clone and modify existing sections to tailor them to each sourcing activity

📌 For more details on creating, archiving, or cloning Supplier Sourcing Sections, refer to the Sourcing Library Guide here.  

Understanding Supplier Sections & the Sourcing Library

What Are Supplier Sections?

Supplier Sections allow organizations to request structured information from suppliers. Common types include:

• Project Fulfilment Plans – Suppliers outline how they will meet requirements.

• Delivery Strategies – Suppliers describe how they will deliver goods/services.

• Compliance Assurance – Suppliers explain how they adhere to regulations.

What Is the Sourcing Library?

The Sourcing Library is a centralized repository of reusable Supplier Sections that can be:

✔ Cloned for modification
✔ Used as-is across multiple sourcing activities
✔ Customized to fit specific procurement needs

Adding Supplier Sourcing Sections Walkthrough: Skip to 3 minutes & 30 seconds

Step-by-Step Guide: Adding Supplier Sections to a Sourcing Activity

Step 1: Select Supplier Sourcing Sections

1. Navigate to the Supplier Sourcing Sections page within the Sourcing Wizard.

2. Use the table view to browse available sections.

3. Click on the eye icon under the Actions column to preview a section.

   • This will display the section details as seen by suppliers.

Step 2: Add Supplier Sections to Your Activity

1. Select the Supplier Sourcing Sections you want to include.

2. Click the "Add to Activity" button.

   • This will add the selected sections to your sourcing event.

Step 3: Review Selected Sections

• The Selected Sourcing Sections Table (below the main table) shows all sections added to the sourcing activity.

• This helps confirm which sections have been included.

Step 4: Remove Selected Sections

1. Locate the Selected Sourcing Sections Table.

2. Click the delete icon next to any section you want to remove.

   • This will remove the section from the sourcing activity.

Step 5: Use Table Filters to Find Specific Sections

• Use the table filters to search for sections by:
  ✔ Section Category
  ✔ User who originally created the section

Key Considerations & Best Practices

✅ Use Pre-Built Sections – Leverage Sourcing Library templates to maintain consistency and save time.

✅ Customize as Needed – Modify existing sections or create new ones to meet specific project needs.

✅ Preview Sections Before Adding – Ensure all sections provide clear and relevant information for suppliers.

✅ Use Filters for Efficiency – Quickly locate and select sections using category and user filters.

✅ Keep Information Up-to-Date – Regularly review Supplier Sourcing Sections to ensure accuracy.

Additional Resources

📌 Related User Guides:

• Creating & Cloning Supplier Sourcing Sections – How to build reusable sections.