Guides to get you set up on oboloo

Adding A New User This guide provides a step-by-step process for adding a new user within the system.It outlines the necessary permissions, user details,...

Importing Suppliers into oboloo The supplier import tool in oboloo allows you to quickly add or update multiple suppliers in bulk using a CSV...

Importing Contracts into oboloo The contract import tool in oboloo allows you to quickly add or update multiple contracts in bulk using a CSV...

Adding A New Supplier This guide provides a step-by-step process for adding a new supplier.Creating a supplier record ensures all supplier-related information is stored...

Creating A New Sourcing Activity (End-To-End Guide) Creating a sourcing activity is a structured and customisable process that allows organisations to manage RFIs, RFPs, and RFQs efficiently.The...

Adding a New Savings Initiative Savings records serve as the parent record for savings milestones, which are used to track financial progress and cost savings...

Adding A New Contract This guide provides a step-by-step process for creating a new contract within the system.It outlines the mandatory fields, available configurations,...

Viewing Your Access Rights You can view your access rights to understand the permissions and roles assigned to your account. This ensures that you...

User Roles & Access Rights (RBAC) Create new user roles and assign access to groups or individual users. Choose which users can create, view, edit, export and approve specific records within oboloo.

Adding and Editing Dropdown values Configurations allow you to customize dropdown values across the platform to better align with your organization's needs. These include categories for contracts, suppliers, sourcing events, savings, and more.

Creating and Managing Custom Fields Custom fields allow organisations to capture and track additional data points beyond the standard fields provided within oboloo.These fields offer...

Creating and Managing Custom Tabs The Custom Tabs feature in oboloo allows you to create additional sections within the Supplier, Contract, and Savings records Management...