Knowledge Base

Knowledge Base

Our comprehensive library of detailed articles, video and step-by-step tutorials covering every feature, module, and workflow the platform has to offer

Supplier Management - General
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...
Archiving and Unarchiving Suppliers Archiving and unarchiving suppliers helps keep your records organized by removing outdated or irrelevant suppliers from the active view without...
Automated Supplier Notifications Automated notifications in oboloo provide timely updates to ensure that users stay informed.Automated NotificationsAutomated notifications in oboloo are system-generated alerts...
Custom Supplier Notifications Custom notifications in oboloo allow users to create personalised alerts for contracts, suppliers, or savings records.Custom notifications allow users to...
Exporting Suppliers Exporting suppliers allows users to download a list of supplier records in CSV format for further analysis or reporting. Only...
Importing Suppliers into oboloo The supplier import tool in oboloo allows you to quickly add or update multiple suppliers in bulk using a CSV...
Navigating the Supplier Management Home Page The Supplier Management Home Page provides a centralised view of all supplier-related activities within your organisation.This dashboard helps you track...
Approving and Rejecting Suppliers In oboloo's Supplier Management module, you can manage supplier approvals through a structured workflow. This guide details the step-by-step process...
Supplier Change Log The Supplier Change Log provides a comprehensive history of all modifications made to a supplier record, ensuring transparency and accountability.Users...
Supplier Owners Supplier owners are responsible for tracking, managing, and maintaining supplier records, ensuring compliance, performance monitoring, and key supplier-related activities are...

Supplier Management - Documents
Adding and Requesting Supplier Documents Uploading and requesting supplier documents allows organizations to securely store, manage, and track important files within supplier recordsDocuments can be...
Approving Supplier Documents Supplier document approvals allow you to review, approve, or reject documents submitted by suppliers or uploaded by internal stakeholders, such...
Archiving and Unarchiving Supplier Documents Archiving and unarchiving supplier documents helps keep records organized by removing outdated or irrelevant documents from the active view without...

Supplier Management - Scorecards
Archiving and Unarchiving Scorecards Archiving scorecards helps keep your workspace organized by removing unused or outdated scorecards from active view without permanently deleting them.Archived...
Cloning Scorecards Cloning a supplier scorecard allows users to quickly create a new scorecard using the same criteria as an existing one.This...
Creating Supplier Scorecards This guide provides step-by-step instructions on how to create a supplier scorecard tailored to your specific supplier evaluation requirementsSupplier scorecards...
Editing Scorecards Users can edit scorecards they have created, allowing them to modify categories, criteria, and weighting distributions.However, users cannot edit scorecards...
Evaluating Suppliers With Internal Supplier Scorecards Supplier scorecards allow organizations to evaluate suppliers based on key performance, risk, and sustainability criteria.Once a scorecard has been created...
Evaluating Suppliers with Supplier Self-Assessment Scorecards Supplier self-assessment scorecards provide a structured way to evaluate suppliers based on their self-reported dataThese assessments help organizations measure supplier...
Supplier Scorecard Calculations Supplier scorecards are designed to provide structured evaluations of suppliers based on key performance areas.This guide explains how scorecard calculations...
Viewing Historic Scorecards & Trends Reviewing historic supplier scorecards allows users to analyze long-term performance trends, identify patterns in risk and sustainability, and make data-driven...

Supplier Management - Onboarding

Learn to onboard suppliers, track compliance, evaluate performance, and manage risks with oboloo’s tools.
Supplier Onboarding Overview This guide shows you how to streamline supplier onboarding by incorporating key compliance checks and scorecard evaluations.This guide outlines the...
Supplier Onboarding Packages The Packages sub-module in oboloo’s Supplier Onboarding module allows you to create reusable onboarding packages that combine document requests and...

Supplier Management - Compliance
Using the Supplier Compliance Report The Supplier Compliance page is a powerful reporting tool that allows users to create customised reports and gain comprehensive insights...

Sourcing (RFX) - General

Design custom RFPs, RFQs, or RFIs, evaluate supplier responses, and manage sourcing events effectively.
Automated Sourcing Notifications Automated notifications in oboloo provide timely updates to ensure that users stay informed.Automated NotificationsAutomated notifications in oboloo are system-generated alerts...
Custom Sourcing Notifications Custom Sourcing Notifications allow users to create personalised alerts for sourcing activities in obolooCustom notifications ensure stakeholders are reminded of...
Introduction to the oboloo Sourcing Module The oboloo Sourcing Module is a dynamic and flexible platform designed to streamline the sourcing process, making it easier for...
Navigating the Sourcing Management Home Page The Sourcing Management Home Page is your central hub for managing sourcing activities, tracking supplier responses, and monitoring evaluation progress.It...

Sourcing (RFX) - Creating a Sourcing Activity
Adding Internal Sections to Your Sourcing Activity Internal Sections in oboloo provide essential information to suppliers about your organization, sourcing process, and project-specific requirements.These sections help suppliers...
Adding Pricing Requests to Your Sourcing Activity The Pricing Request section in oboloo allows you to collect detailed pricing information from suppliers for the products or services...
Adding Supplier Questionnaires to Your Sourcing Activity Supplier Questionnaires in oboloo provide a structured way to collect detailed and measurable information from suppliers during the sourcing process.These...
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...
Adding Supporting Documents to Your Sourcing Activity The Supporting Documents section in oboloo allows you to attach important files that suppliers need to review as part of...
Applying Weighted Scoring in a Sourcing Activity Weighted scoring allows organizations to objectively evaluate supplier responses by assigning different levels of importance to specific sections of a...
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...
Customizing Your Sourcing Activity Once you have started creating your sourcing activity in oboloo, you can fully customize it to suit your specific requirements.Once...
Inviting Suppliers To Your Sourcing Activity This guide provides a step-by-step process for inviting suppliers to participate in a sourcing activity within the platform.This guide explains...
Setting Opening and Closing Dates in Your Sourcing Activity Setting opening and closing dates in your sourcing activity defines the response window for supplier submissions.Suppliers must submit responses within...

Sourcing (RFX) - Sourcing Library
Adding Internal Sections to Your Sourcing Activity Internal Sections in oboloo provide essential information to suppliers about your organization, sourcing process, and project-specific requirements.These sections help suppliers...
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...
Sourcing Library Overview - Internal And Supplier Sections The Sourcing Library in oboloo is a powerful feature that allows you to create, store, and reuse sections across different...

Sourcing (RFX) - Questionnaires
Adding Supplier Questionnaires to Your Sourcing Activity Supplier Questionnaires in oboloo provide a structured way to collect detailed and measurable information from suppliers during the sourcing process.These...
How to create, edit, clone and archive/unarchive a Supplier Questionnaire Supplier Questionnaires in oboloo are essential for gathering standardized information from suppliers during a sourcing activity.These questionnaires allow procurement teams...
Overview of Supplier Questionnaires Supplier Questionnaires in oboloo are designed to gather detailed and standardised information from suppliers as part of the sourcing process.These...

Sourcing (RFX) - Supplier Scoring & Evaluation
Assigning Scorers for Supplier Responses Assigning internal scorers in oboloo allows you to designate specific team members to evaluate different sections of supplier responses.Please note:...
Financial Analysis of Supplier Pricing in oboloo The Financial Analysis feature in oboloo allows you to compare and analyse the pricing submissions from suppliers at both a...
Viewing and Managing Historic Supplier Submissions Historic Supplier Responses in oboloo provide a comprehensive way to track and compare supplier submissions across multiple rounds of a...
Scoring Supplier Responses Against a Sourcing Activity Scoring supplier responses in oboloo allows your organization to evaluate and compare suppliers transparently and consistently.Scoring supplier responses ensures a...
Supplier Scoring Analysis and Insights The Scoring Analysis feature in oboloo provides a comprehensive overview of supplier evaluations.This tool allows procurement teams to:✔ Compare scores...
Viewing Supplier Responses to a Sourcing Activity This guide explains how to access and review supplier responses to a sourcing activity, ensuring an efficient evaluation process.Reviewing supplier...

Sourcing (RFX) - Managing Sourcing Activities
Awarding a Supplier Against a Sourcing Activity The Awarding a Supplier feature in oboloo allows you to finalise the sourcing process by selecting a winning supplier based...
Cancelling a Sourcing Activity The Cancel Sourcing Activity feature in oboloo allows users to formally terminate an ongoing sourcing event before completion.Cancelling may be...
Viewing and Managing Historic Supplier Submissions Historic Supplier Responses in oboloo provide a comprehensive way to track and compare supplier submissions across multiple rounds of a...
Reopening a Sourcing Activity Reopening a sourcing activity allows suppliers to revise and resubmit their proposals after the initial submission.This feature is useful when...
Sourcing Owners Sourcing Owners are responsible for overseeing and managing sourcing activities in oboloo, such as RFPs, RFQs, and RFIs.Sourcing Owners receive...
Supplier Messaging (eSourcing Chat Function) The eSourcing Chat function in oboloo allows procurement teams and suppliers to communicate securely during sourcing events.It supports both private...

Savings Management - General

Track savings projects, set milestones, and analyse procurement efficiencies to drive cost-saving initiatives.
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...
Approving Savings In oboloo's Savings Management module, you can manage savings project approvals through a structured workflow. This guide details the step-by-step...
Archiving and Unarchiving Savings Archiving and unarchiving savings records helps keep your data organized by removing outdated or irrelevant savings records from the active...
Automated Savings Notifications Automated notifications in oboloo provide timely updates to ensure that users stay informed.Automated NotificationsAutomated notifications in oboloo are system-generated alerts...
Custom Savings Notifications Custom notifications in oboloo allow users to create personalised alerts for contracts, suppliers, or savings records.Custom notifications allow users to...
Exporting Savings Exporting savings data allows users to download a list of savings records in CSV format for further analysis or reporting.Only...
How Does Savings Management Work? - Quick Overview The savings management module within oboloo is designed to align with most organizations' savings methodologies and calculations. This guide will...
Navigating the Savings Management Home Page The Savings Management Home Page serves as a central hub for tracking and managing cost-saving initiatives within your organisation.It provides...
Savings Change Log The Savings Change Log provides a detailed history of all modifications made to a savings record, ensuring transparency and accountability.Users...
Savings Owners Savings owners are responsible for tracking, validating, and managing savings initiatives, ensuring that key cost-saving goals are achieved and properly...

Savings Management - Milestones
Editing and Completing Milestones for a Savings Record Milestones are key checkpoints within a savings record that help track progress toward projected cost reductions, cost avoidance, and overall...
Editing Exchange Rates per Milestone In oboloo’s Savings Management module, each savings project is assigned a currency during its creation.The milestones within that project inherit...
Milestones Overview Milestones are essential components of the Savings Management System, allowing users to track and manage savings over time.By breaking down...

Savings Management - Calculations
How Are Savings Calculated Within oboloo? The Savings Management Module is designed to align with standard savings methodologies used by most organizations. This guide explains how...

Savings Management - Currencies & Exchange Rates
Editing Exchange Rates per Milestone In oboloo’s Savings Management module, each savings project is assigned a currency during its creation.The milestones within that project inherit...
Understanding Currency Conversion in oboloo Savings Management In oboloo’s Savings Management module, all savings amounts are displayed in the organization’s base currency.To ensure financial consistency across projects,...

Contract Management - General

Explore how to create, manage, and monitor contracts, ensuring compliance and performance across all agreements.
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,...
Archiving and Unarchiving Contracts Archiving and unarchiving contracts helps keep your records organized by removing outdated or irrelevant contracts from the active view without...
Automated Contract Notifications Automated notifications in oboloo provide timely updates to ensure that users stay informed.Automated NotificationsAutomated notifications in oboloo are system-generated alerts...
Contract Change Log The Contract Change Log provides a detailed history of all modifications made to a contract record, ensuring transparency and accountability.Users...
Contract Owners Contract owners are responsible for tracking, managing, and maintaining contract records, ensuring key contract milestones, renewals, and compliance requirements are...
Custom Contract Notifications Custom notifications allow users to create personalized alerts for contracts, suppliers, or savings records.These notifications ensure that stakeholders are reminded...
Exporting Contracts Exporting contract data allows users to download a list of contracts in CSV format for further analysis or reporting. Only...
Giving Notice on a Contract The Give Notice feature in oboloo allows you to quickly record when either your organization or a supplier has formally...
Importing Contracts into oboloo The contract import tool in oboloo allows you to quickly add or update multiple contracts in bulk using a CSV...
Navigating the Contract Management Home Page The Contract Management Home Page is your central hub for accessing and managing all contract-related activities.It provides an overview of...

Contract Management - Documents
Adding And Requesting Contract Documents With oboloo contract management, you can store and request documents within contract records. Once a document has been uploaded, someone...
Approving Contract Documents Approving contract documents ensures compliance and proper tracking within the system.Only users with the appropriate approval access under Contract Management...
Archiving and Unarchiving Contract Documents Archiving and unarchiving contract documents helps keep records organized by removing outdated or irrelevant documents from the active view while...

Admin and Security

Find all the basics on logging in, navigating menus, permissions and setting up your oboloo environment for seamless use.
Activating and Deactivating Users (Free Plan Only) If you are on a free forever plan, you can manage who within your organization has access to your oboloo...
Adding or Updating Your Profile Picture Your profile picture is used across the platform to help colleagues and team members quickly identify you. Updating your profile...
Assigning and Revoking Licenses (Paid Plans Only) Managing licenses ensures that users have the correct level of access within your organization.
Changing System Language oboloo allows users to change the language either permanently via the profile page or temporarily using the translation icon at...
Updating Your Password Keeping your password updated is essential for maintaining account security and preventing unauthorized access. If you need to change your...
Forgotten Your Password? If you forget your password, you can quickly reset it and regain access to your account. The Forgot Password function...
Microsoft Single Sign-On (SSO) Microsoft Single Sign-On (SSO) allows users to securely log in using their existing Microsoft credentials, eliminating the need to remember...
Two-Factor Authentication (2FA) 2FA adds an extra layer of security to your account by requiring two forms of authentication: your password and a...
Understanding the Primary User The Primary User holds a unique administrative role within an organisation’s account.
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.

System Interface & Alerts
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.
Automated Notifications Automated notifications in oboloo provide timely updates to ensure that users stay informed about key events and deadlines across various...
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...
Custom Notifications Custom notifications allow users to create personalized alerts for contracts, suppliers, or savings records.These notifications ensure that stakeholders are reminded...
Customising Table Views (Adding and removing table columns) oboloo provides users with the flexibility to customise table views by adding or removing columns.
Exporting, Sorting and Filtering Tables Tables in the platform provide structured data views for suppliers, contracts, sourcing events, savings, and more. To help users efficiently...

System Settings

Discover how to adjust system preferences, manage user accounts, and fine-tune settings for an optimal experience.
Add A New Location Locations are used to categorize records across the platform, allowing organizations to structure their data efficiently. A location could represent...
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,...
Add or Update Your Company Logo Your company logo appears across the platform, helping to maintain brand consistency within the system. Updating your logo ensures that...
Adding a New Currency Currencies in the platform allow organizations to manage financial data across different modules, including sourcing events, contracts, and savings records.By...
Adding a New Department Each department is linked to a specific location, ensuring that records are organized by both geography and function.Departments provide an...
Base Currency Overview User guide that covers your base currency and its impact across your oboloo platformNote: The Base Currency is the default currency your...
Editing a Department Departments help structure records across the platform, ensuring that teams, contracts, suppliers, savings, and sourcing events are categorized efficientlyIf a...
Editing a Location Locations help categorize records across the platform, ensuring data is structured effectively. If a location needs to be updated—whether for...
Time Zone Overview And Updating Your Time Zone The Time zone Functionality in oboloo allows users to set opening and closing dates for sourcing activities based on their...
Updating Currency Exchange Rates Exchange rates in the platform are used to convert financial values when managing records such as sourcing events, contracts, and...

Plans and Billing

Manage your plan, licenses, subscription, and billing.
Cancelling Your oboloo Subscription We’re sorry to see you go! This guide will walk you through the process of cancelling your subscription using our...
Changing Modules On Your Subscription (Plus Plans Only)
Free Forever Plan Designed to provide the features and benefits you need to run procurement effectively across your organisation.The plan has been specifically...
Increasing or Decreasing License Quantities As your organization grows, you may need to add more licenses to your oboloo account. This guide will walk you...
Plus Plans This section introduces the oboloo Plus Plans available, outlining the additional features and benefits you can access by upgrading.Designed to...
Switching Plan Billing Frequency (Monthly and Annual Billing) You may want to change your oboloo subscription plan. This guide will walk you through the process of managing your...
Updating Your Payment Method on oboloo Keeping your payment information up-to-date is essential for uninterrupted access to oboloo. This guide will walk you through the process...
Upgrading Your oboloo Subscription
Viewing Your oboloo Invoices Managing your invoices is an important part of keeping track of your organization's expenses. This guide will walk you through...