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
Add 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...
Archive and Unarchive Suppliers Archiving and unarchiving suppliers helps keep your records organized by removing outdated or irrelevant suppliers from the active view without...
Approve or Reject a Supplier In oboloo's Supplier Management module, you can manage supplier approvals through a structured workflow. This guide details the step-by-step process...
Manage Supplier Owners Supplier owners are responsible for tracking, managing, and maintaining supplier records, ensuring compliance, performance monitoring, and key supplier-related activities are...
Create Custom Supplier Notifications Custom notifications in oboloo allow users to create personalised alerts for contracts, suppliers, or savings records.Custom notifications allow users to...
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...
Import Suppliers Into oboloo The supplier import tool in oboloo allows you to quickly add or update multiple suppliers in bulk using a CSV...
Export Suppliers Exporting suppliers allows users to download a list of supplier records in CSV format for further analysis or reporting. Only...
View the Supplier Change Log The Supplier Change Log provides a comprehensive history of all modifications made to a supplier record, ensuring transparency and accountability.Users...
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...
Generate a Supplier AI Summary Using Supplier AI Summaries3 min to readHome > Knowledge Base > Supplier Management > Supplier AI > Using Supplier AI...
Set the Primary Supplier Contact TBC

Supplier Management - Documents
Add and Request Supplier Documents Uploading and requesting supplier documents allows organizations to securely store, manage, and track important files within supplier recordsDocuments can be...
Approve Supplier Documents Supplier document approvals allow you to review, approve, or reject documents submitted by suppliers or uploaded by internal stakeholders, such...
Archive and Unarchive 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
Create a Supplier Scorecard This guide provides step-by-step instructions on how to create a supplier scorecard tailored to your specific supplier evaluation requirementsSupplier scorecards...
Evaluate 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...
Supplier Scorecard Calculations Supplier scorecards are designed to provide structured evaluations of suppliers based on key performance areas.This guide explains how scorecard calculations...
Edit a Supplier Scorecard Users can edit scorecards they have created, allowing them to modify categories, criteria, and weighting distributions.However, users cannot edit scorecards...
Archive and Unarchive Supplier Scorecards Archiving scorecards helps keep your workspace organized by removing unused or outdated scorecards from active view without permanently deleting them.Archived...
View Historic Scorecards and Score Trends Reviewing historic supplier scorecards allows users to analyze long-term performance trends, identify patterns in risk and sustainability, and make data-driven...
Clone a Supplier Scorecard Cloning a supplier scorecard allows users to quickly create a new scorecard using the same criteria as an existing one.This...
Evaluate 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 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...
Create and Manage 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...
Screen Suppliers Against Sanctions Lists

Sourcing (RFX) - General

Design custom RFPs, RFQs, or RFIs, evaluate supplier responses, and manage sourcing events effectively.
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 eSourcing Home Page The Sourcing Management Home Page is your central hub for managing sourcing activities, tracking supplier responses, and monitoring evaluation progress.It...
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...
Create Custom Sourcing Notifications Custom Sourcing Notifications allow users to create personalised alerts for sourcing activities in obolooCustom notifications ensure stakeholders are reminded of...
Use Sourcing AI Summaries Only subscribers on the Sourcing Plus plan can access this featureSavings AI allows users to instantly generate an intelligent summary...
Export Sourcing Activities Exporting sourcing activities lets you download the eSourcing table as a CSV, for reporting, analysis or sharing outside oboloo.The export...

Sourcing (RFX) - Creating a Sourcing Activity
Create 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...
Set Opening and Closing Dates for a Sourcing Activity Setting opening and closing dates in your sourcing activity defines the response window for supplier submissions.Suppliers must submit responses within...
Customising Your Sourcing Activity Once you have started creating your sourcing activity in oboloo, you can fully customize it to suit your specific requirements.Once...
Add Internal Sections to a Sourcing Activity Internal Sections in oboloo provide essential information to suppliers about your organization, sourcing process, and project-specific requirements.These sections help suppliers...
Add Supplier Sections to a Sourcing Activity Supplier Sections in oboloo are used to collect detailed responses from suppliers on how they plan to meet the requirements...
Add Supplier Questionnaires to a Sourcing Activity Supplier Questionnaires in oboloo provide a structured way to collect detailed and measurable information from suppliers during the sourcing process.These...
Add Pricing Requests to a Sourcing Activity The Pricing Request section in oboloo allows you to collect detailed pricing information from suppliers for the products or services...
Add Supporting Documents to a Sourcing Activity The Supporting Documents section in oboloo allows you to attach important files that suppliers need to review as part of...
Apply Weighted Scoring to a Sourcing Activity Weighted scoring allows organizations to objectively evaluate supplier responses by assigning different levels of importance to specific sections of a...
Invite Suppliers to a 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...
Request Documents From Suppliers in a Sourcing Activity
Save and Resume a Draft Sourcing Activity

Sourcing (RFX) - Sourcing Library
Add Internal Sections to a Sourcing Activity Internal Sections in oboloo provide essential information to suppliers about your organization, sourcing process, and project-specific requirements.These sections help suppliers...
Add Supplier Sections to a 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
Add Supplier Questionnaires to a Sourcing Activity Supplier Questionnaires in oboloo provide a structured way to collect detailed and measurable information from suppliers during the sourcing process.These...
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...
Create, Edit, Clone and Archive a Supplier Questionnaire Supplier Questionnaires in oboloo are essential for gathering standardized information from suppliers during a sourcing activity.These questionnaires allow procurement teams...

Sourcing (RFX) - Supplier Scoring & Evaluation
View 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...
Assign Scorers to Supplier Responses Assigning internal scorers in oboloo allows you to designate specific team members to evaluate different sections of supplier responses.Please note:...
Score 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...
View Historic Supplier Submissions Historic Supplier Responses in oboloo provide a comprehensive way to track and compare supplier submissions across multiple rounds of a...
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...

Sourcing (RFX) - Managing Sourcing Activities
View Historic Supplier Submissions Historic Supplier Responses in oboloo provide a comprehensive way to track and compare supplier submissions across multiple rounds of a...
Award 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...
Reopen or Edit a Sourcing Activity Reopening a sourcing activity allows suppliers to revise and resubmit their proposals after the initial submission.This feature is useful when...
Cancel a Sourcing Activity The Cancel Sourcing Activity feature in oboloo allows users to formally terminate an ongoing sourcing event before completion.Cancelling may be...
Add and Remove Sourcing Owners Sourcing Owners are responsible for overseeing and managing sourcing activities in oboloo, such as RFPs, RFQs, and RFIs.Sourcing Owners receive...
Message Suppliers in a Sourcing Activity (eSourcing Chat) 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.
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...
Add a New Savings Initiative Savings records serve as the parent record for savings milestones, which are used to track financial progress and cost savings...
Archive and Unarchive Savings Archiving and unarchiving savings records helps keep your data organized by removing outdated or irrelevant savings records from the active...
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...
Export Savings Exporting savings data allows users to download a list of savings records in CSV format for further analysis or reporting.Only...
Add and Remove Savings Owners Savings owners are responsible for tracking, validating, and managing savings initiatives, ensuring that key cost-saving goals are achieved and properly...
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...
Create Custom Savings Notifications Custom notifications in oboloo allow users to create personalised alerts for contracts, suppliers, or savings records.Custom notifications allow users to...
View the Savings Change Log The Savings Change Log provides a detailed history of all modifications made to a savings record, ensuring transparency and accountability.Users...
Approve Savings Milestones This guide explains how to review and approve savings milestones that have been submitted for approval.Where to Find Milestones Requiring...
Savings Milestone Reporting The Milestone Reporting page provides a consolidated view of every savings milestone across your organisation. It enables you to monitor...
Use Savings AI Summaries Only subscribers on the Contract Plus plan can access this featureSavings AI allows users to instantly generate an intelligent summary...

Savings Management - Milestones
Milestones Overview Milestones are essential components of the Savings Management System, allowing users to track and manage savings over time.By breaking down...
Edit 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...
Edit and Complete 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...

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...
Understanding the Savings Dashboard The dashboard at the top of the Savings Initiatives page (Savings Management & Savings Initiatives) summarises your savings in your...

Savings Management - Currencies & Exchange Rates
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,...
Edit 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...

Contract Management - General

Explore how to create, manage, and monitor contracts, ensuring compliance and performance across all agreements.
Add 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,...
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...
Archive and Unarchive Contracts Archiving and unarchiving contracts helps keep your records organized by removing outdated or irrelevant contracts from the active view without...
Request Approval and Approve or Reject a Contract In oboloo's Contract Management module, you can manage contract record approvals through a structured workflow. This guide details the step-by-step...
Manage Contract Owners Contract owners are responsible for tracking, managing, and maintaining contract records, ensuring key contract milestones, renewals, and compliance requirements are...
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...
Create Custom Contract Notifications Custom notifications allow users to create personalized alerts for contracts, suppliers, or savings records.These notifications ensure that stakeholders are reminded...
Import Contracts Into oboloo The contract import tool in oboloo allows you to quickly add or update multiple contracts in bulk using a CSV...
Export Contracts Exporting contract data allows users to download a list of contracts in CSV format for further analysis or reporting. Only...
View the Contract Change Log The Contract Change Log provides a detailed history of all modifications made to a contract record, ensuring transparency and accountability.Users...
Give Notice on a Contract The Give Notice feature in oboloo allows you to quickly record when either your organization or a supplier has formally...
Generate a Contract AI Summary Only subscribers on the Contract Plus plan can access this featureContract AI allows users to instantly generate an intelligent summary...
Using the Contract Compliance Report Only subscribers on the Supplier Plus plan can access this featureThe Supplier Compliance Reporting page is a powerful reporting tool...
View and Edit a Contract Record A contract record holds everything about one contract: its details, financials, termination and extension terms, documents and linked savings. To..

Contract Management - Documents
Add and Request Contract Documents With oboloo contract management, you can store and request documents within contract records. Once a document has been uploaded, someone...
Approve Contract Documents Approving contract documents ensures compliance and proper tracking within the system.Only users with the appropriate approval access under Contract Management...
Archive and Unarchive 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.
Reset a Forgotten Password If you forget your password, you can quickly reset it and regain access to your account. The Forgot Password function...
Change Your Password Keeping your password updated is essential for maintaining account security and preventing unauthorized access. If you need to change your...
Sign In With Two-Factor Authentication (2FA) 2FA adds an extra layer of security to your account by requiring two forms of authentication: your password and a...
Sign In With 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...
Change Your System Language oboloo allows users to change the language either permanently via the profile page or temporarily using the translation icon at...
Add or Update Your Profile Picture Your profile picture is used across the platform to help colleagues and team members quickly identify you. Updating your profile...
View 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.
Assign and Revoke Licences (Paid Plans Only) Managing licenses ensures that users have the correct level of access within your organization.
Understanding the Primary User The Primary User holds a unique administrative role within an organisation’s account.
Activate and Deactivate Users (Free Plan Only) If you are on a free forever plan, you can manage who within your organization has access to your oboloo...
Manage Active Sessions & New Device Sign-In Notifications The Active Sessions feature gives users full visibility over devices and browsers currently signed into their oboloo account, helping improve...
Viewing My Records The My Records tab provides a single view of every record that has been assigned to you across oboloo. It...
Viewing a User's Assigned Records The Assigned Records tab provides administrators with a complete view of every record assigned to a specific user. It allows...
Restrict Access to Individual Records Record access allows record owners to restrict an individual supplier, contract, sourcing activity, or savings record so that other users...

System Interface & Alerts
Create and Manage Custom Fields Custom fields allow organisations to capture and track additional data points beyond the standard fields provided within oboloo.These fields offer...
Create and Manage Custom Tabs The Custom Tabs feature in oboloo allows you to create additional sections within the Supplier, Contract, and Savings records Management...
Automated Notifications Automated notifications in oboloo provide timely updates to ensure that users stay informed about key events and deadlines across various...
Create Custom Notifications Custom notifications allow users to create personalized alerts for contracts, suppliers, or savings records.These notifications ensure that stakeholders are reminded...
Export, Sort and Filter Tables Tables in the platform provide structured data views for suppliers, contracts, sourcing events, savings, and more. To help users efficiently...
Customise Table Views (Add and Remove Columns) oboloo provides users with the flexibility to customise table views by adding or removing columns.
Add or Delete 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.
Latest Activity – Logging Notes, Calls, Meetings and Tasks Latest Activity is a single chronological record of everything that has happened against a supplier, contract, sourcing activity or savings...

System Settings

Discover how to adjust system preferences, manage user accounts, and fine-tune settings for an optimal experience.
Add 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,...
Uploading or Migrating Your Data into oboloo Setting up your procurement data in oboloo has never been easier.We take care of your data migration so you don’t...
Add a New Location Locations are used to categorize records across the platform, allowing organizations to structure their data efficiently. A location could represent...
Edit or Delete a Location Locations help categorize records across the platform, ensuring data is structured effectively. If a location needs to be updated—whether for...
Add a New Department Each department is linked to a specific location, ensuring that records are organized by both geography and function.Departments provide an...
Edit or Delete a Department Departments help structure records across the platform, ensuring that teams, contracts, suppliers, savings, and sourcing events are categorized efficientlyIf a...
Add a New Currency Currencies in the platform allow organizations to manage financial data across different modules, including sourcing events, contracts, and savings records.By...
Update Currency Exchange Rates Exchange rates in the platform are used to convert financial values when managing records such as sourcing events, contracts, and...
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...
Update the Base Currency Updating the base currency is a significant action that affects how all financial data is structured moving forward. It is...
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...
Update Your Company Date Format The Date Format setting allows you to choose how dates are displayed throughout the platform, ensuring consistency across records, reports,...
Update Your Company Time Zone The Time zone Functionality in oboloo allows users to set opening and closing dates for sourcing activities based on their...
Automate Supplier and Contract Document Renewals Document renewal automation asks a supplier for a replacement before an approved supplier or contract document expires, then follows up.
Demo Records and Removing Demo Data New oboloo accounts include demo suppliers, contracts, savings, sourcing activities and other records so you can explore a populated platform....

Plans and Billing

Manage your plan, licenses, subscription, and billing.
Free Forever Plan Designed to provide the features and benefits you need to run procurement effectively across your organisation.The plan has been specifically...
Plus Plans This section introduces the oboloo Plus Plans available, outlining the additional features and benefits you can access by upgrading.Designed to...
Increase or Decrease Your Licence Quantity As your organization grows, you may need to add more licenses to your oboloo account. This guide will walk you...
Switch Between Monthly and Annual Billing You may want to change your oboloo subscription plan. This guide will walk you through the process of managing your...
Update Your Payment Method Keeping your payment information up-to-date is essential for uninterrupted access to oboloo. This guide will walk you through the process...
View and Download Your oboloo Invoices Managing your invoices is an important part of keeping track of your organization's expenses. This guide will walk you through...
Cancel Your oboloo Subscription We’re sorry to see you go! This guide will walk you through the process of cancelling your subscription using our...
Upgrade Your oboloo Subscription Congratulations on deciding to upgrade your oboloo experience! This guide will walk you through the process of upgrading to a...
Add or Remove Modules on Your Subscription (Plus Plans Only) Your organisation’s subscription determines which modules are available within the platform. Administrators or users with access rights to the Account...
What's Included on the Free Plan and Plus Plans All four oboloo modules are free to use forever, and each module has a Plus plan that unlocks extra features...