API Documentation
Release Notes

Getting Started

Guides to get you set up on oboloo

Artificial Intelligence (AI) in oboloo Add a New User Add a New Supplier Import Suppliers Into oboloo Add a New Contract Import Contracts Into oboloo Create a New Sourcing Activity (End-to-End Guide) Add a New Savings Initiative Add or Delete Dropdown Values Create and Manage Custom Fields Create and Manage Custom Tabs User Roles & Access Rights (RBAC) View Your Access Rights Viewing My Records

Set Up oboloo With the Onboarding Wizard Your Profile Menu

Importing Data

Import Suppliers Into oboloo Import Contracts Into oboloo

Knowledge Base

Supplier Management - General

Generate a Supplier AI Summary Navigating the Supplier Management Home Page View the Supplier Change Log Export Suppliers Import Suppliers Into oboloo Automated Supplier Notifications Create Custom Supplier Notifications Manage Supplier Owners Approve or Reject a Supplier Set the Primary Supplier Contact Archive and Unarchive Suppliers Add a New Supplier

Supplier Management - Documents

Add and Request Supplier Documents Approve Supplier Documents Archive and Unarchive Supplier Documents

Supplier Management - Scorecards

Create a Supplier Scorecard Clone a Supplier Scorecard Edit a Supplier Scorecard Archive and Unarchive Supplier Scorecards Evaluate Suppliers With Internal Supplier Scorecards Evaluate Suppliers With Supplier Self-Assessment Scorecards View Historic Scorecards and Score Trends Supplier Scorecard Calculations

Supplier Management - Onboarding

Supplier Onboarding Overview Create and Manage Supplier Onboarding Packages

Supplier Management - Compliance

Screen Suppliers Against Sanctions Lists Using the Supplier Compliance Report

Sourcing (RFX) - General

Introduction to the oboloo Sourcing Module Navigating the eSourcing Home Page Use Sourcing AI Summaries Automated Sourcing Notifications Create Custom Sourcing Notifications Export Sourcing Activities

Sourcing (RFX) - Creating a Sourcing Activity

Create a New Sourcing Activity (End-to-End Guide) Customising Your Sourcing Activity Set Opening and Closing Dates for a Sourcing Activity Add Internal Sections to a Sourcing Activity Add Supplier Sections to a Sourcing Activity Add Supplier Questionnaires to a Sourcing Activity Add Pricing Requests to a Sourcing Activity Add Supporting Documents to a Sourcing Activity Request Documents From Suppliers in a Sourcing Activity Invite Suppliers to a Sourcing Activity Apply Weighted Scoring to a Sourcing Activity Save and Resume a Draft Sourcing Activity

Sourcing (RFX) - Sourcing Library

Sourcing Library Overview: Internal and Supplier Sections Add Internal Sections to a Sourcing Activity Add Supplier Sections to a Sourcing Activity

Sourcing (RFX) - Questionnaires

Overview of Supplier Questionnaires Add Supplier Questionnaires to a Sourcing Activity Create, Edit, Clone and Archive a Supplier Questionnaire

Sourcing (RFX) - Supplier Scoring & Evaluation

View Supplier Responses to a Sourcing Activity Assign Scorers to Supplier Responses Score Supplier Responses Against a Sourcing Activity Supplier Scoring Analysis and Insights Financial Analysis of Supplier Pricing in oboloo View Historic Supplier Submissions

Sourcing (RFX) - Managing Sourcing Activities

Message Suppliers in a Sourcing Activity (eSourcing Chat) Reopen or Edit a Sourcing Activity Award a Supplier Against a Sourcing Activity Cancel a Sourcing Activity View Historic Supplier Submissions Add and Remove Sourcing Owners

Savings Management - General

Add a New Savings Initiative How Does Savings Management Work? - Quick Overview Navigating the Savings Management Home Page Use Savings AI Summaries Savings Milestone Reporting Automated Savings Notifications Create Custom Savings Notifications Approving Savings Approve Savings Milestones Add and Remove Savings Owners Export Savings Archive and Unarchive Savings View the Savings Change Log

Savings Management - Milestones

Milestones Overview Edit and Complete Milestones for a Savings Record Edit Exchange Rates per Milestone

Savings Management - Calculations

Understanding the Savings Dashboard How Are Savings Calculated Within oboloo?

Savings Management - Currencies & Exchange Rates

Understanding Currency Conversion in oboloo Savings Management Edit Exchange Rates per Milestone

Contract Management - General

Add a New Contract View and Edit a Contract Record Generate a Contract AI Summary Give Notice on a Contract Using the Contract Compliance Report Import Contracts Into oboloo Export Contracts Request Approval and Approve or Reject a Contract Manage Contract Owners Archive and Unarchive Contracts Automated Contract Notifications Create Custom Contract Notifications Navigating the Contract Management Home Page View the Contract Change Log

Contract Management - Documents

Add and Request Contract Documents Approve Contract Documents Archive and Unarchive Contract Documents

Admin and Security

Sign In With Two-Factor Authentication (2FA) Sign In With Microsoft Single Sign-On (SSO) Reset a Forgotten Password Change Your Password Manage Active Sessions & New Device Sign-In Notifications Assign and Revoke Licences (Paid Plans Only) Activate and Deactivate Users (Free Plan Only) Change Your System Language Viewing My Records Viewing a User's Assigned Records View Your Access Rights User Roles & Access Rights (RBAC) Restrict Access to Individual Records Understanding the Primary User Add or Update Your Profile Picture

System Interface & Alerts

Latest Activity – Logging Notes, Calls, Meetings and Tasks Add or Delete Dropdown Values Automated Notifications Create Custom Notifications Customise Table Views (Add and Remove Columns) Create and Manage Custom Tabs Create and Manage Custom Fields Export, Sort and Filter Tables

System Settings

Uploading or Migrating Your Data into oboloo Automate Supplier and Contract Document Renewals Add a New User Add a New Location Edit or Delete a Location Add a New Department Edit or Delete a Department Add a New Currency Update Currency Exchange Rates Base Currency Overview Update the Base Currency Demo Records and Removing Demo Data Update Your Company Time Zone Update Your Company Date Format Add or Update Your Company Logo

Plans and Billing

What's Included on the Free Plan and Plus Plans Plus Plans Free Forever Plan Add or Remove Modules on Your Subscription (Plus Plans Only) Upgrade Your oboloo Subscription Increase or Decrease Your Licence Quantity Switch Between Monthly and Annual Billing Update Your Payment Method View and Download Your oboloo Invoices Cancel Your oboloo Subscription

Integrations

No-code Integrations

Connect oboloo to Other Apps With Zapier

API

API Developer Documentation Create and Test an API Key

Roadmap

Roadmap

Supplier Portal Knowledge Hub

Responding To A Document Request

Upload a Requested Supplier Document Upload a Requested Contract Document

Responding To A Questionnaire Request

Respond to a Questionnaire Request

Responding To A Sourcing Activity

Respond to a Sourcing Activity Respond to a Reopened Sourcing Activity Respond to a Sourcing Activity as a Team Message the Buyer in a Sourcing Activity (Private Chat and Announcements) View the Change Log on Your Sourcing Response

Log In to the oboloo Supplier Portal Change the Language in the Supplier Portal

AI & MCP Server

Use oboloo AI (Assist) Connect ChatGPT to oboloo Connect Microsoft Copilot to oboloo Connect Claude to oboloo

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Knowledge Base
Savings Management - General

Home
Knowledge Base
Savings Management - General

Savings Management - General

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Track savings projects, set milestones, and analyse procurement efficiencies to drive cost-saving initiatives.

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...

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...

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 Milestone Reporting The Milestone Reporting page provides a consolidated view of every savings milestone across your organisation. It enables you to monitor...

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...

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...

Approve Savings Milestones This guide explains how to review and approve savings milestones that have been submitted for approval.Where to Find Milestones Requiring...

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...

Export Savings Exporting savings data allows users to download a list of savings records in CSV format for further analysis or reporting.Only...

Archive and Unarchive Savings Archiving and unarchiving savings records helps keep your data organized by removing outdated or irrelevant savings records from the active...

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...

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API Documentation
Release Notes