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Getting Started

Artificial Intelligence (AI) in oboloo Viewing My Records Adding A New User Importing Suppliers into oboloo Importing Contracts into oboloo Adding A New Supplier Creating A New Sourcing Activity (End-To-End Guide) Adding a New Savings Initiative Adding A New Contract Viewing Your Access Rights User Roles & Access Rights (RBAC) Adding and Editing Dropdown values Creating and Managing Custom Fields Creating and Managing Custom Tabs

Importing Data

Importing Suppliers into oboloo Importing Contracts into oboloo

Knowledge Base

Supplier Management - General

Using Supplier AI Summaries Adding A New Supplier Archiving and Unarchiving Suppliers Approving and Rejecting Suppliers Supplier Change Log Navigating the Supplier Management Home Page Importing Suppliers into oboloo Exporting Suppliers Supplier Owners Automated Supplier Notifications Custom Supplier Notifications

Supplier Management - Documents

Adding and Requesting Supplier Documents Approving Supplier Documents Archiving and Unarchiving Supplier Documents

Supplier Management - Scorecards

Creating Supplier Scorecards Cloning Scorecards Editing Scorecards Evaluating Suppliers with Supplier Self-Assessment Scorecards Evaluating Suppliers With Internal Supplier Scorecards Viewing Historic Scorecards & Trends Archiving and Unarchiving Scorecards Supplier Scorecard Calculations

Supplier Management - Onboarding

Supplier Onboarding Overview Supplier Onboarding Packages

Supplier Management - Compliance

Primary Supplier Contacts Using the Supplier Compliance Report

Sourcing (RFX) - General

Exporting Sourcing Activities Using Sourcing AI Summaries Introduction to the oboloo Sourcing Module Navigating the Sourcing Management Home Page Automated Sourcing Notifications Custom Sourcing Notifications

Sourcing (RFX) - Creating a Sourcing Activity

Sourcing (RFX) - Sourcing Library

Sourcing Library Overview - Internal And Supplier Sections Adding Supplier Sections to Your Sourcing Activity Adding Internal Sections to Your Sourcing Activity

Sourcing (RFX) - Questionnaires

Overview of Supplier Questionnaires How to create, edit, clone and archive/unarchive a Supplier Questionnaire Adding Supplier Questionnaires to Your Sourcing Activity

Sourcing (RFX) - Supplier Scoring & Evaluation

Viewing and Managing Historic Supplier Submissions Viewing Supplier Responses to a Sourcing Activity Assigning Scorers for Supplier Responses Scoring Supplier Responses Against a Sourcing Activity Supplier Scoring Analysis and Insights Financial Analysis of Supplier Pricing in oboloo

Sourcing (RFX) - Managing Sourcing Activities

Reopening a Sourcing Activity Awarding a Supplier Against a Sourcing Activity Cancelling a Sourcing Activity Supplier Messaging (eSourcing Chat Function) Sourcing Owners Viewing and Managing Historic Supplier Submissions

Savings Management - General

Using Savings AI Summaries Savings Milestone Reporting How Does Savings Management Work? - Quick Overview Navigating the Savings Management Home Page Adding a New Savings Initiative Approving Savings Archiving and Unarchiving Savings Savings Owners Custom Savings Notifications Automated Savings Notifications Savings Change Log Exporting Savings Approving Savings Milestones

Savings Management - Milestones

Milestones Overview Editing and Completing Milestones for a Savings Record Editing Exchange Rates per Milestone

Savings Management - Calculations

How Are Savings Calculated Within oboloo?

Savings Management - Currencies & Exchange Rates

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

Contract Management - General

Using the Contract Compliance Report Using Contract AI Summaries Adding A New Contract Importing Contracts into oboloo Exporting Contracts Giving Notice on a Contract Navigating the Contract Management Home Page Requesting Approval and Approving/Rejecting Contracts Archiving and Unarchiving Contracts Contract Owners Custom Contract Notifications Automated Contract Notifications Contract Change Log

Contract Management - Documents

Adding And Requesting Contract Documents Approving Contract Documents Archiving and Unarchiving Contract Documents

Admin and Security

Record Access – Restricting Individual Records Viewing a User's Assigned Records Viewing My Records Forgotten Your Password? Updating Your Password Two-Factor Authentication (2FA) Microsoft Single Sign-On (SSO) Changing System Language Adding or Updating Your Profile Picture User Roles & Access Rights (RBAC) Viewing Your Access Rights Assigning and Revoking Licenses (Paid Plans Only) Activating and Deactivating Users (Free Plan Only) Understanding the Primary User Managing Active Sessions & New Device Sign-In Notifications

System Interface & Alerts

Latest Activity – Logging Notes, Calls, Meetings and Tasks Adding and Editing Dropdown values Creating and Managing Custom Fields Creating and Managing Custom Tabs Customising Table Views (Adding and removing table columns) Exporting, Sorting and Filtering Tables Automated Notifications Custom Notifications

System Settings

Uploading or Migrating Your Data into oboloo Adding A New User Add A New Location Editing a Location Adding a New Department Editing a Department Adding a New Currency Updating Currency Exchange Rates Base Currency Overview Updating the Base Currency Updating Your Company Date Format Add or Update Your Company Logo Time Zone Overview And Updating Your Time Zone

Plans and Billing

Upgrading Your oboloo Subscription Changing Modules On Your Subscription (Plus Plans Only) Increasing or Decreasing License Quantities Free Forever Plan Plus Plans Switching Plan Billing Frequency (Monthly and Annual Billing) Updating Your Payment Method on oboloo Viewing Your oboloo Invoices Cancelling Your oboloo Subscription

Integrations

No-code Integrations

Zapier Integration - Integrate with 1000's of applications

API

API Developer Documentation Creating and Testing API Keys

Roadmap

Supplier Portal Knowledge Hub

Responding To A Document Request

Uploading A Requested Supplier Document Uploading A Requested Contract Document

Responding To A Questionnaire Request

Responding to a Questionnaire Request

Responding To A Sourcing Activity

Responding to a Sourcing Activity Responding to a Reopened Sourcing Activity Multiple Team Members Responding To A Sourcing Activity Messaging Buyers in eSourcing – Private & Broadcast Messages Sourcing Change Log

Changing System Language

AI & MCP Server

Connecting ChatGPT (AI) Connecting Microsoft Co-Pilot(AI) Connecting Claude (AI)

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Knowledge Base
Savings Management - Currencies & Exchange Rates

Home
Knowledge Base
Savings Management - Currencies & Exchange Rates

Savings Management - Currencies & Exchange Rates

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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,...

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...

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