System Settings
Discover how to adjust system preferences, manage user accounts, and fine-tune settings for an optimal experience.
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...
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 A New Location
Locations are used to categorize records across the platform, allowing organizations to structure their data efficiently. A location could represent...
Editing a Location
Locations help categorize records across the platform, ensuring data is structured effectively. If a location needs to be updated—whether for...
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...
Editing a Department
Departments help structure records across the platform, ensuring that teams, contracts, suppliers, savings, and sourcing events are categorized efficientlyIf a...
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...
Updating 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...
Updating the Base Currency
Updating the base currency is a significant action that affects how all financial data is structured moving forward. It is...
Updating Your Company Date Format
The Date Format setting allows you to choose how dates are displayed throughout the platform, ensuring consistency across records, reports,...
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...
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...