The Financials tab compares suppliers' pricing for a sourcing activity, from overall totals down to individual products. Open the activity from Sourcing > eSourcing and click Financials.
Before you start
What's on the page
Area | What it shows |
Financials Summary | One column per supplier, with their totals listed as rows under Financial Totals. Filter with Select Supplier. |
Product Analysis | Each product's prices from every supplier, so you can see who is cheapest line by line. Filter with Select Supplier, Select Product or Search. |
Supplier Analysis | Each supplier's quote line by line, including unit prices, discounts, shipping and tax. Filter with Select Supplier, Select Product or Search. |
Show Comment | On Product Analysis and Supplier Analysis, opens a supplier's full comment on a line. |
Historic — Previous Round | Shown if pricing was removed when the activity was reopened. The responses are from the previous round and are read-only. |
If a supplier has submitted more than once, each submission is labelled with its date and time.
Export pricing
Choose the table
Use Product Analysis to compare products across suppliers, or Supplier Analysis for each supplier's full quote.
Click Export
ProductAnalysis.csv or SupplierAnalysis.csv downloads. The file includes every supplier and product: the filters and search on screen aren't applied, so filter in your spreadsheet if you need to.
What you can do from here
To… | Do this | Guide |
Ask suppliers to revise their prices | Reopen/Edit on the activity, with instructions for the suppliers you choose | |
See how pricing affects the overall score | Scoring Analysis tab | |
Read the rest of each response | Other tabs on the activity | |
Award the best-value supplier | Award Supplier on the activity |
Common questions
There's no Export button on Financials Summary
Export is only on Product Analysis and Supplier Analysis.
My export has more rows than I see on screen
Exports always include every supplier and product. Filters and search only change what's shown on screen.
I can't see a Financials tab
The activity didn't request pricing. Pricing is chosen on the first step of the sourcing wizard. See Add Pricing Requests to a Sourcing Activity.
Related articles
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.