The eSourcing home page is where you find, create and track your organisation's sourcing activities, and see what needs your attention. Open it from Sourcing > eSourcing.
Before you start
What's on the page
Area | What it shows |
Review New Sourcing Responses | The latest supplier submissions for active activities. Click one to open the activity. |
Completed Sourcing Activities | Activities whose submission deadline has passed and are ready to evaluate. |
Sourcing Activities to Score | Activities where you're an assigned scorer and still have scoring to do. |
Sourcing Activities table | Every activity you can see, with Status, Activity Title, Category, Sub Category, Opening Date & Time, Closing Date & Time, Location, Department, Sourcing Type, Created By, Awarded Supplier, Currency and any custom fields. Demo records are marked with a badge. |
Filters | Opening Date, Closing Date, All Locations, All Departments, All Categories, All Sub-Categories, Sourcing Type, Created By, Status and Supplier Name, with Clear Filter. |
Table tools | Search, Edit Columns, Export and Create Sourcing Activity. |
Understand the status
Status | Meaning |
Draft | Still being built and not sent. Opening it takes you back into the wizard. |
Not Yet Open | Sent, but the opening date hasn't arrived. Suppliers can read it but not respond. |
Open | Suppliers can respond until the closing date. |
Closed | The closing date has passed; ready to evaluate. |
Awarded | A supplier has been awarded. Shown as Completed in the Status filter. |
Cancelled | The activity was cancelled. |
Find an activity
Type in Search, or use the filters and click Clear Filter to reset them. To show only drafts, for example, choose Draft in Status. Click Edit Columns to choose which columns you see.
Export the list
Click Export to download sourcing.csv. The export always contains every activity with a fixed set of columns (ID, title, status, dates, category, location, department, sourcing type, currency, awarded supplier, creator and custom fields). It ignores your filters, search and Edit Columns settings. See Export Sourcing Activities.
What you can do from here
To… | Do this | Guide |
Create an activity | Click Create Sourcing Activity | |
Finish a draft | Click a Draft activity's title | |
Score responses | Click an activity in Sourcing Activities to Score, or go to Sourcing > Scoring Assignments | |
Review responses | Open the activity and use its response tabs | |
Give suppliers more time or change an activity | Open it and click Reopen/Edit |
Inside a sourcing activity
Click an activity's title (or View in its actions menu) to open the record. The summary panel on the left shows the key details and, depending on status and your access, Award Supplier, Reopen/Edit, Cancel, Create Contract and record access settings. Tabs only appear for the areas the activity includes.
Tab | What's in it |
Overview | The Invited Suppliers table with response status, and the weighted scoring for the activity. |
Internal Sections / Supplier Sections | The information you shared, and suppliers' answers to supplier sections. |
Financials | Suppliers' pricing, compared by total, product and supplier. |
Questionnaires | Suppliers' questionnaire answers. |
Supporting Documents | Documents you shared and documents suppliers uploaded. |
Scoring Analysis / Scoring Management | Weighted results, and the scorers assigned with their progress. |
Chat | Conversations with suppliers and broadcasts. |
Sourcing Owners / Custom Notifications | Who owns the activity, and any custom reminders. |
Common questions
Why can't I see an activity a colleague created?
Its record access may be limited to its Sourcing Owners. Ask the creator or a Sourcing Owner to add you. See Sourcing Owners.
Do scorers get assigned when I create an activity?
No. Scorers are assigned from the activity's Scoring Management tab once responses arrive. Pricing isn't scored by people; it's calculated automatically.
Why doesn't my export match the filtered table?
Export always downloads all activities with a fixed set of columns, whatever filters, search or columns you've set on screen.
Can I add documents to an activity after sending it?
No. You can view and download documents on the Supporting Documents tab. To add new ones, reopen the activity with changes.
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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.