Sourcing Owners are responsible for overseeing and managing sourcing activities in oboloo, such as RFPs, RFQs, and RFIs.

Sourcing Owners receive automated and custom notifications related to supplier messages, response submissions and evaluation progress ensuring sourcing events remain actively monitored from start to finish.

When a sourcing activity is created, the creator is automatically assigned as the primary Sourcing Owner. Additional owners can be assigned at any time to share responsibility, improve oversight, and ensure continuous progress tracking and communication with suppliers.

This guide will walk you through the process of adding, managing, and tracking sourcing owners.

(example of how to add owners under a savings record - This is the same process for sourcing owners under a sourcing record.)

When to Use This Feature

  • Assigning responsibility for managing a sourcing activity and supplier responses.

  • A sourcing activity requires multiple owners for better oversight and collaboration.

  • Updating ownership due to team changes or role adjustments.

  • Ensuring sourcing activities remain actively monitored through automated alerts.

  • Keeping relevant stakeholders informed about sourcing progress and deadlines.

Step-by-Step Guide

1. Access the Sourcing Activity Profile Page

  • Go to the Main Menu and select eSourcing.

  • Locate the sourcing activity using the search bar or filters.

  • Click on the sourcing activity to open its record page.

2. Add a Sourcing Owner

  • Navigate to the Sourcing Owners tab.

  • Click Add Sourcing Owner.

  • Select the team members who should be responsible for overseeing this sourcing activity.

  • Click Save to confirm your selection.

💡 Tip: Any user with access to the sourcing activity can add or remove Sourcing Owners, making it easy to update responsibilities as needed.

3. Manage Existing Sourcing Owners

  • All assigned owners are displayed in the Sourcing Owners table within the record.

  • This table provides visibility into who is responsible for the sourcing activity.

  • You can add or remove owners at any time without affecting past supplier responses or evaluation data.

4. Notifications & Alerts for Sourcing Owners

Sourcing Owners receive system-generated and custom notifications to keep them informed, including:

  • Supplier Responses Submitted – Alerts when suppliers submit their responses.

  • Evaluation Progress Updates – Notifications when scorers submit evaluations.

  • Custom Notifications – Manually created updates specific to the sourcing activity.

Notifications are sent by email and appear as in-system alerts, ensuring Sourcing Owners remain engaged and responsive.

Key Considerations & Best Practices

✅ Assign Multiple Owners for Oversight – Improves accountability and ensures continuity if one owner is unavailable.
✅ Review Ownership Regularly – Ensure the correct people are assigned as Sourcing Owners.
✅ Act on Notifications – Owners should respond promptly to supplier submissions and deadlines.
✅ Stay Engaged – Regularly review the sourcing record to monitor responses and take action where needed.
✅ Adapt to Changes – Update Sourcing Owners if team structures or responsibilities shift.

Additional Resources

📌 Related User Guides:

📌 Need Further Help?
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