Once you have started creating your sourcing activity in oboloo, you can fully customise it to meet the needs of your project. oboloo allows you to select which components to include, such as internal company information, supplier sections, questionnaires, and pricing requests. This ensures that your sourcing activity gathers all the necessary information from suppliers, whether it’s a simple quote request or a complex tender process.
This guide explains how to customise your sourcing activity by selecting the most relevant components.
Customising Your Sourcing Activity
When customising your sourcing activity, you decide which components are necessary based on the goals of your project. Below are the components you can choose to include:
Internal Sourcing Sections: Internal sections provide suppliers with key information about your company or sourcing event. This could include project details, submission rules, or company background. Internal sections help suppliers understand your requirements clearly. More information on Internal Sourcing Sections can be found here.
For example, you could include:
- An "About Us" section introducing your company.
- Submission rules or instructions on how suppliers should respond to the sourcing activity.
Supplier Sourcing Sections: Supplier sections allow you to ask suppliers for detailed responses to specific questions or prompts. You can use these sections to gather more in-depth information about how the supplier plans to meet your needs. More information on Supplier Sourcing Sections can be found here.
For example, you might ask suppliers to:
- Explain how they will fulfil service-level agreements (SLAs).
- Describe their approach to delivering goods or services.
Supplier Questionnaires: Questionnaires are structured sets of questions that you can use to gather information from suppliers. You can apply weighted scoring to prioritise certain aspects of the evaluation. More information on Supplier Questionnaires can be found here.
For example, your questionnaire could ask about:
- The supplier’s compliance with industry standards or regulations.
- The supplier’s technical capabilities or project experience.
Pricing Requests: Pricing requests allow suppliers to submit their pricing proposals for your project. You can ask for detailed breakdowns by product or service, ensuring that pricing can be compared across suppliers. More information on Pricing Requests can be found here.
For example, you could request:
- Itemised pricing for each product or service.
- Pricing details that include additional costs, such as delivery fees or discounts.
Supporting Documents: You can provide attachments such as PDFs or technical documents for suppliers to review. You can also request that suppliers upload documents, such as certificates or reports, as part of their submission. More information on Supporting Documents can be found here.
For example, you might:
- Attach technical specifications for suppliers to reference.
- Request suppliers to upload compliance certifications or product warranties.
Customising Each Component
Once you have selected which components to include, oboloo allows you to customise each section to ensure you get the information you need.
For Internal Sourcing Sections, you can either create new content or reuse pre-existing sections from past sourcing activities. Tailor the content to provide clear instructions or background information that will help suppliers respond effectively. More information on Internal Sourcing Sections can be found here.
For Supplier Sourcing Sections, customise the questions to ensure they focus on the critical aspects of your project. Ask suppliers for specific details related to their capabilities, experience, or service delivery. More information on Supplier Sourcing Sections can be found here.
For Questionnaires, create questions that are relevant to your evaluation process. You can also assign weights to different questions if certain areas are more important than others. More information on Supplier Questionnaires can be found here.
For Pricing Requests, define exactly what goods or services you are requesting quotes for. More information on Pricing Requests can be found here.
For Supporting Documents, specify which documents you need from suppliers (you can include these requests in the activities main description field). You can also attach documents for suppliers to reference, such as technical drawings or project briefs. More information on Supporting Documents can be found here.
Finalising the Customisation
After adding and customising all the necessary sections, your sourcing activity will be fully tailored to meet your project requirements. You can include the exact information needed from suppliers, ensuring the sourcing event is comprehensive and efficient.
Conclusion
Customising your sourcing activity in oboloo ensures that the event is tailored to your organisation's specific needs. By choosing the right combination of internal sections, supplier sections, questionnaires, pricing requests, and supporting documents, you can build a sourcing event that captures the most relevant information. Whether you need simple pricing details or more detailed responses, oboloo’s flexible tools help you create a fully customised sourcing activity.