The Pricing Request section in oboloo allows you to gather detailed pricing information from suppliers for the products or services you are sourcing. This feature ensures that you can request precise pricing breakdowns, including unit prices, bulk pricing, shipping costs, or any other relevant pricing components. The Pricing Request section is critical for comparing suppliers based on cost, and it can be customised to suit the needs of your specific sourcing activity.
More information on creating new, archiving or cloning existing Supplier Sourcing Sections can be found here.
This guide will walk you through how to add and customise pricing requests for your sourcing activity using the Sourcing Wizard in oboloo.
Background on Pricing Requests in oboloo
The Pricing Request section is a critical component of any sourcing activity, allowing you to gather accurate and detailed pricing information from suppliers. Pricing requests can range from simple unit prices to more complex pricing models, including volume discounts, additional fees, or service-based pricing. By customising the pricing fields to suit your specific needs, you ensure that suppliers provide all necessary cost details for your evaluation.
This section also integrates with oboloo’s financial analysis tools, which enable you to compare supplier pricing side-by-side during the evaluation phase. Gathering comprehensive pricing data ensures that you can make data-driven decisions that consider both cost and value when selecting a supplier.
Visual Guide - Step-by-Step Guide: Adding Pricing Requests
Text Guide - Step-by-Step Guide: Adding Pricing Requests
Follow these steps to add pricing requests for goods or services to your sourcing activity within the sourcing wizard.
Step 1: Add a Product Name
- Navigate to the Pricing Requests Page on the wizard
- This is typically the 6th page of the Sourcing Wizard if you have included pricing in your activity from the first page.
- Click on the "Product Name" field
- Add the product name for each item or service for which you are requesting pricing.
Step 2: Add a Product Code
- Optional Step for Identification
- Click on the "Product Code" field.
- Enter a unique identifier or SKU (Stock Keeping Unit) for the product or service, if applicable.
Step 3: Add a Unit of Measure
- Define Measurement Criteria
- Enter a value in the "Unit of Measure" field
- Select the appropriate unit that defines how the product is measured (e.g., each, kg, litres).
Step 4: Add a Quantity Amount
- Specify Quantity Requirements
- Enter the number of units required in the "Quantity" field.
- This works in conjunction with the unit of measure to clarify the total needs for each product or service.
Step 5: Add Another Product
- Include Multiple Line Items
- Click on the "Add Another Product" button to include additional products or services in your pricing requests.
- Repeat Steps 1 to 4 for each additional item you wish to add.
Step 6: Remove Pricing Products
- Manage Your Line Items
- To remove a pricing product line item, locate the delete icon next to the respective record name in the table.
- Click the delete icon to remove the unwanted product or service from your activity.
Additional Tips:
- Review Your Entries: Before finalizing, ensure all product names, codes, units of measure, and quantities are accurate to avoid any discrepancies during supplier responses.
- Consistent Naming Conventions: Use clear and consistent naming for products and services to facilitate easier identification and comparison of supplier quotes.
- Utilize Product Codes: While optional, adding product codes can significantly enhance tracking and management, especially when dealing with a large number of items.