Dropdown values – categories, contract types, supplier types, document types, payment terms and more – are managed in Settings > Configurations, so the options people pick from match your organisation's own terms.

Your account starts with a set of default values. You can add your own and delete any you don't need. Values can't be renamed.

Before you start

Only users with the appropriate access can manage configurations. Viewing, adding and deleting values are controlled by the Configurations permissions in your user role.

Which dropdown is which

Each tab in Settings > Configurations controls one dropdown:

Tab

Used for

Contract Document Type / Supplier Document Type / Sourcing Document Type

Document types in each module

Contract Type / Supplier Type / Saving Type / Sourcing Type

The type of each record

Category and Subcategory

Categories for contracts, savings and sourcing activities

Industry and Sub-Industry

Supplier industries

Section Category

Sections in the Sourcing Library

Payment Term / Shipping Method / Shipping Term

Supplier commercial details

Add a value

Open the tab

Go to Settings > Configurations and select the tab for the dropdown.

Click Add New

For example Add New Category or Add New Contract Type.

Enter the value and save

Values can be up to 100 characters. Click Save – the value is available in dropdowns straight away.

💡 Example: If your organisation tracks a supplier type that isn't listed, add it on the Supplier Type tab so it can be selected on supplier records.

Add a subcategory or sub-industry

Two dropdowns have a parent and child level: Category → Subcategory and Industry → Sub-Industry. Add the parent first.

Open the child tab

Open Subcategory or Sub-Industry and click Add New Subcategory or Add New Sub-Industry.

Choose the parent

In Select Category or Select Industry, choose the parent the new value belongs to.

Name it and save

Enter the Sub Category Name or Sub Industry Name and click Save.

Delete values

Select the values

Click the bin icon on one row, or tick several rows and click Delete Selected.

Confirm

Confirm the deletion in the pop-up.

📌 Important: Deleted values disappear from dropdowns straight away and can't be restored. Records that already use a deleted value keep it.

Change an existing value

Values can't be edited. To replace one, add the new value, update the records that should use it, then delete the old value.

Add values while editing a record

If you have Create permission for Configurations, dropdowns such as Category, Contract Type or Payment Term show a New … option at the top of the list. Use it to add a value without leaving the record – it's also added to Settings > Configurations.

Troubleshooting

I can't see Settings > Configurations

Your user role doesn't include the Configurations permissions. Ask your administrator.

I can't see the New … option in a dropdown

You need Create permission for Configurations. For New Location, New Department or New Currency, you need Create permission for Locations, Departments or Currencies instead.

I get an error that the value already exists

oboloo blocks duplicate Contract Type, Saving Type, Sourcing Type and Section Category values. On other tabs, use Search to check before adding.

My new value isn't in the home page filters

Table filters only list values used on at least one record. It will appear once a record uses it.

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📌 Need Further Help?
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.