Archiving and unarchiving suppliers helps keep your records organized by removing outdated or irrelevant suppliers from the active view without permanently deleting them. This ensures that only current and relevant suppliers are visible, while archived suppliers remain accessible if needed.

In oboloo, only users with a role that includes archived access under Supplier Management can archive a supplier.

📌 Tips

If a supplier is not approved, it will not be considered an active record and therefore will not appear in any analysis within oboloo or trigger any automated notifications until unarchived.
To view archived Suppliers, simply use the filter 'Supplier State' on the main table on the Supplier Management home page.

When to Use This Feature

  • When removing outdated or inactive suppliers from the active list.

  • When needing to retrieve and restore archived supplier records.

  • When filtering and managing supplier lists for better organization.

Step-by-Step Guide

Archiving a Supplier

1. Navigate to Supplier Management

  • Go to the Supplier Management section from the main menu.

2. Click on Suppliers

  • Open the Suppliers page to view all existing supplier records.

3. Select the Supplier to Archive

  • Click on the supplier profile that needs to be archived.

4. Click the Archive Button

  • Within the supplier profile, click the red Archive button.

5. Confirm Archiving

  • A confirmation message will appear. Click Yes to archive the supplier.

  • The supplier will now be archived and will no longer appear in the Supplier Management table, dashboard analysis, or Supplier Compliance page.

  • Archived suppliers cannot be used in activities or projects such as savings or contracts.

Viewing Archived Suppliers

By default, archived suppliers are not displayed in the active supplier list. To view archived suppliers:

  • Use the Supplier State filter above the Supplier Management table.

  • Select Archived to include archived suppliers in the table view.

Unarchiving a Supplier

1. Navigate to the Supplier’s Profile Page

  • Locate the archived supplier by using the Supplier State filter.

2. Click the Unarchive Button

  • Within the supplier’s profile, click the Unarchive button.

3. Confirm Unarchiving

  • A confirmation message will appear. Click Yes to unarchive the supplier.

  • The supplier will now be restored to the active Supplier Management table and will appear in reports, dashboards, and other supplier-related activities.

Key Considerations & Best Practices

✅ Archive Inactive Suppliers – Keep supplier lists clean by archiving outdated records.

✅ Use Filters to Manage Supplier Visibility – Archived suppliers are hidden by default but can be accessed using filters.

✅ Ensure Compliance Before Archiving – Make sure a supplier is not actively linked to ongoing projects before archiving.

✅ Unarchive When Necessary – Restore archived suppliers when they become relevant again.

Additional Resources

📌 Related User Guides:

📌 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.