Custom Supplier Notifications

Custom notifications in oboloo allow users to create personalised alerts for contracts, suppliers, or savings records.

Custom notifications allow users to create personalized alerts for supplier records, ensuring stakeholders are reminded of critical tasks, compliance updates, or other important actions that may not be covered by automated notifications. Unlike system-generated notifications, custom notifications are flexible and tailored to match your organization’s specific supplier management needs.

📌 Tips

When to Use This Feature

• When setting reminders for compliance checks, or performance reviews.

• When ensuring supplier owners and stakeholders receive timely alerts for supplier-related tasks.

• When a task or event is not covered by an automated notification and needs manual tracking.

• When multiple users need visibility on supplier compliance, documentation, or engagement status.

• When setting up custom workflows for supplier management, ensuring important follow-ups are scheduled.

Step-by-Step Guide

1. Navigate to the Relevant Section

• Go to the Supplier Management module.

• Locate and open the supplier record for which you need to create a custom notification.

2. Access the Custom Notifications Tab

• Click on the Custom Notifications tab within the selected supplier record.

3. Create a Custom Notification

• Click the Create Custom Notification button.

• Enter the following details:

  • Message – Provide a detailed description of the alert or action required.

  • Notification Date – Select the date when the notification should be sent.

4. Save the Notification

• Review the details entered.

• Click Save to activate the notification.

Receiving Custom Notifications

In-System Notifications

• Custom notifications appear in the same Notification sections as automated alerts.

• The notification creator and supplier owners will receive the alert on the specified date.

Email Notifications

• Custom notifications are also sent via email for added visibility.

• Both the creator of the notification and supplier owners will receive an email reminder on the scheduled date.

Managing Existing Notifications

View Notifications

• Navigate to the Custom Notifications tab within the selected supplier record.

• A list of active and past custom notifications will be displayed.

Edit or Delete Notifications

• Locate the notification in the Custom Notifications tab.

• Click the Actions Menu and select:

  • Edit – Modify the notification message or change the scheduled date.

  • Delete – Remove the notification entirely from the supplier record.

Key Features of Custom Notifications

✅ Tailored Alerts – Create notifications specific to your organization’s supplier management needs.

✅ Notification Delivery – Custom notifications are sent via email and displayed in the system in the same locations as automated notifications.

✅ Shared Access – Both the supplier owners and the notification creator will receive custom notifications created under a supplier record.

Key Considerations & Best Practices

✅ Use Clear & Actionable Messages – Ensure the notification message is specific, detailing what needs to be done.

✅ Set Realistic Notification Dates – Choose a date that allows enough time for users to act on the alert.

✅ Leverage Shared Access – Assign supplier owners to ensure notifications reach the right stakeholders.

✅ Regularly Review Custom Notifications – Check the Custom Notifications tab to manage or update scheduled alerts.

✅ Combine with Automated Notifications – Use both custom and automated alerts for a more comprehensive tracking system.

Additional Resources

📌 Related User Guides:

• Tracking Supplier Compliance – Setting up notifications for key supplier document expirations and compliance tracking.

• User Access & Permissions – Ensuring the right users have access to manage notifications.