The Supplier Management home page shows how your supplier base is doing at a glance and lists every supplier you can access. Open it from Supplier Management > Suppliers.

What's on the page

Area

What it shows

Metric tiles

Preferred Suppliers, Suppliers With Contracts, Documents To Approve and Expired Documents. Click a tile to see the suppliers or documents behind the number.

Dashboard filters

Narrow the tiles and charts by industry, location, department, supplier type, Managed By or supplier.

Charts

% Of Documents Approved, % Of Documents That Have Expired, % Of Preferred Suppliers and Suppliers With Contracts By Industry.

Recent Supplier Notifications

Your latest supplier notifications. Click All Notifications for the full list.

Supplier List

Every supplier you can access, with search, filters, column choices and export.

πŸ’‘ Note: The dashboard filters and the Supplier List filters are separate. Filtering the tiles and charts doesn't change the table, and the other way round.

Find a supplier

  • Type in Search above the Supplier List.

  • Or narrow the list with the filters: industry, supplier type, Preferred Status, Contract, location, department, Supplier State, Managed By or supplier.

πŸ’‘ Tip: Supplier State shows Active and Unapproved suppliers by default. Select Archived or Rejected to find those suppliers.

Choose your columns

Click Edit Columns to add or remove columns such as Supplier ID, Onboarding Status, Performance Score, Risk Score, Sustainability Score, Payment Term, Sanctioned Supplier or any of your custom fields.

What you can do from here

To…

Do this

Guide

Add a supplier

Click Add New Supplier

Adding a New Supplier

Open a supplier

Click its name, or Actions > View

See Inside a supplier record below

Archive a supplier

Actions > Archive

Archiving and Unarchiving Suppliers

Export your suppliers

Click Export

Exporting Suppliers

Check document compliance

Open Supplier Compliance

Using the Supplier Compliance Report

Inside a supplier record

The panel on the left shows the supplier's key details. The tabs on the right hold everything else:

Tab

What's in it

Latest Activity

Notes, emails, calls, meetings, tasks, documents and system notifications

Contact Info

Address and supplier contacts

Documents

Uploaded and requested supplier documents

Contracts, Sourcing Activities, Savings

Records linked to this supplier

Scorecards, Performance, Risk, Sustainability

Supplier evaluations and scores

Custom Notifications

Your own reminders for this supplier

Supplier Owners

The users responsible for the supplier, who receive its notifications

Change Log, Approval Log

The history of changes and approvals

Any custom tabs your organisation has set up appear too.

Common questions

Why doesn't a tile number match the table?

Tiles and charts use the dashboard filters, not the table filters. Restricted records are also counted in the tile totals even if you can't see them in the table.

Why can't I find a supplier?

Check Supplier State – archived and rejected suppliers are hidden by default. If the supplier has record access restrictions, you'll only see it if you've been given access.

Does Export use my filters?

No. The export always contains all active suppliers, whatever filters or search you've applied.

What are suppliers marked Demo Record?

New accounts include demo records so you can explore oboloo. They're read-only and can be removed in Company Settings.

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πŸ“Œ 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.