Add A New Supplier

This guide will walk you through the process of creating a new supplier in oboloo.

Tip: To add a new a supplier type, industry or sub-industry go to Settings > Configurations

Steps to Add a New Supplier

Step 1: Access Supplier Management

1. Click on Supplier Management in the main menu.
2. Select the sub-menu Suppliers.

Step 2: Add New Supplier

1. Click on Add New Supplier. This button is located at the top of the suppliers table.

Step 3: Fill Out Supplier Details

1. Fill out the supplier's details in the popup that appears on the left-hand side.

Step 4: Add Supplier Email Address

1. Add an email address linked to the supplier. This email can be used to request supplier and contract documentation from the supplier. You can add further contacts for a supplier once it has been created.

Step 5: Confirm Preferred Supplier Status

1. Confirm whether the supplier is a preferred supplier or not.

Step 6: Select Whether The Supplier Needs To Be Approved By Another User

1. Use the toggle next to the supplier approve area to mark the supplier as needing approval. You will then be able to select a user from the new dropdown that appears as the approver. Please see the Supplier Approvals user guide for more details.

Step 7: Submit Supplier Information

1. Once you have populated all of the supplier information, click the Submit button. This will create your new supplier in oboloo.

Step 8: Add More Information (Optional)

1. If you would like to add more information against your new supplier, click Yes on the next popup. You will be able to add new supplier contacts, payment terms, compliance documentation, etc.

By following these steps, you can successfully add a new supplier in oboloo and ensure that all necessary information is captured and managed effectively