This guide will walk you through the process of archiving suppliers in oboloo, how to view archived suppliers, and how to unarchive suppliers when needed.
Step 1: Access Supplier Profile
- Navigate to the Supplier Management menu.
- Click on the supplier profile you want to archive.
Step 2: Archive the Supplier
- Scroll to the bottom of the supplier profile page.
- Click the red Archive button.
Result:
- The supplier will be archived and by default will no longer appear in the Supplier Management table.
Restrictions for Archived Suppliers
- Archived suppliers cannot be assigned to contracts or savings activities. Archived suppliers will also not appear within dashboard analysis or within the Supplier Compliance page. You will also not be able to use this supplier against activities or projects such as savings or contracts.
Viewing Archived Suppliers
Archived suppliers are not displayed by default. To view archived suppliers, follow these steps:
Step 1: Access Supplier Management
- Go to the Supplier Management table.
Step 2: Filter Archived Suppliers
- Use the Archived Status filter above the Supplier Management table.
- Select the filter option to include archived suppliers in the table view.
Unarchiving Suppliers
If you need to restore an archived supplier to active status, follow these steps:
Step 1: Access Supplier Profile
- Navigate to the Supplier Management menu.
- Use the Archived Status filter to locate and select the archived supplier profile.
Step 2: Unarchive the Supplier
- Scroll to the bottom of the supplier profile page.
- Click the Unarchive button.
Result:
- The supplier will be unarchived and will reappear in the active Supplier Management table.
By following these steps, you can efficiently manage the archiving and unarchiving of suppliers in oboloo, ensuring your supplier list remains organized and relevant.