Approving Suppliers

In oboloo's Supplier Management module, you can manage supplier approvals through a structured workflow. This guide details the step-by-step process for approving suppliers.

Supplier Creation Workflow

Step 1: Toggle Switch for Approval Requirement

At the bottom of the 'Create New Supplier' popup (accessible via the 'Create New Supplier button above the Supplier Management tabl), you will find a toggle switch labelled "Does this supplier need to be approved?"

Step 2: Approval Toggle Functionality

  • If the toggle switch is set to "Yes":
    • A dropdown menu will appear, listing all active users (excluding inactive users).
    • Select an approver from the dropdown list.
    • Upon record creation, the selected user becomes the approver.
  • If the toggle switch is set to "No":
    • The supplier record is created normally without requiring approval.

Step 3: Email Notification to Approver

When an approver is assigned, an email is sent to the approver with a link to the supplier's profile. On the supplier profile page, an "Approve Supplier" button will be visible only to the approver. Clicking this button approves the supplier.

Step 4: Rejection Process

Next to the "Approve Supplier" button, there is also a "Reject Supplier" button. If the approver clicks this button, they will be prompted to provide a justification for rejecting the supplier. This justification is logged in the Approval Log tab under the suppliers profile. An email is then sent to the user who created the supplier with the rejection reason inputted by the approver. The creator can request re-approval, restarting the approval cycle by clicking the 'Sent For Approval' button at the bottom of the suppliers profile page.

Step 5: Handling Unapproved Suppliers

Unapproved suppliers are hidden from the main table and can be viewed via the "Archived Status" filter under "Unapproved". Once approved, they move to an active state.

By following these steps, you can effectively manage supplier approvals in oboloo, ensuring that all necessary approvals are documented and managed efficiently.

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