This month’s release brings greater control to supplier onboarding, clearer document visibility, smarter savings management, and automatic supplier branding — all built from your feedback.

🎉 New Features

🛠️ Remove or Add Suppliers to Onboarding
You can now remove a supplier from the onboarding process via the "Remove from Onboarding" action

• Any incomplete requests will be cancelled, and suppliers will be notified
• A new red Remove from Onboarding button has been added to the onboarding record page
• Any documents or scorecards that have been uploaded/completed by the supplier prior to removing them from the onboarding process will remain on the suppliers main records page.

📦 Onboard Existing Suppliers (Not Just New Ones)

You can now add existing suppliers into the onboarding process, not just newly created ones.

• A new + Onboard a Supplier button lets you choose between onboarding a new or existing supplier
• Existing suppliers can now be selected via dropdown and added straight into the onboarding workflow
• Once added, they can receive onboarding packages, document requests, and scorecards
• After onboarding, you’ll be prompted to jump directly to their onboarding record or stay on the dashboard

This update makes it easier to ensure ongoing compliance for suppliers already in your system.

📈 Editing Realised Savings Post Milestone Completion
Users can now edit realised savings after completion of a milestone. This ensures that if a user makes a mistake or realise more savings than expected post completion, they can reflect that in their savings activities.

🖼️ Automatic Supplier Logos
• oboloo now fetches a logo from a supplier’s website automatically using their domain
• You can still upload or override logos manually, which will take priority

• The 'Company Website' field MUST be populated under the 'Contract info' tab within the suppliers record page for the suppliers logo to be automatically fetched from their website

📄 Active Status Indicators on Documents
• A new ‘Active Status’ column shows for supplier and contract document tabs
• Green button = Active (expiry date is in future)
• Red button = Expired (expiry date has passed)

🖥️ Full Screen Tables
• Some tables now support a full-screen toggle to expand your workspace
• Click the icon in the top right-hand corner of the tables to try it out

🛠️ Improvements

📤 Supplier Onboarding CSV Export Cleanup
• Cleaner, better-structured exports
• Export access controlled by role matrix (enabled by default for Admins)

📝 Sourcing UX Terminology Updates
• Text and labels updated in sourcing setup for improved clarity and consistency

🐞 Bug Fixes

🔡 Users Table Sorting
• Fixed an issue where sorting by the User column was not working A–Z correctly

📈 Improvements to Savings Management
• Milestone duplication bug fixed – prevents multiple milestone creation when clicking too fast

🔮 Coming Soon

🤖 oboloo AI Is Coming
Big things are coming — and they’re powered by AI. Here’s what to expect:

💬 Copilot Chat
Ask questions about your data or trigger actions like sending requests or adding notes — all via natural chat.

📆 Today View / “What Should I Do?”
See all your tasks and deadlines grouped into "Do Now", "Next", and "Later". Your daily action plan, sorted.

📄 Record Summary Panel
A sidebar on supplier and contract records with smart summaries and suggested actions, based on real record data.

☁️ Migration to Microsoft Azure
We’re moving to Azure to improve speed, resilience, security, and enable new AI features across the platform.

Thank you to our community for continuing to shape oboloo. Your feedback drives every release forward — please keep it coming!