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Vendor Onboarding Checklist
Legal and Compliance
Collect and verify business licenses and permits
Review and sign non-disclosure agreements
Conduct a background check on the vendor
Ensure compliance with industry regulations
Review and sign service-level agreements
Financial and Payment
Set up vendor payment terms
Collect and verify bank account details
Determine the invoicing process
Verify the vendor's tax identification number
Agree on the payment schedule
Operational Integration
Integrate vendor systems with company systems
Establish communication protocols
Set up inventory management processes
Train vendor on order fulfillment procedures
Agree on key performance indicators (KPIs)
Product and Quality Assurance
Define product specifications and standards
Establish quality control processes
Conduct initial product testing
Set up a process for handling returns and defects
Agree on continuous improvement measures
Data Security and Privacy
Review vendor's data security policies
Ensure compliance with data protection laws
Set up data sharing agreements
Conduct a cybersecurity audit
Establish data breach response protocols
