Workflow Templates: Supplier Onboarding Checklist

Obtain the supplier's legal business name and address

Acquire the supplier's tax identification number or VAT number

Request the supplier's primary contact information including email and phone number

Collect and verify business licenses and permits

Ensure the supplier complies with industry-specific regulations

Gather and review the supplier's insurance certificates and coverage details

Obtain detailed product or service specifications

Agree on pricing, payment terms, and delivery schedules

Secure samples or trial services for quality evaluation

Set up an account in the purchasing system

Coordinate with IT to provide access to supplier portals or EDI systems

Establish communication protocols for orders, forecasting, and issue resolution

Define key performance indicators (KPIs) and service level agreements (SLAs)

Outline the process for handling non-compliance and corrective actions

Agree on regular reporting intervals and review meetings

Organize product or service training for relevant staff

Provide guidelines and resources for brand representation and compliance

Schedule periodic performance reviews and business updates

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Supplier Onboarding Checklist