Workflow Templates: Supplier Onboarding Checklist

Template Library Home

Start using this Workflow

Supplier Onboarding Checklist

Initial Supplier Information

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

Compliance and Documentation

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

Product and Service Details

Obtain detailed product or service specifications

Agree on pricing, payment terms, and delivery schedules

Secure samples or trial services for quality evaluation

Operational Integration

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

Performance Metrics and Expectations

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

Training and Development

Organize product or service training for relevant staff

Provide guidelines and resources for brand representation and compliance

Schedule periodic performance reviews and business updates

Use this template in Manifestly

Start a Free 14 Day Trial

Use Slack? Start your trial with one click

With Slack

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.