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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
