Supplier Onboarding

The supplier onboarding process is used to establish communication with a prospective vendor or a potential supplier. Customers can initiate the onboarding process by sending an invitation email to a vendor or a supplier. Based on the parameter setting, onboarding can be a one-step or two-step process.
One-step process
The supplier submits the onboarding application with details such as company information, contacts, category selection, bank details, sites, certificates, agreements, and surveys. The information in the onboarding application is analyzed and approved by the customer.
Two-step process
This process is completed in two phases:
  • Qualification phase
  • Selection phase

The terms and conditions must be accepted to view the Category Selection step on the onboarding wizard. The onboarding style selection field is only displayed when the Category Based OB Style check box is selected. The preceding steps to be displayed are based on the category selected. Possible scenarios:

  • If the selected category is part of one step process, the complete form is displayed.
  • If the selected category is a part of two-step process, the survey is displayed as a part of the qualification step.
  • If the selected category is a part of one and two step processes, the complete form is displayed.
Flexi
In this process, the customer can select the required entities on the Wizard Setup page. The selected entities are displayed in the Onboarding application.