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.

In the qualification phase, the supplier or a vendor submits the application with basic details such as company information, contacts, category selection and surveys. The customer analyzes this information. and after the approval, an onboarding invitation is sent to the supplier or a vendor with registration key, link and instructions.

In the selection phase, the supplier or a vendor submits the details such as banking information, sites, certificates, agreements and surveys. This information is analyzed and approved by the customer.