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Supplier Onboarding

Process for vetting, approving, and integrating new suppliers into your operations.

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Supplier Onboarding
Duration:1–2 weeks
Roles:Procurement Manager, Quality Manager, Finance Lead
Cadence:Per new supplier
GeneralMedium

Steps

  1. 1

    Collect supplier information

    Gather company details, certifications, and references.

  2. 2

    Due diligence check

    Verify business registration, financial stability, and compliance.

  3. 3

    Quality assessment

    Review samples, certifications, and quality management processes.

  4. 4

    Negotiate terms

    Agree on pricing, payment terms, delivery schedules, and SLAs.

  5. 5

    Legal review

    Have legal review and approve the supplier agreement.

  6. 6

    System setup

    Create supplier in ERP/procurement system with correct codes.

  7. 7

    Team notification

    Inform relevant teams that the new supplier is approved.

  8. 8

    First order

    Place initial order and monitor delivery and quality closely.

Customize this template

This template is a starting point. Customize steps, owners, deadlines, and proof requirements to match your exact workflow.

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