Onboarding a new supplier (Requester / onboarder questionnaire)

Creating A New Supplier Onboard Request

Step by step guide

At the top of the page next to the drop down filter is a “+ New” button. Clicking on this link will start the requisition creation process.

If you have access to multiple companies within the system you will be asked which company you are raising the onboard for. The buyer section should autocomplete with your user, if not select the buyer code from the list.

Supplier Onboarding Questionnaire

The questionnaire will be specific to your particular company, or company selected.
Some questions will be optional, some will be mandatory.
The mandatory questions will be marked with an asterix (*) next to them.

Once you’re ready to proceed, click on the “Next” button. You can click “Previous” to navigate back through the questionnaire.

You can click on the “Save” button at the top of the page at any point. This will put your supplier onboard into draft status enabling you to revisit and complete the questionnaire at a later time.

Some of the questions may involve uploading documents (this example is for uploading an NDA)

Click on the “Choose File” option to upload a document from your device.

Some of the questions may involve a signature (this example is to confirm the completion of a Risk Assessment Questionnaire)

You can use your mouse to draw inside the signature box to complete your signature, or use the touchpad on the screen if you’re using a mobile device.

You can use the “X” in the bottom left corner of the box to clear and start again.

Continue through the questionnaire until you click on “Finish” to mark the questionnaire as finished, and you’ll then be asked to enter the email address of the supplier. This is the email address or addresses that will be sent an email, with a link for your supplier to complete their own questionnaire.

Click on “Next” at the top of the screen.

The final section is to confirm the approver for your supplier onboard, this will be automatically selected for you.

If you click on the “Finish” button this then validates your onboard and automatically emails your supplier to complete their own questionnaire.

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A video guide to supplier onboarding https://www.youtube.com/watch?v=Lpf-HW6RZho 

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