Checklist: Are You Ready to Onboard Your Suppliers?

A successful supplier onboarding process starts with clear requirements and a structured plan. Before suppliers can begin onboarding, you need to decide which documents they will exchange, which formats and connection methods you will support, and what they must complete before going live.

This checklist takes you through the key steps before, during and after onboarding. It helps you define your requirements, organise suppliers into campaigns, set clear deadlines and keep track of progress. It also covers how to identify suppliers that need additional support and prepare your team for onboarding new suppliers as part of its day-to-day operations.

The checklist is designed for EDI, supply chain, procurement and IT teams that are setting up a new supplier onboarding process or reviewing how they onboard suppliers today. Use it to understand what needs to be in place and create a repeatable process that is easier to manage for your team and simpler for your suppliers.