Checklist Vendor Onboarding

Company Letterhead

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{{company_address}}

{{company_phone}}

{{company_email}}

{{company_website}}

Document Information

**Document Title:** Checklist Vendor Onboarding

**Version:** {{version_number}}

**Date Issued:** {{issue_date}}

**Prepared By:** {{preparer_name}}

Vendor Details

**Vendor Name:** {{vendor_name}}

**Contact Person:** {{vendor_contact_person}}

**Contact Email:** {{vendor_contact_email}}

**Contact Phone:** {{vendor_contact_phone}}

**Vendor Physical Address:** {{vendor_address}}

**Vendor Registration Number:** {{vendor_registration_number}}

**Tax ID/VAT Number:** {{vendor_tax_id}}

Pre-Onboarding Checks

**1. Due Diligence Completed:**

- Business registration verification: {{checked_business_registration_yes_no}}

- Credit check performed (if applicable): {{checked_credit_check_yes_no}}

- Reference checks conducted: {{checked_reference_checks_yes_no}}

- Compliance with local regulations confirmed: {{checked_local_regulations_compliance_yes_no}}

**2. Vendor Application Form Received:** {{received_vendor_application_form_yes_no}}

**3. Non-Disclosure Agreement (NDA) Signed (if applicable):** {{signed_nda_yes_no}}

Documentation Requirements

**1. Company Profile/Overview:** {{received_company_profile_yes_no}}

**2. Business Registration Certificate:** {{received_business_registration_certificate_yes_no}}

**3. Tax Clearance Certificate:** {{received_tax_clearance_certificate_yes_no}}

**4. Bank Account Details (Proof of Account):** {{received_bank_account_details_yes_no}}

**5. BBBEE Certificate (South Africa only, if applicable):** {{received_bbbee_certificate_yes_no}}

**6. Product/Service Catalogue/Price List:** {{received_product_catalogue_yes_no}}

**7. Terms and Conditions (Vendor’s):** {{received_vendor_terms_and_conditions_yes_no}}

**8. Insurance Certificates (if applicable):** {{received_insurance_certificates_yes_no}}

System Setup and Integration

**1. Vendor Account Created in ERP/Accounting System:** {{created_vendor_account_yes_no}}

**2. Payment Terms Agreed and Recorded:** {{agreed_payment_terms_yes_no}}

**3. Communication Channels Established (Email, Phone, Portal):** {{established_communication_channels_yes_no}}

**4. Access to Procurement Portal Granted (if applicable):** {{granted_procurement_portal_access_yes_no}}

**5. Training Provided on Our Procurement Process (if applicable):** {{provided_procurement_process_training_yes_no}}

Compliance and Policy Adherence

**1. Reviewed and Understood Our Supplier Code of Conduct:** {{reviewed_supplier_code_of_conduct_yes_no}}

**2. Acknowledged Our Payment Policy:** {{acknowledged_payment_policy_yes_no}}

**3. Understood Our Quality Control Standards (if applicable):** {{understood_quality_control_standards_yes_no}}

**4. Privacy Policy and Data Protection Agreement Signed (if handling personal data):** {{signed_data_protection_agreement_yes_no}}

Post-Onboarding Follow-up

**1. Initial Order/Service Request Placed:** {{initial_order_placed_yes_no}}

**2. Performance Review Scheduled (e.g., after 3 months):** {{scheduled_performance_review_yes_no}}

**3. Feedback Channel Established for Vendor:** {{established_vendor_feedback_channel_yes_no}}

Completion and Approval

This vendor onboarding checklist has been completed and approved.

**Completed By:** {{completed_by_name}}

**Date Completed:** {{completion_date}}

**Approved By:** {{approved_by_name}}

**Date Approved:** {{approval_date}}

Signature Block

___________________________

**[Authorised Company Representative Name]**

**[Title]**

**[Date]**

___________________________

**[Vendor Representative Name]**

**[Title]**

**[Date]**