Onboarding a new supplier cleanly
Documents, terms, banking, and systems — the onboarding checklist that prevents the first-order scramble.
The first order with a new supplier shouldn't be a scramble. This is the onboarding checklist that clears the admin before the PO goes out.
1
Legal & compliance docs
Registration, tax, insurance, and any certifications your work requires — collected once, filed, and dated for renewal.
2
Commercial terms
Payment terms, incoterms, currency, and lead times agreed in writing — not rediscovered on every order.
3
Banking & tax setup
Bank details verified by callback and tax status entered into finance — the quiet step that prevents fraud and delay.
4
Systems & first order
Supplier added with a complete record, so the first PO — and every one after — simply flows.
this is SourceWright
It's in the works.
SourceWright is in development — join the waitlist for early access.