Summary
In short
- A customer onboarding record is a checklist used in KnowLogistics that takes a new customer from won to able to receive product, covering credit, terms, specifications, delivery constraints, labelling requirements and system setup. It is built against ISO 9001 cl.8.2 and forms part of the Customer and Carrier Onboarding programme.
- Raised once an account is agreed. Owned by commercial with technical.
- The template holds 56 fields across 6 sections.
- Scoring is onboarding complete before first order, where high is good.
- ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable.
- It connects to the rest of the library: feeds Customer Register and Requirement Review.
What it is
What it is
What is a customer onboarding record?
A customer onboarding record is a checklist used in KnowLogistics that takes a new customer from won to able to receive product, covering credit, terms, specifications, delivery constraints, labelling requirements and system setup. It is built against ISO 9001 cl.8.2 and forms part of the Customer and Carrier Onboarding programme.
When is a customer onboarding record completed?
A customer onboarding record is completed at the point in the process the check protects, every time that process runs. Raised once an account is agreed.
When to use it
When to use it, and when not to
This checklist is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this checklist covers has occurred, or is about to
- The workspace is being set up, or the register needs an entry added or retired
- You are running the Customer and Carrier Onboarding programme and this is one of its steps
- A linked record needs this one to exist: feeds customer register and requirement review
Not for
- Customer Master Data and Terms Setup, which creates the customer record covering codes, credit limit, payment terms, delivery addresses, ordering method and any specific requirements accepted.
- Carrier Onboarding and Qualification, which qualifies a new haulier or courier before they carry anything, covering operator licence, insurance, vehicle standards, temperature capability, driver vetting and the service levels agreed.
- Anything outside KnowLogistics, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 9001Quality management systems
The international standard for consistently meeting customer and regulatory requirements. Certifiable.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the customer onboarding record template based on?+
It is built against ISO 9001 cl.8.2. ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the customer onboarding record contain?+
There are 6 sections: header, commercial, technical requirements, delivery constraints, ways of working, outcome. Together they hold 56 fields, 48 of which are required.
How many customer onboarding record records should we have?+
This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.
Which programme does the customer onboarding record belong to?+
It is part of Customer and Carrier Onboarding. Requirements accepted in a tender reaching the despatch bay rather than staying in the tender.
How is a customer onboarding record scored?+
Scoring is onboarding complete before first order. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the customer onboarding record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the customer onboarding record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowLogistics — supply chain execution. Inbound, outbound, inventory, yard, claims, supplier lifecycle and customs.
Meet KnowLogistics→Sources
Sources
- ISO 9001 — Quality management systems
- ISO — International Organization for Standardization