Summary
In short
- A supplier offboarding and exit is a checklist used in KnowLogistics that ends a supplier relationship cleanly, covering final deliveries, outstanding claims, returned property, data deletion, system deactivation and the record retention that outlives the relationship. It is built against ISO 9001 cl.8.4 and forms part of the Supplier Onboarding and Lifecycle programme.
- Raised on termination or expiry. Owned by procurement.
- The template holds 56 fields across 6 sections.
- Scoring is offboarding complete, 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: links Contract Review and Master Data Setup.
What it is
What it is
What is a supplier offboarding and exit?
A supplier offboarding and exit is a checklist used in KnowLogistics that ends a supplier relationship cleanly, covering final deliveries, outstanding claims, returned property, data deletion, system deactivation and the record retention that outlives the relationship. It is built against ISO 9001 cl.8.4 and forms part of the Supplier Onboarding and Lifecycle programme.
When is a supplier offboarding and exit completed?
A supplier offboarding and exit is completed at the point in the process the check protects, every time that process runs. Raised on termination or expiry.
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 Supplier Onboarding and Lifecycle programme and this is one of its steps
- A linked record needs this one to exist: links contract review and master data setup
Not for
- Supplier Onboarding Checklist, which takes a new supplier from selected to able to trade, covering banking, insurance, terms, technical approval and system setup.
- Supplier Sourcing Request, which starts the process of finding a new supplier, stating what is needed, why the existing suppliers cannot provide it and what the selection criteria will be.
- Supplier Due Diligence and Screening, which screens a prospective supplier for financial standing, ownership, sanctions exposure, litigation and adverse media before commercial discussions go far.
- 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 supplier offboarding and exit template based on?+
It is built against ISO 9001 cl.8.4. 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 supplier offboarding and exit contain?+
There are 6 sections: header, commercial close out, property and data, system and records, continuity, outcome. Together they hold 56 fields, 48 of which are required.
How many supplier offboarding and exit 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 supplier offboarding and exit belong to?+
It is part of Supplier Onboarding and Lifecycle. No supplier trading before onboarding completes, and none left active after it ends.
How is a supplier offboarding and exit scored?+
Scoring is offboarding complete. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the supplier offboarding and exit 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 supplier offboarding and exit 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