Summary
In short
- A supplier onboarding checklist is a checklist used in KnowLogistics that takes a new supplier from selected to able to trade, covering banking, insurance, terms, technical approval and system setup. It is built against ISO 9001 cl.8.4 and forms part of the Supplier Onboarding and Lifecycle programme.
- Raised once per new supplier. Owned by procurement.
- The template holds 50 fields across 5 sections.
- Scoring is onboarding 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: feeds Vendor Register and Supplier Approval.
What it is
What it is
What is a supplier onboarding checklist?
A supplier onboarding checklist is a checklist used in KnowLogistics that takes a new supplier from selected to able to trade, covering banking, insurance, terms, technical approval and system setup. It is built against ISO 9001 cl.8.4 and forms part of the Supplier Onboarding and Lifecycle programme.
When is a supplier onboarding checklist completed?
A supplier onboarding checklist is completed at the point in the process the check protects, every time that process runs. Raised once per new supplier.
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: feeds vendor register and supplier approval
Not for
- 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.
- Supplier Bank Detail Verification, which verifies a supplier's bank details through an independently obtained phone number before any payment is set up or changed.
- 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 onboarding checklist 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 onboarding checklist contain?+
There are 5 sections: header, commercial, technical and compliance, set up, outcome. Together they hold 50 fields, 41 of which are required.
How many supplier onboarding checklist 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 onboarding checklist 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 onboarding checklist scored?+
Scoring is onboarding 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 onboarding checklist 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 onboarding checklist 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