# Supplier onboarding workflow template

> Register a new supplier with the documents and checks needed before the first purchase.

Category: Operations. 4 steps, 16 form fields.

## Steps

### 1. Supplier

Owner: Whoever starts the request.

Tell us who the supplier is and what they will provide.

Fields:

- Company name (text, required)
- EIN (text, required)
- Supplies (choice, required)
- Contact person (text, required)
- Email (email, required)
- Phone (phone)
- What will be supplied and why this supplier (long text, required)

### 2. Documents

Owner: A person or team you choose.

Purchasing collects the supplier's documents.

Due in 5 days (business time).

Fields:

- Documents received (checklist, required)
- Files (files, required)
- Bank details (long text, required)

### 3. Finance check

Owner: A person or team you choose.

Finance checks the supplier's standing and approves the registration.

Approval: Approvers you choose.

Due in 3 days (business time).

Fields:

- Tax and credit check (choice, required)
- Which restrictions? (long text, required)
- Notes (long text)

### 4. Registration

Owner: A person or team you choose.

Register the supplier in the system and let the requester know.

Due in 2 days (business time).

Fields:

- Supplier code (text, required)
- Payment terms (choice, required)
- Notes (long text)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/supplier-onboarding