Steps for Supplier onboarding
Our suggested approach for the successful on boarding of suppliers is as follows:
- Supplier analysis
Make a segmentation of the suppliers based on volume and priority.
Result: list of suppliers by priority, group incl. contactperson and email. - Communication plan
Decide on how suppliers will be onboarded, tone of voice, force or ask friendly.
Approach the first group of suppliers personally to explain vision and direct ERP integration options.
Optional: organize a supplier day and discuss Tradecloud as a strategic topic for collaboration - Introducing Tradecloud
Inform suppliers on the approach. Use template pdf with introduction. - Invite
Create suppliers and their users in Tradecloud. Suppliers will receive a notification email with instructions.
Make sure orders for active suppliers are in Tradecloud. Work needed on ERP side? - Follow up
Contact suppliers who have not accepted the invitation.
Check if suppliers who are active are also confirming orders. - Evaluate
Check if orders are confirmed correctly.
Decide on how to deal with suppliers who are not active.