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Supplier Onboarding Portal
Collect compliance files, bank details, and catalog data without inbox chaos.
What you'll learn
- Invite, company profile, compliance files, bank details, catalog.
- Every file has a type and an expiry.
- Treat account numbers as sensitive.
- A supplier is not live until legal and finance both tick the box.
- Say what was wrong and what to upload instead.
Course content
5 lessons
- 1. A staged onboarding, not a form dump
- 2. Compliance that expires
- 3. Bank details with two eyes
- 4. Approved to transact
- 5. When a file is rejected
Description
Onboarding a supplier by email means expired certificates and missing IBAN digits.
This course walks through a staged portal: invite, document checklist, review, and “approved to transact.”
You will write the statuses procurement and legal both understand, including what happens when a file expires.
This course walks through a staged portal: invite, document checklist, review, and “approved to transact.”
You will write the statuses procurement and legal both understand, including what happens when a file expires.