Supplier Onboarding Checklist Form

Supplier Onboarding Checklist Form — Form Fields

This operations template includes 8 fields. Ensure all required documentation, compliance checks, and system setups are completed before a new supplier is activated. Free to customize and use on ZenBuild.

• Supplier Name (text, required)
• Procurement Contact (text, required)
• Contact Email (email, required)
• Onboarding Start Date (text, required)
• Documents Received (checkboxes, required) — options: W-9 / Tax Form, Certificate of Insurance, NDA Signed, Supplier Code of Conduct, Banking Information
• System Setup Completed (checkboxes, required) — options: Vendor Profile Created in ERP, Payment Terms Set, Approved Vendor List Updated, Contact Added to Directory
• Compliance Check Passed? (multiple choice, required) — options: Yes, No – Issues Found, Pending
• Outstanding Items or Notes (long text, optional)