Getting started with Supplier Onboarding

Getting started with Supplier Onboarding

What's the issue you're facing?

I have purchased the Supplier Onboarding module and need to set this up but am not sure where to start. What should I do?

Solution

The below articles should help you understand and navigate setting up your Supplier Onboarding module. 

Getting Started

Configuring Supplier Onboarding - Mapping out your process
How do I set my Supplier Onboarding event name? (Required)
How do I let my suppliers know what the invitation they have recieved is about and why it's important? (Required)
How do I add and name questionniares on my event?
How do I state who my Supplier Onboarding event owner will be? (Required)

Documents

How do I add documents to my Supplier Onboarding event?

Creating your Questionnaires

How do I start creating my questionnaires once they have been added to my Supplier Onboarding event?
How do I build a questionniare?
How do I add expiry dates to documents that suppliers upload?
How do I setup questions so that I can pass or fail a suppliers answers?
How do I link a document to a question in my questionnaire?
How do I setup a question with follow on questions in my questionnaire?
How do I save a questionnaire I have created as a template so I can use it in other events?
What is scoring and weighting and how do I add this to my questionnaires?

Approvals

I need to setup approvals for my suppliers before I onboard them via Supplier Onboarding. Is this something that can be done?
How do I create approvals within Supplier Onbording?