Supplier Onboarding &
Workflows & Control
Speed up supplier registration with your own custom workflows, tier-based templates and automatic gate conditions. Significantly reduce onboarding time.
Max Workflow Steps
Bulk Import Capacity
Time Reduction
Supplier Tiers
Onboarding Process Flow
From prospect to approved supplier in automated steps
Prospect
Initial registration via portal
Documents
Upload required docs
Compliance
Complete packs
Review
Internal approval
Approved
Ready to trade
The Supplier Record Structure
Capture everything you need with our full data model
Identity Fields
- Company registration number
- VAT registration number
- Registered & trading addresses
- DUNS number (optional)
- Parent company linkage
Classification
- Tiering (1-5) by spend/criticality
- Service categories (multi-select)
- Geography/regions served
- SME/Diversity status flags
- Custom taxonomy tags
Status Workflow
Workflow Builder
Build onboarding workflows with up to 30 steps, gate conditions, and parallel paths
Workflow Step Types
Example: Tier 1 Supplier Workflow
See It in Action
You are a procurement manager at a facilities management company with 200 active suppliers. A new contract win means you need to onboard 30 subcontractors in the next four weeks. Each one needs to provide insurance certificates, health and safety documentation, a Modern Slavery statement, and complete a compliance questionnaire. With spreadsheets and email, that is 30 suppliers times five document types, plus follow-up emails for every missing item. Your inbox is already full before you start.
How It Works
My Supplier List replaces that entire process with configurable onboarding workflows. You start by selecting a workflow template that matches the supplier tier. A critical subcontractor on a high-value contract might need 12 steps including financial checks, site visit sign-off, and a full compliance questionnaire. A low-spend stationery supplier might need three steps: basic details, a trade reference, and proof of insurance.
Once you trigger the onboarding, the supplier receives a portal invitation by email. They log in to a branded self-service portal where they can see exactly what is required, upload documents, and complete questionnaires at their own pace. You do not need to send a single chasing email because the system does it for you. Automated reminders go out at intervals you set, and your dashboard shows which suppliers are stuck at which step.
Each onboarding step can have a gate condition. A supplier cannot progress past the compliance questionnaire step until their score meets your minimum threshold. A document upload step will not complete until the uploaded file has been reviewed and approved by the designated team member. This means suppliers arrive in your active supplier list already compliant, already checked, and already documented.
For organisations with an existing supplier base, bulk import lets you bring in supplier records from CSV files and assign them to onboarding workflows retrospectively. This is particularly useful during a system migration or when a new compliance requirement means existing suppliers need to complete additional checks.
Structured onboarding workflows replace ad-hoc email chains, cutting the time from first contact to approved supplier from weeks to days while ensuring every compliance step is completed before a supplier goes live.
Related Features
Explore more of the platform
Fix Your Supplier Onboarding
Significantly reduce onboarding time, stop chasing people manually, and make sure every supplier meets your compliance needs before they start trading.
See Your Workflows
View your whole supplier onboarding pipeline at a glance with our easy-to-read workflow visualisation.
