HomeVendor onboarding checklist
Checklist
Vendor onboarding checklist
Twenty eight checks to complete before you pay a new supplier. Tick them on screen or print the page. Adapt the list to your risk level and country.
By Procurement VMS Editorial TeamLast updated
Why a checklist
The cheap way to avoid an expensive mistake
Most vendor problems that reach finance started at onboarding. A bank detail nobody verified. An insurance certificate that expired in March. A supplier created twice with different tax numbers. None of these take long to prevent. A checklist makes sure someone does the checks every time, even on a busy Friday.
Identity and legal
Tax
Banking
Compliance and risk
Security and data
Commercial
Set up and communication
Using it well
Make it fit your risk
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Questions
Frequently asked questions
Is this legal or compliance advice?
No. It is a practical checklist. Confirm requirements for your country and industry with your compliance team.
How often should supplier data be refreshed?
Check critical suppliers at least yearly, and diary document expiry dates.