Adding a New Vendor

Everything you need to get a supplier approved and ready to buy from.

Start onboarding
Business partners shaking hands in an office
5 - 10 daysTypical approval time

From request to first purchase order

STEP 1Submit the vendor request STEP 2Vendor sends documents STEP 3Review & approval STEP 4Raise your first PO
1

Before You Start

  • Check the approved vendor list
  • Get two quotes over $10,000
  • Confirm your budget owner
  • Note the vendor's main contact
Person filling out a form on a clipboard
2

Required Documents

  • Signed W-9 form
  • Certificate of insurance
  • Security questionnaire
  • Banking details on letterhead
Hands organizing paper documents
3

Review & Approval

  • Finance checks tax and banking
  • IT reviews data security
  • Legal reviews the contract
  • Most approvals in 5 to 10 days
Colleagues reviewing and signing a document
4

After Approval

  • Vendor gets a supplier number
  • You can raise purchase orders
  • Invoices must quote the PO
  • Vendors are reviewed each year
Courier unloading boxes from a delivery van
Elena Ruiz, Vendor Onboarding Lead

Questions about a new vendor?

Elena Ruiz ยท Vendor Onboarding Lead

Ext. 4700