Loading EzyProcurePreparing your workspace
Build a clean supplier master before the first purchase order is issued.
Capture legal name, registered address, tax identifiers, primary contacts and the categories the supplier can serve. Duplicate supplier records should be checked before creating a new vendor.
Store service geography, lead times, payment terms, warranty, minimum order requirements and relevant technical capability. This makes future RFQs faster and more consistent.
Banking information and later bank-detail changes should follow an approved verification process. Keep an audit trail of who submitted, reviewed and approved supplier information.
Use clear states such as pending review, approved, conditional, preferred and inactive. Procurement teams should know whether a vendor can be invited to an RFQ or selected for an order.
Onboarding is only the start. Delivery reliability, quality issues, response time and commercial performance should feed back into future sourcing decisions.