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Onboard a new supplier before the first order

Name the packet once. Engrama asks the supplier for it, checks each document against what you asked for, and tells you what is still missing before the first order goes out.

Keep your purchasing system, your spreadsheet and your email. The supplier answers from a link and joins nothing.

How a new supplier’s packet is defined, requested, checked and closed

Request this packet
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Calder & Roe ComponentsNew supplier · Onboarding packet
Packet
Five documents, before the first order
Checks Engrama runs before this reaches you
  • FieldEvery certificate runs at least 60 days past today

Carried from the packet you defined for every supplier.

Needed by
Before the first order

The set a new supplier owes you, once

Today it is assembled by memory. Somebody remembers the insurance certificate, somebody else remembers the tax form, and the one nobody remembered surfaces the week the first order should have shipped.

In Engrama the packet is a list you define once and reuse for every supplier after this one, with what each document has to contain written into the request.

A packet can be finished, which is what makes this different from the register a compliance lead keeps. Onboarding ends. The list either has everything or names what it is waiting for.

A packet usually holds
  • Tax and company registration documents
  • Insurance certificates and their coverage
  • Quality and conformity certifications
  • Licences and permits to supply what they supply
  • Signed terms, and the bank details you will pay against
  • And whatever else your first order depends on

Start with the supplier you are onboarding now

Name the packet once on the call and we will send it to the supplier you are waiting on today.