SUPPLIER ONBOARDING CHECKLIST FOR SUPPLY CHAIN

Created by ChecklistGuro (https://checklistguro.com)

--- SUPPLIER INFORMATION & DUE DILIGENCE ---
[ ] Supplier Company Name
[ ] Supplier Contact Person
[ ] Supplier Address
[ ] Number of Employees
[ ] Supplier Type (Raw Material Supplier, Component Supplier, Finished Goods Supplier, Service Provider)
[ ] Date of First Contact
[ ] Brief Description of Products/Services
[ ] Company Registration Document

--- LEGAL & COMPLIANCE VERIFICATION ---
[ ] Business License Status (Active, Inactive, Pending, Expired)
[ ] Copy of Business License
[ ] Compliance with Anti-Bribery Regulations (Compliant, Not Compliant, N/A)
[ ] VAT/Tax Registration Number
[ ] Summary of Relevant Certifications (e.g., ISO, FDA)
[ ] Date of Last Compliance Audit

--- FINANCIAL STABILITY ASSESSMENT ---
[ ] Annual Revenue (USD)
[ ] Debt-to-Equity Ratio
[ ] Credit Rating (if applicable) (AAA, AA, A, BBB, BB, B, Not Rated)
[ ] Date of Latest Financial Statements
[ ] Financial Statements (PDF)
[ ] Liquidity Ratio (Current Ratio) (0.5 or less, 0.6 - 0.9, 1.0 - 1.5, Above 1.5)
[ ] Description of Financial Risk Mitigation Strategies

--- QUALITY MANAGEMENT SYSTEM REVIEW ---
[ ] ISO 9001 Certification Status (Certified, In Progress, Not Certified)
[ ] ISO 9001 Certification Expiration Date
[ ] Summary of Quality Manual
[ ] Quality Manual (PDF)
[ ] Number of Internal Audits Conducted Annually
[ ] Corrective Action Process Adequacy (Excellent, Good, Fair, Poor)
[ ] Relevant Quality Certifications (IATF 16949, AS9100, FDA Approval, Other)

--- SECURITY & DATA PROTECTION ---
[ ] Data Security Certification (e.g., ISO 27001) (ISO 27001 Certified, SOC 2 Compliant, Other (Specify in Long Text), Not Applicable)
[ ] Description of Data Security Measures
[ ] Data Residency Requirements (Data must reside in [Region/Country], No specific residency requirements, Other (Specify in Long Text))
[ ] Encryption Strength (in bits)
[ ] Data Protection Agreement (DPA) in place? (Yes, No, In Progress)
[ ] Cybersecurity Assessment Report (Optional)

--- ETHICAL SOURCING & SUSTAINABILITY ---
[ ] Conflict Minerals Policy Acknowledgement (Acknowledged & Compliant, Acknowledged & Working Towards Compliance, Not Applicable)
[ ] Sustainability Certifications Held (Select all that apply) (Fair Trade Certification, Organic Certification, Rainforest Alliance Certified, B Corp Certification, ISO 14001 (Environmental Management), None)
[ ] Describe your company's modern slavery statement and policies.
[ ] Do you conduct regular audits of your supply chain for labor practices? (Yes, No, Planning to implement)
[ ] Upload your company's Ethical Sourcing Policy document.

--- CONTRACT NEGOTIATION & AGREEMENT ---
[ ] Contract Summary & Key Terms
[ ] Agreed Pricing (per unit)
[ ] Contract Start Date
[ ] Contract End Date
[ ] Payment Terms (Net 30, Net 60, Other (Specify))
[ ] Uploaded Contract Document
[ ] Governing Law (Jurisdiction 1, Jurisdiction 2, Other (Specify))
[ ] Company Representative Signature

--- SYSTEM INTEGRATION & TRAINING ---
[ ] Integration Method Chosen (EDI, API, Manual Upload, Other)
[ ] Integration Technical Specifications
[ ] Scheduled Integration Go-Live Date
[ ] Number of Users Requiring Training
[ ] Training Modules Completed (Supplier) (System Navigation, Data Entry Procedures, Reporting Requirements, Security Protocols)
[ ] Training Feedback (Supplier)

--- PERFORMANCE METRICS & REPORTING ---
[ ] On-Time Delivery Percentage
[ ] Quality Acceptance Rate (%)
[ ] Cost Savings Achieved (vs. previous supplier)
[ ] Response Time to Inquiries (average)
[ ] Supplier Performance Rating (e.g., Excellent, Good, Fair, Poor) (Excellent, Good, Fair, Poor)
[ ] Next Performance Review Date
[ ] Comments on Performance & Areas for Improvement

--- FINAL APPROVAL & DOCUMENTATION ---
[ ] Onboarding Completion Date
[ ] Onboarding Status (Approved, Rejected, Pending Review)
[ ] Approval Comments (if applicable)
[ ] Approver Signature
[ ] Supporting Documentation (e.g., Contract, Audit Report)
[ ] Approved By (Name)

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