{"id":3531,"date":"2016-07-25T12:17:03","date_gmt":"2016-07-25T12:17:03","guid":{"rendered":"https:\/\/www.certitrek.com\/nlpa\/2016\/07\/25\/supplier-onboarding-process-using-new-sample-matrix\/"},"modified":"2021-07-15T03:44:10","modified_gmt":"2021-07-15T07:44:10","slug":"supplier-onboarding-process","status":"publish","type":"post","link":"https:\/\/www.certitrek.com\/nlpa\/blog\/supplier-onboarding-process\/","title":{"rendered":"Supplier Onboarding Process Using New Sample Matrix"},"content":{"rendered":"

I hope that you have enjoyed the article \u201cThe Vendor Onboarding Process, Simplified.\u201d<\/p>\n

Don\u2019t miss updates on Procurement & Supply Chain, Subscribe here!<\/p>\n

In discussing the supplier onboarding process in the article, I\u00a0suggested that you identify a limited number of categories of suppliers, each with their own documentation requirements. \u00a0I also directed you to this post to learn about a six-step process for determining your categories. \u00a0Well, here is that six-step process:<\/p>\n

    \n
  1. List all of the documentation you require from new suppliers.<\/strong><\/li>\n
  2. Determine which types of suppliers need to provide each type of documentation.<\/strong>\u00a0 Note:\u00a0 You may find that you don\u2019t really need some of the documentation you\u2019ve been requesting!<\/li>\n
  3. Determine potential\u00a0combinations of supplier types.\u00a0<\/strong> If two types of suppliers require the exact same documentation, consolidate them into a single type.\u00a0 For example, if you find that \u201cconstruction suppliers\u201d and \u201csecurity services suppliers\u201d require the exact same documentation, consolidate them into a single category like \u201cconstruction and security services suppliers.\u201d<\/li>\n
  4. Create a matrix that lists each type of documentation on one axis and each type of supplier on the other axis.\u00a0<\/strong> Check off the documentation required for each type of supplier.<\/li>\n
  5. Document procedures for identifying the type of supplier when the need arises.<\/strong><\/li>\n
  6. Create a process for distributing only the necessary documentation to the right supplier.<\/strong><\/li>\n<\/ol>\n

    If you know me, you know that I am not a fan of reinventing the wheel when you need procurement tools. \u00a0So, I have created a\u00a0sample supplier\u00a0documentation requirement matrix to serve as a starting point for you to create the type of matrix called for in Step #4.<\/p>\n

    That sample supplier documentation requirement matrix has just been added to the NLPA Library. \u00a0The NLPA Library is a vast and growing collection of procurement templates, webinar replays and their slide decks, and transcriptions of interviews with procurement experts. \u00a0Access to the NLPA Library is available to anyone who is enrolled in the SPSM Certification Program, is a certified SPSM in good standing, or is enrolled in our All-Access Plan.<\/p>\n

    If you\u2019d love to get your hands on awesome tools like this new sample supplier documentation requirement matrix and have been thinking about earning your procurement certification, now may be the time to finally invest in your career (or ask your employer to)!<\/p>\n","protected":false},"excerpt":{"rendered":"

    I hope that you have enjoyed the article \u201cThe Vendor […]<\/p>\n","protected":false},"author":12,"featured_media":4011,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3531","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-procurement"],"yoast_head":"\nSupplier Onboarding Process Using New Sample Matrix - Next Level Purchasing Association (NLPA)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.certitrek.com\/nlpa\/blog\/supplier-onboarding-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Supplier Onboarding Process Using New Sample Matrix\" \/>\n<meta property=\"og:description\" content=\"I hope that you have enjoyed the article \u201cThe Vendor […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.certitrek.com\/nlpa\/blog\/supplier-onboarding-process\/\" \/>\n<meta property=\"og:site_name\" content=\"Next Level Purchasing Association (NLPA)\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/NextLevelPurchasing\/\" \/>\n<meta property=\"article:published_time\" content=\"2016-07-25T12:17:03+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-07-15T07:44:10+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.certitrek.com\/nlpa\/wp-content\/uploads\/sites\/5\/2020\/11\/nlpa-images-021.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Galo Matagay\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@nextlevelpurch\" \/>\n<meta name=\"twitter:site\" content=\"@nextlevelpurch\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Galo Matagay\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.certitrek.com\/nlpa\/blog\/supplier-onboarding-process\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.certitrek.com\/nlpa\/blog\/supplier-onboarding-process\/\"},\"author\":{\"name\":\"Galo Matagay\",\"@id\":\"https:\/\/www.certitrek.com\/nlpa\/#\/schema\/person\/72d094fab77892483dfa6e061cb27eaa\"},\"headline\":\"Supplier Onboarding Process Using New Sample Matrix\",\"datePublished\":\"2016-07-25T12:17:03+00:00\",\"dateModified\":\"2021-07-15T07:44:10+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.certitrek.com\/nlpa\/blog\/supplier-onboarding-process\/\"},\"wordCount\":391,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.certitrek.com\/nlpa\/#organization\"},\"articleSection\":[\"Procurement\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.certitrek.com\/nlpa\/blog\/supplier-onboarding-process\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.certitrek.com\/nlpa\/blog\/supplier-onboarding-process\/\",\"url\":\"https:\/\/www.certitrek.com\/nlpa\/blog\/supplier-onboarding-process\/\",\"name\":\"Supplier Onboarding Process Using New Sample Matrix - 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