Vendor / Supplier Onboarding
New vendor due diligence — legal entity, banking, W-9, insurance, compliance attestations.
14 days free, $0 today — Forms comes with every suite.
Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.
What's inside this template
Legal Entity
- Legal business name
- DBA (if different)
- Tax ID / EIN
-
Business type
Sole prop / LLC / S-Corp / C-Corp / Partnership / Other
- State of incorporation
- Year founded
Contacts
- Primary contact name
- Primary contact email
- Primary contact phone
- Billing contact (if different)
Banking & Tax
- Upload completed W-9 or W-8
- Bank routing number
- Account number
-
Payment terms preference
Net 15 / Net 30 / Net 45 / Net 60
Insurance & Compliance
- Upload current Certificate of Insurance
- Are you on any debarment / sanctions list?
- Do you have a published code of conduct?
- Authorized signatory name
- Signature
Common use cases
Related templates
Go deeper on the topic
-
Lockout/tagout (LOTO) is the procedure for controlling hazardous energy — electrical, hydraulic, pneumatic, mechanical, thermal, chemical — before...
-
Job hazard analysis (JHA) — also called job safety analysis (JSA) — is the structured exercise of breaking a work task into sequential steps, identifying the...
-
A near-miss is an event that could have caused injury or damage but didn't — a slip that didn't fall, a load that shifted but didn't drop, a machine that...
-
AI governance is the framework a company uses to decide what AI tools are allowed to do, who's accountable for their outputs, what data they're allowed to...
Ready to use this template?
Vendor / Supplier Onboarding runs on a platform app included with every MangoApps plan — pick a suite and it comes along.
Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.