Skip to main content
Loading...
compliance

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 (required)
  • DBA (if different)
  • Tax ID / EIN (required)
  • Business type (required)

    Sole prop / LLC / S-Corp / C-Corp / Partnership / Other

  • State of incorporation
  • Year founded

Contacts

  • Primary contact name (required)
  • Primary contact email (required)
  • Primary contact phone (required)
  • Billing contact (if different)

Banking & Tax

  • Upload completed W-9 or W-8 (required)
  • Bank routing number (required)
  • Account number (required)
  • Payment terms preference

    Net 15 / Net 30 / Net 45 / Net 60

Insurance & Compliance

  • Upload current Certificate of Insurance (required)
  • Are you on any debarment / sanctions list? (required)
  • Do you have a published code of conduct?
  • Authorized signatory name (required)
  • Signature (required)

Common use cases

New vendor setup
Procurement diligence
AP master file

Go deeper on the topic

Related concepts
  • 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.