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playbook

New Supplier Onboarding

Supplier profiled, evaluated, contracted, and ready for first PO

New supplier.

When to run
"Decision to engage a new supplier"
Time saved
~4 hrs manual → ~1 hr automated (4× faster)
How often
Per new supplier
Compounds
Supplier profiles and Kraljic data build procurement intelligence

How it runs

  1. Create supplier profile in 20-COMPANY/30-SUPPLIERS/
  2. strategic-sourcing → classify supplier using Kraljic matrix
  3. strategic-sourcing → generate RFx or negotiation brief
  4. Negotiate terms, sign contract, agree pricing and SLA
  5. strategic-sourcing → run contract checklist review
  6. Update supplier profile with contract terms, prepare for first PO

Why it matters

  • 4× faster
  • Evaluation scorecard — not gut feel
  • Contract terms documented from day one

What it needs

  • Supplier company name and website
  • Services/products to be provided
  • Expected annual spend and terms

What you get

  • Supplier profile with contacts
  • Kraljic classification
  • Contract checklist review
  • Ready-for-PO supplier record