Vendor Onboarding Guide

Process to onboard partners to fullfill different requirements or to serve the same set of customers .

it varies with diff verticals.

1.martketplaces and manufacturer-partners(suppliers,distributors,dealers ec)

2.cosnumer servces-service partners.agent,drivers.

3.insurance-agent.

4.real-estate-brokers.

5.supply chain and logistics(truckers,companies).

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1.Company basic details.

2.Invite Users and map them to their profiles and roles.

3.Acces restriction.

allowed IP's and Two-factor verification.

4.customize modules.

rename tabs,edit existing fields,add new custom fields,edit field properties,specify field permissions,set
validation rules,

Agenda.
components of onboarding lifecycle

1.identifying right vendor to serve.

2.collection of Documents (KYC,Complaince,etc).

3.Verifying or Quality check.

4.nurturing or engaging.

Teams Involved.

1.onbaording Team.

2.Verification Team.

Challenges

1.identifying right vendor/agent

2.validation and verification vendor.

3.communication.

4.Long time to Onboard.

5.keeping them engage on diff stages.

onboard vendors Instantly

1.collecting documents,uploading documents digitally-while on the field route to the verification team
based on agent availability or any criteria of your choosing integrate with verification systems in real
time.

Auto-allocate leads and task.

1.pincodes(agent location).

2.product type.

3.Agent avaialability.

Track agents real Time.

we can track evrything how many vendrs onboarding.

Auto pland team's day.

Location tracking reports of team

Vendor onboarding Form

Associate onboard form

Enrollment form