Operations
Onboarding a B2B supplier and customer
Agree contacts, specifications, documents, ordering, receiving, complaints, changes, and review rhythm.
Onboarding turns a sales agreement into daily work. Details such as delivery addresses, PO format, and escalation contacts need the same clarity as product specifications.
Decisions to align
Use these prompts to begin the conversation. Adjust the depth of review to your organization’s risk, scale, and requirements.
- Commercial, operational, quality, finance, and escalation contacts on both sides.
- Products, specifications, documents, prices, MOQ, lead time, and initial schedule.
- Order, confirmation, change, delivery, receiving, and invoice formats.
- Complaint process, change control, performance review, and exit.
Working evidence to retain
Concise records help the team understand earlier decisions, control changes, and review outcomes without relying on memory.
- Onboarding checklist with owners and status.
- Product, party, address, tax, and official-channel master data.
- Current document versions and approvals.
- Initial orders, issues, resolution, and 30–90 day review.