Supplier Onboarding is the process of gathering information from potential vendors, assessing their compliance and risks, and then integrating them into your platform and supply chain.
Your PeopleTray Account Manager will work with you to configure the Supplier Onboarding process to meet your needs. Once setup is complete, they will provide you with a link to embed on your website. This link will serve as the portal where suppliers can submit their applications.
Once your account is ready to manage Supplier Onboarding, the process for handling new supplier applications is as follows:
- Log in as a System Administrator and navigate to CRMTray.
- Create a new Supplier Type.
- A potential vendor submits an Application Request through your company website, selecting the appropriate Supplier Type for their application.
- Supplier Application Requests are captured in CRMTray, where you can review and decide which vendors to invite to complete the full application form.
- The Application Form can be customised to collect any additional information or documentation required from the vendor.
- Supplier applications are tracked in CRMTray, allowing you to assess each candidate.
- If you decide to move forward with a vendor, you can Approve the Supplier Application, converting the vendor into a "Company" within CRMTray.
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System Admin creates a Supplier Type |
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Potential Supplier Submits Application Request |
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Application form is sent to Supplier |
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Supplier Application Form Email Notification |
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Supplier completes their Application |
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Convert to Company in CRMTray |
Configuration Options
| Settings > Account Options |
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| Settings > CRMTray > Company Settings |
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| Supplier Type |
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| Supplier Application |
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