VENDOR ONBOARDING SOFTWARE

FEATURES CHECKLIST

AUTOMATION AND SELF-SERVICE FEATURES FOR VENDOR MANAGEMENT
APPROVALS	Transparent and streamlined requisition review and approval processes, which result in faster time-to-hire
NOTIFICATIONS AND PROJECT MANAGEMENT	Deadlines, low supplies, and other time or compliance issues; task assignment, process tracking, and work coordination
PAYROLL MANAGEMENT	Easy and efficient processes to organize vendor contracts, payments, and related expenses
ROUTINE TASKS	Category management, centralized and standardized billing rates, invoicing, payment options, and configurable forms and requirements
DATA VALIDATION AND COLLECTION	Visibility into non-sanctioned spending and “scope creep;” electronic signatures
VENDOR SELF-SERVICE	Intuitive portal for vendors to submit electronic forms and documents, information for approvals, and updates
COMMUNICATION	A collaborative digital environment with easy two-way communication via messaging or document sharing between sales, back office, and supply chain teams
SEARCH FUNCTION	Immediate access to needed data, forms, contracts, invoices, contacts, and other vendor information
PLATFORM
MOBILE	Ability to use all types of functions on the go in the warehouse, distribution center, transport centers, or anywhere else that facilitates your business
EASY INTEGRATION	Software that integrates easily with existing systems
ON-PREMISES INSTALLATION	Control for companies that prefer installed technology
CLOUD-BASED PLATFORM	Easy installation and flexible pricing
WORKFLOW AND INTEGRATION
WORKFLOW MANAGEMENT	Reviews and approvals in alignment with company processes
RESOURCE PLANNING	Software that prevents information silos by integrating and streamlining related functions
COMPLIANCE AND SECURITY
RECORD KEEPING	Critical paper trails and tracking for internal checks and in preparation for audits
DUE DILIGENCE	Scoping for vendor assessment
SECURITY AND RISK MITIGATION	Centralized solutions with built-in firewalls and other security features to protect company information, trade secrets, and financial resources

DISCLAIMER Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.