Vendor Onboarding Process
Laserfiche Once a vendor submits the registration form through a public portal, it is reviewed by a purchasing analyst. The purchasing analyst determines whether a purchasing officer and/or buyer approval is needed. If yes, the form is routed to the purchasing officer and/or buyer for approval. Finally, the purchasing manager reviews the form and makes a final decision. Lastly, the vendor registration form is filed into the Laserfiche Repository.
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Once a vendor submits the registration form through a public portal, it is reviewed by a purchasing analyst. The purchasing analyst determines whether a purchasing officer and/or buyer approval is needed. If yes, the form is routed to the purchasing officer and/or buyer for approval. Finally, the purchasing manager reviews the form and makes a final decision. Lastly, the vendor registration form is filed into the Laserfiche Repository.
Description
Once a vendor submits the registration form through a public portal, it is reviewed by a purchasing analyst. The purchasing analyst determines whether a purchasing officer and/or buyer approval is needed. If yes, the form is routed to the purchasing officer and/or buyer for approval. Finally, the purchasing manager reviews the form and makes a final decision. Lastly, the vendor registration form is filed into the Laserfiche Repository.
Participants
Purchasing Manager: The purchasing manager performs the final approval of the vendor registration
Vendor: The vendor submits the vendor registration form
Purchasing Officer: The purchasing officer reviews the vendor registration form
Buyer: The buyer reviews the vendor registration form
Purchasing Analyst: The purchasing analyst reviews the vendor registration form and determines whether purchasing officer and/or buyer approval is needed
Laserfiche Repository
The vendor registration forms are stored in Business Process Library\Vendor Registration\Approved\[Vendor Name] or Business Process Library\Vendor Registration\Rejected\[Vendor Name].
Additional Considerations
Laserfiche Forms Public Portal: This process was built to be used with a Laserfiche Forms Public Portal, so that external users (vendors) can submit forms.
Categories
Platforms
Cloud Template Content
Repository1
Self-Hosted Template Content
Forms1
Repository1
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Categories
Platforms
Cloud Template Content
Repository1
Self-Hosted Template Content
Forms1
Repository1
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