Answer supplier checks
Answer supplier checks answers a business Customer’s supplier requirements from the record and tracks each one until it is accepted.
Trigger
Runs on Deal.won. Part of Vendor onboarding, run by the Sales Team.
Steps
- Log each item the Customer’s procurement team requests as a Task on the Deal, with its due date.
- Answer each item from the record: the Company’s tax IDs, its insurance certificate, and the trust center for the questionnaire.
- Send each item that needs a signature as an Agreement.
- Register the Startup in the Customer’s supplier portal when it has one.
- Enter bank details only from the Startup’s bank account record, as a one-way money Action the Treasurer checks.
- Release the first Invoice when every item is accepted. It waits 1 business hour first.
Outputs
Example
A hospital wins as a Customer and asks for a tax form, an insurance certificate and a security questionnaire. Each becomes a Task answered from the record, and the first Invoice goes out once all three are accepted.