Onboarding buyers and suppliers

The pillar guide

Onboarding buyers and suppliers explained - Identifiers, channels, test invoices and go-live gates, for each new trading partner, in route order.

Working guides in this topic

• Buyer onboarding checklist for a seller - What a seller needs from a new buyer: receiver rule, format, channel, reference and test, in order.
• Go-live gates and rollback for onboarding - A gate with pass criteria, and a rollback plan if the first live invoices fail.
• Onboarding at scale: many partners without chaos - Templates, a partner register and a routing table, so the tenth partner is as clean as the first.
• Onboarding communications that prevent errors - What to tell a partner, when, and in what form, so the first live invoice is not a surprise.
• Onboarding for portal buyers - Portal accounts, submission rules and test submissions, kept separate from network onboarding.
• Onboarding metrics that matter - Time to first accepted invoice, test pass rate and exception rate, measured per partner, not as a vanity total.
• Partner register: fields to keep for each partner - Identifier, format, channel, profile, reference, contact and status, kept current by an owner.
• Re-onboarding after a system change - When either side changes a system, what to retest, and how to run old and new routes in parallel.
• Supplier onboarding checklist for a buyer - What a buyer needs from a new supplier: identifier, format, channel, test and support contact, in order.
• Test invoices that prove the route - Test invoices that cover lines, tax, references and status, not only a single happy path invoice.

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