Customer & Vendor Setup Process Workflow Template

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Overview: Customer & Vendor Setup Workflow Template

This workflow template illustrates the processing of requests to setup new vendors and/or customers within company systems, including vendor/customer data collection, entry, verification and approval/denial. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, simply use it to better understand Customer & Vendor Setup processes.

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Process Details and FAQ: Customer & Vendor Setup

What is Customer & Vendor Setup?

Customer & Vendor Setup processes are triggered when sales (customer setups) or procurement (vendor setups) staff members send requests to master data management employees for new customers/vendors to be added to company systems. Once the request has been received, master data staff members validate all required information and check to make sure that the customer/vendor is not already setup in the system. Once all the requisite information has been input, the requestor (sales or procurement staff) is asked to do a final pass to verify the information. This process may also include adjustments to existing vendor or customer accounts.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure Customer & Vendor Setup processes:

  • 1.Cycle Time: New Customer Setup
  • 2.Cycle Time: New Vendor Setup
  • 3.New Customers Setup per Employee
  • 4.New Vendors Setup per Employee
  • 5.Percentage of New Customers Setup with Missing Data
  • 6.Percentage of New Vendors Setup with Missing Data
  • 7.Unit Cost: New Customer Account Setup
  • 8.Unit Cost: New Vendor Account Setup

Which employees and/or departments are involved in this process?

The following parties are typically involved in Customer & Vendor Setup:

  • Customers
  • Vendors
  • Sales Representatives
  • Procurement Staff
  • Master Data Management Staff

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, PowerPoint (PPT) and Visio (VSD) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Customer & Vendor Setup

    - Instantly download files
    - Includes PDF, PPT, VSD file formats
    - Customize the PPT and VSD version
    - Workflows mapped in BPMN 2.0


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