Customer & Vendor Setup

Workflow Template

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.

Related KPIs : Cycle Time: New Vendor Setup, New Customers Setup per Employee, New Vendors Setup per Employee, Unit Cost: New Customer Account Setup, Unit Cost: New Vendor Account 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.

Download a Sample Customer & Vendor Setup

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