Back to checklists

New Supplier Checklist

Importers, exporters, traders, sourcing teams, and finance teams · Before RFQ, samples, PO, deposit, or first shipment.

What this checks
Supplier identity, bank legitimacy, capability evidence, compliance risk, and first-order controls.
When to use
Before RFQ, samples, PO, deposit, or first shipment.
Decision it protects
Onboarding or paying a supplier before identity, bank, capability, and shipment controls are evidenced.

How to use: Click evidence chips as you verify them. Tick the row when the control is satisfied.

Identity and payment controls

Check against:
Check against:

No payment to new or changed bank details without out-of-band callback and internal escalation.

Check against:
Check against:

Capability, quote, and quality evidence

Check against:
Check against:
Check against:
Check against:

First-order risk and go/no-go

Check against:
Check against:

Any single flag is a reason to pause; several together mean stop.

Check against:

Escalate if identity, bank, capability, compliance, quality, payment terms, or first-shipment controls are not strong enough.

Related content