Onboarding · Live demo
Co-packer and ingredient supplier onboarding
Guides new co-packers and ingredient suppliers through onboarding, collects documents, explains what is still missing and books the quality site visit.
Talk to Isla at Tussockvale Foods
Tussockvale Foods is made up. Isla is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Supplier onboarding runs on email threads and a spreadsheet. Suppliers don't know what is outstanding, and a new ingredient source can sit unapproved while production needs it.
How it works
- Answers supplier questions by email and chat
- Checks the onboarding tracker and says exactly what is done and what is missing
- Explains each requirement, from food safety certification to insurance
- Applies the bank details check, with finance confirming by phone
- Books the quality site visit
- Keeps procurement and quality updated as documents arrive
What it connects to
- MiaHi, we're being set up as a feijoa pulp supplier. What do you still need from us?
- AgentHi Mia. Your sample passed quality, so there are three things left: your current food safety certificate with the latest audit report, your bank details on letterhead, and a site visit.
- MiaI'll email the certificate today. Can I just put the bank account number in the email too?
- AgentPlease send it on letterhead instead, and our finance team will phone your listed number to confirm it before any payment. We do that for every new supplier.
- MiaMakes sense. When can you visit?
- AgentNikhil Rao, our quality manager, can come on Tuesday at 9am or Thursday at 10am. It takes about two hours on site. Which suits?
Illustrative conversation. Names, numbers and details are made up.
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