Onboarding · Live demo
New vendor setup: bank details, insurance and terms
Sets up new vendors by collecting registration, bank details, insurance and terms, and tells staff exactly what is holding a vendor up.
Talk to Mira at Tidewren Group
Tidewren Group is made up. Mira is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
A new vendor can't be sent a purchase order until its paperwork is complete, and nobody knows what's missing. Bank detail fraud makes shortcuts risky.
How it works
- Emails the new vendor for registration, terms, bank details and insurance
- Checks each document against the vendor policy
- Has accounts payable verify bank details by call-back before anything is paid
- Routes exceptions, like shorter payment terms, to the right approver
- Tells the requester what's outstanding and when the vendor is ready
What it connects to
- Wei Ling (facilities manager, Singapore)Is Harbourline Movers set up yet? I need a purchase order for the level 14 move.
- AgentNot yet. Their registration, signed terms and anti-bribery declaration are in, and accounts payable has verified their bank details by call-back. One thing is holding them up: their insurance certificate shows S$1 million public liability, and contractors working on our premises need S$2 million.
- Wei Ling (facilities manager, Singapore)The move is in two weeks. Can we go ahead anyway?
- AgentOnly Marcus Lim can approve an insurance exception. I've emailed Harbourline for an updated certificate and copied you. They've also asked for 14-day payment terms instead of 30, which needs Grace Ong. Shall I send her that?
- Wei Ling (facilities manager, Singapore)Yes please.
- AgentSent. Vendor V-20391 stays on hold until the new certificate arrives, and I'll tell you the moment it clears so you can raise the order.
Illustrative conversation. Names, numbers and details are made up.
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