Vendor Onboarding Queue

Manage onboarding and send forms in bulk, with enhanced visibility on the onboarding pipeline

This feature is only available to Early Adopter customers. Contact your customer success manager or [email protected] for access

Advanced Vendor Onboarding Queue

The Advanced Vendor Onboarding (AVO) Queue gives your team a single dashboard to move vendors through onboarding from start to finish. It groups every pending vendor by the stage they're in, tells you the recommended next action for each stage, and lets you act on vendors individually or in bulk.

Prerequisites

Before you can use the queue, make sure all three of the following are in place:

• You're on the new Charted interface.
• You have the View Vendor Onboarding Dashboard permission enabled.
• Your account has been approved as an early adopter by our Customer Success team.

Setup

Step 1: Switch to the new Charted interface

If you're not already on the new interface, click Try the new Charted look in the top-right corner of your Charted home screen.

The new Charted interface looks like this:

Step 2: Enable the required permission

Every user who needs the AVO dashboard must have the View Vendor Onboarding Dashboard permission. If you're not an admin, ask your admin to complete the steps below.

1. Click Settings (the gear icon in the top right), then Permissions.
2. Select View Vendor Onboarding Dashboard, then add the role or employee that needs access.

If you don't see the View Vendor Onboarding Dashboard permission group, the feature flag hasn't been turned on for your account yet, or you don't have the AVO bundle installed. Contact your Customer Success Manager or [email protected] for next steps.

Step 3: Navigation

Once Step 1 and Step 2 are completed, you should see a new Vendor Onboarding section in your Charted navigation bar at the bottom of the page. Click Queue to navigate to the new Vendor Onboarding Queue.

Using the Vendor Onboarding Queue

Once the prerequisites are met, a new Vendor Onboarding section appears in the navigation bar. Click Queue to open it:

The queue shows every vendor with an onboarding status of Not Started or In Progress. Completed vendors don't appear here, the queue is intended for pending vendors only. (Support for viewing completed vendors is planned for a future release.)

The five stages

Five tiles run across the top of the dashboard, laid out in the order a vendor moves through onboarding. Each tile represents a stage and its recommended next action:

• Ready to Onboard: New vendors land here, ready to begin onboarding.

  • Recommended action: Click Start Onboarding.
• Ready to Send Form: These vendors haven't been sent a form yet.

  • Recommended action: Click Send Form and choose the form you want to send. The vendor must have an email address on file, vendors without one are filtered out.
• Awaiting Response: The form has been sent, but the vendor hasn't completed it yet.

  • Recommended action: If it's been a while, send the vendor a reminder.
• Needs Review: The vendor has submitted the form, and it's ready for your review.

  • Recommended action: Review the form response.
• Ready to Complete Onboarding: At least one form has been applied to the vendor.

  • Recommended action: Confirm every submission has been reviewed and is accurate, then click Complete Onboarding on the vendor record.

Bulk Actions

You can also run two actions across multiple vendors at once from the dashboard: Start Onboarding and Send Form.

Bulk onboarding on a large batch of vendors may take some time, leave the window open until the loading bar is complete.

Start Onboarding

Moves any selected vendor from Ready to Onboard into the next stage, Ready to Send Form.

Send Form

Sends a form of your choice to eligible vendors. Any vendor with an In Progress status is eligible to receive a form, though the recommended path is to send forms to vendors in the Ready to Send Form stage.

Opening a Vendor Record in NetSuite

Click a vendor's name in the queue to jump straight to their NetSuite Vendor record. To take actions (like Start Onboarding, Send Form, and Complete Onboarding) individually on vendors, you'll have to go to the Vendor record

Refer to our Advanced Vendor Onboarding guide for more information on individual actions.

Customizing the Queue

You can show and hide columns, as needed, by using the Show/Hide Column toggle in the top right of the queue.