New supplier setup
New suppliers set up properly in a day, not a week of back and forth, and about an hour saved on each one. One request for everything, bank details confirmed, duplicates caught.
Hours back
1 hr per supplier
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
One request for everything
The new supplier gets a short form for business and tax details, contacts, bank details, insurance and terms.
- 02
Checked for duplicates
Before anything is created, the books are searched for the same supplier under another name, tax number or bank account.
- 03
Chased until complete
Missing pieces, like an expired insurance certificate, are asked for again, politely, until they arrive.
- 04
Bank details confirmed by phone
A task to ring the supplier on a number from their website or your own records, never the form, to confirm the bank details.
- 05
Set up and filed
Once checked, the supplier is created in the books with the right terms, and their documents are filed.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
A person makes the call to confirm bank details and approves the new supplier before anything is paid. The system collects, checks and chases.
What it's worth
What those hours add up to.
1 hr per supplier
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Someone needs to buy from a new supplier today. Their details get typed in from an email signature, the bank details come off an invoice, and nobody asks for insurance. Six months later there are two accounts for the same supplier and nobody knows who set them up.
What we build
- One request for everything
- Checked for duplicates
- Chased until complete
- Bank details confirmed by phone
- Set up and filed
A month in
Every new supplier has full details, insurance and confirmed bank details on file, and duplicate supplier accounts stop appearing in the books.
FAQ
Does new supplier setup work for subcontractors too?
Yes. Subcontractors get the same request with their licences and insurance added, and their certificates go into your compliance register.
What if we need to buy from a new supplier today?
You still can. A one-off purchase can go on a card while setup finishes, and the supplier account is ready for the next order.
More for purchasing
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Bring this one to a free live build.
Thirty minutes on new supplier setup. We build its elf with you, live, and you keep it.