Open the full recipe
Follow inputs, sequence and review steps.
Retail guide
Retail supplier onboarding workflow
Turn supplier research and approved product data into a structured onboarding worklist with review points.
Make intake easier to review
Start with supplier identity and approved product information. Keep the source record, supplied item data, missing fields and questions for the supplier in distinct sections.
Separate data from decisions
The workflow can organise information and prepare next actions. Your team decides supplier suitability, product compliance, commercial terms and approval status.
Make it reusable
Record which fields your team requires, confirm the correct jurisdiction and use a consistent hand-off. Keep access and source rules with the workflow.
Local intelligence. Ready to build.
Start with a task you can inspect.
Connect a compatible client, choose a workflow and review the source fields that come back.