Vendor Onboarding & Compliance

What it is

Vendor onboarding and compliance for manufacturing and retail: registration, required documents with expiry (W-9, COI, SOC 2, NDA), Procurement and Legal review on a kanban, risk score and Approved, Conditional or Blocked status, with expiry alerts and re-homologation.

Who it's for

• Manufacturers and retailers that onboard vendors
• Procurement directors and analysts
• Attorneys and legal analysts
• Quality and compliance
• Assistants who chase documents
• Teams that need risk and expiry in one place

What you can do

• Register vendors by category and owner
• Track required documents with expiry dates
• Run Procurement and Legal reviews on a kanban
• Log risk assessments with a score
• Decide Approved, Conditional or Blocked homologation
• Alert on expiring documents and re-homologations
• Create tasks per vendor, document or review
• See backlog, expiries, average score and approval rate on the dashboard
• Triage on a phone

App features

How it works

The vendor registers, submits documents and Procurement and Legal review in parallel.

Quality records the risk score and the director decides homologation.

A document nearing expiry or a homologation nearing its end raises an alert and a re-homologation task.

How to set up this template

1. 1
   Click Use App

   Create your Jestor account and install Vendor Onboarding & Compliance. It works on desktop and mobile.

2. 2
   The vendor registers

   The vendor registers, submits documents and Procurement and Legal review in parallel.

3. 3
   Quality records the risk score and the director decides

   Quality records the risk score and the director decides homologation.

4. 4
   A document nearing expiry or a homologation nearing its end

   A document nearing expiry or a homologation nearing its end raises an alert and a re-homologation task.

Integrations and customization

Works on desktop and mobile. Alert windows 7/15/30, homologation validity and minimum score adapt without code. No external certificate, insurance or ERP integration is bundled; vendors, documents, reviews and homologations run inside the app.

• Adjust fields, categories, statuses and rules without code.
• Add screens, reports and automations as the operation needs them.

And that's just the start: you can edit any part of this template and go much further just by asking Jestor's AI. Describe what you need, like a new field, automation, report or integration, and the AI builds or adjusts it for you, no code required.

Frequently asked questions