Purchase solution
Vendor Onboarding & Compliance
Supplier self-registration, mandatory documents with expiry monitoring, multi-department review and controlled bank-detail changes.
The problem
What organisations struggle with
Vendor master data is often created from emails and attachments without consistent checks. Expired documents go unnoticed, and changes to bank details are a known fraud risk.
The solution
How we solve it in Odoo
A public registration portal where suppliers submit their own information and documents, followed by a review and approval workflow across departments, with document expiry monitoring and a separate approval process for bank detail changes.
Workflow
How the process flows
A simplified representation of the end-to-end workflow.
- 1 Supplier registers
- 2 Documents uploaded
- 3 Procurement review
- 4 Finance review
- 5 Vendor approved
Key features
What the solution includes
- Public supplier self-registration form
- Vendor categories and mandatory document types
- Portal pages for applicants to upload documents and submit applications
- Procurement and finance review with approval lines
- Document expiry monitoring with automatic reminders
- Bank detail change requests with approval and rejection
- Vendor blocking with reasons
- Purchase order checks against vendor status
Odoo applications
- Purchase
- Contacts
- Accounting
- Portal
Integrations
- Email notifications
Built on MRM modules
- Vendor Onboarding Pro
Business benefits
The value for your organisation
Cleaner vendor master
Data comes from the supplier and is reviewed.
Compliance visibility
Expiring documents are flagged in advance.
Fraud prevention
Bank changes require approval.
Less admin
Suppliers do the data entry.
Related services
Services that deliver it
Let's talk
Need an Odoo solution tailored to your business?
Let's discuss your requirements, your current systems and what you want to achieve.