Here is the step-by-step guide on how a new Supplier will fill out an Onboarding form.
- Supplier Onboarding Invitation
- Supplier Onboarding Form - Registration
- Supplier Onboarding Form - Onboarding Progress
- Supplier Onboarding Form - Company Information
- Supplier Onboarding Form - Payment Details
- Supplier Onboarding Form - Customer Requested Additional Information
- Supplier Onboarding Form - Awaiting Verification
Supplier Onboarding Invitation
1. Open the Onboarding Invitation email and click on Click here to onboard now to start the process.
Supplier Onboarding Form - Registration
2. Tick if you are not registered for GST
3. Tick if you do not have an NZBN
4. NZBN: Input your NZBN, Main Trading Name, First and Surname
5. Your email address is prepopulated, this will be your username the next time you log in
6. Create a password ensuring it meets the password requirements
7. Confirm your password and click Register
Items with an asterisk (*) are required fields
Supplier Onboarding Form - Onboarding Progress
This indicates your Onboarding progress. You can click on any of the sections to go back and make changes once that section is completed.
Green – Completed
Orange – In Progress/Incomplete
Note: The Enter SMS Code section will only appear if the Customer has entered a mobile phone number for a Supplier on the invite, as this triggers an optional layer of security to help ensure the person who is completing the form is the intended recipient.
Supplier Onboarding Form - Company Information
8. Complete the Physical and Postal Address section
9. Complete the New Zealand Business Registry Information if applicable
10. Provide your company’s GST number
11. Complete Trading Name Information
12. Complete the Other Information section
Click Continue
Supplier Onboarding Form - Payment Details
Click Add another payment type and continue
13. On the next screen, you can choose how you want to validate the bank details: manually or through our Bank Link Verification Tool.
13.(A) If you click Enter your account details manually, you will be required to enter your account details manually in the next screen. Complete the mandatory fields, including your Bank and Branch Number, Account Number, Account Suffix and Account Name.
Click Finish to send payment details.
13.(B) If you click Proceed with Bank Link Verification you will be required to select your bank and log in to your banking platform to provide your account details. You can always click Cancel to back to the previous screen.
Supplier Onboarding Form - Customer Requested Additional Information
Complete the Additional Information section after completing the Payment Details section. The Customer may require specific additional information. This could be documentation requirements, agreeing to their Terms & Conditions, invoices, etc. Any additional requirements from the Customer will appear in this section.
14. Complete Company Representative Details section and click Continue
15. Click Finish
Once finalised, the Onboarding Form will go to our Verifications Team to verify your details. You will receive a phone call from Eftsure to Verify the provided details. The caller will provide the reference number outlined in the email you receive.