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
13. Complete the mandatory fields, including your Bank and Branch Number, Account Number and Account Suffix.
14. Provide your Bank Name and Bank Account Name as stated in your bank statement
Click Finish to send payment details
Supplier payment information will be added to the supplier record.
15. To use the selected payment type, Click Select this payment type and continue
Supplier Onboarding Form - Customer Requested Additional Information
Complete the Additional Information 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.
16. Supplier will be required to provide contact details for two other customers they trade with.
As part of Eftsure’s verification process for international suppliers, those customers will be contacted to confirm phone and address details only.
We recommend advising the nominated people that Eftsure may contact them.
17. Complete Company Representative Details section
And click Continue
Supplier Onboarding Form - Awaiting Verification
Once finalised, the Onboarding Form will go to our Verifications Team to verify your details and you will receive the following email.
We may call you to Verify the provided details. If we do, the caller will provide the reference number outlined in the email you receive.