Vendor Onboarding & Compl
Onboard suppliers, collect bank/tax/insurance docs, approve and track expiry
A dirty vendor master — missing bank details, lapsed insurance, no VAT certificate — creates payment errors and compliance risk. This portal puts every new supplier through a controlled onboarding lifecycle: capture company, tax and bank details, collect the required documents, compute a compliance score, route an approval, then create or update the res.partner supplier record on sign-off. A nightly expiry engine keeps the whole vendor base compliant. It supports UK due-diligence fields (sort code, company number, VAT and insurance evidence).
Key Features
Onboarding Lifecycle
Draft → submitted → under review → approved / rejected, with a reviewer, a live compliance score and a checklist of required document types per request.
Document Requirements
Configurable document types by category — bank mandate, VAT certificate, public/employer's liability insurance, certificate of incorporation, modern-slavery statement and more — each with required and expiry settings.
Expiry Status Engine
Each document is automatically classified valid / expiring soon / expired with days-to-expiry; a nightly cron recomputes status and raises activities for documents inside a configurable warning window.
Bank Detail Capture
Collect account name, number, sort code and IBAN with length checks and a verification flag, so payment details are validated before a vendor goes live.
One-Click Approval
Approving creates or updates the supplier res.partner, writes back the bank account and stamps the due-diligence fields — no manual re-keying.
Request Missing Docs
A wizard requests any missing or expiring documents from the supplier in a single action, keeping the chase auditable.
End-to-End, Not Native
Core Odoo has no supplier onboarding, document checklist, compliance score or expiry tracking — this delivers the full process in one app.
UK Due Diligence
Sort code, company number, VAT and insurance evidence are first-class fields, matching how UK procurement vets suppliers.
Screenshots
Document Types
Onboarding Requests
Why Choose This Module
Procurement and finance teams that must vet suppliers before payment, organisations with insurance or modern-slavery evidence requirements, and any business wanting a clean, auditable vendor master instead of email attachments and spreadsheets.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: base, mail, contacts
- Support: support@pokutsoft.com
Update date: 2026-07-02