SquareWorks Consulting
Take your NetSuite Business Systems to the next level.
SquareWorks ConsultingAdvanced Vendor Onboarding for NetSuite
Seamlessly Onboard Vendors in NetSuite
Request information directly from Vendors with the click of a button and easily manage the Vendor Onboarding process. Create and send powerful onboarding forms to fit your business needs. Once Vendors fill out the form, responses are automatically visible in your NetSuite account and kept secure.
Personalize the Onboarding Process.
When requesting information from Vendors, you can utilize our professionally designed onboarding forms or customize the form to fit your business needs.
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Request Information with a Click of a Button.
Easily request information from new Vendors or request updates from current Vendors by the click of a button, without ever leaving NetSuite.
Provide a Secure Onboarding Experience.
Vendors receive a secure link to the onboarding form via email. Allow Vendors to fill out the necessary information and know that it is kept secure in NetSuite.
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Automatically Update Vendor Information.
When the Vendor finishes filling out the form, information is automatically visible in NetSuite. Easily review the information and once approved, the Vendor record is updated in NetSuite.
Features & Highlights
- Streamline how you request, manage and update Vendors with powerful digital onboarding forms without ever leaving NetSuite
- Utilize SquareWorks professionally designed onboarding forms to gather information from Vendors or customize the form to fit your needs
- Configure any approval rules and automatically request approval of newly onboarded vendors
- Increase visibility into your full list of Vendors and their onboarding status in NetSuite
- Eliminate manual processes or spreadsheets and make your organization more efficient
- Simplify the implementation and maintenance due to the solution being 100% NetSuite-Native, leaving your data secure
See the solution in action
Best in class Advanced Vendor Onboarding built for NetSuite
Customer Success Story
128 Technology selected SquareWorks’ Advanced Vendor Onboarding (now SquareWorks’ Automate) solution to improve their financial controls. The use of this NetSuite add-on enabled a faster and more secure vendor on-boarding process.
SquareWorks’ Advanced Vendor Onboarding (now SquareWorks’ Automate) solution completely eliminated Emails and manual processes to get vendors setup in NetSuite. Our Finance team can now easily track vendor W9’s during tax season and we’ve increased our security by doing a complete review of each vendor’s details before they are approved and created in NetSuite.
Controller, 128 Technology
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