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Suppliers

Create a Case for each onboarding task. Gather company information, payment details and supporting evidence, then keep clarification questions and approval records in the same place.

Open SuppliersRead the guide
New Case · SuppliersPrepare a new supplier for internal approval.

“Prepare a supplier onboarding checklist and identify missing company, tax and banking evidence.”

Registered company details Contact and address Tax documentation
Clerky is preparing
  • Supplier profile
  • Evidence checklist
  • Verification questions
  • Approval-ready pack
On it!
How it flows

  1. 01

    Collect supplier details

  2. 02

    Cross-check documentation

  3. 03

    Identify missing records

  4. 04

    Prepare an approval pack

What to bring

Start with what you have.

  • Registered company details
  • Contact and address
  • Tax documentation
  • Bank details with supporting proof
  • Contract or purchase terms
  • Internal approval requirements

The checklist shows what is still missing, so nothing has to be perfect on day one.

What you walk away with

Work you can act on.

Supplier profileEvidence checklistVerification questionsApproval-ready pack
Keep going withSee every work area
PaymentsPrepare payment checks and keep approvals connected to evidence.ImportsKeep the shipment, paperwork and discrepancies in one Case.Audit & EvidenceFollow the source, the finding and the action.