Get New Supplier Set Up Form

Completing the New Supplier Set Up Form is an essential process for adding a new supplier to the system. This guide will provide you with clear instructions for filling out the form online, ensuring a smooth and efficient submission.

Follow the steps to successfully complete the New Supplier Set Up Form.

1. Press the ‘Get Form’ button to access the New Supplier Set Up Form and open it in your preferred online editor.
2. In the Supplier’s Company Name field, enter the official name of the supplier you wish to add.
3. Fill in the Name of Supplier’s Bank, providing the name of the bank where the supplier holds their account, such as NatWest.
4. Complete the Address field by providing the full address of the supplier’s company.
5. Enter the Post-code for the supplier’s address to ensure accuracy in their identification.
6. Indicate if the supplier is Self Employed by selecting Yes or No.
7. Add Contact Name, providing the full name of the contact person at the supplier's company.
8. Write the Name of their Bank Account, which usually includes the contact name and any relevant titles.
9. Fill in the Telephone Number where the contact person can be reached.
10. Provide the Sort-code for the bank account, which typically consists of six digits.
11. If applicable, add the Fax Number for the supplier’s company.
12. Input the Account Number, ensuring to double-check for accuracy.
13. Enter the E-mail address where necessary communications can be sent.
14. Fill in the VAT Number if applicable. This is important for taxation purposes.
15. Check the box for Co. letterhead attached, indicating whether the official letterhead is included.
16. Provide a Brief description of Goods/Services Required to give context on the supplier’s purpose.
17. State your Reason for using a new supplier instead of one already on the current list.
18. Complete the Requested By field with the name of the authorized signatory and the Date Requested.
19. Indicate the Faculty/Service from where the request originates.
20. Finally, add your telephone number and email address for any follow-up communications.
21. Upon completion, ensure the form is submitted for approval by the Purchasing Officer and Financial Services.
22. Once approved, save changes, download, print, or share the filled form as required.

Complete your New Supplier Set Up Form online today to streamline the supplier onboarding process.