Points to clarify with new partners

Clarify the following with the partner - first step:
1. Contact persons (for clarifying data, setup and test - it might be different people for each task)
2. Master data on items - It’s a good thing to use standards like GTIN (for items) and to clarify things as units (pieces, cartons etc.)
3. Locations - Preferable GLN
4. Send the catalog of formats you support
5. Send a guide with documentation and samples (Bizbrains consultants can help you make these if needed). See examples at the bottom of this page.
Other things to clarify with the partner:
1. Transport of documents (FTP, AS2…) + technical info about transport
2. Document types and direction (E.g. orders in – order confirmation, delivery advice, invoice out)
3. Frequency (e.g. at invoices, stock reports and price catalogs).
4. Implementation process (setup and test - maybe agree on deadlines)

Documents useful at the onboarding process:

Inspiration cover letter (GB)

Inspiration cover letter (DK)

Partner Onboarding Questionnaire - Excel

Partner Onboarding Questionnaire - PDF

Examples of documentation: