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1. 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 your catalogue 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.
      

2. 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 catalogues).

   4. Implementation process (setup and test - maybe agree on deadlines)

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Documents useful at the onboarding process:

Inspiration cover letter e-mail(GB)

Inspiration cover letter e(DK)

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Partner Onboarding Questionnaire - Excel

Partner Onboarding Questionnaire - PDF

Examples of documentation: