Clarify the following with the partner - first step:
Contact persons (for clarifying data, setup and test - it might be different people for each task)
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.)
Locations - Preferable GLN
Send your catalogue of formats you support
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:
Transport of documents (FTP, AS2…) + technical info about transport
Document types and direction (E.g. orders in – order confirmation, delivery advice, invoice out)
Frequency (e.g. at invoices, stock reports and price catalogues).
Implementation process (setup and test - maybe agree on deadlines)
Documents useful at the onboarding process:
Inspiration cover letter (GB)
Inspiration cover letter (DK)
Other example of first contact:
Partner Onboarding Questionnaire - Excel
Partner Onboarding Questionnaire - PDF
Examples of documentation: