Vuna Sourcing

Vuna Sourcing

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3.3 Onboarding Types

Two setup records decide what an applicant is asked for:

  • Party Document Type: one supporting document, such as Business Permit.
  • Party Onboarding Template, shown in Desk as Onboarding Type: one kind of applicant, such as Company or Sole Proprietor, with the details and documents it must provide.

Both live under Sourcing → Onboarding.

Party Document Type

Party Document Type

Field What it does
Document Name The name applicants see, for example, KRA PIN Certificate.
Applies To Choose Supplier and Customer, Supplier, or Customer. Onboarding types can only request documents applicable to their party type.
Has Expiry Date Enable this for documents that expire, such as a business permit. Applicants must then enter issue and expiry dates, and the expiry date cannot be earlier than the issue date.
Expiry Reminder (Days) Specifies the reminder period for this document type. Reminders are not sent automatically yet.
Description Explains to applicants exactly which document they need to upload.
Allowed File Types, Maximum File Size (MB) Overrides the upload rules in Sourcing Settings for this document type. Leave blank or set the size to 0 to use the defaults.
Disabled Hides the document from new applications.

Party Onboarding Template (Onboarding Type)

Onboarding Type

Field What it does
Onboarding Type The name applicants select, for example, Company, Partnership, or NGO.
Party Type Specifies whether the applicant is registering as a Supplier or Customer.
Entity Type Choose Company, Individual, or Partnership. This value is copied to the Supplier or Customer record upon approval.
Supplier Group / Customer Group / Territory Applied to the party created upon approval. If left empty, the fallback values configured in Sourcing Settings are used.
Default Billing Currency, Payment Terms Applied to the party created upon approval.
Default Template The suggested default template for applicants registering under this party type.
Description Displayed to applicants when they select this onboarding type.
Disabled Hides the onboarding type from new applications.

Required Details

Field What it does
Tax Registration Number Required Requires the applicant to provide a tax registration number.
Company Registration Number Required Requires the applicant to provide a company registration number.
Bank Details Required Suppliers are asked for bank details by default, but these are optional unless this setting is enabled. Customers are asked for bank details only when this setting is enabled.
Delivery Address Required Applies to customers only. Requires at least one address to be marked as a delivery address.

Required Supporting Documents

Add one row per document. Each row has a Document Type, a Mandatory tick, and an optional Description for this onboarding type. An application can't be submitted until every mandatory document is attached.

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