Resource Library/Supplier Quality and Supply Chain/Supplier Onboarding Checklist
Supplier Onboarding Checklist
Take a new supplier from 'we need a source' to a controlled first delivery: screening, the evidence to ask for, an evaluation matched to the risk, the approved list entry, the purchase order flow-down, and the first 90 days.
- Word
- fillable PDF
- Worked example
- Your logo on it
- Aegis Insights
Page 1 of the PDF. Every resource includes a fully worked example.
The problem it solves
New suppliers are usually added in a hurry: a part is late, a buyer finds a shop with capacity, a certificate is filed and the first order goes out. What gets missed is what causes trouble later: an approval scope that does not cover the process being bought, a customer who requires its own approval of the source, a purchase order that never flows down the drawing revision or the right of access, a first delivery accepted without a first article. This checklist puts the steps in order and makes each one a recorded decision, so a supplier reaches your approved list with a defined scope, the right evaluation for its risk, and controls in place before the first part ships.
Who uses it
Supplier quality engineers and buyers bringing on a new supplier or a new scope at an existing one, and the quality manager who signs the approval.
When
From the day someone proposes a new source until 90 days after its first delivery. Use it also when an approved supplier is asked to take on a new process, a new site or a new commodity.
Free to use, change and copy, in your own organization or with your clients; add your own logo, keep the Aegis credit. Part of: Supplier Performance and Recovery Kit. Clause references: 8.4.1, 8.4.2, 8.4.3 (numbers only; use your own licensed copy of the standard).
A management aid, not certification or a registrar audit. Using it does not by itself show conformity to AS9100D or any other standard.
How to put it to work
Chapters of our free guides that use this tool.
- The kit at a glanceThe Supplier Performance and Recovery Kit Handbook, chapter 2
- The supplier control workflowThe Supplier Performance and Recovery Kit Handbook, chapter 3
- Choosing and qualifying suppliersThe Supplier Performance and Recovery Kit Handbook, chapter 5
- Quick referenceThe Supplier Performance and Recovery Kit Handbook, chapter 17
- Where the kit touches AS9100DThe Supplier Performance and Recovery Kit Handbook, chapter 18
Related resources
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Workbook
Supplier Qualification Assessment
Decide whether to buy a particular kind of work from a particular supplier, from evidence: 26 criteria across eight areas, critical ones marked, a result that counts itself, and a decision with its scope and conditions written down.
Excel · PDFFree download -
Workbook
Approved Supplier List Register
Keep one controlled list of who you may buy from, for exactly what, on what conditions, with the certificate and evaluation dates watched for you and every status change passed on to purchasing and receiving.
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Workbook
Supplier Surveillance Planning Matrix
Set the type and extent of oversight for every supplier from its risk and performance, plan the year's audits, source inspections and reviews, and track what was done and what it changed.
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Checklist
Supplier Audit Checklist
51 ready-made checks for auditing an aerospace machining or special process supplier, each with the clause and what to sample, plus the audit record, findings written to be acted on, and a summary by area.
Excel · PDFFree download -
Workbook
Supplier Change Notification Register
Log every change your suppliers make to site, process, source, material, people or ownership; check your purchase order and your customer's requirements; decide with a first article where needed; and verify the first lot made after the change.
Excel · PDFFree download -
Workbook
Special Process Supplier Control Matrix
Show that whoever performs each special process on your parts, including your suppliers' own sources, is qualified for that exact process: scope, specifications, customer approvals, expiry dates, certificates, performance and oversight on one line.
Excel · PDFFree by email
Need more than one resource, or not sure where to start? Book a complimentary 30-minute Aegis Quality Guidance Call. We'll find the tools that fit your situation and a sensible place to start. No sales pressure, no obligation.
These tools help you run the work by hand. When you want the whole picture of your quality system from the records you already keep, that's what the AeroAssure Audit Defense Pack and the IA9100 Transition Gap Analysis do.