TABLE OF CONTENTS


What is an Onboarding Template

The supplier onboarding template is the template of the supplier onboarding form.


You have to first learn about the supplier onboarding form before learning about the supplier onboarding template. A supplier onboarding form is a form that is to be filled by the supplier when they are getting onboarded to the Aerchain system. This is the first step in making any transaction with their customers in the Aerchain system.


Now let's address the need for the supplier onboarding template. For the reason that the same form can't be used for multiple suppliers, the need for creating different forms arises. Creating a form every time is a tedious task. What if the supplier onboarding forms created can be saved as templates and can be reused? That is what a customer onboarding template is.


This article will walk you through the onboarding template creation process.


Difference Between Onboarding Form and Templates

The onboarding form is the actual form that is required to be filled by the suppliers. Whereas, the onboarding template is the template of the onboarding form to reuse.


Who Can Create the Onboarding Templates

To create an onboarding template you need to have the Create, view, and Edit access to the onboarding suppliers module. 




How to Create a New Onboarding Template

Follow the below steps to create the onboarding form:


  1. Log in to the Aerchain customer portal.
  2. Click orgSettings icon.
  3. Search for Onboarding.
  4. Click Onboarding.
  5. Click Templates.
  6. Scroll down.
  7. Click the + Template button.
    ✔️ Template creation row appears.



The Fields and the Screenshot are Explained

Buttons / FieldsExplanation
The name of the template you are creating. You can double-click on the text to rename it.
Displays the details in a tabular format. Where the first row would be headings and the rest are the values. 
This means that this section is only for the internal users, that is, the customers.
Delete button. To delete the template.

Field to fill in the information.
Dropdown to choose whether that row of information is mandatory or not.
A delete button is available at the end of each row to delete the row.
To add a new row.
To add a new section. If there are any existing sections available in the dropdown, you can choose from those.


How to Use an Onboarding Template

During the supplier creation, a click on the onboarding template dropdown allows you to choose from the list of available templates.



That is how the onboarding template is created and used in the supplier onboarding process.

Please feel free to reach out to support@aerchain.io should you have any questions or feedback.