---
title: "Supplier onboarding: definition | Rex glossary"
description: "The paperwork a new customer needs before it will pay you: vendor forms, tax documents, bank details and portal registration."
canonical: https://www.rex.inc/glossary/supplier-onboarding
---

# Supplier onboarding

Also called Vendor setup

The paperwork a new customer needs before it will pay you: vendor forms, tax documents, bank details and portal registration.

Before your first invoice can be paid, the buyer's procurement or AP team has to set you up as a vendor. That usually means a vendor form, a W-9 or local tax equivalent, bank account verification, insurance certificates and registering on their supplier portal.

Delays here don't show up in most AR reports, because nothing is overdue yet, but they push back the first payment on every new account.

How Rex helps

Customer setup

Agents keep customer contact, billing and account details up to date.

[See how it works](https://www.rex.inc/customer-setup)

## Related terms

- [W-9 form A US IRS form a supplier gives its customers to confirm its legal name and taxpayer identification number. Many AP teams won't pay without one.](https://www.rex.inc/glossary/w-9-form)
- [AP portal A buyer-run website, such as Coupa, Ariba or a retailer's own system, where suppliers must submit invoices and track their status to get paid.](https://www.rex.inc/resources/customer-portals/ap-customer-portals-guide)
- [Customer master data The core record for each customer in the ERP: legal entity, billing and remit-to addresses, contacts, payment terms, tax details and credit limit.](https://www.rex.inc/glossary/customer-master-data)

Next step

Accelerate your receivables operation with Rex

A short walkthrough of agents working your accounts under your guardrails, with your team on the exceptions.

[Learn more](https://www.rex.inc/learn-more)

[Back to the glossary](https://www.rex.inc/glossary)