Free tool

Supplier onboarding checklist for procurement teams

For procurement, compliance and finance teams setting up Cambridge China Bridge as a supplier and approving the Chinese factories it proposes. Tick each check as it is done. Progress shows for each group and overall, and the summary lists what is ticked and what is still open, ready to copy into your onboarding record or print.

How to use the checklist

The checks are in six groups, in the order most teams work through them: the UK company you contract with, payment controls, approval of each factory, product compliance, responsible sourcing, and the checks on each shipment. Each check has a line on why it matters and, where this site explains it, a link to the guide or tool.

The company details in the first group are the same ones shown on our service pages and in the procurement brief. Your own policy decides which checks apply; leave the others open and the summary shows them as open.

Overall progress0 of 34 checks ticked

1. Supplier identity and contract0 of 8

You buy from a UK company. These are the details for your approved-supplier set-up.

  • Why: The registered name is the one that appears on the contract and on the invoice.

  • Why: The public register confirms the company is active and shows its registered office.

  • Why: HMRC's public service checks the number against the registered name and address before you set up the supplier.

  • Why: Your vendor record and the contract name the same address as the register.

  • Why: A seller and an agent owe you different things, so each order records which role applies.

  • Why: If something goes wrong, your recourse is with a UK company.

  • Why: We sign your NDA, or can provide ours, so confidentiality is agreed before anything confidential is sent.

  • Why: Send it with your enquiry and it comes back completed for your approved-supplier file.

2. Financial and payment controls0 of 6

Checks your finance team runs before the first payment and keeps for every order after it.

  • Why: A call to a number from your own records, not one given in the same message, catches altered bank details.

  • Why: A change of bank details is a common route for invoice fraud.

  • Why: Finance then pays against the confirmed order, not against a request that arrives later.

  • Why: Matching the lines, quantities and earlier payments stops a payment that does not match the order.

  • Why: The order goes through your accounts like any other UK purchase.

  • Why: Open-book detail is available on request, so your team can see how the price is made up.

3. Factory approval0 of 6

For each Chinese factory we propose, the evidence your team approves before production.

  • Why: It confirms the company exists, is the one named on the licence and is the one being paid.

  • Why: You approve the site that makes your goods, not only the company that sells them.

  • Why: An audit asks whether the factory can make your product right, batch after batch.

  • Why: Production and every inspection are judged against the sample you approved.

  • Why: Measurements are agreed first, so the full run starts only on parts that match the drawing.

  • Why: Reorders stay the same as the product you approved.

4. Product compliance0 of 5

What the product needs before it can be sold in Great Britain, checked for the exact model you buy.

  • Why: The product type decides the marking, the tests and the documents you need.

  • Why: A report counts only if the laboratory is accredited for that test method.

  • Why: A report for another model, material or component does not cover your order.

  • Why: It names who is responsible and the rules and standards the product meets.

  • Why: Labels and packaging are cheapest to correct before they are printed.

5. Responsible sourcing0 of 4

The checks your responsible-sourcing, ethics or legal team asks for on each factory.

  • Why: Third-party audits (for example social or ISO-based) can be arranged when a project needs them.

  • Why: An audit finding matters only once the factory has fixed it and the fix is checked.

  • Why: If your organisation publishes a modern slavery statement, it covers your supply chains, so record the checks made on each site.

  • Why: Screening before an order or payment avoids a transaction you would have to stop.

6. Shipment and quality0 of 5

The checks on every batch before it leaves China and the documents that come with it.

  • Why: Sample size and accept or reject limits are fixed before anyone looks at the goods.

  • Why: Problems are found while the goods are still at the factory.

  • Why: Release to ship is a separate decision from passing inspection, and it is yours.

  • Why: It confirms the approved goods are counted, packed and loaded into the right container and sealed.

  • Why: Customs clearance and your own records both depend on documents that match the goods.

The checklist lists checks; it records nothing and sends nothing. Ticks stay in this browser tab only. Your own procurement policy and legal advice decide which checks your organisation requires.

Questions about this tool

What do we need to set up Cambridge China Bridge as a supplier?

The registered company name, Companies House number, UK VAT number and registered office shown in the first group, a contract under English law, bank details for our UK bank account on request, your NDA signed and your supplier questionnaire completed.

Who do we contract with?

Our UK company, under English law. The quote states whether we are the seller or your agent for that order, who the importer is and the agreed delivery scope, and you receive a UK VAT invoice paid in pounds.

How do we approve the Chinese factories you propose?

For each factory: its identity on the official Chinese register, whether it is a factory or a trading company and which processes it subcontracts, an audit or visit by our own staff in China, and your approval of samples and, for parts made to your drawing, the first-article report.

Are factory audits and inspections charged separately?

Factory audits and inspections are usually included in the quote; complex checks that need a third party are charged separately and agreed in advance.

Can we keep a record of the checklist?

Yes. Copy summary puts every check, ticked or open, into text you can paste into your onboarding record, and Print summary prints the same list.

Ready to set us up as a supplier? Send your NDA and questionnaire with your enquiry.

Tell us the product, quantity and destination. Our own staff in China verify factories, follow production and inspect before shipment. We reply the same working day to confirm receipt and arrange next steps.

Discuss your sourcing project