Supy Onboarding Form

Company Name *

👥

Your Team & Key ContactsRequired

Everyone your CSM needs to know — operations, finance, IT. Missing contacts cause delays.

Internal Champion — owns Supy day-to-day, attends all 4 sessions

⭐ Your CSM's main contact throughout onboarding. Attends every training session and drives Supy adoption.

Full Name *

Job Title *

Phone / WhatsApp *

Email Address *

Finance & Accounting POC — posts and reconciles all invoices

💰 Posts supplier invoices into your accounting software and reconciles them against orders. Without this person, invoices go live with no one to process them.

Does an external accounting firm handle your books? *

Full Name *

Job Title *

Phone / WhatsApp *

Email Address *

IT & Systems Integration

💻 We need your POS and Accounting systems to configure your account. Please let us know who can provide API access.

Is the IT Contact the same person as the Internal Champion? *

IT Contact Name *

Job Title *

Phone / WhatsApp *

Email Address *

POS System *

Your CSM will contact you or IT directly to configure the integration.

Accounting Software *

Your CSM will contact you or IT directly to configure the integration.

🏪

Branch ConfigurationRequired

One row per location — your CSM uses this to build your account structure.

Branch Name *

Address *

Cost Center *

Operating Hours *

Details (opt)

–

📎

File Uploads

Upload files directly from your device — stored securely and shared with your CSM. PDF, Excel, CSV, images accepted.

1

Last 3 months of invoices / product list

PDF, Excel, CSV or photos — any format. Builds your supplier database automatically.

🔗

2

Supplier details

Name, email, contact, address. A spreadsheet is ideal.

🔗

Need a format? Use our standard template

To ensure a seamless upload process, please make sure your data matches our system format exactly. Download our template below and review the preview tables before uploading.

📥 Download Template

File not downloading? View template here and download manually.

1. Item Master Sheet

Define your inventory, categories, pricing, and tax rates.

Item Code	Display Name*	Main Category*	Base Unit	Price (Ex Tax)
RM-001	Tomato Roma	Vegetables	KG	12.50
MT-042	Chicken Breast	Meat & Poultry	KG	24.00

2. Suppliers Tab

List vendor contacts and map them to active branches. (Delete the red sample row!)

Supplier Name	Supplier Email ID 1	WhatsApp Number	Active Branches
Sample Vendor (DELETE ME)	sample@email.com	+971 00 000 0000	All Branches
Fresh Farms LLC	orders@freshfarms.com	+971 50 123 4567	Dubai, Abu Dhabi

🎯

Before Training Session 1 — Setup Assessment

Your CSM reviews every answer here to personalise your training.

How you order & operate today

How do you currently place purchase orders? *

Who approves purchase orders? *

Do locations order centrally or independently? *

Stock & inventory

Do you currently do stock counts? *

How long does a full stock count take? (optional)

Current inventory management system? *

Food cost & COGS visibility

Current food cost % (optional)

Target food cost % (optional)

How do you currently calculate COGS? *

How do suppliers send invoices to you? (optional)

Any known accounting or finance complications? (optional)

What you need Supy to fix

#1 problem you want Supy to solve in the first 30 days (optional)

Anything else your CSM should know? (optional)

Go-live preferences

Target go-live date (optional)

⚠️

Known Blockers

Anything that might delay your go-live.

List every blocker (optional)

Your Supy onboarding starts here.

Need a format? Use our standard template

1. Item Master Sheet

2. Suppliers Tab