VENDOR PROCESS TRAINING CENTER
AVM VENDOR TOOLKIT
framework with Tools & Templates that Have Built-In Authentication, Internal Controls And Best Practices
What's Included
New! Now Includes the Vendor Callback Confirmation ToolkitTM
AUTHENTICATION
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Authentication matrix template
Are You Communicating with Your Vendor or a Fraudster?
When you call your bank, you are required to answer two to three identifying questions to verify you are who you say you are. Do the same and authenticate vendors and internal team members that contact with vendor inquiries or requests. Download template and customize.
Want Help? Enroll in the Build Your Authentication Reference Training Session
Want Help? Enroll in the Build Your Authentication Reference Training Session
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Internal Vendor Request Form
Collect Correct Vendor Contact Data
- Stop searching websites for correct vendor contact
- Receive requests from internal employee, then send instructions and requested forms to vendor for completion
Substitute W-9 Vendor Setup Form - Template
Collect Authenticating Data
- Combines the IRS Form W-9 & a Vendor Setup Form
- Collects more info than the IRS form alone
- Requires authenticating data when changing vendor info to validate against the vendor record
- New for 2026! Added Remittance Email field
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Write your awesome label here.
Substitute W-8BEN & W-8BEN-E Vendor Setup Form - Template
Collect Authenticating Data
Vendor Banking Form - TemplateCollect Authenticating Data
- Don't just accept what is submitted which can be forged, require a company branded banking form
- Requires authenticating data when changing vendor info to validate against the vendor record.
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VALIDATION
Vendor Validation Reference List
Are you Performing All Required Vendor Validations?
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Write your awesome label here.
global Vendor Registration Numbers List
100+ Countries
MANAGEMENT
Desktop Procedure - Templates
Document Your Processes
- New Vendor Add - US
- Vendor Existing Vendor Change - US
- Vendor New Vendor Add - Non-US
- Vendor Existing Vendor Change - Non-US
- Help Desk / Authentication
- Vendor Master File (VMF) Vendor Data Review
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Write your awesome label here.
Vendor Communication Script - Templates
Read During Phone Call or Paste in Email
- Existing Vendor Change Instructions
- New Vendor Add Instructions
- Vendor Notification of Change
- Vendor Notification of Add
- Vendor Validation Request to Vendors
W-8 Expiration Date Tracker - Template
Track Compliance
- IRS W-8 Series Forms Expire
- Expiration is December 31st of the 3rd Year based on the Signature Date
- Built-In Formula Calculates Expiration Date
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Vendor Policy - Template
Document for Internal Employees How to Do business w/the Vendor Team (Leadership Sign-Off)
- Clickable Table of Contents
- Roles and Responsibilities
- Internal Controls
- Requirements for Vendor Setup / Changes
- SLA / Turnaround Time
- Vendor Inactivation
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New! Vendor Callback Confirmation ToolkitTM
Vendor Callback Confirmation ToolkitTM
Implementation Guide
6-Step Process to Implement
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Vendor Callback Confirmation ToolkitTM
Desktop ProcedureComplete Process For Remittance Details Confirmation and Payment Confirmation
Vendor Callback Confirmation ToolkitTM
Process Map
Visualize Your Vendor Callback Confirmation Process
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Write your awesome label here.
Vendor Callback Confirmation ToolkitTM
Log
Keep Track of Vendor Callback Confirmation Status
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Vendor Callback confirmation ToolkitTM
Scripts
10 Scripts For Calls, Emails or Mailed Letter
Digital downloads are not for redistribution, resale, or training outside your organization and are not to be modified or rebranded without written permission outside of your organization. See Terms and Conditions
AVM Vendor Toolkit (26 Tools and Templates)