Retail

Retail vendor onboarding

Malleable turns vendor onboarding into a governed launch workflow: collect the packet, validate item data, route exceptions, and activate vendor records only when the source evidence is complete.

Malleable Workflow
When a merchant approves a new vendor, get the vendor and SKU launch packet ready from tax, insurance, terms, banking, item data, imagery, samples, EDI, compliance, and timing details.
Done. I built the workflow below with stages, handoffs, and integrations.
Start
Entry point to workflow
Entry Point
Approved new brand, supplier, or vendor request

Collect Vendor Packet

Request tax, insurance, terms, banking, compliance, item, sample, and launch details.

Airtable
Collects vendor tax, banking, insurance, terms, and item details.

Validate Item Data

Check required SKU fields, imagery, dimensions, costs, lead times, and channel data.

NetSuite
Checks SKU, cost, dimension, and lead-time fields.
Shopify
Checks product imagery, channel fields, and storefront readiness.

Route Exceptions

Ask the right owner to resolve missing documents, contract issues, or data gaps.

Slack
Sends data-gap and contract issues to the right owner.

Validate Resolved Data

Recheck owner-approved documents, terms, SKU fields, and launch data.

Shopify
Rechecks approved SKU fields, terms, and launch data.

Activate Vendor

Create vendor and SKU records after owner review, with source packet attached.

NetSuite
Creates vendor and SKU records with the source packet attached.
Waits
Handoff to resume workflow
Route Exceptions Review
Ask the right owner to resolve missing documents, contract issues, or data gaps.
Complete
Collecting vendor documents and item data...
How It Works
  1. 1Collect Vendor Packet: Request tax, insurance, terms, banking, compliance, item, sample, and launch details.
  2. 2Validate Item Data: Check required SKU fields, imagery, dimensions, costs, lead times, and channel data.
  3. 3Route Exceptions: Ask the right owner to resolve missing documents, contract issues, or data gaps.
  4. 4Validate Resolved Data: Recheck owner-approved documents, terms, SKU fields, and launch data.
  5. 5Activate Vendor: Create vendor and SKU records after owner review, with source packet attached.

Why This Works Better with Malleable

Start simple, improve over time

You just describe what you want to happen. The workflow integrates everything—no separate forms, brittle automations, or AI copilots to wire together. Iterate on your process without rebuilding.

No separate systems to integrate

The diagram you see is what executes. AI reasoning, data handling, and notifications all happen as part of the workflow—not as separate automations you need to configure.

Results

  • Vendor packets are complete
  • SKU data is launch-ready
  • Owners review launch blockers with the packet in front of them

Integrations

AirtableNetSuiteShopifySlack

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