How to Approve a New Supplier: A Practical Guide
The supplier approval checklist is the gate between "we like this vendor" and "they're in our system." It verifies that a supplier is legitimate, capable of del
Read guide →Procurement & Vendors
Purchase requests, supplier evaluation and vendor management, buy what you need at the right price, from the right people.
13 guides · 11 templates
Guides
How to Compare Vendor Quotes: A Practical Guide
When three suppliers send three quotes in three different formats, the cheapest number on page one rarely tells the whole story. A quote comparison sheet lines
Read guide →How to Keep a Vendor Communication Log: A Practical Guide
When a dispute arises, a missed delivery, a price disagreement, a promise nobody remembers making, the side with dated notes wins. A vendor communication log
Read guide →How to Log and Resolve Vendor Disputes: A Practical Guide
Disputes with vendors are normal: late deliveries, wrong goods, billing errors, missed service levels. What turns a routine problem expensive is poor tracking,
Read guide →How to Onboard a New Vendor: A Practical Guide
The vendor onboarding form is the first document in every supplier relationship, and it sets the tone for everything after it. It collects the vendor's legal id
Read guide →How to Run a Supplier Performance Review: A Practical Guide
A supplier performance review is a structured conversation with a supplier about how the relationship is going, what worked, what didn't, and what changes next
Read guide →How to Score Your Suppliers: A Practical Guide
"They're pretty good" is not a basis for renewing a contract. A supplier scorecard turns gut feeling into numbers you can act on, on-time delivery, quality, re
Read guide →How to Set Payment Terms with Vendors: A Practical Guide
Payment terms decide when money leaves your account, net 30, net 60, deposits, milestone payments, early-payment discounts. They affect your cash flow, your ne
Read guide →How to Track Vendor Contract Renewals: A Practical Guide
Contracts auto-renew, prices creep upward, and cancellation windows close while nobody is watching. A renewal tracker is a single list of every vendor contract
Read guide →How to Write a Procurement Tender Brief: A Practical Guide
A tender brief is the document you send to suppliers when you want competitive bids. It describes what you need, how bids will be judged, and the rules of the p
Read guide →Purchase Orders Explained
A purchase order PO is one of the simplest and most useful documents in business: a written instruction from you to a supplier saying "we want to buy this, at
Read guide →Supplier Performance Tracking Basics
You chose your suppliers carefully. Then, gradually, things slipped. Deliveries that used to arrive Tuesday now arrive "sometime next week." Quality that was ch
Read guide →Vendor Selection Without the Headache
Choosing a supplier feels like it should be simple: find someone good, agree a price, start working. In practice it's where businesses quietly lose money, the
Read guide →Related templates
Ready-to-use documents from the Procurement & Vendors template collection.
Vendor Onboarding Form
A form for onboarding a vendor: details, information, terms, and sign-off.
View template →Vendor Quote Comparison Sheet
A sheet for comparing vendor quotes side by side with scoring.
View template →Supplier Scorecard
A scorecard for supplier performance across five areas.
View template →Vendor Contract Renewal Tracker
A tracker for vendor contract renewals, notice deadlines, and decisions.
View template →Supplier Performance Review Form
A form for a supplier performance review meeting with an improvement plan.
View template →Vendor Communication Log
A log for vendor communications, agreements, and open actions.
View template →Supplier Approval Checklist
A checklist for approving a supplier: checks, evidence, and decision.
View template →Vendor Dispute Log
A log for vendor disputes: investigation, resolution steps, and outcome.
View template →Procurement Tender Brief
A brief for a tender: requirement, specification, evaluation, and timetable.
View template →Vendor Payment Terms Sheet
A sheet recording payment terms per vendor, changes, and review.
View template →Supplier Register and Comparison
Keep a register of your suppliers and compare up to four of them side by side with weighted scores across price, quality, delivery and service. Excel workbook.
View template →