Procurement and supply chain process templates

Procurement and supply chain process templates in this category

• Purchase order process flowchart — Purchase order process flowchart: requisition, budget check, approval thresholds, supplier quotes, PO issue, goods receipt, three-way match and payment.
• Invoice approval process flowchart — A swimlane invoice approval process template: capture, duplicate check, three-way PO match, coding, approval by value, supplier queries, posting and payment.
• Vendor onboarding process flowchart — Vendor onboarding process flowchart with swimlanes for requester, procurement, legal, finance and security, from vendor request to approved register entry.
• Procurement process flowchart — End-to-end procurement process flowchart: need and specification, make or buy, budget approval, tender or call-off, award, contract, delivery and review.
• Purchase requisition process flowchart — Purchase requisition process flowchart: specification and GL coding, budget check, manager and threshold approval, procurement review and an urgent fast track.
• Vendor approval process flowchart template — A vendor approval process flowchart template: questionnaire, quality and financial checks, risk tiering, audit, trial order and the approved vendor list.
• Make or buy decision flowchart (decision tree) — Make or buy decision flowchart: a decision tree on core capability, capacity, fully loaded cost, IP risk and supply market, ending at five named outcomes.
• Supplier risk assessment flowchart (decision tree) — Supplier risk assessment flowchart: a decision tree of data, access, spend, dependency and certification tests that set the tier and depth of due diligence.
• Supplier selection decision tree template — A supplier selection decision tree: seven tests from approved supplier and tender threshold through to cost and risk, ending in five named sourcing outcomes.
• Supplier evaluation process flowchart (ongoing performance) — Supplier evaluation process flowchart for suppliers already in use: quality, delivery, cost and service KPIs, scorecard, review, improvement plan, de-listing.
• Supplier selection process flowchart with weighted scoring — Supplier selection process flowchart template: long list, RFI shortlist, weighted RFQ scoring, site visit, total cost and selection recommendation.
• Procure-to-pay (P2P) process flowchart (need to payment) — Procure-to-pay process flowchart from an identified need to a paid supplier: requisition, budget and delegated-authority approval, contract check, PO issue, receipt, three-way match, no-PO exceptions and the payment run.
• Source-to-pay process — Editable source-to-pay process swimlane from “Define need, scope and budget owner” through “Sourcing route and budget approved?” to a documented outcome. Includes named roles, exception paths and evidence.
• Source-to-contract process — Editable source-to-contract process swimlane from “Define category need and business outcome” through “Competition route and criteria approved?” to a documented outcome. Includes named roles, exception paths and evidence.
• Procurement approval workflow — Editable procurement approval workflow swimlane from “Request purchase” through “Budget and coding valid?” to a documented outcome. Includes named roles, exception paths and evidence.
• Strategic sourcing process — Editable strategic sourcing process swimlane from “Identify spend or upcoming need” through “Sourcing route and competition justified?” to a documented outcome. Includes named roles, exception paths and evidence.
• RFQ process — Editable rfq process swimlane from “Define purchasable specification” through “Sufficient compliant quotations?” to a documented outcome. Includes named roles, exception paths and evidence.
• RFP process — Editable rfp process swimlane from “Define outcome and service scope” through “Proposals complete and eligible?” to a documented outcome. Includes named roles, exception paths and evidence.
• Procurement RFI process — Editable procurement rfi process swimlane from “Identify capability or market unknowns” through “Responses cover the information need?” to a documented outcome. Includes named roles, exception paths and evidence.
• Procurement tender process — Editable procurement tender process swimlane from “Approve scope and tender route” through “Submissions received by deadline and compliant?” to a documented outcome. Includes named roles, exception paths and evidence.
• Bid evaluation process — Editable bid evaluation process swimlane from “Lock evaluation criteria and conflict declarations” through “Bid technically compliant?” to a documented outcome. Includes named roles, exception paths and evidence.
• Supplier risk management process — Editable supplier risk management process swimlane from “Identify supplier and spend dependency” through “Screening identifies elevated risk?” to a documented outcome. Includes named roles, exception paths and evidence.
• Supplier performance management process — Editable supplier performance management process swimlane from “Collect delivery, quality and service results” through “Data and measures agreed?” to a documented outcome. Includes named roles, exception paths and evidence.
• Supplier quality management process — Editable supplier quality management process swimlane from “Detect defect and isolate affected stock” through “Potential safety or production impact?” to a documented outcome. Includes named roles, exception paths and evidence.
• Purchase order change process — Editable purchase order change process swimlane from “Receive price, quantity or date change request” through “Change within agreed tolerance and scope?” to a documented outcome. Includes named roles, exception paths and evidence.
• Procurement contract process — Editable procurement contract process swimlane from “Confirm award, scope and commercial schedule” through “Required specialist reviews complete?” to a documented outcome. Includes named roles, exception paths and evidence.
• Supplier contract renewal process — Editable supplier contract renewal process swimlane from “Trigger review before notice date” through “Supplier remains fit for purpose?” to a documented outcome. Includes named roles, exception paths and evidence.
• Procurement exception process — Editable procurement exception process swimlane from “Identify departure from standard route” through “Reason supported by evidence?” to a documented outcome. Includes named roles, exception paths and evidence.
• Emergency procurement process — Editable emergency procurement process swimlane from “Confirm immediate operational or safety need” through “Can existing stock or contract meet need?” to a documented outcome. Includes named roles, exception paths and evidence.
• Material requirements planning process — Editable material requirements planning process swimlane from “Load demand and bill of materials” through “Inventory and demand data reliable?” to a documented outcome. Includes named roles, exception paths and evidence.
• Supply planning process — Editable supply planning process swimlane from “Collect sales forecast and firm orders” through “Supply covers priority demand?” to a documented outcome. Includes named roles, exception paths and evidence.
• Purchase order expediting process — Editable purchase order expediting process swimlane from “Identify PO approaching required date” through “Delivery at risk?” to a documented outcome. Includes named roles, exception paths and evidence.
• Supplier delay management process — Editable supplier delay management process swimlane from “Receive delay notice or missed milestone” through “Delay affects critical commitment?” to a documented outcome. Includes named roles, exception paths and evidence.
• Material shortage process — Editable material shortage process swimlane from “Identify shortage against production plan” through “Shortage confirmed after stock check?” to a documented outcome. Includes named roles, exception paths and evidence.
• Procurement goods receipt process — Editable procurement goods receipt process swimlane from “Receive shipment against open PO” through “Quantity and condition match PO?” to a documented outcome. Includes named roles, exception paths and evidence.
• Procurement savings tracking process — Editable procurement savings tracking process swimlane from “Define baseline volume, price and scope” through “Baseline supported by actual evidence?” to a documented outcome. Includes named roles, exception paths and evidence.
• Procurement KPI review process — Editable procurement kpi review process swimlane from “Extract spend, cycle-time and exception data” through “Data trustworthy for reporting?” to a documented outcome. Includes named roles, exception paths and evidence.
• Procurement policy review process — Editable procurement policy review process swimlane from “Trigger scheduled or incident-led review” through “Changes consistent with authority schedule?” to a documented outcome. Includes named roles, exception paths and evidence.
• Sustainable procurement process — Editable sustainable procurement process swimlane from “Define relevant sustainability requirements” through “Claims supported for this category?” to a documented outcome. Includes named roles, exception paths and evidence.
• Procurement risk management process — Editable procurement risk management process swimlane from “Identify critical materials and dependencies” through “Single point of failure or high impact?” to a documented outcome. Includes named roles, exception paths and evidence.
• Supplier offboarding process — Editable supplier offboarding process swimlane from “Record expiry, termination or suspension trigger” through “Outstanding supply or claims?” to a documented outcome. Includes named roles, exception paths and evidence.
• Procurement project Gantt chart template: need to contract — An editable procurement project Gantt chart: requirements, market engagement, tender, evaluation, negotiation, award and contract, with dependencies and milestones. Change a duration and the dates follow.
• RFP project Gantt chart template for a buyer-side tender — An editable RFP project Gantt chart for the buyer: requirements, drafting and legal review, issue, the supplier question window, a fixed response period, parallel evaluation, demos, negotiation, award and handover.
• Supplier onboarding Gantt chart template with trial period — An editable supplier onboarding Gantt chart: due diligence, risk assessment, contract, systems setup, a first order and a trial period, with dependencies and milestones for approval, signature and sign-off.
• Contract renewal Gantt chart template with notice period — An editable contract renewal Gantt chart: review, benchmark, negotiate, approve and sign, with the notice period as a fixed wait, dependencies and milestones for the renewal route and confirmation.