Procurement and operations process templates

Procurement and operations 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.
• Inventory management process flowchart — Inventory management process flowchart template covering goods receipt, put-away, reorder-point replenishment, cycle counting, stock adjustment and write-off.
• Order fulfillment process flowchart template — A five-lane order fulfillment process flowchart: validation, credit check, stock allocation, picking and packing, dispatch, delivery, invoice and closure.
• 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.
• Returns process flowchart template (RMA to refund) — Returns process flowchart template covering the RMA route from return request and policy check through inspection and disposition to refund or replacement.
• 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.
• Goods receiving process flowchart (goods-in to GRN) — A goods receiving process flowchart for the goods-in dock: booking-in, PO paperwork check, count and damage check, carrier claim, GRN and put-away to stock.
• 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.