Supply Chain & Procurement Management
Categories
Business Operations
Level
Beginner

The Supply Chain & Procurement Management template is a complete solution for organizations that want to centralize supplier information, streamline procurement processes, and gain full visibility over inventory. It brings together all key aspects of supply chain management into one structured system.

At its foundation, the template provides a comprehensive database of products and services, alongside detailed records of the active suppliers that provide them. Each supplier can be linked to relevant contracts, certificates, and compliance documents, making it easy to track obligations, renewals, and certifications without relying on scattered files or spreadsheets.

To ensure supplier quality and reduce risks, the template includes a supplier assessment module. Assessments can be performed across multiple criteria and categories, enabling procurement teams to measure performance objectively and identify opportunities for improvement.

The template also covers inventory management by supporting both purchase orders and consumption orders. This dual approach ensures that stock levels remain accurate, purchasing decisions are based on real data, and potential shortages or overstocking can be avoided. With these tools, organizations can maintain a smooth flow of goods and services across their operations.

A clear role-based access structure defines responsibilities for different team members:

  • Staff members can view all information and add consumption notes.

  • Office managers can additionally create purchase orders.

  • Purchase managers have full access, including the ability to manage contracts, certificates, and supplier assessments.

This ensures that every role has the tools they need while keeping processes secure and responsibilities well-defined.

By uniting supplier management, contract tracking, performance assessments, and inventory control into one template, this solution provides everything needed to strengthen supply chain efficiency, ensure compliance, and support smarter procurement decisions.

Database: Supply chain & procurement Management

Products & services

Fields

  • Name (Text)

  • Type (Single select)

  • Unit (Single select)

  • Category (Link to table)

  • Current stock (Rollup)

  • Minimum stock (Number)

  • Contracts (Link to table)

  • Active contract (Formula)

  • Active supplier (Formula)

  • Inventory (Link to table)

  • Below minimum (exc.) (Formula)

  • Purchase requests (Link to table)

  • Currently shipped (Formula)

  • Currently approved (Formula)

  • Currently requested (Formula)

  • Total in orders (Formula)

  • Current + in order stock (Formula)

  • Below minimum (inc.) (Formula)

  • Active supplier id (Formula)

Views

  • All products and services (grid)

  • All products and services grouped by category (grid)

  • All products and services grouped by type (grid)

  • With requested purchases (grid)

  • With approved purchases (grid)

  • With shipped purchases (grid)

  • Consumables (grid)

  • Consumable below minimum (exc. ongoing) (grid)

  • Consumable below minimum (inc. ongoing) (grid)

  • Services (grid)

  • Assets (grid)

Categories

Fields

  • Name (Text)

  • Products & services (Link to table)

  • Suppliers (Link to table)

  • Certificates (Link to table)

Views

  • All categories (grid)

Suppliers

Fields

  • Name (Text)

  • Address (Text)

  • Country (Text)

  • Contact (Text)

  • Contact mail (Email)

  • Contact phone (Phone number)

  • Website (Url)

  • Category (Link to table)

  • Supplier assessments (Link to table)

  • Active supplier (Formula)

  • Status (Single select)

  • Today (Formula)

  • Last assessment date (Rollup)

  • Last assessment score (Formula)

  • Certificates Suppliers (Link to table)

  • Contracts (Link to table)

  • Active Products & Services (Formula)

  • Row ID (Formula)

  • Count active Products & Services 2 (Formula)

Views

  • All suppliers (grid)

  • Suppliers with certificates (grid)

  • All suppliers grouped by country (grid)

  • All suppliers grouped by category (grid)

  • Active suppliers (grid)

  • Approved suppliers (grid)

  • Suppliers with assessment older than 1 year (grid)

  • Suppliers with multiple active products & services (grid)

Assessment categories

Fields

  • Name (Text)

  • Weight (Number)

  • Assessment criteria (Link to table)

Views

  • All assessment categories (grid)

Assessment criteria

Fields

  • Name (Text)

  • Description (Long text)

  • Assessment category (Link to table)

  • Assessment details (Link to table)

  • Assessment weight (Rollup)

  • Used in assessment (Lookup)

Views

  • All assessment criteria (grid)

  • All assessment criteria grouped by category (grid)

Assessments

Fields

  • Name (Formula)

  • Supplier (Link to table)

  • Assessment details (Link to table)

  • Date (Date)

  • Score (Rollup)

  • Row ID (Formula)

  • Result (Formula)

  • Expires date (Formula)

  • Status (Formula)

  • Today (Formula)

Views

  • All assessments (grid)

  • All assessments grouped by supplier (grid)

  • All assessments grouped by result (grid)

  • All active assessments (grid)

  • Assessments that expire in 30 days (grid)

  • Calendar: assessment expire dates (calendar)

Assessment details

Fields

  • Name (Autonumber)

  • Assessment (Link to table)

  • Criteria (Link to table)

  • Rating (Rating)

  • Score (Formula)

  • Assessment ID (Rollup)

  • Criteria description (Rollup)

  • Criteria category (Rollup)

Views

  • All assessment details (grid)

  • All assessment details grouped by criteria (grid)

  • Maximum scores grouped by criteria (grid)

  • Failed scores grouped by criteria (grid)

Staff

Fields

  • Name (Text)

  • Email (Email)

  • Phone (Phone number)

  • Job role (Single select)

  • Password (Password)

  • Consumptions (Link to table)

Views

  • All staff members (grid)

  • All staff members grouped by job role (grid)

Certificates

Fields

  • Name (Text)

  • Description (Text)

  • Categories (Link to table)

  • Certificates Suppliers (Link to table)

Views

  • All certificates (grid)

Certificates Suppliers

Fields

  • Name (Formula)

  • Supplier (Link to table)

  • Certificate (Link to table)

  • From (Date)

  • Until (Date)

  • Certificate description (Formula)

  • Status (Formula)

Views

  • All certificates for all suppliers (grid)

  • All certificates for all suppliers grouped by supplier (grid)

  • All certificates for all suppliers grouped by certificate (grid)

  • Certificates that expire within 30 days (grid)

  • Active certificates (grid)

  • Calendar: certificate expires dates (calendar)

Contract types

Fields

  • Name (Text)

  • Description (Text)

  • Contracts (Link to table)

  • Count contracts (Count)

Views

  • All contract types (grid)

Contract regulations

Fields

  • Name (Text)

  • Description (Text)

  • Contracts (Link to table)

  • Count contracts (Count)

Views

  • All regulations (grid)

Contracts

Fields

  • Contract number (Text)

  • From (Date)

  • Until (Date)

  • Product or service (Link to table)

  • Contract types (Link to table)

  • Contract regulations (Link to table)

  • Supplier (Link to table)

  • Contract (File)

  • Status (Formula)

  • Duration (Formula)

  • Days to go (Formula)

  • Supplier ID (Rollup)

Views

  • All contracts (grid)

  • All contracts grouped by product & service (grid)

  • All contracts grouped by supplier (grid)

  • All contracts grouped by contract type (grid)

  • All contracts grouped by duration (grid)

  • Active contracts (grid)

  • Contracts expiring in 30 days (grid)

  • Future contracts (grid)

  • Calendar: contract expires dates (calendar)

  • Timeline: All contracts (timeline)

Locations

Fields

  • Name (Formula)

  • Building (Text)

  • Floor/Section (Text)

  • Room Code (Text)

  • Purpose (Text)

  • Inventory (Link to table)

Views

  • All locations (grid)

  • All locations grouped by building (grid)

Inventory

Fields

  • Name (Formula)

  • Amount (Formula)

  • Consumable (Link to table)

  • Unit (Lookup)

  • Location (Link to table)

  • Consumptions (Link to table)

  • Total consumptions (Rollup)

  • Purchase requests (Link to table)

  • Total delivered (Formula)

Views

  • Full inventory (grid)

  • Full inventory grouped by consumable (grid)

  • Full inventory grouped by location (grid)

  • Inventory items out of stock (grid)

Consumptions

Fields

  • Name (Formula)

  • Staff member (Link to table)

  • Amount (Number)

  • Date (Date)

  • Note (Long text)

  • Product and location (Link to table)

  • Product (Lookup)

  • Location (Lookup)

Views

  • All consumptions (grid)

  • All consumptions grouped by product and location (grid)

  • All consumptions grouped by staff member (grid)

  • Consumptions last 30 days (grid)

  • Calendar: all consumptions (calendar)

Purchase requests

Fields

  • Request Number (Formula)

  • Product (Link to table)

  • Amount (Number)

  • Status (Single select)

  • Stored after delivery (Link to table)

  • Date (Date)

  • Supplier (Link to table)

  • Is active supplier (Formula)

Views

  • All purchase requests (grid)

  • All purchase requests grouped by product (grid)

  • All purchase requests grouped by supplier (grid)

  • Open purchase requests with other supplier than active (grid)

  • Purchase requests that are shipped (grid)

  • Open purchase requests (grid)

  • All purchase requests grouped by status (kanban)

  • Calendar: all purchase requests (calendar)

Application: Supply chain & Procurement

shared

Data sources

Actions (event)

  • logout (b29b5969-2af3-4637-87be-6529bb67395f_click)

Home

Data sources

  • Expiring contracts

  • Expiring certificates

  • Expiring assessments

  • Consumables below minimum (inc.)

  • Consumables below minimum (exc.)

Actions (event)

  • create_row (858ba3bc-68f4-40ee-b4a8-faa598e301e1_click)

  • open_page (858ba3bc-68f4-40ee-b4a8-faa598e301e1_click)

Suppliers

Data sources

  • All suppliers

Supplier details

Data sources

  • Supplier details

  • Suppliers in the same category

  • Related contracts

  • Related assessments

  • Related certificates

  • Related purchase requests

Actions (event)

  • create_row (click)

  • delete_row (bf230d8d-aaf6-44b0-bf9d-e5183effe4c0_click)

  • open_page (click)

  • refresh_data_source (bf230d8d-aaf6-44b0-bf9d-e5183effe4c0_click)

Assessment details

Data sources

  • Get assessment

  • Get criteria (open)

  • Get criteria (closed)

Actions (event)

  • create_row (submit)

  • update_row (submit)

  • refresh_data_source (submit)

  • refresh_data_source (submit)

  • refresh_data_source (submit)

  • refresh_data_source (submit)

  • refresh_data_source (submit)

  • refresh_data_source (submit)

Add certificate

Data sources

  • Get supplier details

  • Related certificates

  • All certificates

Actions (event)

  • delete_row (bb97a851-b53b-4d0c-8f07-70cf81ca5276_click)

  • create_row (submit)

  • refresh_data_source (bb97a851-b53b-4d0c-8f07-70cf81ca5276_click)

  • refresh_data_source (submit)

Contract details

Data sources

  • Contract details

  • Contract type

  • Related regulations

Add contract

Data sources

  • All products & services

  • All contract types

  • All regulations

  • All suppliers

Actions (event)

  • create_row (submit)

  • open_page (submit)

Products and services

Data sources

  • All assets

  • All services

  • All consumables

Product and service details

Data sources

  • Product or service details

  • Related contracts

  • Related consumptions

  • Related purchases

  • Possible suppliers

Add purchase request

Data sources

  • Get product details

  • All suppliers

Actions (event)

  • create_row (submit)

  • open_page (submit)

Inventory

Data sources

  • Open purchase requests

  • Consumptions last 30 days

  • Full inventory

  • All consumables

Actions (event)

  • open_page (click)

Purchase request details

Data sources

  • Request details

  • Inventory locations

Actions (event)

  • update_row (submit)

  • notification (submit)

  • open_page (submit)

Add new consumption

Data sources

  • All products & services

  • Full inventory

Actions (event)

  • create_row (submit)

  • open_page (submit)