Free Excel and Word templates for procurement professionals.
Strategic Sourcing
Develop procurement sourcing strategies, identify key suppliers, complete multi-round bid events and indentify strategic suppliers to meet business needs.
Procure to Pay - P2P
Improve purchasing power and procurement team productivity. Procurement spends more time on strategic sourcing activities.
Supplier Integration and Supply Risk Management
Procurement works with suppliers to develop continuous improvement plans to drive quality, innovation and cost. Procurement identifies high
risk suppliers and contingency plans.
Procurement Templates & Tools
Our Most Popular Procurement Templates
Relationship Segmentation Template
Excel Template
Strategic Sourcing Template
Word Template
Flexible Supplier Scorecard
Excel Template
Purchase Order
Excel Template
Request for Quotation
Excel RFQ Template
Purchase Order
Word Template
Supplier Profile
Word Template
Contract Approval Request
Excel Template
RFP Bid Evaluation
Excel Template
About Purchasing Toolpak
Procurement Templates & Tools Inspired by Professional Buyers
Committed to Helping Procurement Professionals
Hi my name is David Mak, I am leading the effort to make procurement tools and templates available to all professional buyers.
If you need help improving purchasing power or specialized tools and templates please contact me via email.
Using the template the buyer assesses the industry buying category, evaluates current and potential suppliers then completes an assessment of business and stakeholder needs. Following this analysis a summary, recomendation and plan are completed.
The flexible scorecard template will scorecard both goods and services suppliers. Procurement can customize the supplier scorecard template to address unique requirements of the buying category. For example, this procurement template could scorecard both goods and services suppliers.
Procurement uses the Excel purchase order template for ordering supplies or materials. Includes second page for added procurement detail along with third tab for receiving items ordered.
A common task for procurement is to manage the competitive bid process with and rfq. This free Excel rfq template will work with parts or services. There is ample space for procurement to enter a detailed item description. Along with price, the supplier provides lead time, payment terms and freight terms.
Procurement uses the free Word purchase order template to docuement purchases from suppliers. The first purchase order template for Word is completed like all Word documents. The second template is a Word form. With the Word form tab through the document. There are drop downs for payment terms, freight terms, F.O.B. point and ship via text boxes.
Procurement uses the supplier profile form to help assess a supplier's capabilities. Assess the profile to determine if the supplier(s) are capable to participate in the competitive bid process. Procurement uses the form to screen new or innnovative suppliers prior to technical review by R&D or Engineering.
Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:
The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.
By using the PurchasingToolpak.com or Github.com web site ("Service"), or any services of
PurchasingToolpak LLC or GitHub, Inc ("GitHub"), you are agreeing to be bound by
the Github Terms as provided at
Github Terms of Service. See this link for Github terms of service:
https://help.github.com/articles/github-terms-of-service/
Author:
Procurement Templates & Tools
Date:
January 2017
Privacy Policy
PurchasingToolpak.com Privacy Policy Version 1.0
This privacy policy has been compiled to better serve those who are concerned with how their 'Personally Identifiable Information' (PII) is being used online. PII, as described in US privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context. Please read our privacy policy carefully to get a clear understanding of how we collect, use, protect or otherwise handle your Personally Identifiable Information in accordance with our website.
What personal information do we collect from the people that visit our blog, website or app?
When registering on our site, as appropriate, you may be asked to enter your name, email address, phone number or other details to help you with your experience.
When do we collect information?
When registering on our site, as appropriate, you may be asked to enter your name, email address, phone number or other details to help you with your experience.
How do we use your information?
We may use the information we collect from you when you register, make a purchase, sign up for our newsletter or blog, respond to a survey or marketing communication, surf the website, or use certain other site features in the following ways:
To improve our website in order to better serve you.
To allow us to better service you in responding to your customer service requests.
To follow up with them after correspondence (live chat, email or phone inquiries).
How do we protect your information?
We do not use vulnerability scanning and/or scanning to PCI standards.
We only provide articles and information. We never ask for credit card numbers.
We use regular Malware Scanning.
Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems, and are required to keep the information confidential. In addition, all sensitive/credit information you supply is encrypted via Secure Socket Layer (SSL) technology.
Do we use 'cookies'?
We do not use cookies for tracking purposes.
Third-party disclosure
We do not sell, trade, or otherwise transfer to outside parties your Personally Identifiable Information.
Third-party links
We do not sell, trade, or otherwise transfer to outside parties your Personally Identifiable Information.
Contacting Us
If there are any questions regarding this privacy policy, please contact us via email.