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Supplier management template

Supplier management template

Track supplier contacts and performance metrics in one place with this template. It gives your team a reliable way to keep vendor information accurate, up-to-date, and convenient to access.

Use this template
or download pdf
Supplier management template

Track supplier contacts and performance metrics in one place with this template. It gives your team a reliable way to keep vendor information accurate, up-to-date, and convenient to access.

Use this template
or download pdf

About the Supplier management template

Trying to keep track of multiple vendors across different sites, products, and compliance standards? This supplier management template gives you one clear structure to centralize everything: from contact details and certifications to delivery performance and risk assessments. You’ll be able to standardize data collection across your team. Use the template to simplify onboarding, maintain up-to-date records, and make more effective decisions about supplier relationships.

Key elements of the supplier management template

Here are the main sections that make this template truly effective:

  1. Supplier details and contacts: You need a convenient way to store key contact details, website links, and addresses. This avoids endless back-and-forth when you need to reach someone quickly or confirm credentials.
  2. Products and services overview: Outline what each supplier offers, from standard inventory items to niche services. This section helps you spot overlaps, fill gaps, and build a balanced supplier network.
  3. Certifications and compliance status: Capture ISO certifications, safety protocols, and other legal requirements. Keeping this info up-to-date protects your business from compliance risks and streamlines audits.
  4. Delivery performance data: Record average lead times, delivery reliability, and logistical capabilities. You can use this data to assess supplier consistency over time and flag bottlenecks early.
  5. Financial and operational snapshot: Track key figures like revenue, number of employees, and years in business to better assess long-term stability and capacity for growth.

Customizing your supplier management template

Having a flexible supplier management template is essential. You can adapt ours to reflect your company structure, supplier diversity, and industry-specific compliance needs without starting from scratch.

Start by adding custom product or service categories that match your internal procurement classifications. This gives you cleaner data when comparing suppliers across regions or product lines.

If your team includes multiple departments or roles, integrate role-specific fields. For example, add internal evaluation notes for procurement or flag high-risk vendors for quality assurance teams.

You can also scale the template depending on supplier complexity. Use a streamlined version for one-off vendors, and expand it with financial history, risk ratings, and audit logs for long-term or strategic suppliers. This makes supplier tracking more strategic.

Gain control over supplier data and performance

Make the most of this template by organizing supplier information in a way that’s actionable, consistent, and easy to update. Assign roles, track certifications, and capture key performance indicators, all in one place. You build a clearer overview, and your team works with fewer gaps and better data.

Related categories

  • Operational excellence templates
  • Logistics and transportation templates
  • Manufacturing templates
  • Supply chain templates
  • Templates for business processes
Preview of the template
entity_item!!!
Page 1
Supplier Information
Supplier Name
Supplier Website
geolocation!!!
Contact Person
Contact Email
Contact Phone
Products and Services
Product/Service Categories
Unique Product/Service Offerings
Certifications and Licenses
Quality and Compliance
Quality Management System
Environmental Management
Worker Safety Program
Compliance with Regulations
Delivery and Logistics
Average Lead Time
On-Time Delivery Rate
Logistics Capabilities
Financial and Business Information
Annual Revenue
Number of Employees
Years in Business
Dun & Bradstreet Number

More templates like this

Vendor management process template
Vendor management process template
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Vendor Oversight Plan Template
This plan template supports you in monitoring supplier performance and ensuring compliance with contractual and quality standards.
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Supplier management procedure template
Track supplier information, evaluate performance, and manage risk in one clear, systematic format. This template helps you create an efficient process for working with vendors.
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Supplier audit checklist template
Supplier audit checklist template
Use this supplier audit checklist template to document whether or not the provider meets the criteria, then assess its suitability to be your provider.
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This form allows you to document issues, outline corrective measures, and track supplier responses for better quality and accountability.
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Supplier due diligence checklist
Ensure reliable supply chain partnerships with this supplier due diligence checklist.
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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

A beginner’s guide to supplier risk mitigationHow to assess supplier performance? An extensive guide on supplier evaluationMastering supplier quality management: A comprehensive guide
See all topic guides

Template collections

See comprehensive collections of best practice templates related to this topic.

4 best free supplier management templatesBest 6 free supplier audit checklist templates3 free quality risk assessment templates for professionals
See all template collections

Use cases

Check out how the Lumiform software can be utilized for related use cases.

Supplier management softwareSupplier audit softwareSupplier evaluation softwareSupplier quality management software
See all use cases

Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

5 steps of the supplier selection process8 Key focus areas of a supplier audit form4 strategies for developing a quality management plan4 ways process improvement increases profits

Frequently asked questions

What is a good way to evaluate supplier performance over time?

The most reliable way to track supplier performance is to monitor key metrics consistently, like delivery accuracy, lead times, defect rates, and responsiveness. Keep a log of issues and resolutions, and review trends quarterly. This helps you spot gradual declines or improvements that wouldn’t be obvious from isolated incidents alone.

How do I keep supplier information up to date?

Set recurring review dates—annually or semi-annually—to verify contact info, certifications, and capacity. You can also build reminders into your contract management process so that updates happen before renewals. For critical suppliers, schedule regular check-ins or request self-updates via structured forms every few months.

What are common red flags in supplier relationships?

Watch for inconsistent lead times, poor communication, and missed follow-ups. Frequent personnel changes can also signal internal instability. Another overlooked sign: suppliers who resist audits or fail to provide updated certifications. These behaviors often point to compliance risks or resource issues behind the scenes.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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