Vendor relationships rely on clear processes, ongoing performance checks, and open communication. This supplier relationship management template gives you a reliable way to track supplier performance and make collaboration more systematic. You can use this template to standardize how your team evaluates suppliers across quality, pricing, delivery, and more.
Why you should use the supplier relationship management template
The supplier relationship management template helps you bring structure and consistency to how your team handles vendor interactions. Instead of relying on scattered notes or subjective evaluations, you get a centralized, repeatable way to track performance, flag issues, and document improvements.
You can use the template to compare suppliers across clear criteria like quality, delivery reliability, and responsiveness. This makes it easier to spot gaps, start conversations about improvements, and decide who to keep working with.
The template also allows you to save time by standardizing how to capture supplier data and evaluations across teams. Whether you’re managing a few vendors or thirty, it gives everyone the same playbook to work from, which leads to better decisions and smoother supplier relationships.
How to use the supplier relationship management template
Here’s a quick guide to getting the most out of the template:
- Customize the template to match your criteria. Start by adjusting the template fields to fit your industry and internal benchmarks. Whether you value delivery speed, technical support, or pricing flexibility more, make sure the evaluation categories reflect what matters most to your business.
- Assign the form to the responsible team member. Once tailored, assign the template to your procurement or operations lead. They’ll be in charge of conducting evaluations on a regular basis: monthly, quarterly, or after each major project.
- Conduct evaluations using the mobile app. Your assigned user can access the template on-site or in-office via the Lumiform mobile app. It’s fast and easy to rate suppliers, add notes, or even attach photos as supporting evidence.
- Track recurring issues and highlight top performers. Use the built-in analytics to review scores over time. This helps you identify patterns, support supplier reviews with data, and take action where needed, whether it’s a follow-up conversation or a shift in supplier priorities.
- Collaborate with internal teams based on findings. Once the form is completed, other departments like finance or legal can view the data. This makes contract decisions, negotiations, or supplier switches more transparent and aligned.
Streamline your supplier review process
Start simplifying how you manage supplier relationships with a tool designed to keep evaluations consistent and actionable. Assign reviews, add performance notes, and track trends over time, all in one organized format. With customizable fields and built-in scoring, you get clarity and structure where it counts.