Templates
Supply Chain
Procurement Process Checklist Template

Procurement Process Checklist Template

Procure goods or services to meet business needs.
1
Introduction to Procurement Process Checklist Template:
2
Enter organization details
3
Identify the Goods and Services to Procure:
4
Establish what the business needs
5
Confirm which business need you are procuring for
6
Establish what goods/services are needed
7
Approval of Purchase Request:
8
Send a purchase request to purchasing
9
Approval:
10
Receive purchase order
11
Selection of Supplier:
12
Make a list of all suitable potential suppliers
13
Send request for quotation to suppliers
14
Create a shortlist of suppliers
15
Research and compare shortlisted suppliers
16
Select the perfect supplier
17
Negotiation & Contract:
18
Decide time frame
19
Decide delivery method
20
Decide costs
21
Send contract for internal approval
22
Approval:
23
Send contract to supplier
24
Sign contract
25
Send the PO to the supplier
26
Receive Goods & Services:
27
Inspect the delivered goods
28
Notify the supplier of issues
29
Update your supplier list
30
Receive the supplier invoice
31
Three-Way Matching:
32
Conduct three-way matching
33
Approve Supplier Payments:
34
Approval:
35
Send invoice to accounts
36
Record Keeping:
37
Store your documents centrally
38
Sources:
39
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