Workflows Directory
Find your team’s next superpower.
- Function: Procurement and suppliers
- Industry: E-commerce and retail
- Industry: Hardware and physical technology
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Results
13 workflow templates
Carrier performance review
The shipping lead gets a lane-by-lane comparison of carriers from the delivery export and the freight charges: on-time delivery, damage, tracking gaps and cost, each with the shipments behind it. A person decides whether to raise issues or change carrier.
- Starts it
- Shipping lead
- Brings
- export, notes
- Gets
- 5 outputs
Category sourcing plan
For the buyer or operations lead who owns one spend category, such as packaging or IT hardware: its spend and suppliers on one page, where it sits on a supply-risk and spend matrix, the value levers the evidence supports, and a dated sourcing plan. A person chooses the approach.
- Starts it
- Buyer
- Brings
- export, notes
- Gets
- 7 outputs
Component end-of-life exposure brief
When a supplier announces a component constraint or end-of-life date, the sourcing lead gets one brief: where the part is used, stock and demand set against the stated dates, and questions about replacements, with unverified availability kept apart from approved supply.
- Starts it
- Sourcing lead
- Brings
- export, notes, pasted text
- Gets
- 5 outputs
Inbound receiving exception trace
When what arrived does not match the advance shipment notice, the receiving supervisor or inventory controller gets the notice, the packing list and the scans side by side by item and lot, with missing references and questions to investigate. Nothing is adjusted and nobody is contacted.
- Starts it
- Receiving supervisor
- Brings
- export, notes
- Gets
- 5 outputs
Order size comparison
When a supplier offers a bigger discounted order, the inventory planner gets each quantity costed the same way: yearly cost, cash tied up, months of cover and storage fit. The planner chooses the quantity; nothing is ordered.
- Starts it
- Inventory planner
- Brings
- export, notes
- Gets
- 6 outputs
Pilot build readiness brief
Before a prototype or pilot build, the build lead gets one brief: part shortages, revision conflicts and open actions set against the team’s own build checklist, with allocated parts kept apart from received ones. People confirm; nothing is released.
- Starts it
- Build lead
- Brings
- export, notes, document
- Gets
- 7 outputs
RFQ clarification list
A buyer sending drawings and specifications out for quotation gets one list of missing details, conflicting revisions and ambiguous tolerances, and a record of each supplier's answers. The buyer approves every message; the engineer settles every technical question.
- Starts it
- Buyer
- Brings
- export, notes, pasted text
- Gets
- 6 outputs
Supplier bill review and payment-run preparation
Before each payment run, the person who approves it gets one sheet: every supplier bill checked against its purchase order and what was received, duplicates and changed bank details stopped, credits shown, and a proposed run with its total. Nothing is paid until a person approves.
- Starts it
- Payables clerk
- Brings
- export, notes
- Gets
- 7 outputs
Supplier delivery date check
The purchasing or operations person gets one comparison from the open purchase orders and the supplier replies: promised and revised dates side by side, the orders each change puts at risk, and the follow-ups still unanswered. No supplier is contacted.
- Starts it
- Buyer
- Brings
- export, notes
- Gets
- 5 outputs
Supplier issue notice
When a supplier bills for more than was ordered or received, or falls short of an agreed delivery or quality target, the buyer gets a formal notice ready for approval: each problem set against the record, the evidence listed, what the supplier must do and the date to reply by. A person approves and sends it.
- Starts it
- Buyer
- Brings
- export, notes, document
- Gets
- 3 outputs
Supplier performance scorecard
Once a quarter, the buyer or operations lead scores each key supplier from the business's own order and receiving exports: on-time delivery, fill rate, defects and returns, price against agreed terms and order confirmations, with the trend, the evidence behind every score and the points to raise. A person decides.
- Starts it
- Buyer
- Brings
- export, notes
- Gets
- 6 outputs
Supplier quality response check
A quality or purchasing person who has raised a defect with a supplier gets the supplier's reply set against the finding: what is answered, what is not, the evidence still to ask for, the actions proposed and what has yet to be verified. The person decides whether the answer is accepted.
- Starts it
- Supplier-quality owner
- Brings
- export, notes, document, pasted text
- Gets
- 7 outputs
Supplier risk alert brief
When something happens to a supplier you depend on, the buyer gets a dated brief the same day: what happened and who reported it when, what you buy from them, how many days of stock you hold against how long another source would take, how exposed you are, and actions with owners and dates.
- Starts it
- Buyer
- Brings
- export, notes, document, pasted text
- Gets
- 6 outputs