Supply Chain & Procurement for Small Business

This workbook turns the course into a working buying system for your own products. You will score your real suppliers, build purchase orders and a three-way-match log, calculate reorder points and order quantities for your best sellers, and build a true landed-cost model. Work through one section per module, then keep using the templates every month in your procurement review. Wherever a cell is a total, subtotal, or calculated value, leave it blank and fill it from your own numbers.

Move from picking the cheapest quote to scoring at least three suppliers on total value and qualifying them before you commit.

Pick one supplier you currently buy from for a meaningful product. Pull their unit price, then write down the four hidden cost factors taught in the course and answer the prompts honestly. The goal is to feel how far the real cost sits above the quoted price before you build a formal scorecard.

Choose one important product and list three suppliers across the rows. Set your weights in the header so they sum to 100 percent, then score each supplier 1 to 5 on every criterion. Leave the weighted-score and total columns blank; you will multiply score by weight and add them up yourself to find the winner.

Replace casual email orders with proper purchase orders, the right terms, and a three-way match that protects every payment.

Draft a real purchase order for your next order using the fields below. Fill the description, quantity, price, dates, and terms exactly; vagueness is what causes disputes. Leave the line total and order total blank to calculate from quantity times unit price.

Find a recent or upcoming supplier invoice that offers terms like 2/10 net 30. Walk through whether taking the early-payment discount beats holding your cash, using the prompts. Decide and note the action.

Measure real lead time, then calculate reorder points, safety stock, and a sensible order quantity for your A-class best sellers.

Pick one important product and reconstruct three recent real orders. Fill in the days for each segment from your records and emails. Leave the total-lead-time column blank to add up yourself, then note the average and the range across the three orders.

Choose one A-class product and calculate its reorder point using the course formula. Gather the inputs from your last 60 to 90 days of sales and your measured lead time, then work the formula. Do the multiplication and addition yourself rather than guessing the answer.

Build a true landed-cost model, classify products and suppliers to focus your effort, and stand up a monthly procurement review.

Pick one product and one recent shipment. Enter the shipment quantity and every cost component below, dividing shared shipment costs across the units. Leave the per-unit landed cost and the total blank to calculate; this is the figure your pricing should be based on.

Export your product list with annual sales value. Sort highest to lowest, add a running cumulative percentage, and assign A, B, or C labels per the course rule. Then answer the prompts about where to redirect your attention.

Use this every month in a 30-minute review. Fill in the status of your key items and suppliers for the month, and write the one or two actions you will carry forward. Leave any score-average or variance cells blank to calculate from your records.