Procurement Analysis Templates for Excel makes buyers more productive with ten easy to use Microsoft Excel templates for procurement analysis.
Procurement Analysis Templates for Excel Bid Evaluation:
A common task for buyers is to compare pricing among competing suppliers. This is largely a manual and tedious process. For large bids, buyers can spend hours and days preparing a thorough bid analysis.
A well prepared and accurate bid analysis supports sound decision making. The analysis also supports the buyer's negotiating strategy.
After entering description, quantity and price for each supplier, the bid evaluation template does the rest of the work:
Bid Summary - total cost of each bid. Compare percent and total value versus low bid.
Bid Detail - provides analysis for each line item in the bid.
Line item total cost.
Percent of low bid.
Total cost versus low bid.
Unit cost versus low bid.
Procurement Analysis Templates for Excel Claim Cost Valuation:
With claim cost valuation a buyer determines the cost of settling claims with suppliers. In cases where advance payments and/or inventory holding costs are incurred due to claims, you can calculate the cost impact for your organization. If multiple claims occur, a running total is automatically derived.
Procurement Analysis Templates for Excel Early Shipment Valuation:
Vendors that ship and invoice items prior to the required date impact cash flow and inventory carrying cost. Early shipment valuation calculates the cost based upon the number of days early and the value of the shipment.
Procurement Analysis Templates for Excel Escalation Hedge:
Typically suppliers announce a price increase by providing advance notice to the buyer. In some cases it may be to the organizations advantage to purchase an incremental quantity prior to the price increase.
Escalation hedge will calculate the return on investment based upon the incremental inventory purchased, inventory carrying cost and the price before and after the increases.
Measurement - Unit of Measure:
Unit of measure will perform conversion of area, length, volume and weight. Price and total cost conversions are also calculated. For example, quickly convert the cost per pound to cost per kilogram.
Procurement Analysis Templates for Excel Payment Terms / Progress Payments:
World class organizations do a tremendous job of pro-actively managing cash flow. To accomplish these goals, buyers need to negotiate the most favorable payment terms.
Analyze alternative payment terms from competing suppliers. Determine if taking the discount is worthwhile. Then compare the results in an automatically generated bar graph.
With progress payments compare and analyze terms from competing vendors. Review the cost of proposed progress payments. View the results in an automatically generated bar graph.
Procurement Analysis Templates for Excel Quantity Break:
Many times suppliers will offer a price reduction in exchange for ordering a higher quantity. With quantity break a buyer can evaluate the lower price benefit versus the impact on cash flow and inventory holding cost.
Quantity break calculates the return on investment. Buyers can use this information to negotiate a lower price based upon their organizations minimum required return on investment.
Buyers demonstrate value to the organization through implementation and reporting cost saving projects. Description, buyer name, cost reduction type, supplier name, year of savings and savings amount are entered by the buyer.
Several reports are automatically generated; savings are summarized by buyer name, type of savings and supplier. Graphs are generated with the ability to customize using pivot capability.
Procurement Analysis Templates for Excel Specification Change ROI:
Making a supplier change where qualification is required has a cost impact to the organization. Technical personnel are engaged to test materials based upon lab analysis and production trials. In some cases consumer testing may also be required.
Changing to a new vendor can be costly. Buyers trade off the savings to be achieved versus the cost and complexity of qualifying the new supplier. The return on investment is calculated based upon the price savings, quantity and the estimated cost of qualification.