Managing vendors shouldn’t feel like herding cats. Say goodbye to scattered spreadsheets, email chains, and approval delays with the New Vendor Setup Tracker in Excel—a powerful, ready-to-use tool powered by Excel and VBA that transforms your vendor onboarding into a streamlined, secure, and insightful process.
From capturing vendor information to generating dashboards, this tool centralizes everything you need for compliant and efficient vendor management—all within the familiar environment of Microsoft Excel.
💡 Key Features of the New Vendor Setup Tracker
🔐 Login Form – Secure Access Only
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Start with a user authentication form
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Example login:
Admin1 / abcd
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Ensures only authorized users access vendor data
🏠 Main Form – Control Center for All Actions
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Navigate to any section:
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📋 Data Entry
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📊 Dashboard
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👤 User Management
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⚙️ Settings
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One-click interface for smooth navigation
📊 Dashboard Sheet – Real-Time Vendor Analytics

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5 interactive slicers for filtering by:
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Country, Category, Currency, Payment Terms, and Status
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5 dynamic charts:
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Doughnut: Vendors by Active Status
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Pie: Vendors by Category
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Arrow: Vendors by Currency
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Column: Vendors by Payment Terms
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Flag: Vendors by Country
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Visualize trends instantly with auto-refreshing pivot charts
📝 Data Entry Sheet – Your Vendor Database
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Capture detailed vendor info including:
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Contact info, Tax ID, Bank Details, Setup Date
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Vendor Category, Currency, and Payment Terms
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Use buttons to:
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➕ Add New Vendor
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✏️ Update Existing Record
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🗑️ Delete with Confirmation
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📋 Manage List Sheet – Customize Your Dropdowns
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Maintain dropdown values for:
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Countries, Categories, Currencies, Statuses
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Easily update lists via simple Add/Delete buttons
🧠 Support Sheet – Backend Power
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Hosts background pivots driving the dashboard
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Auto-refresh logic—no manual updates needed
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Hide it from general users for clarity
👤 User Management – Control Access and Roles
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Add/edit/delete users
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Change passwords securely
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Assign user roles and manage permissions
⚙️ Settings Sheet – Customize the Tool
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Admin controls for default values and behavior
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Tailor the tool to fit your organization’s workflow
📦 What’s Inside the New Vendor Setup Tracker
This feature-rich Excel workbook includes:
✅ Login Form
✅ Main Menu Navigation
✅ Data Entry Form
✅ Real-Time Dashboard
✅ Pivot Table Back-End
✅ User Role & Security Control
✅ Dropdown Management
✅ Settings Configuration
It’s a complete vendor onboarding system in a single file!
🛠️ How to Use the Product
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📥 Download and open the Excel file
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🔐 Log in using your assigned credentials
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➕ Click Add New Record to submit a vendor
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📊 Open the Dashboard tab to view charts and summaries
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⚙️ Manage dropdown values and users as needed
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💾 Save the file to maintain updated vendor records
Perfect for teams in procurement, finance, and operations!
👥 Who Can Benefit from This Product
🏢 Procurement Teams – Capture vendor data across departments
💰 Finance Officers – Track banking and tax info securely
📊 Compliance Teams – Maintain records for audits
🏗️ Construction Firms – Manage site-level vendors
🌐 Global Businesses – Handle multiple currencies & terms
🧑💻 Operations Managers – Ensure onboarding timelines are met
If you deal with vendors, this tool is for you!
🔗 Click here to read the Detailed blog post
🎥 Visit our YouTube channel to learn step-by-step video tutorials
👉 YouTube.com/@PKAnExcelExpert
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