New Vendor Setup Tracker in Google Sheets

Efficient vendor onboarding starts with organized tracking—and that’s exactly what the New Vendor Setup Tracker in Google Sheets delivers! 🌟 Whether you’re adding suppliers, contractors, or service providers, this tool gives you one centralized dashboard to capture, track, and analyze every essential vendor detail.

From banking info and payment terms to contact details and tax IDs, this ready-to-use Google Sheets template simplifies your procurement operations and ensures smooth vendor setup—all with built-in visual analytics and real-time collaboration. 🚀

✨ Key Features of the New Vendor Setup Tracker

📊 Visual Vendor Insights

Understand your vendor landscape at a glance with built-in charts:

• 📌 New Vendor Count by Active Status

• 🏷️ By Vendor Category (Supplier, Contractor, etc.)

• 💱 By Currency Type

• ⏳ By Payment Terms

• 🌍 By Country & State

No more guesswork—just data-backed vendor analysis.

📋 All-in-One Vendor Dashboard

Track every detail in one powerful table:

• Vendor Name, Contact, Email & Phone

• Address, City, State, Country, Postal Code

• Payment Terms, Currency, Credit Limit

• Tax ID, Bank Name, Account Number

• Setup Date, Active Status, and more!

🔧 Fully Customizable

Need to add extra columns or update fields for your business needs? Go ahead! This tracker is built for flexibility.

🔄 Real-Time Collaboration

Share with your team, track vendor additions live, and update on the go—thanks to the power of Google Sheets.

📦 What’s Inside the New Vendor Setup Tracker

You get one easy-to-use sheet packed with smart features:

• 📌 Main Dashboard Tab: Contains both the full vendor database and dynamic visual charts

• 📈 Charts Section: Auto-generated visuals of vendor stats based on real-time data

• 🗂️ Data Entry Table: Fields for all key vendor information, editable to match your organization’s structure

• 📝 Remarks Column: Capture payment issues, notes, or special arrangements for vendors

🛠️ How to Use the New Vendor Setup Tracker

1. Enter Vendor Details 🧾
   Fill in vendor-specific data into each column—Tax ID, Banking info, Contact info, and more.

2. Monitor Visual Insights 📊
   Watch your dashboard update in real-time with charts showing category breakdowns, payment terms, and vendor statuses.

3. Update As You Grow 📈
   Add or remove vendors as needed—the charts auto-adjust!

4. Collaborate with Teams 👥
   Share the sheet for team-wide access and seamless vendor onboarding collaboration.

👥 Who Can Benefit from This Tracker?

• 🏢 Procurement Teams

• 💼 Finance and Accounting Departments

• 🧾 Vendor Management Officers

• 🏗️ Construction and Engineering Firms

• 🛒 Retail and Supply Chain Managers

• 🌐 Any business onboarding new vendors

🔗 Click here to read the Detailed blog post

Watch the step-by-step video Demo:

🎥 Visit our YouTube channel to learn step-by-step video tutorials