Six Sigma Vendor Evaluation

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Six Sigma spreadsheets for your quality toolbox!

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Shared by: Jason Cardinal
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8/15/2009
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Vendor Qualification Form CORPORATE PROFILE Name of Company (Head Office):______________________________________ Street Address:_______________________________________ State/Province:_______________________________________ Country:__________________________ E-mail:___________________________ FIN#: _______________ (US only) City: ___________________________ Zip/Postal Code: ________________ Tel:________________ Fax:________________ Number of branch offices:_________ (please complete copies of page 3 for each separate branch or location) How long has the business been established? _______________ Approx. total sales (in dollars): 2003 ________ 2004 ________ 2005 _________ 2006 _________ Current number of employees: Management______ Sales ________ Engineering _______ Other ________ Other________ Names of trade associations to which your firm belongs: __________________________________ Please complete the following grid: Responsibilities Name Title Phone or fax (if different) Authorized for: Verbal Prices Price List Place Orders President General Mgr Marketing Sales Mgr Purchasing Accts Payable Finance Other Other ***Please include details on your purchasing procedure, as well as a copy of a sample purchase order. Preferred default shipping method (ie. UPS, FedEx, Puro): ___________________________________ Form completed by (capital letters): _____________________________________________ Date:_______________ Signature:________________________________________________ COMPANYEVAL-EN-XLS Page 1 of 5 Vendor Qualification Form MARKETS SERVED Markets or types of products that you are currently selling and % of your total business: 1._____________% 2._______________% 3.________________% Are you currently selling any Widget products? If so, please list major brands and yearly volume: Brand:____________________ Brand:____________________ # of units past year________ # of units past year________ Major cities, regions or countries your company is actively selling to: ___________________________ ____________________________________________________________________________________ FORECAST Please describe your company's marketing strategy for ABC ACME INC. Products for the next year: _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ ABC ACME INC. PRODUCT PURCHASES BUDGET This year $________________ $________________ $________________ $________________ Next year $________________ $________________ $________________ $________________ 1st quarter (Jan.,Feb.,March) 2nd quarter (April, May & June) 3rd quarter (July, Aug., Sept.) 4th quarter (Oct.,Nov.,Dec.) ACTIVITY Seminars Tradeshows Brochures Mailers Fax Web PLANNED ABC ACME INC. PRODUCT PROMOTIONAL ACTIVITIES DETAILS LOCATION DATE COMPANYEVAL-EN-XLS Page 2 of 5 Vendor Qualification Form BRANCH OFFICES Branch name and/or number:__________________________________________________________ Street Address:_____________________________________________________________________ City:_____________________ Country:__________________ State/Prov.:___________________________ Tel:__________________________ Postal Code:_____________ Fax:____________________ Please indicate by a checkmark those who are authorized for the following: Name (For mailing list) Title Verbal Prices Sales Mgr Authorized for: Price List Place Orders Special instructions for this branch: COMPANYEVAL-EN-XLS Page 3 of 5 MARKETS SERVED Markets or types of products that you are currently selling and % of your total business: 1._____________% 2._______________% 3.________________% Are you currently selling any Widget products? If so, please list major brands and yearly volume: Brand:____________________ # of units past year________ Brand:____________________ # of units past year________ Major cities, regions or countries your company is actively selling to: ___________________________ ____________________________________________________________________________________ INTENT Please describe your company's marketing strategy for ABC ACME INC. Products for the next year: _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ ABC ACME INC. PRODUCT PURCHASES BUDGET This year $________________ $________________ $________________ $________________ Next year $________________ $________________ $________________ $________________ 1st quarter (Jan.,Feb.,March) 2nd quarter (April, May & June) 3rd quarter (July, Aug., Sept.) 4th quarter (Oct.,Nov.,Dec.) PLANNED ABC ACME INC. PRODUCT PROMOTIONAL ACTIVITIES ACTIVITY DETAILS LOCATION Seminars Tradeshows Direct Mailers DATE COMPANYEVAL-EN-XLS Page 4 of 5 BRANCH OFFICES Branch name and/or number:__________________________________________________________ Street Address:_____________________________________________________________________ City:_____________________ Country:__________________ State/Prov.:___________________________ Tel:__________________________ Postal Code:_____________ Fax:____________________ Please indicate by a checkmark those who are authorized the following: Authorized for: Verbal Prices Price List Place Orders Name (For mailing list) Title Sales Mgr Special instructions for this branch: COMPANYEVAL-EN-XLS Page 5 of 5

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