Supply Chain Management


Pipefy’s Supply Chain Mangement template was created to help you and your team elaborate an annual business supply plan which contains information from the purchase of the raw material to the arrival.

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Template structure

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  1. Which product will be analyzed?
  2. Area
  3. Location
  4. Management period
  5. Logistics Manager
  6. Attach last year’s logistics business plan.

Strategic planning

  1. Suppliers’ strategic location
  2. Strategic means of transportation
    • Plane
    • Ship
    • Truck
    • Freight train
    • Pickup truck
    • Milk run
  3. List of necessary resources
  4. Describe the group of products the analyzed product belongs to.
  5. Strategic supplier 1
  6. Reasons for choosing this supplier
  7. Strategic supplier 2
  8. Reasons for choosing this supplier
  9. Strategic supplier 3
  10. Reasons for choosing this supplier

Demand planning

  1. Attach your demand waterfall planning
  2. Volume projections
  3. Attach your demand life cycle chart.
  4. Describe the characteristics of each phase of the demand life cycle.

Supply planning

  1. Safety stock (raw material)
  2. Safety stock (manufacturing process)
  3. Safety stock (finished product)
  4. Supply network
  5. In-house production or Outsourcing
    • Produce in-house
    • Outsource purchase
  6. Explain your decision
  7. Attach your distribution planning


  1. Invoices
  2. Acknowledgement of receipt
  3. Assignee responsible for checking the invoice
  4. Is the invoice correctly filled out?
    • Yes
    • No


  1. Attach the production plan.
  2. Information from the shop floor
  3. Production capacity


  1. Assign an inbound responsible party
  2. Inbound strategy and location
  3. Assign an outbound responsible party
  4. Outbound strategy and location
  5. Assign a cross-docking responsible party
  6. Cross-docking strategy and location
  7. Physical inventory information and location

Order fulfillment

  1. Billing agreements
  2. Billing contract
  3. Pricing


  1. Attach your transportation plan.
  2. Freight budget
  3. Carrier
  4. Custom broker


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