Tools & Templates
Practical, ready-to-use resources designed to save you time and simplify implementation. From step-by-step checklists to professional templates and toolkits, you’ll have everything you need to apply best practices quickly and effectively.
Customer Credit & Payment Control
Definition and Improvement of the Collection Process FINAL
Description of a Collection Process to be adapted and used for learning or internal communication
$19.99 USD
Group Credit Policy Template
Template of a Group Credit Policy for learning, inspiration or use as a template to create a policy for your company
$19.00 USD
Local Credit Policy Template
Template of a Local Credit Policy for learning, inspiration or use as a template to create a policy for your company
$19.00 USD
Dunning letter Template
Dunning Letters Templates; Reminder, 2nd reminder and Final Notice
$19.00 USD
Solutions to improve working capital
100 Solutions for improved working capital
List of actionable solutions to improve working capital within the following areas: Governance, Suppliers & Material inflow, Production & Inventory and Sales, Delivery & Payment
$19.00 USD
How to Guides
Credit Management
Extensive Guide to learn Credit Management or apply on your own business or employer.
$29.00 USD
Global Supply Chain
Extensive Guide to learn Global Supply Chain Management or apply on your own business or employer.
$29.00 USD
Integrated Business Planning
Extensive Guide to learn Integrated Business Planning or apply on your own business or employer.
$29.00 USD
Soucring & Purchasing
Extensive Guide to learn Sourcing & Purchasing or apply on your own business or employer.
$29.00 USD
Stock Control
Extensive Guide to learn Stock Control or apply on your own business or employer.
$29.00 USD
Working Capital Management
Extensive Guide to Working Capital Management or apply on your own business or employer.
$29.00 USD
Solutions to improve working capital
Performance Dashboard Template
Template to be used for monitoring working capital performance. It incudes sheet for source data and Dashboard ready to be used.
$19.00 USD
Project Control
Model – Payment schedule and terms
Model to use for simulating and illustrating working capital and cash flow impact when using different payment schedules and milestones models.
$19.00 USD
Project Control
Project Management Template
A template to be used when managing a Working Capital improvement project. This tool is great for both the Project Manager as well as for each of the Workstream Leaders and teams to keep track and control.
$19.00 USD
Project Control
SCF Opportunity simulator
This tool helps you to calculate the opportunity of implementing a Supply Chain Finance solution.