Monday.com Dropdown Template for Vendor Management

Vendor Management Template Overview

Manage vendor relationships with performance tracking and compliance automation.

Board Structure

Groups

• Active Vendors
• Under Review
• Suspended

Columns

Column	Type	Purpose
Vendor	Text	Track vendor
Category	Dropdown	Options: Software, Hardware, Services, Materials, Consulting
Status	Dropdown	Options: Active, Under Evaluation, Probation, Suspended, Terminated
Rating	Dropdown	Options: Excellent, Good, Satisfactory, Needs Improvement, Unacceptable
Contract Status	Text	Track contract status
Primary Contact	Person	Track primary contact
Review Date	Date	Track review date

## Dropdown Configuration

Category

Options: Software → Hardware → Services → Materials → Consulting

Status

Options: Active → Under Evaluation → Probation → Suspended → Terminated

Rating

Options: Excellent → Good → Satisfactory → Needs Improvement → Unacceptable

Zorpa Automation Rules

Install Zorpa and configure these rules:

• When Rating changes to Unacceptable → notify procurement lead + schedule review
• When Status changes to Probation → create improvement plan + set 90-day check
• Cascade: Category → Subcategory

How to Set Up

• Create a new Monday.com board
• Add the columns listed above (dropdown columns with the specified options)
• Create the groups: Active Vendors, Under Review, Suspended
• Install Zorpa from the Monday Marketplace
• Open Zorpa Board View and add the automation rules above
• Test each rule with sample data

Customization Ideas

• Add more dropdown options based on your specific workflow
• Create additional Zorpa rules for edge cases
• Set up cross-board sync if you use multiple related boards
• Add cascading dropdowns for category → subcategory relationships