Template-led
Supplier Terms Comparison Worksheet
Compare supplier terms, credit limits, delivery rules and rebate notes without turning it into a price comparison.
Account review summary
Compared 3 supplier accounts.
- Longest payment terms
- Jewson
- Highest credit limit
- MKM
Jewson: delivery fee around GBP 35.00 is worth checking against order frequency.
MKM: terms note looks unclear. Ask for the rebate, discount or delivery rule in writing.
What it is for
Built for real merchant paperwork, not generic accounting.
Use this before an account review or when deciding which merchant account needs a proper conversation, without ranking suppliers by price.
Compares payment days, credit limit, delivery rules and rebate notes.
Keeps price benchmarking out of scope.
Helps decide which statements or invoices are worth sending in next.
Guidance note
Supplier terms comparison fields
Reviewed by ConstructionIntel on 14 June 2026.
A supplier terms worksheet compares account rules rather than product prices. Useful fields are payment days, credit limit, delivery rules, carriage thresholds, rebate notes, discount-band notes, invoice frequency and who owns the account relationship. The worksheet should highlight unclear terms and review questions, not rank suppliers as cheapest.
Record payment days, credit limit and account age for each supplier.
Record delivery, carriage, fuel surcharge and minimum-order rules separately.
Keep rebate and discount-band notes as text unless the supplier has confirmed the calculation.
Use the comparison to decide which account needs a supplier conversation or statement review.
What happens next
If it looks odd, send the invoice.
You get a practical account-review summary showing where terms are strong, unclear or worth asking about.
Send the invoice