Evaluating supplier performance

  1. Sign in as Buyer or Sourcing Manager.
  2. Select Manage Suppliers > Manage Suppliers.
  3. Open a supplier.
  4. On the Performance Evaluations tab click Create.
  5. Provide a description.
  6. Click Save.

    After the evaluation is saved for the supplier, the evaluation categories and criteria are displayed. There is a button for each evaluation category.

  7. Complete the first evaluation category:
    radio buttons 1-6
    For each criterion in the evaluation, select the appropriate radio button. If the criterion is not applicable to the supplier, click the Not Applicable button, which gives a score of zero.

    The first five radio buttons have numbers that correspond to the score that the supplier will receive if that button is selected. Scoring guidelines are included in parenthesis.

    Comments
    Provide comments to explain your selection.
    Attachment
    Include attachments.
  8. After all of the criteria are scored for a category, save the evaluation.
  9. If applicable, click the button for the next category, complete the information and save.
  10. After all of the criteria for all categories are scored, save the evaluation.
  11. Select Complete Evaluation.

    The supplier receives a notification when a performance evaluation has been completed.