Evaluating supplier performance

To evaluate a supplier

  1. Access Supplier Setup > Suppliers.
  2. Select a Supplier and select Update.
  3. On Supplier Registration - Company Information, select the Performance Evaluations tab.
  4. From the Actions menu, select Create.
  5. Type a Description.
  6. From the Actions menu, select Save.

    Once the evaluation is saved for the supplier, the evaluation categories and criteria will display. There is a button for each evaluation category at the top of the form.

  7. Complete the first evaluation category on the form using the following guidelines:
    radio buttons 1-6

    For each criterion in the evaluation, select the appropriate radio button. If the criterion is not applicable to the supplier, use the Not Applicable button, which gives a score of zero.

    The first five radio buttons have numbers that correspond to the score the supplier will get if that button is selected.

    Scoring guidelines are included in parenthesis.

    Comments

    Optional. Type comments to explain your selection.

    Attachment

    Optional. Include attachments.

  8. Once all criteria are scored for a category, save the evaluation. Selecting the Save icon.
  9. If applicable, choose the button for the next category and complete and save.
  10. Once all criteria for all categories are scored, save the evaluation. Select the Save icon.
  11. Select the Complete Evaluation button at the top of the form.

    The system sends the supplier a notification when a performance evaluation has been completed.

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