Skip to main content
Supplier evaluations let your team score vendors on the criteria that matter to your organization — quality, delivery, communication, price, QHSE, or any custom set — and turn those scores into a rating you can use when deciding who to invite to your next RFQ.

​
Setting up evaluation criteria

Evaluation criteria are configured once for the whole organization in Settings → Evaluations. Only PM and Admin users can change this configuration.
  • Frequency: how often each supplier can be evaluated — every 3 months, every 6 months, or every year. This prevents rating fatigue and keeps scores comparable over time.
  • Categories: the criteria suppliers are scored on. Each category has a weight (a percentage), and the weights must add up to 100%. The category weights determine how much each criterion counts toward the overall score.
  • Questions (optional): a category can be broken into weighted sub-questions. When a category has questions, evaluators rate each question individually and the category score is calculated automatically from the weighted question ratings.

​
Creating an evaluation

Open Suppliers → Evaluations and click New Evaluation.
  1. Select the supplier. Only active suppliers appear. If a supplier was evaluated recently, it is held in a waiting period based on your frequency setting — the dialog lists blocked suppliers along with the date each one becomes available again.
  2. Rate every category from 1 to 5 stars. If a category has sub-questions, rate each question; the category score updates automatically as a weighted average.
  3. Watch the overall score preview in the header — it is the weighted average of all category scores, shown as soon as everything is rated.
  4. Optionally add comments with context for the score.
  5. Click Save Evaluation. The button stays disabled until a supplier is selected and every category and question has a rating, so partial evaluations cannot be submitted.
Each evaluation records who performed it and when.

​
Reading the scores

Every evaluation produces an overall rating out of 5, labeled by band:
  • Excellent — 4.5 and above
  • Good — 3.5 to 4.4
  • Fair — 2.5 to 3.4
  • Poor — below 2.5

​
Where evaluations appear

  • Suppliers → Evaluations is the central log. The KPI strip shows total evaluations, the average overall score, how many suppliers have been evaluated, and the date of the most recent evaluation. The table shows one row per evaluation with a star rating for each category, the overall score and band, the evaluator, and the date. You can search by supplier or evaluator, and filter or sort by supplier.
  • From a row’s ⋯ menu you can view the full detail (including the question-level breakdown), download it as a PDF, or delete the evaluation. Deleting is permanent.
  • On each supplier’s detail page, the Evaluations tab shows that supplier’s rating summary, category averages, and evaluation history, and the page header displays the average rating alongside spend and order KPIs.
  • In the supplier directory, the Rating column shows each supplier’s average score across all its evaluations, and the Avg. Rating KPI summarizes your whole supplier base.

​
Using evaluations in sourcing decisions

Evaluations turn anecdotes into a track record. When you build the invite list for an RFQ, RFI, or RFP:
  • Sort the supplier directory by Rating to shortlist proven performers in a category.
  • Open a supplier’s Evaluations tab next to its Activity tab to compare scored performance against actual order history before re-inviting them.
  • Use consistently low scores and evaluator comments as objective grounds for phasing a vendor out, and strong scores to justify awards when prices are close.
Because evaluations follow a fixed frequency and a shared weighting scheme, scores are comparable across suppliers and across time — a far stronger basis for award decisions than memory.