Creating Supplier Scorecards

This guide provides step-by-step instructions on how to create a supplier scorecard tailored to your specific supplier evaluation requirements

Supplier scorecards allow organizations to internally evaluate suppliers against predefined criteria or request self-assessments directly from suppliers.

When to Use This Feature

✅ When assessing suppliers against any criteria, including performance, risk, and sustainability.

✅ When standardizing internal supplier evaluations.

✅ When collecting structured supplier self-assessments through the supplier portal.

✅ When comparing suppliers based on predefined scoring criteria.

Step-by-Step Guide

Step 1: Navigate to Supplier Scorecards

1. Click on Supplier Management from the left-hand menu.

2. Select Supplier Scorecards to open the scorecard management page.

3. Click Create New Supplier Scorecard to begin building a new scorecard.

Step 2: Define the Scorecard Details

1. Enter a Scorecard Title

   • The title should clearly indicate the purpose of the scorecard (e.g., "Supplier Performance Scorecard" or "Sustainability Assessment").

2. Add Your First Scorecard Category/Area

   • Categories are sections within the scorecard that group related criteria (e.g., "Delivery," "Compliance," or "Sustainability").

   • Each category will contain multiple criteria that are evaluated separately.

Step 3: Insert Criteria Under Categories

1. Add Criteria to Your Category

   • Each criterion represents a question or statement that will be scored during the supplier evaluation.

   • You can add as many criteria as needed within each category.

2. Click 'Add New Category/Area'

   • If additional sections are needed, click the button to create more categories.

   • Ensure that each category has at least one criterion.

Step 4: Assign Weighted Scoring

1. Give a Weighted Score to Each Category

   • Assign a percentage value to each category, ensuring that the total across all categories adds up to 100%.

   • These weightings determine the importance of each category when calculating the supplier’s final score.

Step 5: Save the Scorecard

1. Click 'Save'

   • The new scorecard will now be available for use in supplier evaluations.

2. You Will Be Redirected to the Scorecard Home Page

   • From here, you can view, edit, or archive the scorecard as needed.

Key Considerations & Best Practices

✅ Use Logical Categories – Organize scorecards into meaningful sections for better evaluation clarity.

✅ Ensure Weighted Scores Add Up to 100% – Incorrectly weighted scores can cause inaccurate supplier evaluations.

✅ Create Standardized Templates – Use consistent scorecards for different supplier assessments to ensure fair comparisons.

✅ Consider Self-Assessment Scorecards – If suppliers need to provide their own evaluations, create self-assessment scorecards and send them directly via the supplier portal.

✅ Regularly Review Scorecards – Update and refine scorecards over time to reflect changing supplier evaluation needs.

Additional Resources

📌 Related User Guides:

• Evaluating Supplier Self-Assessments – Guide to reviewing and scoring supplier-provided responses.

• Historic Scorecards – Guide to using historic scorecards and trends.

• Compliance Page - How to use the supplier compliance page