A supplier scorecard is a reusable template of weighted categories and criteria that you use to score suppliers, or that suppliers complete themselves. This guide is for users who design scorecards for their organisation.
Before you start
Create a scorecard
Open Supplier Scorecards
Go to Supplier Management > Supplier Scorecards and click Create New Supplier Scorecard.
Choose the scorecard type
Select one of these, then click Next:
Internal Evaluation Scorecards: your team scores the supplier using its own knowledge and experience. These are applied from the supplier's Scorecards, Performance, Risk and Sustainability tabs.
Supplier Self-Assessment Scorecards: sent to the supplier, who answers the questions through the supplier portal. You then review and score their responses.
Name the scorecard
Enter a Scorecard Name (required, up to 100 characters) that makes its purpose clear, for example Supplier Performance Scorecard. Add a Description (optional, up to 500 characters) if it helps others choose the right one.
Add your first category
Under Scorecard Information, enter a Category/Area (up to 250 characters), for example Delivery or Compliance. Categories group related criteria.
Add the criteria or questions
Click Add Criteria (internal scorecards) or Add Question (self-assessment scorecards) and type each one. Each criterion or question is scored separately from 0 to 5.
Add more categories
Click Add New Category/Area for each further section, and give each one at least one criterion or question. Use Remove to delete a category you don't need.
Set the weightings
Enter a whole number in Weighting (%) for each category to set how much it counts towards the final score. The running Weighting (%) Total shows your total out of 100%, and the weightings must add up to exactly 100%.
Create the scorecard
Click Create Scorecard. The window closes and the new scorecard appears in the table on the Supplier Scorecard page.
What happens next
Internal scorecards are ready to apply: open a supplier and use Apply New Scorecard or one of the Add New … Score buttons. See Evaluate Suppliers With Internal Supplier Scorecards.
Self-assessment scorecards are ready to send: use Send Scorecard To Supplier on a supplier record, or add them to an onboarding package. See Evaluating Suppliers with Supplier Self-Assessment Scorecards.
You can manage it from the library: the Actions menu has Edit, View, Archive and Clone. Filter the table by All Users, Archive Status and Scorecard Type, or use Search.
Troubleshooting
I can't create the scorecard because of the weightings
You'll see The combined total under the 'Weighting (%)' fields must add up to exactly 100% until the Weighting (%) Total reads 100/100%. Each weighting must be a whole number.
Clicking Next opens Upgrade to Supplier Plus
Scorecards are part of the Supplier Plus plan. Contact your account administrator to upgrade.
I can't see the Create New Supplier Scorecard button
Your role can't create scorecards. Ask your administrator to check your access. See Viewing Your Access Rights.
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If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.