Supplier scorecards allow organizations to evaluate suppliers based on key performance, risk, and sustainability criteria.
Once a scorecard has been created within the Supplier Scorecards submodule, it can be applied to a supplier for assessment via the suppliers record page.
📌 Tips
When to Use This Feature
✅ When assessing a supplier against any criteria, including performance, risk, or sustainability.
✅ When ensuring suppliers meet internal evaluation standards.
✅ When maintaining historical supplier performance records.
Step-by-Step Guide
Applying a Supplier Scorecard
1. Navigate to Supplier Management
Open the Supplier Management section from the main menu.
2. Click on Suppliers
Select Suppliers to access the list of all supplier records.
3. Choose a Supplier from the List
Click on the supplier’s name to open their profile.
4. Click on the Scorecards Tab
Inside the supplier’s profile, select the Scorecards tab.
5. Click on Apply New Scorecard
This allows you to assign a new scorecard to the supplier.
6. Open the 'Scorecard Title' Dropdown
Click on the Scorecard Title dropdown to see available scorecards.
7. Select an Already Created Scorecard
Choose the relevant scorecard from the dropdown list.
Scoring a Supplier
8. Assign a Score Between 0-5 for Each Criteria
Each scorecard contains multiple criteria that require a score.
Standard Scoring: 0 = Lowest Score, 5 = Highest Score.
Risk Scoring: 0 = Low Risk, 5 = High Risk (reversed scoring mechanism for Risk tab only).
9. Pick a Score from the Dropdown
Select a score from 0-5 for each individual criterion.
The weighted score percentage for each category can be found above the list of criteria.
10. Ensure All Criteria Have a Score
Make sure that every item under the selected scorecard has been scored.
11. Add Comments (Optional)
You can leave comments for each criterion to explain the reasoning behind your score.
Comments help provide context for other users reviewing the scorecard.
12. Click on Save
Click Save to finalize and apply the scorecard to the supplier.
Viewing and Managing Scorecard Results
13. View Applied Scorecard Results
The applied scorecard will appear under the Scorecard, Risk, Performance, or Sustainability tabs.
The weighted score percentage will be displayed under the Score (%) column.
Click the eye icon to view detailed results, including scores given by different users and weighted scores per criterion.
14. Edit Score & Comments
If required, only the scorer can edit the score and comments assigned to criteria by clicking the pencil icon.
Key Considerations & Best Practices
✅ Use Scorecards for Structured Evaluations – Scorecards help standardize the evaluation process for all suppliers.
✅ Ensure Accuracy in Scoring – Double-check all scores before saving, as they cannot be changed later.
✅ Track Supplier Performance Over Time – Use historical scores to assess trends in supplier performance, risk, and sustainability.
✅ Add Comments for Context – Providing comments allows other users to understand the reasoning behind given scores.
✅ Remember Risk Tab Scoring – Unlike other scorecards, the Risk tab uses a reversed scoring system (0 = Low Risk, 5 = High Risk).
Additional Resources
📌 Related User Guides:
Creating a Supplier Scorecard – How to set up a new scorecard for supplier evaluation.
Historic Scorecards – Guide to using historic scorecards and trends.
Compliance Page - How to use the supplier compliance page
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.