Evaluate supplier assessment

You can view all previously assigned supplier evaluations in the criteria overview, filter by year, and download the result values, which represent the sum of the rating points, as an Excel file.

Navigation

Open the supplier evaluation overview via:
Navigation bar → QM → Supplier evaluation

Note: The exact names of the menu items may differ depending on the configuration of your LABORATORY DATABASE.

Overview

Supplier evaluation is a central component of quality management. The overview lists all evaluated suppliers with their results for each evaluation criterion and condenses the individual evaluations into an average value.

The overview allows you to:

view all suppliers with their evaluations for each criterion
filter the evaluations by year or for the entire period
create new supplier evaluations
export the results as an Excel file
switch to the detail view of a supplier
manage the evaluation criteria

Description of the tabular overview

The supplier evaluations are displayed in a tabular overview. The following table describes the columns.

Figure: Supplier evaluation overview

Column	Description
No.	Supplier number.
Supplier	Name of the supplier. The name highlighted in blue is a link to the supplier's detail view (tab with the evaluations). If a blocking note or a customer warning is stored, a red warning symbol appears after the name; the stored text is displayed on mouse-over.
[Criterion]	A separate column is displayed for each configured evaluation criterion (e.g. On-time delivery, Quality, Quantity accuracy). It contains the assigned evaluations as color-coded letters (A–E) as well as the respective average value. When hovering over a rating, the date and the evaluating employee are shown.
last evaluated on	Date of the most recently recorded rating for the supplier.
Employee	Initials of the employee who recorded the last rating.

The result value per criterion

The value next to the rating letters is the average of the numeric rating values of all evaluations assigned for this criterion within the selected period, rounded to one decimal place (A corresponds to the best, E to the worst value). The lower the value, the better the supplier's performance.

Note: If the period is restricted (see Filter by year), only the evaluations from this period are included in the result value.

Functions

Add a supplier evaluation

Click the + Add Supplier evaluation button at the top.

Figure: Create a new supplier evaluation

Further information: LINK_TO_PAGE=Create/edit supplier evaluation

Filter by year

Click the Year button at the top.
Select the desired year from the dropdown to display only the evaluations for that year.
Use the Entire period entry to display all evaluations again regardless of the year (default view).

Excel export

Click the Excel export button at the top to download the currently displayed evaluations as an Excel file.

Note: The export takes the selected period into account (chosen year or entire period). This function is only displayed with the corresponding permission.

View all evaluations for a specific supplier

In the overview table, click the supplier's name highlighted in blue to switch to its detail view showing the evaluations for that supplier.

Figure: Evaluations of a supplier

Further information: Customer Detail View

Manage criteria

At the bottom of the overview, click Manage Criteria for supplier evaluation to create or edit the evaluation criteria.

Figure: Link to Manage Criteria for supplier evaluation

Further information: Evaluation criteria for suppliers

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