Note: The supplier rating modul presented in this article has been created based on the standard modul template of the modul generator. The modules created with the module generator can be customized to meet individual requirements. This guide describes the basic functions of the default modul template.  

Procedure

The supplier evaluation module is used to prepare, perform and follow up on supplier evaluations. Suppliers pass through several statuses in the supplier evaluation module: 

• Newly created suppliers 
• Suppliers in evaluation 
• Evaluated suppliers 
• Archived suppliers 

Newly created suppliers are used to prepare supplier evaluations. This status is given to suppliers that have never been evaluated.

Suppliers in evaluation lists all suppliers that are currently being evaluated. These can be initial evaluations or regular evaluations performed according to the company-specific frequency. 

Evaluated suppliers contains all active suppliers whose review has been completed. Evaluated suppliers can be reset to the status "Suppliers under evaluation" if a new evaluation of the respective supplier is pending. 

Archived suppliers contains all inactive suppliers, i.e. those suppliers that are not currently active as suppliers for the company. They can be moved back to "Suppliers in Evaluation" status when they become active as suppliers for the company again. 

Elements 

A single supplier rating is divided into five blocks in the Supplier Rating module: 

• Framework data of the supplier 
• Description of the delivered service 
• Evaluation of the supplier 
• Measures 
• Additional information about the supplier (attachments) 

Under framework data of the supplier, the basic information about the respective supplier is defined (name, contact person, contact details, relevance of the supplier for the own service provision). 

In the description of the delivered service, the typical deliveries of the respective supplier, including frequency and scope of delivery, are recorded. 

Under Evaluation of the supplier, the respective supplier is evaluated according to the company-specific evaluation criteria. 

IMPORTANT: It is necessary to define company-specific evaluation criteria according to which suppliers are to be evaluated. 

In Measures, measures are recorded that are taken with regard to the respective supplier. The measures should be reviewed, adjusted and updated at a frequency appropriate to the relevance of the supplier in question. 

For additional information on the supplier, any supplementary information (e.g. delivery conditions, product catalogs, performance overviews) can be uploaded as attachments (Word, Excel, PowerPoint, PDF...). 

Rights management 

In the Roles there is the role of the supplier group. Members of this group receive information when a supplier is to be evaluated. By default, the supplier rating module is designed for maximum transparency and allows every user to see and edit all suppliers as well as supplier ratings. However, a view protection can be activated for individual suppliers in the document header via Protected supplier and restricts the access rights to creator, supplier group and main contact person of the respective supplier profile. 

Necessary adjustments

A simple supplier rating scheme, i.e., the company-specific rating criteria, should be defined and configured in the supplier rating module for module implementation. Although the evaluation scheme delivered by default can be used in principle, it does not necessarily correspond to the relevant data and/or data collected by the company. The company should also define the frequency with which suppliers are evaluated (e.g., criticality "3" every six months, criticality "2" every year, criticality "1" every two years) and at what point suppliers are included in the supplier evaluation module (e.g., in the procurement process).

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