How to perform a supplier evaluation?
- Enter the “Supplier Evaluations” module from the left sidebar.
- Click on the “Perform evaluation” button in the process flow.
- Select the supplier to be evaluated and the purchasing manager who will review the evaluation.
- Add general comments about the evaluation, and if necessary, you can add attachments by clicking the “+Add” button.
- Click on “Send to review”, and an email will be sent to the purchasing manager to continue with the process.

The supplier information will be automatically completed based on what yo have registered in your “Supplier catalog”.
The questions will change according to the selected form.
You can modify or create “forms” from the drop down lists.
Attachments can be any type of file.
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How to review a supplier evaluation?
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How to modify the concepts of supplier evaluations?
Enter to “System Settings” identified by a gear icon at the top right. Access the “Drop-down lists” button and navigate to the “Supplier Evaluation” module. Click on “Evaluation”, here you’ll wee a list of all the forms currently created. You can ...
How to take actions and close a supplier evaluation?
Enter the “Supplier Evaluations” module from the left sidebar. Click on the “Take actions” button in the process flow. You will see a list of all evaluations pending action, click on the “Actions” and “Details” button for the evaluation you want take ...
How to perform a staff evaluation?
Enter the “Staff Evaluations” module from the left sidebar Click on the “Perfomr evaluation” button in the process flow. Select the user who will be evaluated, as well as the HR manager who will review the evaluation. Enter general comments about the ...
How to perform an evaluation of customer satisfaction?
Enter the “Customer Satisfaction” module from the left sidebar. Click on the “Perform evaluation” button in the process flow. Select the client that will evaluate their satisfaction, as well as the quality manager who will review the evaluation. ...