Supplier Evaluation Settings and Instructions

You can use Supplier Evaluation as a tool, for example, to support the company's procurement. You can define in the settings what evaluation criteria are used for assessing the work and materials of contract partners. You can predefine what tasks and materials are available when creating a new contract. Additionally, you can add companies to the company-level contractor list with which contracts are not generally made, for example, material suppliers.

Definition of Evaluation Criteria (Manage - General Settings):

Specification of Tasks and Materials (Manage - Scope): Here, you can search for the current job title list, review it, and add missing items to the list.

• Search for the current job title list

• Make necessary changes Submit the file and save

You can also choose whether to use only the items on the list for contracts, which facilitates supplier management and filtering.

• Also allow job titles not on the list

Adding a New Supplier / Company without a Contract (Contractors - +New company without a contract):

Add a new company without a contract and specify the mandatory information for the company. You can also specify what work and materials the company offers, as well as the operating area in which the company operates.

Supplier Evaluation

In the contractor list, under each company, you will find the Evaluation button. From there, you can see the evaluations already made for the supplier and perform a new supplier-specific evaluation.

Filtering Suppliers

You can filter suppliers based on the operating area and the work/materials or the average of evaluations.