Evaluate Suppliers

Peter Campbell Updated by Peter Campbell

As there are specific requirements that must be met before evaluations can begin, the Evaluation phase of a sourcing activity is structured slightly differently to the other phases.

This is highlighted by the Progress dropdown at the top of the page:

In line with the process defined in the out‑of‑the‑box configuration, the requirements for starting evaluations should already be met, and the Begin Evaluation button should be available when entering this phase.

To begin evaluating supplier bids, navigate to the Evaluations tab of the record and select Begin Evaluation.

This action formally starts the phase and enables the relevant features within this tab, including a view of supplier rankings and the ability to complete evaluations for each supplier individually:

The Evaluation Methodology for the activity, and therefore the assessment approach to be used during this phase, was defined during the Planning stage.

You will notice that the price ranking is already correctly ordered as this is based on the bid values captured during the At Market phase.

However, as the evaluations for each supplier are still outstanding, the score rank has not yet been populated.

To begin evaluating supplier responses, return to the Suppliers tab and select each supplier in turn to review their submission in detail.

This area contains the supplier’s submitted bid value, their response documents, and information indicating how well they meet the specified requirements.

Users may also choose to review the full supplier record from this page to assess how the supplier has previously performed with your organisation, including any logged risks, issues, assessments, and related information.

Due diligence assessments may also be initiated from the supplier record at this stage as part of the evaluation process.

If a supplier has been marked as non‑compliant or withdrawn in the Suppliers tab, they will not be included in the Evaluation phase.

Finally, return to the Evaluations tab and select the Evaluate button for the supplier you have reviewed.

This opens a pop‑up assessment that users must complete in order to evaluate the supplier.

Completing this assessment will update the Score Rank table above, reflecting the evaluations that have been carried out.

Once all evaluation assessments have been finalised, users will have a complete Score Ranking and Price Ranking, enabling them to proceed with selecting their suppliers.

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Completing the Evaluation Phase

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