Supplier Scorecards

Evaluate and monitor supplier performance by creating customizable score cards—tracking key metrics such as on-time delivery, quality, and cost compliance—directly in the CGIC App.

Prerequisites

• Suppliers exist under Buying > Supplier
• Historical purchase, receipt, and inspection data is up to date

1.0 Define Score Card Template

1. Navigate to Buying > Setup > Supplier Score Card Template > New.
2. Enter:
   • Template Name (e.g., “Standard Performance”)
   • Description (optional)
3. In the Metrics table, click Add Row for each KPI:
   • Metric (On-Time Delivery, Quality Rate, Invoice Accuracy, etc.)
   • Weight (%) (sum must equal 100%)
   • Calculation Basis (e.g., % of POs delivered on time)
4. Click Save.

2.0 Assign Template to Suppliers

1. Go to Buying > Supplier > Supplier List and open a supplier.
2. In the Performance tab, select your Score Card Template.
3. Click Save.

3.0 Calculate and Record Scores

1. Navigate to Buying > Supplier > Score Card > Generate Scores.
2. Choose:
   • Supplier(s)
   • Template
   • Date Range for analysis
3. Click Generate. The system fetches transaction data, calculates each metric, and computes a weighted score.
4. Review and Publish the score card for stakeholder visibility.

4.0 Review and Compare Supplier Performance

1. Open Buying > Reports > Supplier Performance Dashboard.
2. Use filters to view:
   • Top-performing suppliers
   • Low-scoring metrics by supplier
   • Score trends over time
3. Drill down on any supplier to see metric-level details and underlying transactions.