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The Operations module must be enabled for your workspace. You also need the appropriate operations permissions. Contact your workspace administrator if you cannot access these features.
By the end of this guide, you will have created vendor scorecards, defined evaluation criteria, scored vendor performance, and conducted periodic reviews.

What are vendor scorecards?

Vendor scorecards provide a structured way to evaluate the performance of your suppliers, service providers, and contractors. Regular evaluations help you identify top-performing vendors, address issues early, and make informed procurement decisions.

View vendor scorecards

Navigate to Ops > Vendor Scorecards to see all vendor evaluations. The list shows each vendor with their most recent overall score, review date, and status. Sort by score or date to identify vendors that need attention.

Create a vendor scorecard

Review a vendor scorecard

Conduct vendor reviews on a regular cadence — quarterly for critical suppliers and annually for others. Consistent reviews provide trend data that supports long-term vendor management decisions.

Compare vendor performance

From the vendor scorecards list, use the sort and filter controls to compare vendors:
  • Sort by overall score to rank vendors from highest to lowest.
  • Filter by category (e.g., fuel suppliers, maintenance shops, catering) to compare within a service type.
  • Review score trends over time to see whether a vendor’s performance is improving or declining.
Vendor scorecards are visible to users with accounting or operations management permissions. Individual criterion comments are internal and not shared with the vendor.

Handle Accounting

Vendor records linked to scorecards and financial data.

Track Due Items

Maintenance items, inspections, and certifications tracked alongside vendor performance.

Manage Work Orders

MRO vendor performance tracked via scorecards.

Log Expenses

Vendor expenses inform pricing evaluation criteria.
Last modified on April 11, 2026