> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Manage Vendor Scorecards
> Evaluate vendor performance with scorecards, define scoring criteria, and conduct periodic vendor reviews.
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
### Step 1: Open the new scorecard form
From the vendor scorecards list, click **New Scorecard**. Select the vendor from your accounting vendors list.
### Step 2: Define evaluation criteria
Each scorecard evaluates the vendor across multiple criteria. Default criteria include:
| Criterion | Description | Weight |
| ------------- | ----------------------------------------------------- | ------------ |
| Quality | Quality of products or services delivered. | Configurable |
| Timeliness | On-time delivery and responsiveness. | Configurable |
| Pricing | Competitiveness and accuracy of pricing. | Configurable |
| Communication | Responsiveness and clarity of communication. | Configurable |
| Compliance | Adherence to regulatory and contractual requirements. | Configurable |
| Safety | Safety record and incident history. | Configurable |
You can add custom criteria, remove defaults, and adjust the weight of each criterion to reflect your priorities. Weights must total 100%.
### Step 3: Score each criterion
Rate the vendor on each criterion using a 1--5 scale:
| Score | Rating |
| ----- | --------------------------------------------------------------------- |
| 5 | Excellent -- consistently exceeds expectations. |
| 4 | Good -- meets expectations with occasional above-average performance. |
| 3 | Satisfactory -- meets minimum expectations. |
| 2 | Below average -- frequent issues or underperformance. |
| 1 | Poor -- significant problems requiring immediate attention. |
Add comments for each criterion to document specific examples and observations.
### Step 4: Calculate overall score
The system calculates a weighted overall score based on your criterion ratings and weights. The overall score and grade (A through F) appear in the scorecard summary.
### Step 5: Save
Click **Save**. The scorecard is recorded and associated with the vendor.
## Review a vendor scorecard
### Step 1: Open the scorecard
Navigate to **Ops > Vendor Scorecards** and click the vendor you want to review.
### Step 2: Conduct the review
Click **Review** on the scorecard detail page. The review form shows the current scores alongside any previous scorecard results for trend comparison. Update scores as needed and add review notes.
### Step 3: Set action items
If the vendor needs improvement, add action items with:
* A description of the required improvement.
* A target date for resolution.
* The responsible person in your organization.
### Step 4: Submit the review
Click **Submit Review**. The vendor's scorecard history is updated with the new review, and any action items are tracked for follow-up.
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.
## Related
Vendor records linked to scorecards and financial data.
Maintenance items, inspections, and certifications tracked alongside vendor performance.
MRO vendor performance tracked via scorecards.
Vendor expenses inform pricing evaluation criteria.