Add and evaluate a supplier

Last updated August 25, 2026

Registering a supplier

  1. Open Suppliers and click New supplier.

  2. Record the legal name, the category of goods or services, and the contact you deal with.

  3. Attach the qualification evidence: certifications, questionnaires, approved sample reports.

  4. Set the qualification status. Only a qualified supplier should be receiving orders.

If you are onboarding many suppliers at once, the import accepts a spreadsheet and reports every row it could not read, rather than stopping at the first one.

Keeping the evaluation current

A supplier's score is not a one-off judgement. Incoming inspection results and any non-conformity raised against a delivery feed into it, so the scorecard reflects what the supplier has actually been delivering.

The supplier register listing five suppliers with their scope of supply, status, linked non-conformities, last evaluation and composite score.
One row per supplier, with the score built from what they actually delivered and the count of non-conformities raised against them.

Re-evaluate on a fixed cycle even for suppliers with no incidents. An evaluation that only happens after something goes wrong is not an evaluation.

The five states

A supplier is always in exactly one state, and the state is what tells a buyer whether they may place an order at all.

The register showing all five supplier states: approved, new, suspended, under qualification and disqualified.
New and under qualification are on the way in; suspended and disqualified are on the way out. Only approved may be bought from without a decision.

Next: qualify a supplier.

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