Supplier Evaluation

Template

Pipefy´s Supplier Evaluation Template was designed based on the methodology of the 10 C´s (Competency, Capacity, Commitment, Control, Cash, Cost, Consistency, Culture, Clean, Communication). This model will help you analyze your suppliers and check if they are the best option for your company.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Form

 

  • 1. Supplier name

  • 2. Supplier email

  • 3. Supplier verticals

  • 4. Product/service

    • Product
    • Service
  • 5. Product/service description

  • 6. Reason for evaluation

  • 7. Last evaluation date

  • 8. Contract start date

  • 9. Remaining contract period

Competency and Capacity

 

  • 1. Quality assessment

  • 2. Rejected lots or services since last evaluation

  • 3. Supplier quality rate

  • 4. Are our quality standards being met?

    • Yes
    • No
  • 5. Delivery assessment

  • 6. Not-in-time deliveries since last evaluation

  • 7. Rework rate

  • 8. Has any customer delivery been delayed due to supplier delays?

    • Yes
    • No
  • 9. Lead time

  • 10. Are supplier deliveries meeting our needs?

    • Yes
    • No

Commitment and Control

 

  • 1. Quality commitment checklist

    • ISO Certifications
    • Six Sigma Processes
    • Quality Management System
    • Frequent Audits
    • Other
  • 2. What kind of relationship does this supplier want to maintain with our company?

  • 3. How does this supplier control their processes?

  • 4. Book a visit for a deeper analysis.

Cost

 

  • 1. Supplier's product/service value

  • 2. Average market value

  • 3. Freight costs

  • 4. Do such costs meet our procurement budget?

    • Yes
    • No

Culture and Clean

 

  • 1. Our company's business culture

  • 2. Supplier's business culture

  • 3. Is there a cultural match?

    • Yes
    • No
  • 4. Has the supplier had any issues related to environmental terms?

    • Yes
    • No
  • 5. What is their relationship with other stakeholders like?

Communication

 

  • 1. What are the communication channels between our company and the supplier?

    • Email
    • Phone
    • ERP
    • Other
  • 2. Is it easy to reach out to the supplier?

    • Yes
    • No
  • 3. Is there any software incompatibility?

    • Yes
    • No

Risk analysis

 

  • 1. What is the main risk associated with this supplier?

  • 2. On a scale of 0-10, how likely is this risk to occur?

  • 3. On a scale of 0-10, what would be its impact on our business?

  • 4. What is the supplier's strategy to mitigate this risk?

Final Evaluation

 

  • 1. Quality grade

  • 2. Delivery grade

  • 3. Costs grade

  • 4. Supplier final status

Approved supplier

 

Rejected supplier

 

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