Prerequisites

• Access to the Configuration > Supplier > Category (SL005) menu.
• Survey template configured in SoftExpert Survey.
• Previously created category.
• Previously created quality level.

Introduction

A supplier evaluation can be performed through a survey template created in SoftExpert Survey or through evaluation methods and evaluation checklists, in which self-assessment is carried out by an internal team of the organization.

This article will cover the evaluation through survey templates. 

To learn how to perform evaluations through methods, access the Configuring evaluations through methods article.

To learn how to perform evaluations through checklists, access the Configuring evaluations through checklists article.
 

Configuring the evaluation in the category

Watch the video below and learn how to configure the evaluation in the category:

Conclusion

Thus, the evaluation has been configured in the category. Thus, once the date is reached, the system will send an evaluation via survey to all suppliers with a default contact that has a registered e-mail address.