1.) Evaluation Access Settings

This section enables administrators to define user permissions for vendor evaluation activities. It includes two dedicated roles Vendor Evaluation User and Vendor Evaluation Manager to ensure proper authorization and control over evaluation creation, approval, and management.

Navigation : Settings → Users & Companies → Users

2.) Evaluation Question Configuration

This interface allows users to manage and organize predefined evaluation questions used in vendor assessments. Each question template defines key performance criteria, ensuring consistent evaluation across all suppliers.

Navigation : Purchase → Configuration → Evaluation Questions

3.) Evaluation Question Template

This interface allows managers to define comprehensive evaluation templates containing standardized performance questions. These templates ensure all vendor assessments follow consistent quality, compliance, and delivery criteria streamlining the evaluation process across the organization.

4.) Vendor Evaluation Overview

This view provides a centralized list of all vendor evaluations, including evaluation numbers, contact details, responsible managers, and current approval status. It enables procurement teams to easily monitor progress and maintain a history of all supplier assessments.

Navigation : Purchase → Orders → Vendor Evaluations

5.) Vendor Evaluation Form

This form allows managers to conduct a detailed vendor assessment using predefined evaluation questions. Each question can be rated individually, and the system automatically calculates the overall performance score. Users can add comments, request approvals, and generate a summarized evaluation report.

6.) Vendor Evaluation Submission

This view displays the finalized evaluation details, including the calculated final score and overall vendor rating. Once reviewed, the manager can submit the evaluation for approval using the Request Approval option. The evaluation history and comments are automatically logged for transparency and audit tracking.

7.) Vendor Evaluation Approval

This interface allows the evaluation manager to approve or reject vendor assessments after review. Managers can validate evaluation accuracy, ensure compliance with company standards, and record their decision. Approval updates the vendors performance record, while rejection returns the evaluation for revision.

8.) Approved Vendor Evaluation

Once the evaluation has been reviewed, the manager can approve it. The status changes to "Approved", confirming that the vendors performance has been evaluated and validated. This ensures that only qualified vendors remain active in the procurement process, promoting quality and compliance within vendor management.

9.) Requests for Quotation (RFQ) Management

This screen allows users to view, create, and manage Requests for Quotation (RFQs). Procurement officers can track quotations sent to vendors, review vendor responses, and convert approved quotations into purchase orders. The interface displays essential details such as vendor name, buyer, order deadline, total cost, and current status enabling efficient purchase management.

Navigation : Purchase → Requests for Quotation

10.) Create a New Request for Quotation

This screen enables users to create a new Request for Quotation (RFQ) for a selected vendor. Users can specify vendor details, set order deadlines, define expected arrival dates, and monitor vendor performance through the Vendor Rating field. It helps procurement teams evaluate supplier reliability and maintain consistency in purchase quality.

Navigation : Purchase → Orders → Requests for Quotation