Supplier Scorecard
A Supplier Scorecard is an evaluation tool used to measure and monitor the performance of suppliers over time in ERPNext.
It helps organizations track key metrics such as quality, delivery performance, and responsiveness, supporting better purchasing decisions.
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1. Prerequisites
Before creating a Supplier Scorecard, ensure the following is available:
2. How to Create a Supplier Scorecard
- Go to the Supplier Scorecard list and click New.
- Select the Supplier to evaluate.
- Choose the evaluation period (weekly, monthly, or yearly).
- Configure scoring setup and evaluation criteria.
- Save the Supplier Scorecard (only one scorecard per supplier is allowed).
3. Features
3.1 Scoring Setup
Supplier performance is evaluated over defined periods. The final score is calculated using weighted averages of multiple evaluation periods.
The default model applies linear weighting over the previous 12 scoring periods, but it can be customized based on business needs.
Supplier Standing
Supplier standings allow quick categorization of suppliers based on performance scores.
These standings can also be used to restrict suppliers from receiving RFQs or Purchase Orders.
3.2 Evaluation Criteria Setup
Suppliers are evaluated using multiple criteria such as delivery timeliness, product quality, and responsiveness.
Each criterion is assigned a weight, and total weights must sum to 100.
3.3 Supplier Scorecard Variables
Each evaluation criterion uses system-defined variables that are calculated over the scoring period.
These variables include supplier-related performance metrics such as:
- Total items received
- Total accepted items
- Total rejected items
- Total deliveries
- Total purchase value
Custom variables can also be added through server-side customization if required.
3.4 Evaluation Formulas
Evaluation formulas define how criteria scores are calculated using variables and mathematical operations.
Supported operations include:
- Addition (+), Subtraction (-), Multiplication (*), Division (/)
- Min/Max functions
- Conditional logic (if/else)
- Comparisons (<, >)
Example formula:
{total_accepted_items} / {total_received_items}
To avoid division errors, conditions must be included for zero values:
({total_accepted_items} / {total_received_items})
if {total_received_items} > 0
else 1
3.5 Supplier Evaluation Process
Supplier evaluations are generated for each scoring period using the Generate Missing Scorecard Periods option.
The system then calculates scores, displays performance trends, and highlights any actions such as warnings or restrictions for procurement activities.
4. Benefits
- Improves supplier selection decisions
- Tracks long-term supplier performance
- Enables data-driven procurement strategy
- Reduces risk from poor-performing suppliers
- Supports vendor accountability
