Supplier Evaluation Form
Structured form for evaluating supplier performance across quality, delivery, and cost dimensions.
📦 PDF
📦 XLSX
Procurement
Template Fields
The document includes the following fields:
| # | Field Name | Type | Required |
|---|---|---|---|
| 1 | Supplier Name | text | Yes ✓ |
| 2 | Evaluator Name | text | Yes ✓ |
| 3 | Evaluation Date | date | Yes ✓ |
| 4 |
Evaluation Period
Options:Monthly, Quarterly, Semi-Annual, Annual |
select | Yes ✓ |
| 5 |
Evaluation Criteria
Columns:Category, Criteria, Weight (%), Score (1-5), Comments |
table | No |
| 6 | Overall Score | number | Yes ✓ |
| 7 |
Recommendation
Options:Approved, Conditionally Approved, Probation, Rejected |
select | Yes ✓ |
| 8 | Comments | textarea | No |
Key Benefits
Objective supplier performance assessment
Consistent evaluation methodology
Data-driven vendor decisions
Early identification of underperformers
Continuous improvement tracking
How to Use This Template
1
Step 1: Select the supplier and evaluation period
2
Step 2: Score each criterion on the 1-5 scale
3
Step 3: Calculate the weighted total score
4
Step 4: Review and assign recommendation rating
5
Step 5: Document findings and share with supplier
Features
Weighted scoring system
Multiple evaluation dimensions
Trend analysis capability
Recommendation engine
Frequently Asked Questions
How often should suppliers be evaluated?
Suppliers should be evaluated at least quarterly, with comprehensive evaluations annually.
What is a passing score?
Generally, a score of 3.5 out of 5 or higher is considered acceptable.
What happens after a supplier fails evaluation?
The supplier is placed on an improvement plan, given a probation period, or removed from the approved list depending on severity.
Download Template
PDF — Ready to Print
Professional formatted PDF ready for printing
Excel — Editable
Fully editable spreadsheet format
Need Custom Templates?
We can create tailored procurement, HR, finance, and operations templates for your organization.