Rating suppliers

1. On the Suppliers form or the Purchase lines for parts form, choose Edit, Vendor rating.
2. Select Auto-rate purchase lines.
3. Isah automatically fills the range with the period specified in the General Settings module, but you can change the range here.
4. The supplier range is automatically filled with the selected supplier, but you can also specify a selection of multiple suppliers.
5. Click OK. All lines that meet the following criteria will be rated:
   • The purchase lines relate to suppliers for whom vendor rating is enabled
   • The planned receipt date of the purchase lines falls within the specified date range
   • The purchase line is not excluded from the vendor rating process.
6. After the purchase lines have been evaluated, specify the subjective and certificate criteria. To do so, navigate to the Suppliers form, Edit menu, Vendor rating submenu, Supplier ISO details:
   • In the top half of the form, you can register a sales and quality contact.
   • The lower half of the form allows you to assign the scores for the subjective criteria.
   • Use the Certificates tab to register the certificates. You can do this only if the relevant criterion is valid and has been defined as a 'Certificate' criterion.
   • The Memo tab allows you to add information such as your arrangements with the supplier.
7. Now create the vendor rating for a particular period. You can change this rating or you can recreate it. The ratings calculated for different periods will be saved, so you can compare them.

   You can view, add, change, or remove vendor ratings from the Suppliers module. Open the Suppliers form, select the Edit menu, select Vendor rating, and choose Vendor ratings. You can do any of the following:

   • Create a vendor rating: For Action type, choose 'Add' and confirm by clicking 'OK'; then specify the period for which Isah is to generate the vendor rating.
   • Recreate, change or delete a rating: For 'Rating', choose an existing rating, and then select the action under 'Action type': 'Add', 'Change' or 'Delete'. If you choose 'Change', you can manually adjust the rating scores. You can also view the details used to calculate the score.

Tip: It is also possible to print the vendor rating for a particular supplier: choose Suppliers form, Reporting, Vendor rating. The rating report always contains the latest rating for a particular supplier and shows the scores by criterion. If you select the Details printing option, the report also shows all purchase lines used to determine the vendor rating.

Tip: Use the Suppliers form to display an info form listing the scores of the suppliers by rating run, in order to see their performance over time: choose Info menu, Vendor rating, Supplier scores.