Supplier management: assess suppliers and follow up problems

The supplier register keeps company details, contacts and notes. You can import the list you already have. The overview also shows counts of linked open and closed deviations you have permission to see.

Who should you call when a delivery is late? The supplier page shows contact names, roles, phone numbers and email addresses alongside company details and your notes.

In this fictional example, Marta Klein is the contact at Helios. The note says that qualification of an alternative supplier is still in progress. The colleague making the next call can see what needs follow-up.

Build a checklist with your criteria and select the supplier being assessed. Record the answers and add evidence, such as delivery results or a problem you have found.

The quarterly review shown covers quality and delivery, open actions, continuity and changes, and environmental and security evidence. A selection field records the decision, and a date field sets the next review. Adapt the questions to what you buy and what could go wrong.

Approval may still require action. The example records Approved with actions. The decision text names Helios and assigns Mateo responsibility for getting samples from an alternative supplier approved and following up delivery evidence each week.

Use the decision, responsibilities and outstanding actions when planning the next conversation with the supplier. Recording an action in the text does not show that it has been completed.