Template

Supplier Performance Scorecard & Onboarding Checklist

Interactive scorecard and onboarding checklist to rate supplier performance across delivery, quality, invoices, responsiveness and risk; capture onboarding compliance, corrective actions, and a supplier improvement plan. Saves structured records for review, reporting and follow-up.

Interactive Tool

Supplier Performance Scorecard & Onboarding Checklist

Use this combined scorecard and onboarding checklist to quickly assess new and existing suppliers, capture onboarding compliance items, and document corrective actions and improvement plans. Default recommended metric weights (editable locally): Delivery 30%, Quality 30%, Invoice Accuracy 15%, Responsiveness 15%, Risk/Compliance 10%. Complete the scores, add notes, and save the record so your team can review trends and trigger follow-up.

Legal or trading name used in contracts and invoices.
Your internal identifier for this supplier, if any.
Choose the primary category this supplier serves.
Name of the supplier rep who handles orders or accounts.
Best email for order/contract communications.
Main phone number for order issues or escalations.
Date this scorecard was completed (YYYY-MM-DD).
How often supplier performance should be reviewed.
Operational or supply risk when using this supplier.
On-time performance and order completeness.
1.0 10.0
Examples: frequent late deliveries, partial shipments, time-sensitive issues.
Consistency with specs, appearance, taste, temperature compliance.
1.0 10.0
Examples: batch variability, failed temps, customer complaints.
Correct pricing, correct quantities, timely invoicing.
1.0 10.0
Examples: frequent billing disputes, missing invoices, credit issues.
Speed and clarity of responses for orders and issues.
1.0 10.0
Examples: slow escalation, poor order confirmations.
Food safety, certifications, insurance, traceability and regulatory compliance.
1.0 10.0
List missing documents, expired certificates, traceability gaps.
Relative cost vs quality and market alternatives.
1.0 10.0
Examples: recent price increases, favorable contract terms.
Confirm proof of insurance / COI has been received and reviewed.
Has supplier provided HACCP, sanitation, or equivalent food safety documentation?
Documented allergen handling and labeling processes.
Micro / specification testing records when applicable.
Standard lead times for regular and rush orders are recorded.
MOQ and packaging sizes are captured.
Agreed payment terms, discounts and remittance details recorded.
Approved substitute items or alternate suppliers for critical SKUs.
Sensory or lab-approved samples are on file where required.
Purchase agreement, SLA, or supply contract signed and stored.
Add any contract numbers, certificate expiry dates, or storage instructions.
Mark yes if any metric or checklist item requires follow-up.
Describe the problem, root cause hypothesis, immediate containment, and proposed corrective actions.
List specific actions, who owns them, and target dates. Example: 'Improve on-time rate to 95% — Owner: Supplier Ops; Target: 60 days.'
Person completing the scorecard or responsible for review.
Date of this review (YYYY-MM-DD).
Planned follow-up review date (YYYY-MM-DD).
High-level recommendation based on current review.
Any additional context, recent incidents, or positive observations.
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