Qualifying suppliers allows you to accept or reject them on the basis of their questionnaire results, for Goods and Services that they offer, or to move on to the next stage of the evaluation.


  • Head to Supplier Management > Qualify.
  • Alternatively, Qualify Suppliers may be accessed at the bottom of your homepage under Management tasks requiring your attention. 


A list of suppliers whose response to a questionnaire has been evaluated pending qualification will appear by default.

  • These appear with the status Pending Qualification. 
  • Click the Qualify button to view the evaluation scores and qualify or disqualify each supplier.
    • The Provisional Score will show the average score from all evaluators. This will be used as the Final Score unless it is edited.
    • If it is agreed that a Final Score should be different to the Provisional Score, click Edit in the Edit Final Score column, input the new final score and click Update.
    • Once answers have been reviewed and evaluated, there will be the option to Pass or Fail the Supplier and there is a section for 'Comments', in which a reason for the decision can be . Once selected, this will remain displayed next to the Supplier in the 'Qualify' screen, marked with either Pass or Fail.
  • You will see an overview of the questionnaire, sections and evaluation scoring.  
    • You can also Download the full Evaluation Results.
    • Use the section links to review the details behind the scores.
    • Hover of the magnifying glass icon to see who evaluated and any comments that have been added and by whom.


  • You will also be able to view a breakdown of each evaluators individual scoring.
  • This is found in the 'Evaluators Scores' report.
  • You will also be able to see a column with Evaluators' comments for the section and who made these comments. 
  • The Evaluator's Pass/Fail decision will be displayed in the 'Evaluation Total Section Score' column of the report. 


  • Next, determine the Qualification Result based on the answers/scores supplied.
    • I confirm this supplier is NOT APPROVED - This will disqualify the supplier. You will have the opportunity to send the supplier an email with this outcome, where you can edit the email to add any further comments behind the result.
    • I confirm this supplier is APPROVED for:- Dependent on the rules set-up when creating the Questionnaire, the supplier can either be approved for another Questionnaire, for the contract as a whole, for due diligence, or for Goods & Services.
      • If the supplier is approved for another Questionnaire or as Due Diligence, you can select whether you'd like the supplier to be invited automatically, or manually.
      • If the supplier is approved for the contract as a whole or for Due Diligence, you will be taken back to the Requirement to select the Categories/Lots the supplier is qualified for (see below)
      • You can choose to send an email to the supplier notifying them of the outcome. If you have created email templates, they will be used here.
    • Ensure to add an Evaluation Note (to audit any changes, add any relevant information, explain your decision on scoring, etc.). This note CANNOT be viewed by the supplier, it's useful for communicating with other members of your administration team and to make notes for yourself as to why they did or did not meet approval.
    • If the Questionnaire qualification is set to either 'Due Diligence' or 'Another Questionnaire' and the Questionnaire is Invite Only, you have the option to re-invite the Supplier on a set date. This will notify the Supplier to participate again and update their information provided. N.B. This is only relevant if your Questionnaire is linked to a requirement in our Sourcing module.


Categories / Lots- Qualified Suppliers

  • After qualifying a supplier, you are taken back to the Requirement - head to the "Suppliers" tab
  • Against the supplier, select the Categories tab to determine which lots/categories the supplier is qualified for 
    • Then click Go Live (very important for our CORE users) next, to ensure that suppliers have access to the Supplier Interface for uploading price matrices etc
    • If using us for due diligence, you may wish to make the supplier live after successful completion of the due diligence process
    • You can update the lots/categories a supplier is qualified for at any point - this is also recorded in the audit log
  •  Against the supplier you can also click Questionnaires to view:
    • The answers they have provided for a questionnaire(s)
    • The qualification result(s)