Rating Vendors
Rating Vendors
Vendor Ratings are used to rate the work a vendor has done. The Vendor Rating feature can be enabled in System > Company Profile. When enabled, users are prompted to rate a vendor when completing or reopening a work order (see Creating and Editing Work Orders for more details). Ratings can also be given directly on the vendor record. If you are using universal navigation, click Settings > General > Company Profile.
Click Vendor > Vendors. If you are using universal navigation, click Payables > Vendors > Vendor List.
Select a vendor from the Vendor List screen.
Click the vendor ratting stars next to the vendor’s Name. The Vendor Rating screen appears and displays:
Global Average Rating: Average rating for the vendor.
Your Average Rating: Average of ratings you have given for the vendor.
Your Last Rating: The last rating you gave to a vendor.
Select the number of stars for the New Rating and, if needed, enter any notes about the rating.
Click the Save button.
You can view the vendor rating on the Vendor List screen and use it as filter criteria when searching for vendors.
NOTE: Vendor rating can also be selected when completing or reopening a work order.