# Supplier Ratings

## General

Our system has the possibility to rate all contacts especially
suppliers.

There are two possibilities for rating:

||| Rating from 10 to 1 
10 = very good  
8-9 = good  
6-7 = satisfactory  
4-5 = fair  
1-3 = bad  
||| Rating from 1 to 5
1 = very good  
2 = good  
3 = satisfactory  
4 = fair  
5 = bad  
|||

## Preparation Rating Contacts

In module `Contacts` are two choices to set contact as relevant for
rating.

### Direct at contact

* Start the module `Contacts` and choose the desired contact.
* Now click `Edit` and then click `Contact Details`. After this you can see on the * right side the check box `relevant for rating`.

![](./media/image1.png)

Now set checkbox `relevant for rating`.

![](./media/image2.png)

### List

![](./media/image3.png)

It is possible to select one or more contact categories. As per default
the system loads only companies. If person of companies are also will be
rated, hit the check box beside `Companies Only`.

Click on `Load` and all contacts will be visible. Now you can choose all
needed contacts. Confirm it with „Assign" for the activation of your
choice.

![](./media/image4.png)

## Configuration

### Configuration of a Rating Interval

As the rating tool works with average values, in the system has to be
configured what notes are included in which grades. *Example: 10 -- 9,02
= very good or 1 -- 1,49 = very good*

Click `Manage Rating Interval` and insert all average values for the
valuations very good, good, satisfactory, fair and bad. A color can be
chosen for each interval

![](./media/image5.png)

### Configuration of Warning Levels

For Crewing and Purchasing a warning level can be defined. If the
average rating level of a contact is lower than the warning level, by
choosing this contact a hint will pops up.

![](./media/image6.png)

## Rating single contacts

To rate a contact, you have to start the module `Contacts` and choose
the required contact from the list. Or if you want to rate a supplier,
so you have to start the module `Purchasing`. Click on `Configuration`
and choose `Manage Supplier` and then choose the required supplier.

![](./media/image7.png)

Click `Edit` and choose `Contact Details`.

![](./media/image8.png)

On the right side upper you find the rating:

![](./media/image9.png)

![](./media/image10.png)

### Button 1: Rate Contact

Click the button `Rate Contact` and the following form appears.

![](./media/image11.png)

Choose the needed rating and write a remark. The remark is not
mandatory.

!!!
Only if you rate with (bad) the remark is mandatory.
!!!

Confirm with `OK`. The contact details will be updated.

![](./media/image12.png)

In HTML screen also.

![](./media/image13.png)

### Button 2: Rating History

Click the button `Rating History` for the overview of the rating:

![](./media/image14.png)

The history is also in HTML screen callable.

![](./media/image15.png)

## Usage Rating tool

It is also possible to use the ZeeBORN RatingTool.

Pro: More people can rate and the average about all will show for this
rating. The crew onboard has also the possibility to use this
RatingTool.

In one step all needed supplier can be rated from the whole company.

If you have the relevant user right go to tab `All Modules` and choose
`RatingTool`.

![](./media/image16.png)

### Start of a Rating Process 

Click on the tab `New Rating` (per Year) or `New Rating` (per Interval)
and choose application you want to create a rating for:

* `Purchase` for rating Purchase relevant contacts e.g. supplier,
   agent etc.

or

*   `Crewing` for rating Crewing relevant contacts e.g. crew member,
    crew agents etc.

![](./media/image17.png)

Next step insert `Title` and choose year. Confirm with
`OK`.

![](./media/image18.png)

Now the rating is visible in the tree.

![](./media/image19.png)

The title can be executed with `Edit Rating` (2).

### Add a Contact

To prepare the rating click `Assign Contacts` (3).

#### Categories

For Purchase relevant contact categories are already set as default
(Maker, Shipyard, Supplier, Agent) (1) -- other categories can be added.

![](./media/image20.png)

#### Option

There are three check boxes.

-   Check box `Companies Only` is set: only companies will be displayed.
-   Check box `Relevant for Rating Only` is set: only contacts marked as
    relevant for rating will be displayed.
-   Check box `PO available` is set: here is a general note that there
    are PO available (no details to specific PO).

However, you have the possibility to mark a supplier as `Relevant for
Rating` - so that you can select which supplier will be rated. This will
make the process faster and easier during the preparation. If you know
that not all of suppliers are be rated but always the same contacts, it
makes sense to run this pre-selection. Now the entire supplier list (3)
will display only contacts relevant for rating. You can also select
contacts from this list or select the whole list. To select all contact
hit with the right mouse button on `Select` and choose `Select All`.

In HTML screen of the rating process the selected contacts are visible.

![](./media/image21.png)

### Add rating people

Now assign all rating people. For that click the button `Assign Sites`.

![](./media/image22.png)

In the displayed screen all sites and departments can be chosen.

![](./media/image23.png)

At the moment a ship is one „rating people" and will be not separated in
departments. In the office all departments from the ranking list will be
displayed and can be chosen.

To add a department in the office, please select Office and go to tab
`Edit Ranking List` and assign all needed departments. (All departments
have to be added in configuration.)

![](./media/image24.png)

Now in HTML screen also the rating departments and sites are visible.

![](./media/image25.png)

If are wrong departments or sites added, click on `Remove Contacts` or
`Remove Sites` to delete them from rating process.

### Create a rating process

Click on `Generate` and the rating will be created.
![](./media/image26.png)

!!!WARNING Important
From now no more changes on data of the process (selected
supplier, rating people) are possible.
!!!

Now HTML screen will be displayed as a matrix.

![](./media/image27.png)

Below the overview the single rating processes from sites and
departments are visible.

![](./media/image28.png)

If single PICs for department/site are active these rating processes are
also visible.

### Rating

Now everybody can rate. For that, all departments respectively sites
start the rating tool. All departments/sites see only the requirements
of the rating that is allocated to them.

![](./media/image29.png)

Click on `Rate` and the following form will be displayed:

![](./media/image30.png)

In `Current Rating` (1) the actual rating include comment will be
displayed and in `Rating` (2) your rating has to be insert. You can give
a remark **but** if you rate "**Very good" or** „**Bad**" you have to
insert a remark.

![](./media/image31.png)

The following details for the selected contact can be shown:

-   Contact details
-   Rating history
-   Rating interval

![](./media/image32.png)

If a contact could not be rated (because of a contact is not a supplier
from this site), the value will be null.

Click the button `Save` to lock all values . Now they are visible in
overview.

![](./media/image33.png)

The rating is completely editable as long as the rating will be not
approved.

After approving no more changes are possible.

![](./media/image34.png)

### Assign Ratings to Contacts

As all ratings of all departments and sites are reached in the office,
the finally rating process can be done.

Start the rating process in office. There you can see all approved (1)
or open (2) ratings.

We have to change icons in tree, as at the moment both (approved and
open) have the same icon.
![](./media/image35.png)

!!!
You can start this progress only if all ratings are approved.
!!!

![](./media/image36.png)

Click `Assign Ratings` and the following form will be displayed.

![](./media/image37.png)

Now all given Ratings (1) are visible and in Total (2) the summary of
the ratings will be displayed.

Click `Assign Totals` and all values will be overtaken to the contacts.
All summaries will be changed in marks (0-10) as defined in
configuration.

Now the rating process is finished and the rating will be moved to
`Closed Ratings`.

![](./media/image38.png)

In rating history of contact all data will be displayed, the summary and
the single ratings of one rating.

![](./media/image39.png)

## Usage of Ratings

The rating of suppliers will be displayed in RfQ area of the Purchasing
module as it can be a fact in decision process.

![](./media/image40.png)

In the selection area in RQ / PO the rating is also visible.

![](./media/image41.png)

A warning will be displayed if a selected contact has a rating \< 3.

![](./media/image42.png)

However, the supplier can be selected.

*[PO]: Purchase Order  
*[AZA]: local folder
*[(PO]: Purchase Order  
*[RQ]: Requisition  
*[(RQ]: Requisition  
*[RfQ]: Request for Quotation  
*[(RfQ]: Request for Quotation  
*[SO]: Service Order  
*[(SO]: Service Order  
*[SQ]: Service Requisition  
*[(SQ]: Service Requisition  
*[SRfQ]: Service Request for Quotation  
*[OoB]: Open on Board  
*[(OoB]: Open on Board 
*[ART]: Average Running Time (operation hours per day) 
*[MC]: Master Contract
*[ADS]: Advantage Database Server (database engine used in previous versions of the ZeeBORN software)
*[.replic]: file extension for replication files (aka data transfer files)