About this template
Supplier Assessment & Supplier Follow-up 2026/2027 is an editable document package for companies that want to evaluate new and existing suppliers in a structured manner, document decisions, and follow up on quality, delivery precision, price, and deviations. The package includes a Swedish procedure for supplier assessment, decision protocols, a detailed user guide, an English working template, and an Excel tool with seven worksheets.
With a common assessment model, you avoid creating separate spreadsheets for each supplier. You get point calculation with adjustable criteria weights, delivery statistics, an action log, and an overall dashboard – while all formal approvals are made manually by an authorized person.
Version 1.0, adapted for 2026/2027. The product is based on practical supplier management and public information on quality management, procurement, and data protection. The assessment weights are examples, not statutory percentages. The template is not ISO certified and does not replace specific supplier audits, sanctions tests, product safety testing, or legal advice.
What's included in the package
| Document | Area of use | Format |
|---|---|---|
| Supplier Assessment – procedure | Work method, responsibilities, supplier classification, risk-based selection, point model, requirements, approval, and follow-up. | Word + PDF |
| Supplier Evaluation – protocol | Ready-to-use form for supplier data, five assessment areas, verifiable documentation, terms, decisions, and signatures. | Word + PDF |
| Detailed Swedish user guide | Step-by-step instructions, walkthrough of all Excel sheets, common mistakes, handling sensitive data, and sources. | Word + PDF |
| Supplier Evaluation Worksheet (English) | Supplementary English working template with a Swedish business context; not a full English translation of all Swedish files. | Word + PDF |
| Supplier Register & follow-up | Excel with seven sheets: overview, suppliers, assessments, actions, delivery data, settings, and instructions. | Excel (XLSX) |
Total of nine files in a ZIP: four DOCX, four searchable A4 PDF files, and one XLSX with seven tabs. Swedish is the product's main language, with a supplementary English working template.
Who is the supplier evaluation for?
The templates are designed for purchasing managers, quality managers, finance departments, manufacturing companies, consulting firms, wholesalers, e-retailers, and other businesses that regularly order services or products from external suppliers. The model can be used for re-qualification, ongoing supplier assessment, contract renewal, and follow-up after delivery problems.
The Excel tool – seven practical worksheets
| Worksheet | Function and capacity |
|---|---|
| Overview | Summarizes suppliers, critical suppliers, completed assessments, manually approved assessments, and open/overdue actions. |
| Suppliers | 100 prepared rows for ID, name, category, criticality, responsible person, contract, and re-evaluation date. |
| Assessments | 200 rows for five ratings per supplier, documented evidence, and automatically calculated weighted average. Decisions are entered separately. |
| Actions | 150 rows for supplier defects, risk level, responsible person, action, deadline, and verification of effect. |
| Delivery data | 150 period rows for delivery precision and complaint rate. Percentages are only calculated when valid quantities are entered. |
| Settings | Five adjustable weights and assessment support for the 1–5 scale. The weights must add up to 100%. |
| Instructions | Practical workflow, limitations, and regulatory/standard sources. |
Example of adjustable weighting: quality 30%, delivery reliability 25%, service 20%, price 15%, and documentation 10%. With ratings of 4, 5, 4, 3, and 5, the weighted result is 4.20 on a five-point scale. Excel only calculates a score when all five values have been entered and the criteria weights sum to 100%. No arbitrary automatic approval threshold is used.
How to perform a supplier assessment – step by step
- Register the supplier: Enter a unique supplier ID, legal name, category, responsible person, and contract. Use the same ID throughout the Excel workbook.
- Classify criticality: Consider what consequences the supplier's problems would have for customers, production, continuity, or compliance.
- Gather facts: Collect actual delivery times, complaints, costs, service outcomes, and relevant documents.
- Adjust the weighting: Set your own criteria weights in Excel, check that the sum is exactly 100%, and document the method.
- Score the supplier: Enter 1–5 per criterion and link the assessment to actual evidence and a specific time period.
- Review mandatory requirements: Check separately if there are security, contractual, licensing, data protection, or other requirements that cannot be compensated by a high average.
- Make a decision: An authorized person marks as approved, conditionally approved, or not approved and documents the justification and any limitations.
- Follow up: Register deviations and actions with responsible person, deadline, and effect check. Re-evaluate upon significant changes or according to a risk-based interval.
What applies according to Swedish regulations and quality standards?
There is no general Swedish legal requirement that all companies must use a specific supplier evaluation template or five-point scoring. The need for supplier controls may result from contracts, applicable industry regulations, public procurement, voluntary quality management systems, or specific product and data protection requirements.
ISO 9001 and other management system standards can provide support for supplier management, but these are not in themselves generally binding Swedish law. To claim compliance, the current standard requirement must actually be audited in the standard edition used. The full standard text is not included in the product.
When using names, contact information, or other personal data, the General Data Protection Regulation (GDPR) may be relevant. Only register necessary data and follow the business's established procedures for storage, access, and deletion. A general supplier assessment never replaces a data processor assessment, sector-specific due diligence, sanctions screening, or legal risk analysis when needed.
Common mistakes and pitfalls
- Giving a supplier a score without gathering comparable source data or stating the assessment period.
- Comparing weighted scores even though criteria weights have changed between suppliers.
- Viewing an approved score as a formal decision or as proof of compliance.
- Using delivery precision without a consistent definition of delayed delivery.
- Mixing supplier performance with your own delays in ordering or receiving.
- Letting serious security or legal issues be compensated by a favorable price.
- Closing deviations without a documented effect check and evidence reference.
Frequently asked questions about supplier assessment
What is the difference between supplier assessment and a supplier agreement?
A supplier agreement regulates the rights and obligations of the parties. The supplier assessment is used to select and follow up on the suppliers' actual performance, risks, and quality. The documents complement each other.
Is the Excel template a complete ISO 9001 solution?
No. It is a practical work tool that can be adapted to a management system, but it does not automatically fulfill the requirements of the standard or the customer.
Can I change the point weights?
Yes. The weights for quality, delivery reliability, service, price, and documentation can be adjusted in Settings. The sum must be 100%.
Can a supplier be approved automatically by Excel?
No. The points are support for assessment. Decisions are made manually and documented by an authorized person after relevant extra checks.
Can I calculate delivery precision?
Yes. If you enter deliveries on time and the total number of deliveries, the percentage is calculated. If the quantity is zero or missing, no misleading percentage is calculated.
How often do suppliers need to be evaluated?
There is no universal interval for all suppliers. The frequency should be based on criticality, contracts, previous delivery outcomes, and applicable specific requirements.
Is an English version included?
Yes, an English Supplier Evaluation Worksheet is included as a supplementary working template for Swedish business conditions. The main documents and the detailed user guide are in Swedish.
File format, price, and delivery
79 SEK, one-time purchase. ZIP package with 4 Word files (DOCX), 4 searchable A4 PDFs, and 1 Excel workbook (XLSX). Word and Excel can be edited offline in compatible software. No physical shipping. Automatic digital delivery after purchase requires the file to be linked to Shopify Digital Products.
Sources and further reading
- SIS – standards in quality management and supplier management
- Swedish Authority for Privacy Protection (IMY) – GDPR and personal data
- Swedish National Agency for Public Procurement – supplier vetting and procurement
- EUR-Lex – EU law when specific requirements apply
Disclaimer: General templates and calculation tools do not replace full supplier audits, special legislation, industry requirements, individual contracts, or professional legal and technical advice.
Related template
Do you also want to regulate responsibilities, delivery terms, and rights? See Supplier Agreement 2026/2027.
