{"product_id":"leverantorsbedomning-leverantorsuppfoljning-excel-2026-2027","title":"Supplier Assessment \u0026 Supplier Follow-up 2026\/2027 – Excel, Word \u0026 PDF | Swedish + English","description":"\u003cdiv class=\"mb-product-description\" lang=\"en\"\u003e\n\n\u003cp\u003e\u003cstrong\u003eSupplier Assessment \u0026amp; Supplier Follow-up 2026\/2027\u003c\/strong\u003e 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.\u003c\/p\u003e\n\n\u003cp\u003eWith 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 \u003cstrong\u003eall formal approvals are made manually\u003c\/strong\u003e by an authorized person.\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cstrong\u003eAbout the document template:\u003c\/strong\u003e \u003ca href=\"#lev-innehall\"\u003eWhat's included\u003c\/a\u003e · \u003ca href=\"#lev-excel\"\u003eExcel\u003c\/a\u003e · \u003ca href=\"#lev-metod\"\u003eHow to work\u003c\/a\u003e · \u003ca href=\"#lev-regler\"\u003eRegulations\u003c\/a\u003e · \u003ca href=\"#lev-faq\"\u003eFAQ\u003c\/a\u003e · \u003ca href=\"#lev-format\"\u003eDelivery\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv style=\"background:#e8f5ed;border-left:4px solid #248255;padding:14px 18px;margin:18px 0\"\u003e\n\n\u003cstrong\u003eLegally and technically reviewed: October 9, 2026\u003c\/strong\u003e\u003cp\u003eVersion 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 \u003cem\u003eexamples\u003c\/em\u003e, not statutory percentages. The template is not ISO certified and does not replace specific supplier audits, sanctions tests, product safety testing, or legal advice.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"lev-innehall\"\u003eWhat's included in the package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eArea of use\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eSupplier Assessment – procedure\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eWork method, responsibilities, supplier classification, risk-based selection, point model, requirements, approval, and follow-up.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eSupplier Evaluation – protocol\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eReady-to-use form for supplier data, five assessment areas, verifiable documentation, terms, decisions, and signatures.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDetailed Swedish user guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step instructions, walkthrough of all Excel sheets, common mistakes, handling sensitive data, and sources.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eSupplier Evaluation Worksheet (English)\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eSupplementary English working template with a Swedish business context; not a full English translation of all Swedish files.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eSupplier Register \u0026amp; follow-up\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eExcel with seven sheets: overview, suppliers, assessments, actions, delivery data, settings, and instructions.\u003c\/td\u003e\n\n\u003ctd\u003eExcel (XLSX)\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eTotal of nine files in a ZIP:\u003c\/strong\u003e 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.\u003c\/p\u003e\n\n\u003ch2\u003eWho is the supplier evaluation for?\u003c\/h2\u003e\n\n\u003cp\u003eThe 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.\u003c\/p\u003e\n\n\u003ch2 id=\"lev-excel\"\u003eThe Excel tool – seven practical worksheets\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eWorksheet\u003c\/th\u003e\n\n\u003cth\u003eFunction and capacity\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOverview\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eSummarizes suppliers, critical suppliers, completed assessments, manually approved assessments, and open\/overdue actions.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eSuppliers\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e100 prepared rows for ID, name, category, criticality, responsible person, contract, and re-evaluation date.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eAssessments\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e200 rows for five ratings per supplier, documented evidence, and automatically calculated weighted average. Decisions are entered separately.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eActions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e150 rows for supplier defects, risk level, responsible person, action, deadline, and verification of effect.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDelivery data\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e150 period rows for delivery precision and complaint rate. Percentages are only calculated when valid quantities are entered.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eSettings\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eFive adjustable weights and assessment support for the 1–5 scale. The weights must add up to 100%.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eInstructions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003ePractical workflow, limitations, and regulatory\/standard sources.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eExample of adjustable weighting:\u003c\/strong\u003e 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.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#fff5dc;border-left:4px solid #d4a540;padding:15px 18px;margin:18px 0\"\u003e\n\n\u003cstrong\u003eImportant regarding supplier risks:\u003c\/strong\u003e High scores or a green indicator do not guarantee that the supplier may be approved. Security breaches, legal requirements, sanctions, data protection, and any permits must be checked separately when relevant. The assessment must be based on real observations and actual source material.\u003c\/div\u003e\n\n\u003ch2 id=\"lev-metod\"\u003eHow to perform a supplier assessment – step by step\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRegister the supplier:\u003c\/strong\u003e Enter a unique supplier ID, legal name, category, responsible person, and contract. Use the same ID throughout the Excel workbook.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eClassify criticality:\u003c\/strong\u003e Consider what consequences the supplier's problems would have for customers, production, continuity, or compliance.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eGather facts:\u003c\/strong\u003e Collect actual delivery times, complaints, costs, service outcomes, and relevant documents.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAdjust the weighting:\u003c\/strong\u003e Set your own criteria weights in Excel, check that the sum is exactly 100%, and document the method.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eScore the supplier:\u003c\/strong\u003e Enter 1–5 per criterion and link the assessment to actual evidence and a specific time period.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eReview mandatory requirements:\u003c\/strong\u003e Check separately if there are security, contractual, licensing, data protection, or other requirements that cannot be compensated by a high average.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eMake a decision:\u003c\/strong\u003e An authorized person marks as approved, conditionally approved, or not approved and documents the justification and any limitations.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eFollow up:\u003c\/strong\u003e Register deviations and actions with responsible person, deadline, and effect check. Re-evaluate upon significant changes or according to a risk-based interval.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2 id=\"lev-regler\"\u003eWhat applies according to Swedish regulations and quality standards?\u003c\/h2\u003e\n\n\u003cp\u003eThere 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.\u003c\/p\u003e\n\n\u003cp\u003eISO 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.\u003c\/p\u003e\n\n\u003cp\u003eWhen 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.\u003c\/p\u003e\n\n\u003ch2\u003eCommon mistakes and pitfalls\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003eGiving a supplier a score without gathering comparable source data or stating the assessment period.\u003c\/li\u003e\n\n\u003cli\u003eComparing weighted scores even though criteria weights have changed between suppliers.\u003c\/li\u003e\n\n\u003cli\u003eViewing an approved score as a formal decision or as proof of compliance.\u003c\/li\u003e\n\n\u003cli\u003eUsing delivery precision without a consistent definition of delayed delivery.\u003c\/li\u003e\n\n\u003cli\u003eMixing supplier performance with your own delays in ordering or receiving.\u003c\/li\u003e\n\n\u003cli\u003eLetting serious security or legal issues be compensated by a favorable price.\u003c\/li\u003e\n\n\u003cli\u003eClosing deviations without a documented effect check and evidence reference.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2 id=\"lev-faq\"\u003eFrequently asked questions about supplier assessment\u003c\/h2\u003e\n\n\u003ch3\u003eWhat is the difference between supplier assessment and a supplier agreement?\u003c\/h3\u003e\n\n\u003cp\u003eA 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.\u003c\/p\u003e\n\n\u003ch3\u003eIs the Excel template a complete ISO 9001 solution?\u003c\/h3\u003e\n\n\u003cp\u003eNo. 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.\u003c\/p\u003e\n\n\u003ch3\u003eCan I change the point weights?\u003c\/h3\u003e\n\n\u003cp\u003eYes. The weights for quality, delivery reliability, service, price, and documentation can be adjusted in Settings. The sum must be 100%.\u003c\/p\u003e\n\n\u003ch3\u003eCan a supplier be approved automatically by Excel?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The points are support for assessment. Decisions are made manually and documented by an authorized person after relevant extra checks.\u003c\/p\u003e\n\n\u003ch3\u003eCan I calculate delivery precision?\u003c\/h3\u003e\n\n\u003cp\u003eYes. 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.\u003c\/p\u003e\n\n\u003ch3\u003eHow often do suppliers need to be evaluated?\u003c\/h3\u003e\n\n\u003cp\u003eThere is no universal interval for all suppliers. The frequency should be based on criticality, contracts, previous delivery outcomes, and applicable specific requirements.\u003c\/p\u003e\n\n\u003ch3\u003eIs an English version included?\u003c\/h3\u003e\n\n\u003cp\u003eYes, 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.\u003c\/p\u003e\n\n\u003ch2 id=\"lev-format\"\u003eFile format, price, and delivery\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e79 SEK\u003c\/strong\u003e, one-time purchase. ZIP package with \u003cstrong\u003e4 Word files (DOCX), 4 searchable A4 PDFs, and 1 Excel workbook (XLSX)\u003c\/strong\u003e. 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.\u003c\/p\u003e\n\n\u003ch2\u003eSources and further reading\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.sis.se\/\"\u003eSIS – standards in quality management and supplier management\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.imy.se\/\"\u003eSwedish Authority for Privacy Protection (IMY) – GDPR and personal data\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.upphandlingsmyndigheten.se\/\"\u003eSwedish National Agency for Public Procurement – supplier vetting and procurement\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/eur-lex.europa.eu\/\"\u003eEUR-Lex – EU law when specific requirements apply\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003csmall\u003eDisclaimer: General templates and calculation tools do not replace full supplier audits, special legislation, industry requirements, individual contracts, or professional legal and technical advice.\u003c\/small\u003e\u003c\/p\u003e\n\n\u003ch2\u003eRelated template\u003c\/h2\u003e\n\n\u003cp\u003eDo you also want to regulate responsibilities, delivery terms, and rights? See \u003ca href=\"\/en\/products\/leverantorsavtal-supplier-agreement-2026-2027-word-pdf-english-svensk-ratt\"\u003eSupplier Agreement 2026\/2027\u003c\/a\u003e.\u003c\/p\u003e\n\n\n\u003c\/div\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55655033012566,"sku":"LEVERANTORSBEDOMNING-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_Leverantorsbedomning_Hero_2027_8183da3e-bfe2-4bfd-8a8f-c57a17fb5502.png?v=1791499015","url":"https:\/\/mallbutiken.se\/en\/products\/leverantorsbedomning-leverantorsuppfoljning-excel-2026-2027","provider":"Mallbutiken","version":"1.0","type":"link"}