B2B sourcing tool · repeat-order gate

Repeat order approval matrix

A supplier can score well in one area and still be risky for the next order. This matrix converts scorecard, warning-log and claim evidence into a practical repeat-order decision with controls that can be written into the next PO or supplier email.

1 · Decision inputs

InputWhat to checkRisk signal
Performance scoreLast-order score from delivery, quality, communication, documents and recovery.Below 70, or any single critical area below acceptable level.
Open warningsUnclosed items in the early-warning log.Repeated excuses, late evidence, commercial pressure or document inconsistency.
Claim historySettlement tracker and recovery calendar status.Unpaid credit, unresolved replacement, missing corrective proof.
Next-order exposureOrder value, customer deadline, customization level, payment advance and backup options.Larger order, tighter deadline, no alternative supplier, or high deposit request.

2 · Approval bands

  • GreenApprove: score 85+, no open critical warnings, normal payment and normal inspection allowed.
  • YellowApprove with controls: score 70–84 or minor warnings; require dated evidence, inspection, and limited order size.
  • OrangePause: score 55–69, unresolved claim, or no corrective proof; request fixes before PO release.
  • RedReplace: score below 55, repeated quality failure, document manipulation, or payment/account risk.

3 · Control menu

  1. Cap next order quantity or value until one clean cycle is completed.
  2. Hold final balance until inspection, documents and carton evidence are accepted.
  3. Require pre-production sample approval again if specification drift appeared.
  4. Add a mid-production photo/video checkpoint before bulk completion.
  5. Keep a backup supplier quote ready when customer deadline or stockout risk is high.

4 · Copy-ready approval note

Supplier: [name]

Evidence reviewed: [scorecard / warning log / claim tracker]

Decision band: Green / Yellow / Orange / Red

Next-order decision: Approve / approve with controls / pause / replace

Controls required: [quantity cap, inspection, document proof, payment hold, backup quote]

Operating rule

Run this matrix before every repeat order, not after a problem appears. The supplier performance scorecard measures the last order; this page decides whether the next order should move forward and what controls must be attached.