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11.21 Suppliers

Mar/4/2007



Supply Side Management within Tradepoint is organized into three sections; Warehouses, Suppliers, and Products.

Suppliers is formatted in the same styled consistent in the Customer Relationship Management Side of Tradepoint with advanced functionality available for each Supplier file including Receivables and Payables.

When a user clicks on Suppliers the toolbar below is opened.

Any tasks performed within a Supplier account will be specific to that Supplier. On the following pages we will go over each type of function available to each Supplier account.

Suppliers-Contact Information

The Main Contact Information page within Suppliers is below. As you can see it is nearly identical to Customers and Resellers minus Products Owned, Products Sold, and Product Lines Represented. 

The Advanced Search tool is also here with complete functionality including the Mass Email Tool, the Mail Merge Tool and the Move and Copy wizard.

Suppliers-Personnel

This section allows you to manage all of the contacts and personnel within a given client.  Each individual contact will be listed on the right with their primary contact information and role within that contact.

Individual contacts can also be linked to a Manager by establishing who a specific contact reports to. In that scenario you will see listed here as a sub contact under a main contact. This way departments and teams can be categorized by their role and function, and you know exactly who you need to contact.

Highlighting and clicking on any contact will open an new window allowing you to drill down further into greater detail for that specific contact. Additional functions such as storing documents and notes are available for each Personnel contact.

 When an creating an action item for a contact within a Supplier such as a task, appointment, email or call log simply highlight the necessary contact and click on the desired action item icon at the bottom of the screen and a new window will open with your user settings assigned to that action item and that personnel member also linked to that action item.

Below is an example with a New Appointment for the highlighted contact. The Suppliers contact information is automatically pre-populated into the necessary fields.

Simply fill in the necessary details for the appointment and an email notification with appointment details will be sent out for the guest to confirm or decline and the appointment will appear in your Schedule.

The process for the rest of the action item will follow the same pattern with the necessary fields being pre-populated with the Suppliers contact information and with any notification being sent once the action item is completed.

Suppliers - Company Information

Additional Information about a company can be stored in this section giving you a complete profile of your Supplier. As in other Sections of Tradepoint the main window is identical.

Suppliers - Your Data

Customized data field can be created in this section specific to your needs. The example shown below is based on computer requirements and recommendations to run Tradepoint on.  Additional examples would include any kind of technical specifications for machinery or equipment, fields that would contain additional data that may have to be retained  for clients of Accountants and Attorneys.

The next few pages will take you through the steps of the Configuration tool to create customized fields with specific properties. 

The main view of the Configuration tool is shown in the screen view below.

Keep in mind that in whatever section of Tradepoint you are this tool can be accessed. Further, whichever section of Tradepoint you are in when you open the Configuration tool you will be directed to the Contacts that have the same adjustable fields in that section.

The Contacts that contain similar fields that can be adjusted will always be listed to the left.  Simply look for the appropriate type of Contact and choose that section to create new fields in that Contact Category.

After you choose they Contact category you want to create new fields in the next window that opens will show not only the Custom Data section that we are demonstrating here but it will open every type of data that can be adjusted within Suppliers.

Choosing Custom Data will open the next window where you can create and define your Custom Data fields.

The final window that opens for the last step in creating  Custom Data fields in Suppliers  is seen below where you can Name your data fields and specify the properties(the type of information it will hold)of that field.

Each time you create a new field and determine its properties Tradepoint will automatically save the new field you have created. So, new fields can be created repeatedly by clicking the 'New Field' icon in the lower left hand corner repeatedly without having to save each time you create a custom field.

More still to come...

 


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