Welcome! This article will show you how to manage the preferred vendors page by adding a contact, editing a contact and, removing a vendor. You will also learn how to filter to find your preferred vendors, and add any preferred vendors to your list.
Click a link below to navigate to a specific section to learn more
How to Access your Preferred Vendors on VendorPM
To begin, on the top navigation bar on the PM Dashboard, select Preferred Vendors.
This will take you directly towards the preferred vendors page where you will be able to browse your organization's labelled preferred vendors. Which are shown in Grey as seen below:
Managing your Preferred Vendors
You can manage your preferred vendors by clicking on the view profile drop down menu located on the vendors profile as shown in the screenshot below.
This will now give you three options to manage:
1) Add Contact - This is where you can add to the vendor profile (First Name, Last Name, Email Address, and Phone Number)
Any field that has a asterisk (*) attached are mandatory to input.
(Click the blue Add Contact button when you are finished inputting the information)
2) Edit Contact - To begin, select the contact you wish to edit by using the drop down arrow in the contact list. You can edit the email on the contact list and set it to default. You can also delete a contact by clicking the red delete contact icon.
Note: Edit contact will only appear if the organization themselves has an additional contact added, otherwise, it will only show the add contact and delete options.
(Click the Blue Next step button when done)
3) Remove Vendor - You can remove a Vendor from the preferred vendors list by clicking the red remove vendor link in the view profile drop down menu.
(Click Here to view the profile drop down menu screenshot referenced above)
Finding a Preferred Vendor
You can filter your search within the preferred vendors page through, Company Name, Service, Property, Compliances, and Minimum ratings.
Adding a New Preferred Vendor
If however, you notice during your search that the vendor you are looking for is not showing up, you can add a vendor to your organization's preferred vendors' list as show below. Any field that has a asterisk (*) attached are mandatory to input.
(Disclaimer: the vendor must be approved by your organization prior to being added).
First, fill in the vendor's Company Name and click the Next step button once completed.
Then, fill in Services, Address (optional), Rating (optional) and hit Next step.
Lastly, Add contact(s), fill in First Name, Last Name, Email Address, and Phone Number. Click the Create button when finished.
You will get a notification that a vendor was added as shown below. The vendor will automatically be added to your organization's preferred vendor's list.
Enterprise Approval for a Preferred Vendor
When adding an existing vendor to your preferred vendors list, your enterprise will needed to approve the preferred status once the request is submitted.
To begin click the add vendor tab located within the preferred vendors page
From there you will input the company name and click the Add Vendor button.
A pop-up will appear asking you if you would like to submit the vendor for approval. Your enterprise leader will review before approving the vendor to the list. Click submit to action off.
The status of the vendor will show up as pending approval until the request has been acknowledged by your enterprise leader.
Looking ahead to to create quotes?
Check out our article on Creating a Request for Quotation