You can create Vendor profiles with required information such as contact details (SPOC), address, service provided and so on, including the ability to upload contractual files.
To onboard a vendor you need to do the following:
- Provide basic vendor information like company details, category of service provided, etc. Specify if the vendor is contractual or still in proposed state (RFP) and upload relevant contract documents
- In Assessment Configuration, identify the assessment areas that are relevant to services provided by your vendor. You can also add tags to better organize vendors in your organization.
- Identify Point of Contact for your vendor, along with identifying associated users and internal contact.
- Define vendor criticality manually or by using our internal campaign template to help you auto-calculate the criticality.
Once created this vendor is added to the vendors list in the Vendors tab. You can View, Edit, or Delete users using the Quick Actions menu.
Let's start now
Go to USERS > Vendors tab and select Add New.
- Provide a name, details about the vendor company, select service category, etc.
- Select vendor type. If your vendor has sent an RFP and not yet under contract then select Proposed (RFP). By default all vendors created as Contractual are marked Active. You can change the Vendor Status when you Edit an existing vendor.
- Add supporting documents for the vendor contracts, as required.
Choose Assessment Configuration
- Depending on the services associated with the vendor choose the assessment areas. By default all available areas are selected. Remove the areas that are not applicable for this vendor.
- Assign tags to effectively organize and track vendors in your account. These tags can also be used in reports for analysis of completed campaigns.
Define Point of Contact
- Identify a single point of contact (SPOC) in the vendor company for further communication. You can choose to use an existing user of create a new user.
- You can map existing users that were already associated with this vendor. The user identified as vendor SPOC is by default added as an associated user
- Identify a contact within your organization who will be a single point of contact for this vendor. Usually this user will have more information about the vendor and the vendor services.
You can edit a vendor to update or change information such as contract documents, vendor status, SPOC, internal contact, etc. For example, while creating a vendor you had set the Vendor Type as Proposed (RFP) so the vendor status was set to inactive by default. Once the vendor is confirmed as a contractual vendor you can edit the vendor to change Type to Contractual and Status to Active.
Simply navigate to USERS > Vendors tab and choose the vendor you wish to edit. From the Quick Actions menu select Edit and make the required changes to the vendor.