Working with Vendors
- Evaluate your business needs and create requirements document (RFI/RFP).
- Collect information about vendors from Trade Magazines, Yellow Pages, Advertisements, referrals, and other channels.
- Send RFI (request for information) to vendors and scrutinize the primary list of vendors based on their response to your RFI.
- Send RFP (request for proposals) to selected list of vendors.
- Evaluate vendors based on the response to your RFP, conduct vendor interviews and short-list the vendors.
- Gather required information, such as product details, communication channel, product delivery process and others from the short listed vendors.
- In Zoho CRM - Vendors module, create vendor information, such as business address of the vendor, contact information of the persons you are dealing with, products supplied /to be supplied, purchase orders for the shipments, activities related to vendors and others. In addition, you can also attach the important documents related to each vendor.
- Periodically update the vendors' details and products purchased so that you can have a better visibility on your vendors/suppliers for the future procurement.
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