Vendor Contact Portal

General Houzz Pro Software
1

It would be nice to have linked Contacts per vendor in 1 spot.

  • Vendor (Company)
    • Basic Company info
      • (look at Arteriors - Fourhands - Vanguard) for the information they provide.
    • Sales/Territory Rep
      • Primary Contact
      • 2nd Team Member / Assistant
      • 3rd Team Member / Assistant
    • Accounting Contact
    • In-House Customer Service Rep
    • Link for Catalog(s) / Portal / Trade Website
      • Link for web browsing
        • Buyer
        • Client (can send link to client or publish in Client Portal)
      • Document Link for Specific Catalogs / Tear Sheets
    • Spend Thresholds / Tiers
      • Data entered based upon preset amounts
        • Remaining amount for YE to keep current level
        • Subtracts Cancellations/returns/delayed shipment amounts
          • (Arteriors & Vanguard buyers, know what I am referencing above)
    • RMA Procedures
      • Link
      • Procedures for Damages/Returns (each vendor is different)
      • It would be great to have all RMA’s for each vendor in 1 spot with a calendar / task follow-up link.
        • Photos,
        • email communications, etc.
    • Documents / Forms Uploaded for each vendor (applications, credit, etc.). Even blank forms for like CC Authorizations etc.
  • OVERALL VENDOR PORTAL REQUEST
    • Ability to upload sales tax forms that can be sent with PO or to each vendor as needed.
    • A link with Avalara for form submission.