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Field | What to input |
|---|---|
Product Type | Choose from either Live or Researched in the drop down box. |
SKU | Select the SKU from the drop down box. |
Title | A meaningful Title to ensure you remember what it is about e.g. Baking Tray sample - Ningbo supplier. |
Product Description | This will display automatically once you have input the SKU. |
Supplier | Select the Supplier from the drop down box. |
Event Title | Add in what happened for each communication e.g. sample ordered or , costing requested or perhaps shipping confirmed. |
Event Date | The date the event took place. |
Communication Type | Select the type of communication from the drop down box - choose from email, phone, instant message (IM) or other. |
Event Platform | What platform did the event take place e.g. if email, this would be gmail or hotmail, or e.g. online chat, Zoom |
Contact Name | The name of the person you communicated with. |
Link | This could be a link to their website or perhaps a link to images that they sent i.e. a url they send that is specific to that event. |
Current Event | Select the type of event from the drop down box - choose from initial contact, negotiation, samples ordered, purchase order, finalising order, reorder, other. |
Follow Up Date | Choose the date from the calendar when you need to follow something up with your Supplier. |
Follow up Notes | Input any relevant information as you go that you may need to follow up with the Supplier. |
Short Information | A brief overview of what the event is. |
Document Upload | Any documents that have been sent to you e.g. images, quotes, final purchase order etc. |
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