Difference between revisions of "Vendor Mastersheet"

From PHR CRM
 
Line 4: Line 4:
 
== Vendor Mastersheet==
 
== Vendor Mastersheet==
  
When field employees run out of materials or face equipment issues, they can call the Operations team to find the nearest mechanic, service center or store to replenish or repair items and continue with the job at hand. Operations team can use the '''[https://docs.google.com/spreadsheets/d/1My0rRHUK1MacQNmwR2e2Qxjonjpq815-0wrOpsGp2Io/edit#gid=1866346512 Vendor Mastersheet]''' to find the most optimum vendor by location and service provided. The Vendor mastersheet workbook has three sheets:
+
When field employees run out of materials or face equipment issues, they can call the Operations team to find the nearest mechanic, service center or store to replenish or repair items and continue with the job at hand. Operations team can use the '''[https://docs.google.com/spreadsheets/d/1aVKvBv1ftsTiGkGkROB942tJJda4wmAtJNY-fVox7RM/edit?usp=sharing Vendor Mastersheet]''' to find the most optimum vendor by location and service provided. The Vendor mastersheet workbook has three sheets:
  
 
'''Dashboard'''- Depending the location of the crew and the service they are looking for, Operations will select the nearest location (yard) and the service from the dropdowns in cell C2 and C3. The list below will auto-populate depending on the selections the user makes. Operations should choose a "preferred" partner over "secondary" and "road based".
 
'''Dashboard'''- Depending the location of the crew and the service they are looking for, Operations will select the nearest location (yard) and the service from the dropdowns in cell C2 and C3. The list below will auto-populate depending on the selections the user makes. Operations should choose a "preferred" partner over "secondary" and "road based".

Latest revision as of 17:52, 16 October 2024

Use Operations to go back to the Main Operations Page


Vendor Mastersheet

When field employees run out of materials or face equipment issues, they can call the Operations team to find the nearest mechanic, service center or store to replenish or repair items and continue with the job at hand. Operations team can use the Vendor Mastersheet to find the most optimum vendor by location and service provided. The Vendor mastersheet workbook has three sheets:

Dashboard- Depending the location of the crew and the service they are looking for, Operations will select the nearest location (yard) and the service from the dropdowns in cell C2 and C3. The list below will auto-populate depending on the selections the user makes. Operations should choose a "preferred" partner over "secondary" and "road based".

Vendor Mastersheet- Contains a list of all existing vendors that Pothole Repair works with. Operations will use this tab to add new vendors or update existing vendor details by adding required vendor information. For the "Priority" dropdown, choose "Preferred" for preferred vendors who are the company's first choice and close to the yard, "Secondary" for secondary vendors close to the yard and "Road based" for vendors who offer services away from the yard.

Dropdowns- Contains a list of dropdowns that are used within the workbook. This tab can be ignored.

Template used: Vendor Mastersheet