Visitt simplifies vendor management by allowing you to add vendors to your work orders and communicate with them directly within the platform. In this article, we'll dive into a step-by-step guide to help you get started.
Adding Vendors
1. Navigate to the Vendors Page
2. Add a New Vendor: Click the green “Add vendor” button located at the top right
3. Enter Vendor Information: Fill in the Name, Company name, Email, Phone,
Profession and any additional notes if needed
4. Submit the Form: Once added, the vendor will appear in your vendor list.
Assigning a Vendor to Work Orders
Select a Work Order: Navigate to any work order you wish to assign a vendor to.
Open Vendor Assignment: Click on the three dots in the corner of the work order and select "Vendor".
Select a Vendor: From the dropdown menu, select the vendor you want to assign.
Enable Communication: Turn on the option to communicate with the vendor through the work order. This will open an option to send them an initial email right away.
Submit the Assignment: Click “Submit” to add the vendor to the work order and send the initial message if you chose to.
Once the vendor is assigned to the work order, they will receive an email that includes the work order description.
Note: The email sent to the vendor will not include any images that were uploaded by the team. To share attachments with the assigned vendor, click the three dots at the top right of the vendor section within the work order > select Add Attachment, then send a second email, which will include the attachments.
Additional Features
Filtering Work Orders by Vendor:
Use the filtering options to view work orders assigned to specific vendors, streamlining your workflow and improving organization.
Streamline your vendor management by bringing everything together in Visitt. You'll boost efficiency and improve communication, eliminating the hassle of juggling multiple channels. Start today and make managing your vendors easier than ever!