Checklist_Vendor and Supplier File
Content
CHECKLIST
VENDOR/SUPPLIER FILE
q
C
O
P with product descriptions
Current cat alog or price list, complete
Y
Business cards from any sales or support personnel with whom you have dealt
R
A list of all distribution facilities I
G
Discount schedules, including minimum purchase requirements
H
T delivery time
Delivery options, including estimated
q
Technical assistance and other services available
Maintain a file for each of your vendors and potential suppliers. Keep the following items in each file:
q
q
q
q
q
q
q
q
q
q
P
R
Return policy
O
Warranty information
T
E
Information on any co-op advertising plans offered by the supplier, including special promotional and
grand opening programs
C
T
Any request for quotations
I
O
Copies of all invoices
N
Telephone numbers, including toll-free numbers, for all appropriate contacts
-----
q
Discount terms for prompt payment
q
All shipping methods available and their terms
q
Lease options
q
Information on all other services offered by the vendor/supplier
D
E contracts
q Information on terms for long-term
M
q Any special terms for seasonalO
items
O
N
L
Y
VENDOR/SUPPLIER FILE
q
C
O
P with product descriptions
Current cat alog or price list, complete
Y
Business cards from any sales or support personnel with whom you have dealt
R
A list of all distribution facilities I
G
Discount schedules, including minimum purchase requirements
H
T delivery time
Delivery options, including estimated
q
Technical assistance and other services available
Maintain a file for each of your vendors and potential suppliers. Keep the following items in each file:
q
q
q
q
q
q
q
q
q
q
P
R
Return policy
O
Warranty information
T
E
Information on any co-op advertising plans offered by the supplier, including special promotional and
grand opening programs
C
T
Any request for quotations
I
O
Copies of all invoices
N
Telephone numbers, including toll-free numbers, for all appropriate contacts
-----
q
Discount terms for prompt payment
q
All shipping methods available and their terms
q
Lease options
q
Information on all other services offered by the vendor/supplier
D
E contracts
q Information on terms for long-term
M
q Any special terms for seasonalO
items
O
N
L
Y
