Ref: LHFJ PL 29 Aug. 96 LHFJ PL 8 Feb. 94
As far as suppliers go, there are a couple of reasons we need to have their addresses and phone numbers on file. The most obvious is to order what they sell. The next would be to ask questions about the product. What may not be obvious is that most of our reps are seldom in the main office so their home addresses and phone numbers – especially cell phone – are necessary for faster service or response. Also, in our database, in order to write a letter to the rep, he/she needs a separate file of their own. Many times we can deal with the president of the company and for that we need his or her home address and phone number. Thank-you cards, Christmas cards and personal notes for PR reasons are a big part of the way we do business so it isn’t a minor thing. These “personal” contacts have made Leo Hamel Fine Jewelers a lot of money over the years and made friends in the field who defend us against rumors. Because of the above it is vital to have all these vendor records available for use.
Since it is our Inventory Manager that makes the first contact, it is their responsibility to come up with a form to give the new rep to fill out with all pertinent data. The Inventory Manager would also erase all old reps no longer with the company.
This is always done the FIRST time you meet them. If at a later date you go into a file and notice that this info is not present, GET IT.
This would include but not be limited to: Company name, address, phone, fax, email, both sales and service. Rep’s home address, business and cell phone, fax, pager, and e-mail. President’s home address, phone, fax email. This would be filled out by the rep and Inventory can use it to put in suppliers and also to put each individual rep in his or her own file for letter-writing purposes.