Each vendor contact record that you create in the Contacts tab of each project provides a happy home to keep and share important vendor files. From brochures, price lists, proposals and contracts from your favored vendors, having one place to store these important files makes them easy to find, for both you, your team and your clients.
Once you’ve created a vendor Contact Record within a project, you can upload any file (pdf, doc, xls, png, jpg, etc.) to the right side of that vendor record – you can either drag and drop it into place or use the gold Add To Vendor button towards the top left of your vendor record to browse your computer for files.
Using Comments to Introduce a Vendor, Notify Your Client That You've Uploaded Files & Request Approvals From Your Clients
You can also use the “file” space to the right of each vendor contact record to start a discussion about a vendor with your clients, or to let them know that a file has been uploaded. We also like to use this comment stream to request and document approvals and document change requests.
When it comes to uploading files, when you upload a file, your clients won’t be notified. However, if you add a comment, they’ll receive both in email and in-app notification, along with a link that takes them directly to this page in Aisle Planner, so it’s always helpful to introduce what the file is, and what you’d like the client to do as next steps to keep the ball moving forward!
Renaming Vendor Files Once You've Uploaded Them Into Aisle Planner
Sometimes the names of files that are you sent to you from vendors don't make any sense, so once you've uploaded them into Aisle Planner, you can always rename those files. To rename any file that you've uploaded to a vendor record in Aisle Planner, just click on the file name, and type in the new file name.
You can always use your mouse or track pad and hover over the new file name, to view the original file name (in case you need to reference that original name when speaking with vendors!)
Here's a quick video to show you how's it's done!
Keeping Track of Multiple Versions of a Vendor File, Contract or Document
It's pretty common to have multiple versions of a file, especially when it comes to things like floral and catering proposals, not to mention equipment rentals quotes and even stationery design.
Keep every single version of vendor proposals within Aisle Planner, so you can easily look back at previous versions as needed.
Deleting a Vendor File You've Uploaded Into A Vendor Record
Need to delete a vendor file after you've uploaded it to a vendor contact record in Aisle Planner? Just use your mouse or trackpad to hover over the file you'd like to delete, then click on the gold trash can icon that appears to the right.