My Vendors · Build and organize your preferred vendor list and message your vendors.

Ø Search My Vendors

· Message My Vendors

Ø Add / Modify Vendors

Ø Vendor Wizard

Ø Reports

Search My Vendors · View your vendor list.

When you select the Search My Vendors tab, you will see the following selection criteria…

	Search My Vendors
Search by	You may search for vendors using any of the following methods: § Category § Category Near a Zip Code § Company Name § Last Name of Contact § Phone, Fax, Cell, Pager# § E-Mail Address § Quick ID § Rolodex § Your Excluded Vendors

Search By Category…

· Sort By: Click in the box to select Rank or Name.

· Group: Click in the drop down box to select the desired group.

· Category: Click in the drop down box to select the desired category.

· To search vendors for your selection criteria, click Search.

The vendors found will be displayed on your screen.

Screen Tips

You may use the scroll bar or arrows to the right of the project title window to scroll through the vendors.

To Add Vendors to a Project…

Click in the box to the right of the name you wish to add to your project.

Click at the top of the column.

You will see the “Add Vendors to Project” screen.

	Add Vendors to Project
Add Selected Vendors To Category	The category on the project that these vendors will be added to.
For Project	The project the selected vendors will be added to.

Click on the project title to select the project you would like to add these vendors to.

Screen Tips

You may use the scroll bar or arrows to the right of the project title window to scroll through the titles.

Click Add to Project to add these names to the project, OR Click Cancel to return to “Search My Vendors” without adding selected names to this project.

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Message My Vendors · Message your vendors.

Once you have selected your search criteria in “Search My Vendors” and clicked the Search button, a list of names in your vendor list will be displayed at the bottom of the screen…

	Project Category
	Click on this button to message selected vendors.
q	Click in the box next to the category to select or deselect single vendors for messaging.
	Indicates that the company is a Blue Book advertiser. Click on this button to view the vendor profile.
Name	The vendor name.
Rank	The Blue Book ranking.
City/State	The city and state where the vendor is located.
Primary Phone	The primary phone number of the vendor.
Show: o Contact o Category	Click on the contact button to view the contact name, OR Click on the category button to view the vendor category.
q	Click the box to select (or deselect) single vendors to add to your project.
	Click this button to add selected vendors to your project.

To message Vendors…

1. Click in the box at the beginning of the line; a check mark will display. Continue clicking on the boxes until you have selected all desired names.
2. Click at the top of the column.
3. You will be placed in the “Message Wizard.”

Screen Tips

To deselect a name, click on the check mark in the box.

Message Wizard · The message wizard steps you through messaging your vendors.

The “New Message Type” screen is where you select the type of message you wish to send.

New Message Type

MISC – Memo-Miscellaneous

QUALV - Request for Qualification

Click on the message type desired to create a new message. The type selected will appear as your message heading.

Screen Tips

You may select an existing message to resend by clicking in the drop down menu.

You may click Cancel at any time to return to the vendor list.

Click Next. You will be placed in the message form selected.

Enter the date you would like vendors to respond by in the Respond By date field. The Subject field is already filled in it may be modified if desired. These fields are required entry.

Screen Tips

You may modify the pre-defined project information by clicking in the message text box.

Click Next. You will be placed in the “Send Message Summary” screen.

Send Message Summary · The number of vendors that will be messaged by In-Network Email and Fax. Also details your messaging costs.

	Send Message Summary
Check mark Shows Selected	Message Delivery Method	Number of Messages Per Type	Cost Per Message Type	Total Cost
q	In Network Recipients	10 @	$ 0.00	= $ 0.00
q	Email Recipients:	37 @	$ 0.00	= $ 0.00
q	Fax Recipients: (1 page)	60 @	$ .12	= $ 7.20
	Total Message Cost	107		= $ 7.20

To deselect any of the message delivery types, click in the box to remove the check mark and those messages will not be sent.

If you would like to see a proof of this message, select the delivery method and press Proof.

Send a Proof to my FAX ° EMAIL ° Proof

To review a proof of this message, click on either FAX or EMAIL to select the delivery method, and click Proof. You may also send a proof using the other delivery method by repeating this step.

Check your fax machine and/or your email software to review the proof.

To send your message, click Send Messages.

You will see “Processing Request…, Please Wait…” and then, “Message(s) have been sent”, click OK.

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Add / Modify My Vendors · Modify existing vendors or add new vendors to your list.

To Add New Vendors…

· Click on the Add A New Vendor link.

· Enter the phone number of your vendor and click Find. This will help you avoid adding duplicate vendor names to your list. If the phone is found, the fields will be filled in and you may modify the data. If the phone is not found then empty fields will be displayed for entry.

	Adding New Vendor
Primary Phone	§ The primary phone which you entered with the Find feature. It cannot be modified.
*Company Name	§ The name of the company. Required entry.
*Fax	§ The fax number. § Required entry if E-mail is not available.
Website	§ The company’s website.
*Address 1	§ The company’s street address. § Required Entry.
Address 2	§ The company’s extended address.
*City	§ The city where the company is located. § Required Entry.
*State	§ The state where company is located. § Click the drop down menu to select the state. § Required Entry.
*Zip	§ The zip code of the company’s location. § Required Entry.
Contact First Name	§ The first name of the contact at this company.
Last Name	§ The last name of the contact at this company.
Contact Title	§ The title of the contact at this company. (i.e. President, Owner, etc.)
Cell Phone	§ The cell phone number.
Pager	§ The pager number.
*E-Mail	§ The E-mail address of the company. § Required entry if Fax is not available.

Screen Tips

Data must be entered in fields marked with a red asterisk (*).

Fields marked with a blue asterisk (*) indicates that at least one of these fields must be entered.

To move from field to field, press the Tab key or use the mouse.

You may need to use the scroll bar or arrows to the right of the screen to view all data fields.

If you wish to undo changes and begin again, click Cancel .

· Click on Add Category to select the category where the vendor will be added. Click on the drop down menu to select Group and Category, click OK to add this vendor to the category selected or click Cancel. Note: After you click OK you must also click Next Page as described in the next step.

· Click Next Page to save the current field entries and continue to the next screen.

	Vendor Profile
Sector Type	Select a Sector Type: