Sourcing Documentation Procedure
For new products and vendors, document the all sourcing activity and Notes in a Google Doc. Tag related emails with "Sourcing" and any related project tags
For Custom orders, Document all communications in a Google Doc within the customers folder in Google Drive.
GeckoTek PO Process
1) Save a copy of the Quote in the related Vendor Folder (if relevant)
2) Generate a PO with the google sheet Template
3) Record the PO Details