Setup non-suppliers lists

Once you've setup your suppliers list (see Setup a suppliers list) you'll need to make a few more related lists.

Same columns as the suppliers list, but with an additional column for notes/reasons. Make three of them; one for potential suppliers, one for rejected suppliers and one for previous suppliers.

Anytime you talk to a potential supplier, add them to the 'Potential suppliers' list and include any comments you like next to them eg. "sounds like they know what they're on about". This list is the basis for all further lists ie. all suppliers should start on this list. The ways a supplier can move between the lists are as follows:

1. When you actually use a supplier, move them from the 'Potential suppliers' list over to your 'Suppliers' list.
2. If you decide to use someone else (as opposed to the supplier on your 'Potential suppliers' list), move the overlooked supplier to the 'Rejected suppliers' list and include a reason why you went with someone else eg. "not as polished as the opposition" or "don't really have an SME focus".
3. If you never use a supplier on your 'Potential suppliers' list, just leave them on the list - no harm.