A Guide to Managing Suppliers Using Outlook and OneNote

Outlook and OneNote Guide

A step by step guide for managing supplier relationships using Microsoft Outlook and OneNote.

Whilst I am sure you are familiar with the email, calendar, contacts and tasks functionality of Outlook and the basic note taking features of OneNote – but did you know that these systems can be seamlessly integrated to create a powerful tool for managing any supplier or service provider relationship?

You’ve probably tried integrating Outlook with Evernote and using Word and Excel to capture notes, action items and to assign tasks but by combining the functionality of Outlook with OneNote you can have a robust solution for managing both the day to day and the strategic requirements of any supplier relationship.

This guide is based on a sample of the OneNote Notebook structure that is actually used by the author for managing many 3rd Party Logistics (3PL) Service Providers relationships.

In this guide you will learn:

  • How to activate the OneNote Add-in in Outlook
  • How to create a One Note Notebook and add sections and pages
  • How to add and link Outlook Contacts to OneNote sections and pages
  • How to add and link Outlook Calendar entries (meetings) to OneNote sections and pages
  • How to add, link, manage and assign Outlook Tasks from OneNote sections and pages
  • How to add and link Outlook Emails to OneNote sections and pages
  • How to add and link relevant files (reports, procedures, agreements, rate schedules) to OneNote sections and pages
  • How to share notebook content with other stakeholders

Also included in the guide is an additional three (3) bonus tips for maximizing the functionality of Outlook and OneNote.