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Event Setup: Suppliers

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Use the Plan > Event Setup > Suppliers page to enter a list of Suppliers that are associated with the Event.

Note: This tab is part of the SMM (Strategic Meetings Management) Module, which includes Event budget tracking within Certain.

  1. Navigate to Plan > Event Setup > Suppliers.
  2. Click Add Supplier.
  3. Select a Supplier from the Supplier dropdown.

    Screen_Shot_2020-05-26_at_2.15.02_PM.png

    Note: If you have not yet created a Supplier (i.e., the Event Venue/Hotel), you can do so by navigating to the Suppliers tab under the Account menu.

    Screen_Shot_2020-05-26_at_2.15.57_PM.png
      
  4. Click Save & Close to add the Supplier, or click Save & New if you wish to add an additional G/L account for the Supplier, or to associate another Supplier with the Event.

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Comments

2 comments

Date Votes
  • Charles Gordon

    Is there a way to delete a supplier from an event? I do not see the option.

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  • Jessica Riley

    You can delete a supplier from an event. 

     

    1. Navigate to the top green bar in your account.

     

     

    1. Click on "Suppliers."

     

    1. Select your supplier from the list and click on the green pen icon to edit it.

     

    1. Select "Delete" in the upper right corner of the screen.

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    Note:  

    You may not be able to see this option if you do not have a user type which corresponds to this particular view.  

    Also, you may not be able to see the Suppliers tab in the green navigation bar if that module is not activated in the product for your account. (The check box for suppliers would have to be checked on the admin side of your account within the Implementation tab, at the bottom of the screen.)

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