Suppliers (List)

Access:  > Suppliers

Introduction

This Suppliers page lists the suppliers in the current account, as described below.

A supplier is a provider you use for your events. A supplier can be a hotel, convention center, florist, A/V company, etc. Through supplier records, you can track business across events.

Each account has its own database of suppliers. Suppliers are stored in the account where they are created; they are not visible to other accounts.

Handy Tips

To search for a supplier's record, start typing part of its name in the Find Suppliers search box in the upper right corner; the matching records will be listed, with the list being refined as you continue to type.

To add a new supplier to the current account’s database click Add New.

To edit an existing supplier, click  edit in the Action column or just click the row.

See Supplier Detail Information for details of the information held about a supplier.;

Note: Suppliers can also be added to an account via two pages at the event level
• Plan > Accommodation / Hotels

• Plan > Event Setup > Details > Location

Suppliers added via those pages, since the addition is to the account, are immediately available for use in other events, not only the one in which they were added.

To show suppliers that have been deleted, click Show Inactive. For deleted suppliers, the Actions column then includes  Restore Supplier instead of  Delete (and the Show Inactive button becomes "Hide Inactive").

These are the four buttons in the upper right corner:

• List View – Display the page as a list of suppliers. (Not shown if already in list view.)

• Room Types – Go the Account Room Types page, where you can add, edit or delete room types.

• Import – Start the wizard to import Suppliers from a tab-delimited text file.

• Add New – Add a new supplier record on the Supplier Detail Information page.

Page Detail

Suppliers

A list of all the suppliers set up for the current account.

To filter the list by supplier type, click one of the four buttons in the upper left corner:

• Venue – List all suppliers of type Venue

• Chain – List all suppliers of type Chain

• Brand – List all suppliers of type Brand

• Other – List all suppliers of type Other

Click on a row to  or click the edit icon  in the Actions column to edit a supplier.

The details shown for each supplier in the list are:

• Supplier Name

• Type

• Address

• Latitude and Longitude – If these coordinates are entered, Certain Mobile uses them to determine the location of a venue on the Location map in the app (see Engage > Mobile > Content > Location) if the address isn't enough.

• Phone

• Web

• Actions, with these icons:
   – edit the supplier record
   – delete the supplier record.
  (Note: if the supplier is a hotel, you cannot delete it if that hotel that has any accommodation blocks. You would first need to delete those blocks, which would only be possible if they did not have any active reservations.)