Event Setup: Suppliers

Audience

This article is for event planners and account administrators using the Certain platform.

Overview

Strategic Meetings Management (SMM) is a module that includes Event budget tracking within the Certain platform.

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

Navigate to Plan > Event Setup > Suppliers.

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.

Click Add Supplier to begin.

Click Save & Close to add the Supplier.

Click Save & New to add an additional G/L account for the Supplier.

Click Save & New to associate another Supplier with the Event.

Notes

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.

To add an additional G/L account for the Supplier, use Save & New.

To associate another Supplier with the Event, use Save & New.