Overview
The Suppliers page is used to enter a list of Suppliers that are associated with the Event.
The Suppliers page is part of the SMM Module.
The SMM Module includes Event budget tracking within Certain.
Accessing the Page
Navigate to Plan > Event Setup > Suppliers.
Steps to Add a Supplier
1. Click Add Supplier.
2. Select a Supplier from the Supplier dropdown.
3. If a Supplier has not yet been created (for example, the Event Venue/Hotel), navigate to the Suppliers tab under the Account menu to create one.
4. Click Save & Close to add the Supplier.
5. Click Save & New if you wish to add an additional G/L account for the Supplier, or to associate another Supplier with the Event.
Additional 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.
- The Suppliers tab in the green navigation bar may not be visible if the module is not activated for your account.
- If the Suppliers feature is visible, the check box for suppliers must be checked on the admin side of your account within the Implementation tab, at the bottom of the screen.
- The top green bar in your account provides access to the Suppliers area.
Visual Aid
An image shows the "Supplier Details" form. The form includes the fields: Supplier*, G/L Account, Contract, Actual.
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Comments
Charles Gordon
- Is there a way to delete a supplier from an event? I do not see the option.
Jessica Riley
- You can delete a supplier from an event.
- Navigate to the top green bar in your account.
- Click on "Suppliers."
- Select your supplier from the list and click on the green pen icon to edit it.
- Select "Delete" in the upper right corner of the screen.
- 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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