Suppliers (List)

Introduction

This Suppliers page lists the suppliers in the current account. 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 find a supplier's record, start typing part of its name in the Find Suppliers box in the upper right corner. The matching records will be listed. The list will be 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 and 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 edit a supplier, 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 – edit the supplier record
delete – the supplier record

Note: if the supplier is a hotel, you cannot delete it if that hotel 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.

Suppliers (List)

Introduction

Handy Tips

Page Detail

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