Vendors are the suppliers and service providers used to support event operations, such as food suppliers, equipment rentals, entertainment, and other outsourced services. Setting up vendors correctly allows you to manage purchasing, track costs, and maintain accurate financial records.
By maintaining detailed vendor records—including contact information, billing details, and service categories—you ensure smoother coordination, better reporting, and more efficient event execution.
A. To add a new vendor:
- Go to Data Items on the left side panel.
- Click on Vendor Management in the drop-down list.
- Click on Vendor Management - All Vendors.
- Click the New Entry button.
- A pop-up window will appear fill in all the required fields with the vendor’s contact details.
- Click the Save button to add the new vendor information to the database.
- In the Purchasing tab, you can enter and manage vendor-related information, including details such as the Vendor ID, Date of Last Purchase, Last Payment Amount, and other purchasing history. This information helps track vendor activity and supports better purchasing and financial management:
- In the Vendor Contract Relationship tab, you can find information related to purchase orders and the electronic purchasing interface. This section is used to manage how the vendor is connected to purchasing processes, helping ensure that orders are created, tracked, and processed accurately within the system.
B. To edit an already existing vendor:
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- If you want to edit an existing contact click Vendor Management – All Vendors, on the Action column, click on the pencil icon to modify or edit the item.
- Click on Save to modify the information.
- If you want to edit an existing contact click Vendor Management – All Vendors, on the Action column, click on the pencil icon to modify or edit the item.
