On the Contacts page and Vendor tab click on button Create new.
Now, here are two sections:
Vendor Details
General Vendor information.
Company Name - Enter the full name of the vendor’s company
Abbreviation - Acronym or short version of the company name
Website - Vendor’s official website URL
Instagram - Vendor’s Instagram profile
Vendor Tags - Select relevant vendor tags to categorize and organize vendors
Venue Spaces - Add specific spaces within the venue, like garden or a dining
room, that can be referenced
Note: The Venue Spaces field is only enabled when the Vendor has the “Venue” tag selected.
Shipping Address - Vendor’s shipping address details
Billing Address - If the billing address is the same as the shipping address, check the
Billing address is the same as shipping addresscheckboxIf different, manually enter the billing address details
Notes - Use this section to add additional text information
Contacts
Manage vendor contact details.
Full Name - Enter the full name of the contact person associated with the vendor
Title - Specify the contact person’s role or designation
Phone Number - Enter the contact person’s phone number
Email Address - Provide the email address for communication with the vendor contact
Primary Contact checkbox - If this person is the main point of contact, mark them as the primary contact for easy reference
Each Vendor has to only one primary contact.
Click Add Contact Person to include multiple vendor representatives/points of contact.
Contacts marked as primary will be displayed in the Contacts table.
You can create Vendors also directly from Timelines or Budgets.
