Managing Vendors in EventDesk

The Vendors section helps you manage all your event service providers in one place.

You can:

• Add new vendors
• Assign services they provide
• View vendor details
• Edit vendor information
• Delete vendors
• Filter vendors by service

Keeping vendors organized helps you quickly assign the right service provider when creating estimates and bills.

 

Viewing Vendors
To access vendors:

1. Click Vendors from the left sidebar.
2. You will see the vendor list.

The table displays:

• Company Name
• Contact Person
• Email
• Phone
• Services Provided
• Actions (Edit / Delete)

 

Adding a New Vendor
Follow these steps to add a vendor.

 

Step 1: Go to Vendors

• Click Vendors from the sidebar.
• Click Add Vendor.

The Create New Vendor window will open.

 

Step 2: Enter Vendor Details
Fill in the required information.

🔹 Company Name *
Enter the vendor’s company name.

🔹 Contact Person
Enter the primary contact person’s name.

🔹 Email
Enter the vendor’s email address.

🔹 Phone
Enter contact number.

🔹 Address
Add complete address details.

🔹 Services Provided
Select the services this vendor offers. 

• Catering
• Photography
• Sound System
• Decoration
• etc.

You can select multiple services.

 

Step 3: Create Vendor
Click Create Vendor.

The vendor will now appear in the Vendors list.

 

Viewing Vendor Details
To view complete information:

• Click on a vendor from the list.
• The Vendor Details window will open.

You can see:

• Company information
• Contact details
• Services provided
• Created date
• Last updated date

 

Editing a Vendor

1. Open the vendor details.
2. Click Edit.
3. Update required information.
4. Save changes.

 

Deleting a Vendor

1. Open vendor details.
2. Click Delete.
3. Confirm the action.

 

Searching Vendors
Use the search bar to find vendors by:

• Company name
• Contact person
• Email

 

Filtering Vendors by Service
Use the Service Filter dropdown to view vendors based on specific services such as:

• Catering
• Photography
• Sound System
• Decoration
• etc.

This helps you quickly shortlist vendors when planning events.