You probably won’t have to add Suppliers in Sion. When you go to add a supplier to a booking, Sion searches its large databases for matching suppliers and their details for you to select. All of the basic supplier information will already be filled out when selected from the dropdown.
However, if needed you can manually add a supplier and add additional details to their profiles.
Add a Supplier Within a Booking
When you manually create a booking you need to fill in the Supplier field (unless you’re making a client fee booking). If the supplier you entered already exists in Sion’s database, you can select their name from the dropdown. All of the basic information will be prefilled for a supplier from the database.
To add a new supplier in a booking, type the supplier’s name and then select + Add name as a supplier in the dropdown.
The new supplier will only be saved if you save the booking.
The only information saved for a supplier will be their name and associated bookings. Once a supplier has been created in the system, you can update supplier details such as the supplier billing information, contacts, and location.
Add a Supplier on the Contacts Page
You can add a supplier to Sion without creating a booking by using the Contacts page. Click Contacts in the top menu.
Select the Suppliers tab (by default, you’re on the Clients tab).
Click Add Contact in the top right.
The New Supplier window will open. There are several tabs of information that you can enter for a supplier:
Profile - Select the type of supplier from the dropdown. Use the Search function to see if the supplier already exists in Sion’s database and can be added automatically. Use Manual to enter basic information about your supplier and how to contact them.
Billing - Enter any billing information that is different from the basic Profile contact data.
Integrations - If you have integrations configured on your account, you can enter the supplier’s ID from the third party here.
Tags & Notes - Add tags to help you sort and filter suppliers later. Start typing and select an existing tag from the dropdown or hit Enter to create a new tag. Notes are helpful for things to keep in mind when talking to a supplier, for example maybe they give your agency special discounts during certain times of the year.
When you’re done click Save Supplier.