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 Suppliers page. Click Suppliers in the top menu.
Click Add Supplier in the top right.
The New Supplier window will open. There are several tabs of information that you can enter for a supplier:
General information - Select the Type of supplier from the dropdown. Enter the suppliers basic information such as their name and contact info.
Billing - Enter any billing information that is different from the basic General information contact data. You can also set up the default Currency and Commission rate for the supplier here, this will automatically apply to all bookings and invoices for them.
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.