The Suppliers module is a directory of third-party suppliers booked for or being considered for the wedding — photographers, florists, transport companies, entertainers, and more. It tracks contact details, booking status, and costs.
Overview
Add the Suppliers module from the Modules section. Once added, you can start building out the supplier list for the wedding. Each supplier is its own record within the module. The module includes a budget tracker that totals the costs across all suppliers.
Adding suppliers
Open the module and click Add Supplier. Fill in the supplier's details and save. You can have as many suppliers as needed on a single wedding module instance.
Supplier fields
Each supplier record has:
- Name — the supplier's trading name or person's name
- Company — if different from the name
- Supplier type — see below
- Status — see below
- Email, Phone, and Website
- Contact name — the individual contact if the supplier is a company
- Cost — the agreed or estimated cost for this supplier
- Deposit amount and deposit due date
- Balance due date
- Notes — internal planning notes
- Client notes — notes visible in the portal if supplier visibility is enabled
Supplier types
Supplier types: Supplier (generic), Cake Maker, Music / Band, DJ, Caterer, Photographer, Videographer, Florist, Entertainment, Transport, Hair & Makeup, Stationery, Officiant / Celebrant, Wedding Planner, Lighting, Photo Booth, Other.
Supplier status
Each supplier has a booking status:
- Shortlisted — being considered
- Contacted — initial contact made
- Quoted — quote received from supplier
- Booked — supplier instructed
- Deposit Paid — deposit sent to supplier
- Confirmed — fully confirmed and in the diary
- Cancelled — no longer proceeding
Costs
The module has an overall budget field and tracks each supplier's cost individually. The total of all supplier costs is shown as a running total. Deposit amounts and payment due dates help you track when payments are scheduled.
Billing items
The Suppliers module can generate billing items from booked or confirmed suppliers with a cost recorded. These appear when clicking Add from Modules on a quote or invoice. Note that these are supplier costs you have incurred, not necessarily items to pass through to the couple — use billing items as appropriate for your pricing model.
Portal visibility
When the Suppliers module is enabled for portal visibility, the couple can see a list of their confirmed suppliers. You control which details are shown — name, contact, and client notes can be shared; internal notes and cost figures are never shared unless pricing disclosure is explicitly enabled.