Track and compare vendors

Open in dashboard(opens in a new tab)Updated 17 Oct 2026

The Vendors menu keeps your potential vendors by category (Venue, Catering, MUA, and more), with price and contact details. You can compare them, then mark the ones you've chosen; a category can have several chosen vendors, and their names are joined on the category card.

Note·Access

The wedding admin can always open Vendors. Team members need the Vendors permission (set in Settings & team). Without it, the menu is locked (padlock), and opening it by link shows the Planner access screen instead.

Open Vendors

1. In the app bar, choose the Planner product.
2. In the sidebar, under the Vendors & goods group, click Vendors.

The first time, the page shows Start with a vendor category; click Add category to begin.

Start with a category

1. Open Vendors, then open the ⋯ menu and click Add category.
2. Fill in Category name, Description, and Side (groom, bride, both, or None).
3. Fill in Booking deadline as days before the event. For example, 60 means 60 days before at the latest (enter 0 to 540). Leave it empty if there's no deadline.
4. Click Add category.

The main page shows one card per category with the side, a Book by n days before chip, and the chosen vendors (or Nobody chosen yet). The summary at the top counts categories that are Chosen, Past booking deadline (this needs the event date in Settings & team), and Vendor contacts. You can search, filter by Side, and sort by booking deadline or name.

Add a vendor

Open a category card, then click Add vendor (or do it from the main page).

Field	What to enter	Required
Vendor name	For example "Lumière Hall".	Yes
Category	Pick from your categories.	Yes
Price	Leave empty if you don't have a quote yet; the card shows No price yet.	No
Contact person	The person you talk to.	No
WhatsApp number	Example 081234567890. An invalid number is rejected.	No
Social media	@account or a full link.	No
Notes	Package contents, down payment terms, open dates.	No
Cover photo	JPG, PNG, or WebP, up to 5 MB.	No

Tick This vendor offers a deal or special discount to mark it with Deal. Each vendor card has WhatsApp, a social media button, and Choose vendor to mark it Chosen. You can choose more than one vendor in a category.

Compare in the Compare tab

A category's detail page has two tabs: List and Compare. In Compare, click Add to comparison to pick vendors from that category or note a New vendor. The rows are: Price, Contact, WhatsApp, Deal, Notes, any criteria you've made, then Choice. Take out of comparison only removes the vendor from this tab; the vendor stays in the list.

The old /wp/vendor/comparison link redirects to this tab automatically.

Vendor criteria

Click Add criterion, enter the Criterion name, then choose the Answer type: Text, Yes / no, Number, or Rating 1–5. Criteria apply across all categories, so deleting one deletes its answers for every vendor.

Export

From the ⋯ menu on the main page, choose Export PDF or Export Excel (.xlsx). The columns are Category, Vendor, Price, Contact, WhatsApp, Social media, Deal, Chosen, and Notes.

Tip.

You can note agreed vendor costs as items in Budget.

What's next

• Budget — log what you've paid each vendor.
• Uniforms — sort out family and group outfits.
• Settings & team — fill in the event date so booking deadlines can be worked out, and give your team access to Vendors.