Managing Suppliers¶
Suppliers are your wholesale partners, tour operators, and preferred vendors who provide travel products. Track their contact information, commission structures, and agent login credentials.
Supplier Overview¶
From the Suppliers page, you can:
- View all suppliers in a searchable, sortable table
- Add new suppliers
- Import suppliers from CSV
- Export supplier data
Supplier Details¶
Each supplier record includes:
Basic Information¶
- Name: The supplier's business name
- Type: Categorization (e.g., Wholesaler, Tour Operator, Cruise Line)
- Website: Main website URL
- Phone / Email: General contact information
- Notes: Free-form notes about the relationship
BDM (Business Development Manager) Contact¶
- BDM Name: Your dedicated sales representative
- BDM Email: Direct email for your BDM
- BDM Phone: Direct phone number
Agent Access¶
- Agent Login URL: Direct link to the supplier's agent booking portal
Commission Details¶
- Commission Type: Percentage or Flat amount
- Commission Value: The rate or amount earned per booking
- Preferred Supplier: Flag suppliers you want to prioritize in recommendations
Creating a Supplier¶
- Click "Add Supplier" from the Suppliers page.
- Fill in the required fields (Name and Type).
- Add optional details like BDM contacts and commission info.
- Click "Save" to create the supplier.
Importing Suppliers¶
- Click "Import" and select "Suppliers" as the data type.
- Upload a CSV file with columns matching the supplier fields.
- Review the import preview and confirm.
CSV Format¶
| Column | Required | Description |
|---|---|---|
| name | Yes | Supplier name |
| supplier_type | Yes | Type classification |
| website | No | URL |
| phone | No | Phone number |
| No | Email address | |
| agent_login | No | Agent portal URL |
| bdm_name | No | BDM contact name |
| bdm_email | No | BDM email |
| bdm_phone | No | BDM phone |
| commission_type | No | "percentage" or "flat" |
| commission_value | No | Numeric value |
| is_preferred | No | "true" or "false" |
Exporting Suppliers¶
Click "Export" to download your supplier data as CSV or JSON for backup or migration.
Agency Sharing (Agency subscriptions only)¶
On agency plans, suppliers can be shared across all agents in your organization. Shared suppliers appear for all team members while remaining editable only by the owner.