How to Create a Supplier Record

Step 1. Open Supplier Drop Down menu on Left Side Bar and Select Create

Step 2: Fill out the Name, Type, and Country of the New Supplier

Step 3: Fill out All Fields

Fields Include

Name - Name of DMC

Country - Primary Country of Operation for DMC

Website - DMC website

Secondary Country - Other countries the DMC operates in

Type - Choose from: DMC, Tour Operator, Consortium, Direct, Transportation. If a new type is needed, System admin can alter the Supplier Type List. See How to Edit Basic List

Rating - Choose from: Primary, Secondary, or Not Active.

Step 4: Fill out Contact Information for all members of the Supplier team you work with

Type - Choose from : Primary, Sales, Operations, Emergency, General.  If a new Supplier Contact is needed, System admin can alter the Supplier Contact  Type List. See How to Edit Basic List

Name - Name of Contact for Supplier

Title - Contact's Title at Supplier 

Email - Direct email to Contact

Phone - Direct line to Contact

Fax - Direct Fax line to contact (if available)

Notes - Any notes needed to document internally

Included In Itinerary - If Yes, Contact Information will be included in Booking Confirmations

See the Suppliers Documentation Page for more information on Suppliers