Supplier database
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- Add a supplier to the supplier database
The Supplier Database is a powerful tool designed to help you stay organised and in control of your business costs. By adding your suppliers (eg. hotel or tour operator) and entering the cost of their products (eg. hotel room or day tour)—along with...
- Add supplier products to a template itinerary or trip itinerary
Available to Suitcase, Trunk and Private plans only.To add a supplier product to a template or trip itinerary:Click the relevant template itinerary or trip itinerary.Click '+ New Card' on the day you want to add the product on either card view or...
- Add a supplier product to a supplier
To add a supplier product to a supplier:Click on the relevant supplier from within the supplier database.Click ‘+ Product’ button located in the 'Products' tab to add a supplier product.Add the supplier product's details, including descriptions and...
- Delete a supplier product linked to a supplier
For Suitcase, Trunk and Private plans only.To delete a supplier product in the supplier database:Go to the 'Suppliers' section.Select the relevant supplier in your supplier database.Click the supplier product you wish to delete.The 'Edit Product'...
- Delete a supplier in the database
To delete a supplier in the supplier database:Go to the 'Suppliers' section.Select the relevant supplier in your supplier database.Click the red trash can icon located in the top right-hand corner of the modal to delete the supplier.
- Edit supplier details in the supplier database
To edit supplier details in the supplier database:Go to the 'Suppliers' section.Select the relevant supplier in your supplier database.Click the edit icon located in the top right-hand corner of the modal to edit the supplier details.
- Edit a supplier product in the database
Available to Suitcase, Trunk and Private plans only.To edit a supplier product in the supplier database:Go to the 'Suppliers' section.Select the relevant supplier in your supplier database.Click the supplier product you wish to edit.The 'Edit...
- Why use the supplier database?
The Supplier Database is a powerful tool designed to help you stay organised and in control of your business costs. By adding your suppliers (eg. hotel or tour operator) and entering the cost of their products (eg. hotel room or day tour)—along with...
- Adding general internal notes to a supplier
If you want to add general notes to only be viewed internally (not by your guests/ travellers), follow the steps below:Click on the 'Supplier' database.Click on the relevant supplier and then click the 'Edit' icon.Scroll down until you reach the...
- Add tags to suppliers and supplier products
Adding tags to suppliers and supplier products makes it easy to search and find what you're looking for!SuppliersAdding tags to suppliersClick into the 'Supplier' database.Click the applicable supplier and then click the 'Edit' icon.In the 'Tags'...
- Is adding supplier products to the supplier database different from creating template cards?
Yes! The Supplier Database is a powerful tool designed to help you stay organised and in control of your business costs. By adding your suppliers (eg. hotel or tour operator) and entering the cost of their products (eg. hotel room or day tour)—along...
- What happens if you make changes to costs in the supplier database?
If you make a change to a cost in the supplier database and/or supplier product database, the change will only be made to a template itinerary, proposal and/or upcoming trip you create going forwards after having made change.It won’t update any...
- What happens if you make a change to a supplier description or a supplier product description?
If you make a change to a supplier description or a supplier product description, then that updated description will be updated to all template itineraries, proposals and upcoming trips already created (and going forwards).
- What is the supplier booking tracker and how does it work?
If you use the supplier database to add supplier products to your itineraries, the supplier tracker allows you to track the status of your bookings if those supplier products are linked to a supplier price.Linking a supplier product to an itinerary...
- Accommodation suppliers and supplier products
For any supplier accommodation cards added to an itinerary after 16th June 2025, both the supplier name (for example, the hotel name) and the supplier product (for example, the room type name) will be included in the card title. Example: Supplier...
- Add a supplier's payment terms
You can add payment terms to suppliers so you know exactly when to pay them. Supplier payment terms can be set at both supplier and supplier product level.If payment terms are only set at supplier level, those will be the default payment terms. If...
- Add a supplier's terms and conditions
To add a supplier's terms and conditions, follow the steps below:Click into the supplier database, select the applicable supplier, click the '...' icon and click 'Edit Supplier.'Click the 'Terms' tab.Add the terms in the 'Terms & Conditions' field...
- Download a supplier payment report
To download a supplier payment report, follow the steps below:In the 'Reports' section click the 'Exports' tab.Click 'Download' on the 'Supplier Payments' report.You can:select a date range and supplier to export data from that supplier; orselect a...
- Add custom data fields to a supplier products
You can add custom data fields to supplier products to share with your team, or with your clients. For example for a hiking excursion, you may wish to add 'Distance' or 'Difficulty' fields.To add custom data fields, follow the steps below:In the...