Learn how to organize your inventory in the Suppliers tab.
With this feature, you can:
Easily browse, search, and filter by supplier Quickly view all products and services linked to each supplier Effortlessly add products and services to itineraries directly from a supplier’s listing
Products linked to suppliers will automatically appear in your inventory's Suppliers tab.
Below, you’ll find steps on how to:
👉 create supplier accounts in the CRM,
👉 link products to suppliers, and
👉 understand how your suppliers and products are organized in the Suppliers tab.
👉 How to create a supplier account in the CRM
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Go to the CRM from the left-hand side menu.
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Open the Accounts tab.
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Click New Account.
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Fill in the supplier details and make sure to select Supplier in the Account type field.
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The supplier will automatically appear in your Products library under Suppliers.
👉 How to link products with suppliers
You can link a supplier from the product’s settings page:
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Open any product in My Products (Note: this excludes Destination and Information categories).
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Click Edit (or Modify if you're accessing the product from an itinerary).
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Find the Supplier field within the Supplier tab.
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Use the search field to link a supplier (this pulls from your CRM contacts).
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The linked product will now appear under that supplier in your Products library under Suppliers.
👉 How products and suppliers are organized in the Suppliers tab
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Suppliers saved in your CRM will appear in your Products > Suppliers tab, listed alphabetically.
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Each supplier will display the image of their first linked product.
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Products linked to a supplier will appear beneath that supplier in the Suppliers tab.
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If you remove the supplier from a product, the product will also be removed from that supplier's section in the Suppliers tab.