Suppliers

Suppliers are the hotels, ground operators, transport companies, restaurants, and other vendors you work with to deliver trips. The supplier directory stores contact details, payment terms, currency preferences, and the running history of every document and payment with that supplier.

The suppliers list

Columns:

• Name.
• Contact: Primary contact name and email.
• Country / Location.
• Default currency.
• Payment terms (e.g. Net 30, prepayment).
• Outstanding balance: Total unpaid supplier documents.
• Tags.

Creating a supplier

From Finance → Suppliers → New. Fields:

• Name and legal/trading name.
• Primary contact: Name, email, phone.
• Address and country.
• Default currency.
• Bank details: Account name, IBAN/SWIFT, sort code/account number, used to populate payment runs.
• Tax identification (VAT number, etc).
• Payment terms: Default terms applied to new supplier documents.
• Notes.
• Tags.

Supplier detail page

The detail page shows:

• Contact and payment information.
• Documents: All supplier documents from this supplier.
• Payments: All supplier payments made to this supplier.
• Bookings: Bookings where this supplier appears as a cost source (via catalogue items).
• Outstanding balance by currency.
• Catalogue items linked to this supplier.

Linking to the catalogue

Suppliers appear on catalogue items. When you add a catalogue item to an itinerary, its supplier (and supplier cost) flows through to the booking's cost summary automatically.

Multi-currency suppliers

A supplier can transact in multiple currencies. Each document and payment carries its own currency; the supplier's default currency is just a convenience for pre-filling new documents.