Manage suppliers

Context

Suppliers represent the vendors that allow you to build your travel offers: hotels, airlines, guides, transporters, restaurants, local agencies, etc.

A supplier can be associated with one or more products (accommodation, activity, transport, etc.), which will then be used in the steps and travel offers.

Objective

Create, modify and delete suppliers in order to centralize your vendors’ information and associate them with the products and services they offer.

Where to find this feature?

To create, modify or delete suppliers, go to the Suppliers tab, accessible from the main menu.

If the Suppliers tab does not appear, it means you do not have the necessary rights to manage suppliers. In this case, contact an administrator of your team so they can adjust your permissions.

Step-by-step

Here are the steps to create or modify a supplier in Caladeo:

1. Open the Suppliers tab from the main menu.
2. Click on New supplier or select an existing supplier to modify it.
3. Fill in the supplier’s information:
   • Name: name of the supplier
   • Supplier type
   • General information
   • Website
   • Phone number
   • Internal note: internal evaluation of the supplier, visible only to your teams
4. Save the supplier.

What happens next in Caladeo

Once created, the supplier can be associated with one or more products. These products can then be used in travel steps and quotes.

You can also add contacts directly to the supplier record (director, accountant, reservations manager, etc.), to centralize all useful information in one place.

Frequently asked questions

Can I associate a supplier with multiple products?

Yes. The same supplier can be associated with as many products as necessary. It is common to have dozens, even hundreds, of products linked to the same supplier.

Can I associate contacts with my supplier records?

Yes. You can add multiple contacts to a supplier record to centralize all your contacts (management, accounting, operations, etc.), making it easier for teams to work.

Good to know

• The supplier is automatically linked to one or more destinations based on the products associated with it.
• A product can only be linked to one supplier.
• Avoid creating duplicate supplier records (e.g. same hotel with different spellings).
• Use the internal note to share useful information with your teams (service quality, points to watch, customer feedback).