Managing Suppliers

Suppliers play a crucial role in the travel industry, and managing them effectively in your Kaptio Travel environment can significantly streamline your operations. This guide will walk you through the process of creating supplier accounts, setting up supplier contact roles, managing airline accounts, and overriding suppliers on a service.

<aside> 🔗 Note: It's important to understand that successful supplier management in Kaptio Travel has a dependency on your administrator's setup of Account Record Types. For more information on setting up Account Record Types, please refer to this guide: Manage Account Record Types

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Creating a Supplier Account

Suppliers are vital to the inventory management process, and creating supplier accounts in Kaptio Travel helps to organize and streamline your interactions with them. Learn how to create supplier accounts with this guide:

How to Create a Supplier Account

Setting Up Supplier Contact Roles

Assigning roles to supplier contacts is essential for ensuring clear communication and responsibilities. This article will guide you through the creation of supplier contact roles:

How to Create Supplier Contact Roles

Creating an Airline Account

Airline accounts need to be handled differently because of their unique nature in the travel industry. To help you navigate this, here's a step-by-step guide on how to create an airline account:

How to Create an Airline Account

Overriding a Supplier on a Service

In certain scenarios, you may need to override a supplier on a service. This guide will walk you through the process:

How to Override a Supplier on a Service

By following this guide, you'll learn to effectively manage suppliers within Kaptio Travel, enhancing your operational efficiency. Happy onboarding!

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