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Tailor-Made ItinerariesTour & Cruise ItinerariesFIT Package ItinerariesRole Guides
Kaptio AdminSupplier ContractingProduct Design/BuildProduct ContentTraining ManagerData ExpertsDevelopersKaptio Platform Architecture
Architecture OverviewDevelopment GuidelinesFunctional DecompositionPlatform FAQNew to Salesforce?Security & ComplianceManage your EnvironmentsData Import & ExportGlobal Platform Setup
Getting Started with Core ConfigurationManage Global SettingsConfigure ChannelsManaging Users, Roles & AccessUnderstanding Your Sample DataPIM: Supplier Contracting
Managing SuppliersSetup LocationsManaging ServicesConfigure PricesBulk Import Service DataManage InventoryPromotion & Discount SetupPIM: Tour & Package Design
Getting Started with PackagesUnderstanding Departure TypesManage Package PricingSetup Package ContentConfigure Package DefaultingCRM Module
Customizing Kaptio TravelManage Account Record TypesSetup Trip & Itinerary WorkflowManage Salesforce FeaturesCONNECT: Land & Air Connectivity
Getting Started with ConnectivityPNR Import Setup & UsageIntegrating Amadeus Hotel Connectivity Setup & UsageDOCS Module
Getting Started: ContentManaging Content & MediaSetup Document StagesSetup TemplatesBuilding Custom Content ComponentsBulk Import Content DataUsing the Document Starter KitUsing the ATOL Certificate Starter KitPersonalizing DocumentsGenerating DocumentsCustomer Access to DocumentsEmail Setup & UsageAdvanced Sample Email TemplateCRS: Training Guides
Getting Started: TrainingTraining Reservation TeamsTraining Finance TeamsPAY: Payment Gateway Integrations
Getting Started: PaymentsImplementing Braintree/PayPalIntegrating Your Own GatewayData Migration
Guide to Booking MigrationPeripheral Integration Guides
Accounting IntegrationData Warehouse IntegrationWebsite IntegrationSuppliers 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.
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:
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:
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:
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:
By following this guide, you'll learn to effectively manage suppliers within Kaptio Travel, enhancing your operational efficiency. Happy onboarding!