The Local tab acts as a database for preferred vendors (restaurants, florists, transportation). Use this workflow to add vendor details, which can then be used to quickly populate tickets and itineraries.
Before you begin...
• Requires Employee User Type access.
• Must have Access to Local tab and Add/View/Edit Vendors permissions.
Adding a New Vendor
1. Navigate to the Local tab.
2. Select +Add Vendor from the top left-side of the screen.
3. Type the vendor Name in the search bar. Alice searches Google Places for matches.
4. Select the correct vendor to auto-fill the address and contact details.
5. If not found on Google, enter the information manually.
6. Click +Add to save.
Editing Vendor Details
1. Select a vendor from the list to open the details panel.
2. Click the Edit icon.
3. Update fields such as Phone, Email, or Guest Disclaimer (text that appears on itineraries).
4. Add Tags to help staff find the vendor easily (e.g., "Italian," "Late Night").
5. Click Update to save. The vendor appears in the Local tab and is selectable in the "Vendor" dropdown when creating tickets.
Troubleshooting
• Deleting a vendor is permanent and cannot be reversed.
• Vendors cannot be added in bulk; they must be added individually.
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