Adding a Trade Partner
Build your trade partner database by adding the wholesalers, travel agents, and tour operators you work with. This makes it easy to share rate sheets, manage contracts, and track relationships.
How to add a trade partner
Go to Trade from the main menu
Select Partners from the hub menu
Click Add Partner in the top right
Fill in the partner details (see below)
Click Save
Partner information to provide
Company details
Company Name — the partner's business name (required)
Partner Type — select from:
- Travel Agent - Wholesaler - Tour Operator - DMC (Destination Management Company)
Website — their website URL
Contact information
Contact Name — your main contact person
Email — primary email address
Phone — contact phone number
Location
Country — where they're based
City — their city or region
Contract details
Commission Rate — default commission percentage
Contract Start Date — when your agreement begins
Contract End Date — when your agreement expires
Notes
Add any additional information:
How you met
Special arrangements
Key account details
Partner status
Set the partner's status:
Active — currently working with you
Pending — in discussion, not yet confirmed
Inactive — no longer active but keep on record
After adding a partner
Once added, you can:
View the partner in your Partners list
Include them when sharing rate sheets
Create contracts specific to them
Track your relationship over time
Tips for managing partners
Keep information current — update contact details when they change
Add notes — record important conversations and decisions
Set contract dates — get reminders before agreements expire
Categorise correctly — helps you filter and report later
A well-maintained partner database is the foundation of successful trade relationships.