Partners

The partner list

Four counts at the top — Total Partners, Active, Countries and Avg Margin — and each partner’s name and code, contact, country, default margin and status below. Search by name or code. The list shows active partners; the Active Only button switches to every partner.

The B2B Partners page

Adding or editing a partner

• Company Name — the only required field.
• Partner Code — leave it blank and the next free code is given: the company’s first three letters and a number (NIL-001, then NIL-002 for the next “Nile …”).
• Contact Name, Email, Phone.
• Country — type any country; common ones are suggested.
• Currency — the currency the partner deals in, your agency’s unless you pick another. It is a record on the partner; it does not change the currency quotes are priced in.
• Default Margin (%) — from 0 to 100; 0% is a real margin (at cost). See below.
• Payment Terms, Credit Limit, Notes — for your records.
• Partner is active — untick it to retire a partner without deleting it.

The default margin

The margin a partner’s prices start from:

• In the B2B Calculator, pick the partner beside Profit Margin before you calculate — their margin is put in. Pick a partner only in the Save dialog and, if the quote was priced at a different margin, the dialog says so.
• In the Quote Builder in B2B mode, picking the partner puts their margin in.
• A margin you change after that is the one the quote uses.

More: B2B Pricing and B2B Quotes.

Deleting a partner

A partner with quotes, bookings or trips cannot be deleted — the message says how many; untick Partner is active instead. A partner with none is deleted.