Overview
Agency Suppliers in Tern allow agency admins to create and manage a list of suppliers for their advisors. This feature helps streamline the booking process by prioritizing agency-preferred suppliers in search results, ensuring consistency in supplier details across bookings.
How to Access Agency Suppliers
Navigate to the Library in Tern.
Click on the Agency Suppliers tab.
Here, you can view and manage existing agency suppliers or create new ones.
Creating a New Agency Supplier
Click Create New Agency Supplier.
Search for an existing supplier within the Tern network as a starting point or create a new supplier.
Select the supplier and customize the details to match your agency’s preferences, including:
Category
Website
Status (Active or Archived)
Description (including booking and contact details, login information, and other relevant notes for advisors)
Save the new supplier.
Updating an Existing Agency Supplier
If a supplier already exists in your list, editing its details will update all associated bookings.
Example: If you modify the name or details for Hyatt, any existing bookings associated with that supplier will be automatically updated.
This helps maintain consistency across the agency’s records.
Archiving a Supplier
If a supplier is no longer relevant for your agency, you can archive it.
Archived suppliers will not appear in future supplier searches but will remain in past booking records for reference.
How Advisors Use Agency Suppliers
Advisors can view agency suppliers within their Library, but they cannot edit supplier details or add new ones unless they are agency admins.
When creating a new booking, advisors searching for a supplier will see agency suppliers listed first, followed by all other suppliers in the Tern network
