Set Up Preferred and Restricted Suppliers for Travel Booking
- Security:Manage: Travel Administrationsecurity domain in theExpensesfunctional area.
You can set any air, hotel, or car supplier as preferred or restricted. Preferred suppliers are highlighted to employees when booking travel, encouraging users to avail of them for booking when possible. You can also set up 1 to 3 tiers for airlines, hotel properties, hotel brands, and cars. These tiers indicate where suppliers are listed in search results. You can also toggle off a tier so that suppliers in this tier don’t appear in search results. You can also customize labels on tiers.
- From theMaintain Travel Programtask, Access .
- From theAirtab:
- (Optional) ClickManage tiers. ClickAdd anotherto add a new tier. You can include up to 3 tiers. To customize the tier names, edit theEnter tier namefields. Toggle the tiers you want to include, and exclude, from search results. ClickConfirmto save your changes.
- Click .
- Enter the name of the airline you want to include in theAirline namefield and select 1 of these options from theDefault Tiermenu:
- Tier 1-3. Select a tier to add this airline as a preferred supplier and indicate where it should appear in search results.
- Restricted. Select this option to restrict this supplier from search results. Complete theEnter reason for restricting airlinefield.
- (Optional) To customize access to a supplier for different legal entities select 1 of these options for each legal entity:
- Unassigned. The supplier appears in search results but is not prioritized.
- Tier 1-3. Supplier is prioritized in search results.
- Restricted. Supplier doesn’t appear in search results. You must complete theEnter reason for restricting airlinefield.
- ClickSave.
- From theHotel propertytab:
- (Optional) ClickManage tiers. ClickAdd anotherto add a new tier. You can include up to 3 tiers. To customize the tier names, edit theEnter tier namefields. Toggle the tiers you want to include, and exclude, from search results. ClickConfirmto save your changes.
- Click .
- Enter the name of the hotel property you want to include in theHotel namefield and confirm theLocation. Select 1 of these options from theDefault Tiermenu:
- Tier 1-3. Select a tier to add this hotel as a preferred supplier and indicate where it should appear in search results.
- Restricted. Select this option to restrict this supplier from search results. Complete theEnter reason for restricting hotelfield.
- (Optional) To customize access to a supplier for different legal entities select 1 of these options for each legal entity:
- Unassigned. The supplier appears in search results but is not prioritized.
- Tier 1-3. Supplier is prioritized in search results.
- Restricted. Supplier doesn’t appear in search results. You must complete theEnter reason for restricting hotelfield.
- ClickSave.
- From theHotel brandtab:
- (Optional) ClickManage tiers. ClickAdd anotherto add a new tier. You can include up to 3 tiers. To customize the tier names, edit theEnter tier namefields. Toggle the tiers you want to include, and exclude, from search results. ClickConfirmto save your changes.
- Click .
- Enter the name of the hotel brand you want to include in theHotel brand namefield and select 1 of these options from theDefault Tiermenu:
- Tier 1-3. Select a tier to add this hotel brand as a preferred supplier and indicate where it should appear in search results.
- Restricted. Select this option to restrict this supplier from search results. Complete theEnter reason for restricting hotel brandfield.
- (Optional) To customize access to a supplier for different legal entities select 1 of these options for each legal entity:
- Unassigned. The supplier appears in search results but is not prioritized.
- Tier 1-3. Supplier is prioritized in search results.
- Restricted. Supplier doesn’t appear in search results. You must complete theEnter reason for restricting hotel brandfield.
- ClickSave.
- From theCartab:
- (Optional) ClickManage tiers. ClickAdd anotherto add a new tier. You can include up to 3 tiers. To customize the tier names, edit theEnter tier namefields. Toggle the tiers you want to include, and exclude, from search results. ClickConfirmto save your changes.
- Click .
- Enter the name of the car supplier you want to include in theCar namefield and select 1 of these options from theDefault Tiermenu:
- Tier 1-3. Select a tier to add this car supplier as a preferred supplier and indicate where it should appear in search results.
- Restricted. Select this option to restrict this supplier from search results. Complete theEnter reason for restricting carfield.
- (Optional) To customize access to a supplier for different legal entities select 1 of these options for each legal entity:
- Unassigned. The supplier appears in search results but is not prioritized.
- Tier 1-3. Supplier is prioritized in search results.
- Restricted. Supplier doesn’t appear in search results. You must complete theEnter reason for restricting carfield.
- ClickSave.
- From theBlack cartab:
- (Optional) ClickManage tiers. ClickAdd anotherto add a new tier. You can include up to 3 tiers. To customize the tier names, edit theEnter tier namefields. Toggle the tiers you want to include, and exclude, from search results. ClickConfirmto save your changes.
- Click .
- Enter the name of the black car supplier you want to include in theBlack car namefield and select 1 of these options from theDefault Tiermenu:
- Tier 1-3. Select a tier to add this Black car supplier as a preferred supplier and indicate where it should appear in search results.
- Restricted. Select this option to restrict this supplier from search results. Complete theEnter reason for restricting black carfield.
- (Optional) To customize access to a supplier for different legal entities select 1 of these options for each legal entity:
- Unassigned. The supplier appears in search results but is not prioritized.
- Tier 1-3. Supplier is prioritized in search results.
- Restricted. Supplier doesn’t appear in search results. You must complete theEnter reason for restricting black carfield.
Your preferred suppliers appear in search results in the priority order of their assigned tiers. Your restricted suppliers don't appear in search results.