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Organize and optimize your supplier relationships in one place! Your supplier network is one of your most valuable business assets, but if you’re like most travel advisors, critical supplier information is scattered across emails, random notes, business cards, and your memory. When it’s time to plan a trip, you waste precious time hunting for contact details, trying to remember commission structures, or guessing which DMC worked well for a similar client last time. Even worse, you might unknowingly use a supplier with slow turnaround times or poor client satisfaction because you have no systematic way to track performance and make data-driven decisions.
The Supplier Management Spreadsheet transforms your supplier chaos into organized, actionable intelligence. This Google Sheets template provides a centralized database where you can document every important detail about each supplier relationship – from basic contact information and commission structures to performance ratings, client satisfaction scores, and strategic notes about which trip types each supplier excels at (or should be avoided for). Whether you’re quickly looking up a contact, evaluating which suppliers to prioritize for proposals, tracking commission payment reliability, or training a new team member on your preferred vendors, this spreadsheet becomes your single source of truth for supplier management. It’s time to stop relying on scattered information and start managing your supplier relationships like the strategic business partnerships they are.
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• Supplier Name & Primary Contact Information for quick access to your key vendor relationships • Direct Phone Number & Website to eliminate time wasted searching for contact details • Relationship Status Tracking to monitor active, inactive, or potential partnerships • Primary Specialty Fields documenting each supplier’s destination or service type expertise • Commission Structure Type noting whether they work on Net, Commissionable %, or Hybrid models • Commission Rate Percentage for accurate financial planning and comparison • Payment Terms Tracking (Net 30/60/90) to prioritize suppliers with favorable cash flow • Proposal Turnaround Time in days to set realistic client expectations • Overall Supplier Rating with 1-5 star system for quick performance assessment • Last Used Date to maintain relationships and identify underutilized partnerships • Emergency Support Availability documentation for crisis situations and after-hours needs • Client Satisfaction Rating (1-5 stars) based on actual traveler feedback and experiences • Detailed Notes & Comments Field for capturing important details and relationship history • “Best For” & “Not Recommended For” Recommendations identifying ideal client types and trip scenarios for each supplier • Unlimited Supplier Rows to track your entire vendor network as it grows • Sortable & Filterable Columns to quickly find the perfect supplier for any situation
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• Google Account Required: This is a Google Sheets template that requires a Google account to access and edit
• Instant Access: Upon purchase, you’ll receive a link to copy the template to your own Google Drive
• Fully Customizable: Add columns, modify categories, create additional tabs for specific supplier types
• No Formulas or Automation: Simple manual entry spreadsheet for straightforward data tracking
• Cloud-Based: Access from anywhere, share with team members, collaborate in real-time
• Complements Your CRM: Works alongside existing systems to track supplier-specific details many CRMs don’t capture
• Unlimited Suppliers: Add as many rows as needed to document your entire vendor network
• Print-Friendly: Export or print for offline reference during trade shows or FAM trips
• Forever Access: Once copied to your Google Drive, you own and control the template permanently
• Easy Migration: If you currently track suppliers elsewhere, this provides a structured format for consolidation
Supplier Management Spreadsheet
Transform your brand presence with our professionally designed, editable templates. Each resource is crafted specifically for travel advisors, allowing you to maintain brand consistency while saving valuable design time. Simply customize colors, fonts, and content to match your unique style.
Customizable Templates & Tools
From client-facing documents to supplier communications, these resources help you showcase your expertise and establish credibility in the travel industry. Each template follows industry best practices and is ready for immediate implementation.
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Streamline your business operations with our ready-to-use professional templates. These resources help you create polished materials in minutes instead of hours, allowing you to focus on what matters most—growing your travel business and serving your clients.
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Frequently Asked Questions
will you implement my workflow for me?
Yes, we offer Implementation Services to clients who purchase either the TravelJoy or Tern versions of our workflow. We do not implement our workflows into any systems other than TravelJoy or Tern. Once you complete your purchase, we will send you a confirmation email with a link to our Implementation Proposal should you be interested! It’s giving Starbucks secret menu vibes 🤫
how long do i have access to these templates?
Forever! Once you complete your purchase, you will receive an email with access links to your new templates. We recommend bookmarking this email so that you never lose them! And the best part? Should our emails ever get a minor update, you will receive the updated version at no additional charge.
what happens after I purchase?
Once you complete your purchase, you will receive an email with a link to access all of your new templates! We recommend that you start off by reviewing the Getting Started Guide which will outline exactly how to customize these templates to best match your brand's tone, booking process, etc.
is there a payment plan available for these templates?
Unfortunately, due to their digital nature, we currently cannot offer payment plans for our Client Communication Templates. As soon as payment is made and the templates are downloaded, they become available for use by the buyer. Unlike physical products, digital items cannot be returned or resold. So, we need the full payment upfront to ensure our customers receive the best possible experience with our products. We apologize for any inconvenience this may cause and appreciate your understanding.
am I able to exchange versions if I switch platforms?
We apologize, but we cannot fulfill requests for template swaps as this product is purely digital. We suggest purchasing templates that are compatible with your current CRM software. If you are still undecided about which version to use or plan to switch CRMs in the future, we recommend our general CCT templates, which are designed to work with any CRM software.
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