For additional information on Quick Search and Quick Add in Tres, please click HERE.
Quickly add a new Supplier with the Quick Add option. Enabling Quick Add allows advisors to enter new Supplier profiles into the system rapidly since it is available on all screens in Tres. However, it only collects the most basic information, severely limiting reports and marketing. It only records one Supplier profile.
Quick Add is enabled by navigating to Settings > Agency Settings > Features and checking the box.
Note: Checking this box will enable Quick Add for Supplier, as well as Client and Traveler, and Trip and Reservation.
A new icon will appear on the top navigation menu.
Clicking on this icon will open a dropdown. Select Supplier.
Complete the fields and click Save and Open Supplier to open the newly created Supplier, or Save to save the Supplier and close the popup.
If a possible duplicate profile is found in the program, the system will display a popup. Details of the new profile display in the first section, and a list of existing profiles that may be duplicates in the second section. This list is ordered with the highest match at the top.
Clicking Ignore & Save will create the new Supplier profile. Selecting an existing Supplier from the list will open the profile in a new tab. Clicking Abandon will cancel the creation of the new Supplier and return you to the Supplier search screen. Clicking "X" will close the popup. Learn more about Supplier Duplicate Checker.
The system follows the auto population rules below:
- Supplier payment rules will default to 30 days after the Trip Start Date.
- Email and Phone is marked as Primary.
- The permit marketing checkbox will be unchecked for Email, Phone, and address.