The Supplier duplicate checker helps users identify and eliminate the creation of new duplicate Supplier profiles, ensuring agencies maintain clean and accurate data in their program. This feature is applied globally and cannot be enabled/disabled. It applies only to new Supplier entries, and does not trigger when editing a Supplier profile. Applies to users with permission to add Supplier profiles and will check both active and inactive profiles.
Duplicate matches are evaluated based on the following field data:
Match Fields:
- Supplier Name
- Physical Street Address 1
- Physical City
- Physical State/Province
- Physical Zip/Postal Code
- Primary Phone
- Primary Email
When adding a new Supplier through the Suppliers tab, Quick Add Supplier, Quick Add Trip & Reservation, the Reservation popup, or the Sub Reservation the system will display a popup if possible duplicates are found in the program.
The popup will display details of the new profile in the first section, and a list of the top five 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 a new Supplier profile despite potential matches in the system.
- Clicking Select will populate the Supplier details in any relevant fields (i.e. Supplier Name in Quick Add, Reservations, and Sub Reservations).
- Clicking the hyperlinked Supplier name from the Existing Records section will open that Supplier profile in a new tab.
- Clicking Abandon Profile cancels the creation of the new Supplier profile.
- Clicking the X icon will close the popup and return you to the original screen.
Quick Add Supplier
Quick Add Trip and Reservation
Quick Add within a Reservation or Sub Reservation