The Supplier Settings section acts as a blueprint for your supplier account within the Ventrata infrastructure, defining key operational parameters.
Typically, your supplier account is pre-filled for you with basic details. You can, however, edit or add information to complete your setup.
Access supplier settings by navigating to Supplier Settings > Supplier Settings.
Press the EDIT DETAILS button.
Review your settings and press the Update Supplier button to save your changes.
📗 TIP
To view the full list of fields and their descriptions, jump to Supplier Settings Form.
Supplier Settings Form
At the top of the supplier detail form, the currency conversion table shows the conversion rate for each of your available currencies.
The table is followed by a list of options you can fill in as appropriate.
Field Name | Description | Field Name | Description |
Name | shows the name of your operation, you can change it a later date; use printing variables to include this information in your templates | Feedback URL | insert the link to your feedback form |
| 📒 NOTE It is recommended to decide on a name that works for you in the long run. Changing the supplier name can confuse customers, lead to branding inconsistency and increase the administrative burden, among other issues. | Review URL | insert the link to your review form |
Secure Password Policy | enable to enforce secure password policy for all accounts within the supplier account; a password must be longer than 8 characters with a mixture of UPPER case, lower case and include at least 1 number | Facebook URL | insert the link to your company Facebook account |
Sms Sender | ⛔️ this field is inactive | Google URL | insert the link to your Google reviews |
Tags | create tags which can be applied to bookings or booking elements (items, gifts, etc.) | Tripadvisor URL | insert the link to your company Tripadvisor account |
Contact Email | enter an email address where customers can reach you with questions regarding their bookings; use printing variables to include this information in your templates | Twitter URL | insert the link to your company X (formerly 'Twitter') account |
| 📒 NOTE If you enter a different email address in your destinations, it will override the address set in the Supplier Settings form. | Youtube URL | insert the link to your company Youtube account |
Order Timeout (mins) | set the time limit in minutes, within which an order must be completed | Instagram URL | insert the link to your company Instagram account |
Reseller Signup Email | when an agent registers with your operation to become a reseller, this is the email address which receives the reseller sign up |
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Field Name | Description | Field Name | Description |
Magpie API Key | if you wish to link your MagPie account with Ventrata, enter your MagPie API Key here | Country | select the country where your head office resides |
Magpie Account ID | if you wish to link your MagPie account with Ventrata, enter your MagPie Account ID here | Address | enter the address of your head office; use printing variables to include this information in your templates |
Contact Telephone | enter a telephone number where customers can contact you; use printing variables to include this information in your templates | Google Place | insert the Google place ID of your company's head office |
Available Currencies | select the currencies you support through your sales channels; the conversion rates of the selected currencies are displayed at the top of the supplier form | Latitude | geographical coordinates of your company's head office |
Default Currency | select the default currency the operation uses to set prices | Longitude | geographical coordinates of your company's head office |
Default Language | select the default language in which you engage with your customers; this affects the default language settings on your web checkout | Website | enter your company website |
Available Languages | list all the languages you in which your company can engage with your customers; this affects the supported languages on your web checkout | Default Manifest View | ⛔️ this field is inactive |
| 📒 NOTE Content in all the listed languages needs to provided by your team |
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Field Name | Description | Field Name | Description |
Time Zone | select the principal time zone in which your company operates | Minimum Terminal Version | enter the minimum version of the terminal app; this will prevent anyone starting a shift on a terminal with a lower version |
Ledgers Time Zone | select the time zone which will be used when generating ledger entries; the Date and Sale Date columns are affected by the selected time zone | Gift Tax Rates | |
Brand | select a brand for your supplier account | Sequence | select a sequence counter; sequences count orders, transactions and invoices |
Feedback Email Delay | configure how many days after the travel date the customer receives an email requesting feedback about their experience | Registry | select a registry; a registry is a Ventrata tool that enables fiscal compliance but can also be used to register orders in an external system in real time |
Booking Notification Email | enter an email address which receives all booking notifications; you can add multiple emails separated by a semicolon ';' | Receipt | select a receipt template that is printed by a terminal device or attached printer after making a booking |
CC Every Email | when checked, include the booking notification email address from above in the carbon copy (cc) of all notifications to your customers regarding their bookings | Gift Receipt | select a receipt template that is printed or sent to the customer's email address after purchasing a gift voucher |
Booking Notification Sources | select which sources trigger a booking notification | Order Receipt | select a receipt template that is sent to the customer's email address after making a booking |
Field Name | Description |
Receipt Template | if you are using a BOCA printer, select the BOCA receipt template |
Gift Receipt Template | if you are using a BOCA printer, select the BOCA gift receipt template |
Enable Order Receipt Email | check to automatically send an email to customers with the order receipt attached |
Enable Order Confirmation Email | check to automatically send an email to customers to confirm their booking, then select the appropriate email template if you have created any |
| 📒 NOTE Make sure that this is also enabled on the desired products |
Enable Order Cancellation Email | check to automatically send an email to customers when their order is cancelled, then select the appropriate email template if you have created any |
| 📒 NOTE Make sure that this is also enabled on the desired products |
Enable Order Update Email | check to automatically send an email to customers when their order is modified, then select the appropriate email template if you have created any |
| 📒 NOTE Make sure that this is also enabled on the desired products |
Enable Booking Reminder Email | check to automatically send an email to customers 1 day before the travel date, then select the appropriate email template if you have created any |
| 📒 NOTE Make sure that this is also enabled on the desired products |
Enable Booking Feedback Email | check to automatically send an email to customers after the travel date, then select the appropriate email template if you have created any ; configure the number of days in the 'Feedback email delay' field, see above |
| 📒 NOTE Make sure that this is also enabled on the desired products |
Enable Reseller Application Email | check to receive notifications when a reseller registers on a sales portal, then select the appropriate email template if you have created any |
| 📒 NOTE Make sure that this is also enabled on the desired products |
Enable Reseller Welcome Email | check to automatically send an email to a reseller when their agent account is activated, then select the appropriate email template if you have created any |
| 📒 NOTE Make sure that this is also enabled on the desired products |
Enable Waiver Reminder Email | check to automatically notify customers to sign a waiver, then select the appropriate email template if you have created any |
POS Gateway | select a gateway used by POS devices (terminals) |
COM Gateway | select a gateway used by the web checkout |
Moto Gateway | select a gateway used by the sales portal |
PayPal Gateway | select an Adyen gateway configured to accept payment via PayPal |
Require Ledger Codes | when checked, a ledger code must be created to cover all the accounts your company needs for its operation (Balance account, Discount Expense account to cover promotions, Split Commission/Commission account to cover reseller sales, etc.) |
Field Name | Description |
Default Reseller Credit Limit | enter the default amount in your default currency that the reseller can collect through the 'Bill to my account' payment method; you have the option to adjust this amount for each reseller as appropriate |
Gift Card Min Amount | enter the minim value of a gift card in your default currency |
Gift Expiry | enter the gift card's expiration period in days, months or years |
Gift Force Destination Match | if enabled, the gift card destination must match the order destination |
Email Footer | enter a footer text that is appended to automatic emails sent to your customers; the field can be formatted using Markdown |
Billing Details | enter your billing details, such as the address of your head office |
Billing Terms | enter billing terms |
Field Name | Description |
Privacy Terms | you have the option to enter the complete text of your privacy terms or a line with a link to the privacy terms hosted on your site |
Ventrata Column/Your Column | rename Ventrata columns by using the label for the corresponding column as named in your ERP system; this can reduce manual work every time you export something from Ventrata |
Gift Card Email Instructions | enter any important information in relation to the usage of a gift card; this information will be appended at the bottom of the gift card receipt |
Key | a key is automatically generated with the supplier account, it is used to create tasks |
Billable | indicates whether the operation is billable by Ventrata |
Plan | displays on which plan your company signed up with Ventrata |
Custom Fonts
You have the option to upload custom fonts to use in your templates or web checkout. This feature allows you to tailor the visual style of your materials to match your brand's identity, providing a consistent and personalised experience for your customers.
🔔 DISCLAIMER
Please ensure that you have the appropriate license or permission to use any selected fonts. Unauthorised use of fonts may infringe on copyright laws. We recommend using fonts under open source licenses, such as those available through Google Fonts. Always verify the licensing terms to avoid potential legal issues.
In the Fonts tab of the Supplier Settings page, press the +NEW FONT button.
Enter the typeface name, such as 'Times New Roman' or 'Open Sans'.
Choose a file from a folder located on your computer for the respective font, such as 'Normal', 'Bold' or 'Italic'.
📗 TIPOnly files in .tff format are accepted.
Press the Create Font button.
Delete Test Data
Before going live, you may want to start with a clean slate by removing all test data from your dashboard. To do this efficiently, you can bulk delete all test data by pressing the Delete Test Data button on the Supplier Settings page. This ensures that your live environment is free of any test entries, providing a clean and accurate start.
You can easily recognise test data by either a yellow highlighted row in the table view or a yellow ribbon at the top of the item detail .
📒 NOTE
Before deleting all test data, make sure you do not need any of the data marked as test, including test resellers or terminals, etc.
Template Variables
You can create custom variables that you can use in your templates. By defining these variables, you can ensure consistency and accuracy across different language versions, making it easier to manage and update your templates efficiently.
In the Key column, enter the variable key using underscore instead of space, for example,
customer_name.In the Value column, enter the translation for the key, for instance,
Name.Switch to the next language tab and provide the translations for all the other languages.
Press the Save Changes button.
