> ## Documentation Index > Fetch the complete documentation index at: https://help.odia.app/llms.txt > Use this file to discover all available pages before exploring further. # CRM & Inventory > Learn how Odia's CRM and service inventory are organized. Understand the different screens and where to find what you need. ## CRM Structure Odia's CRM organizes your contacts into three screens, each opened directly from the main menu: Passengers going on trips Agencies and their agents Suppliers and their contacts ## Travellers Screen Your traveller library contains all passengers who have gone or are going on trips. ### How It Works * Every traveller you add to a Journey is automatically saved here * Search for repeat clients when creating new Journeys * View complete travel history for each traveller * Update information once, and it applies to all trips ### Navigating the Screen Use the search bar to find travellers by name Click on a traveller to see their profile and travel history Always search for existing traveller profiles before creating new ones. This maintains complete travel history and avoids duplicates. View detailed information about managing travellers, fields, and travel history ## Travel Agents Screen The **Travel Agents** screen has two tabs: **Agencies** and **Agents**. ### Agencies Tab Shows all agency organizations. View all agency organizations in your database Click on an agency to open its page and see details, agents, commission rates, and booking history ### Agents Tab Shows all individual travel agents across all agencies. See all travel agents in one list, regardless of which agency they work for Search for specific agents by their name Click on an agent to see their profile and bookings ### Finding Agencies and Agents * **Search** - Find agencies by organization name or agents by their name View detailed information about agency management, commission rates, and branding ## Suppliers Screen All supplier organizations are listed in one view. Click on a supplier to see its contacts and details. ### Understanding the Layout View all supplier organizations in your database Click on a supplier row to open the supplier page Inside the supplier page, see all contacts, linked services, and purchase order history ### Finding Suppliers * **Search** - Find suppliers by organization name When adding supplier details to a Journey service, you can select one of the supplier's contacts. This contact information will appear on the traveller's Journey. ### Linking Suppliers to Services You can link supplier organizations to specific services they provide. Linked suppliers will appear highlighted at the top of the supplier list when you're working with that service in a Journey. Navigate to the Library and click on a service Click on the **Suppliers & Pricing** tab Click **Add Supplier**, select the supplier organization, and save View detailed information about supplier management, categories, areas, and purchase orders ## Library Screen The Library is your complete inventory of everything you offer — accommodations, activities, transportation, dining, and all other services. It also contains Content Cards for adding travel information to Journeys. ### Why Use This Screen? * Browse your complete service inventory * Update service descriptions, titles, and headlines * Add new services to use in Journeys * Keep service information consistent across all Journeys * Create reusable Content Cards (travel tips, packing lists, cultural notes) to add to Journeys ### Finding Services The Library has powerful filtering to help you find exactly what you need: Search by service title Filter by service type (Accommodation, Activities, Transportation, etc.) Filter by destination where service is offered Filter by tags for detailed organization Sort by creation date, last modified, or alphabetically ### Using Tags Tags provide additional organization beyond categories. You can add multiple tags to any service (e.g., "luxury", "family-friendly", "adventure"). **Important:** When filtering by multiple tags, only services that have ALL selected tags will appear (AND logic, not OR). For example, selecting "luxury" + "safari" shows only services tagged with both. With tags, less is more. Before creating a new tag, check if a similar tag already exists that you can use. ### Combining Filters You can use multiple filters at once for precise results: **Example:** To find all luxury safari lodges in Kenya: 1. Category = Accommodation 2. Area = Masai Mara 3. Tags = "luxury" + "safari" ### Content Cards Tab The Library also has a **Content Cards** tab. Content Cards are reusable information blocks — travel tips, packing lists, visa requirements, cultural notes — that you can add to Journeys. Unlike services, editing a Content Card updates it everywhere it's been used. View detailed information about creating services, content cards, organizing your library, and best practices ## Quick Reference Now that you understand how the CRM and inventory screens work, here's what you learned: * **Travellers** - Search and manage passenger profiles, view travel history * **Travel Agencies** - Browse agencies and agents in separate tabs, see commission rates and bookings * **Suppliers** - Find suppliers by name, navigate into a supplier to see contacts and linked services * **Library** - Filter your service inventory by category, area, tags, and supplier; manage Content Cards Ready to create your first Journey?