Add a supplier
1
Open Suppliers
In the sidebar, go to Suppliers.
2
Create a new supplier
Click New Supplier.
3
Enter company details
Fill in the core contact information:
- Company name — The vendor’s business name as it appears on invoices
- Trade category — What they supply (e.g.,
Lumber,Electrical,Concrete,Plumbing,HVAC) - Phone — Primary contact number
- Email — Billing or sales contact email
- Address — Physical or mailing address
4
Add an optional rating
Give the supplier a rating based on your experience working with them. You can update this at any time as your relationship develops.
5
Save
Click Save. The supplier is now available to link to materials and purchase orders.
Link suppliers to materials
Once a supplier is in your directory, you can attach them to any material in your catalog. Linking a supplier to a material means that when the material is used in an estimate, the supplier information carries through — making it easy to know who to call when it’s time to order. To link a supplier to a material, open the material in Costs > Materials, select the Supplier field, and choose the vendor from the dropdown.Import a supplier list
If you already have a vendor list in a spreadsheet, import it rather than adding each supplier manually.1
Click Import
On the Suppliers page, click Import.
2
Upload your file
Upload a
.csv file with a header row.3
Map columns
Match your columns to Company Name, Trade Category, Phone, Email, and Address.
4
Review and confirm
Check the preview, then click Confirm Import.
Track purchase orders
Each supplier has a Purchase Orders tab that shows every PO you’ve created with that vendor. Purchase orders move through a defined status workflow:
To create a new purchase order for a supplier, go to the supplier’s detail page and click New PO.
Purchase orders can be linked to a specific project. Linking a PO to a project lets you track committed costs against project budget before materials are received.
Supplier performance notes
Each supplier record includes a Notes field where you can record observations about delivery reliability, pricing accuracy, communication, or anything else relevant to working with that vendor. Notes are visible to everyone in your organization with access to the Suppliers section. Use the Rating field alongside notes to give a quick at-a-glance quality signal when choosing between vendors for a new project.Compliance documents
Track certificates and licenses directly on the supplier record:- Insurance certificates
- Business licenses
- Safety certifications
- Contract agreements
Search and filter
- Search — Find suppliers by company name
- Trade category — Filter to a specific supply type
- Status — Show active or inactive suppliers
- Rating — Filter to your highest-rated vendors
Export
Click Export on the Suppliers page to download your vendor list as a CSV file.Next steps
Projects
Track committed supplier costs against your project budget.
Materials
Link materials to the suppliers that stock them.
Equipment
Track equipment from vendors in your supplier directory.
Cost profiles
Apply markup rules that account for vendor pricing in your estimates.