Supplier Overview
A Supplier is a company you buy materials from — a roofing distributor, a building-materials wholesaler, and the like. It is different from a Manufacturer (the brand that makes a material), an Installer (trade labor), and a Vendor (a billable service): a Supplier is where you source and price the materials you put on estimates and material orders.
Why it matters: each supplier carries its own materials list with its own pricing, so estimates and material orders pull the right cost from the right supplier. You can also set up per-company email ordering templates and track what you owe under Bills/Expenses.
Getting started
- From the Suppliers list, click Add Supplier and enter at least a Supplier Name.
- Open the supplier and use Materials to build its materials list — add items, Print the cost list, or Import materials from another supplier (optionally carrying pricing).
- Optionally set up Company Email Templates for placing orders, Default Financial Accounts, and a QuickBooks Reference.
Sections
Details
Supplier name (required), abbreviation, mailing address, phone, fax, email, website, color, tax ID, default terms, comments, and status.
Contacts
The people at the supplier.
Files
Files specific to the supplier.
Events
Events and reminders logged against the supplier.
Company Email Templates
Templates used when emailing material orders to this supplier. Set up per company, since more than one of your companies may order from the same supplier.
Default Financial Accounts
The default accounts this supplier’s charges post to.
QuickBooks References
Shown when your tenant is connected to QuickBooks and you are a QuickBooks admin. Links the supplier to its matching QuickBooks vendor, with Sync, View log, and Delete actions.
Material Orders
The material orders placed with this supplier.
Bills / Expenses
The bills and expenses recorded against this supplier.
Materials
This supplier’s materials list, with per-supplier pricing. Print the cost list, or import materials from another supplier.
Log/Notes
Notes related to the supplier. All changes are documented here.
Utilities
Where a supplier is deleted. Only allowed when the supplier is not in use.
See also the Manufacturers, Installers, and Vendors overviews for the other trade-resource types.