Managing suppliers and parts suppliers
Add your trade suppliers, link them to your parts catalogue, and track spend across every supplier each month.
How to manage suppliers
- 1Go to Settings > Suppliers in the Trade2Base dashboard.
- 2Click “Add supplier” and enter the supplier name, contact details and account number.
- 3Set a preferred supplier for each parts category (e.g. plumbing, electrical, heating).
- 4When creating a job or quote, link parts to a supplier from your list — this populates the parts catalogue with supplier pricing.
- 5Use the supplier spend report to track total spend per supplier each month.
If you have a credit account with a supplier, add your account number so it appears on purchase orders generated from Trade2Base.
Frequently asked questions
Yes — you can add as many suppliers as you like and assign more than one to a category. When adding parts to a job you can then choose which supplier to use for each item.
You can import parts and pricing via CSV from the Parts Catalogue section. Map the supplier column to automatically link each part to the correct supplier.
Go to Settings > Suppliers, select the supplier, and edit any parts linked to them. You can also bulk-update pricing by re-importing a CSV with the updated prices.
Engineers can see which supplier a part is linked to when completing a job, but they cannot access full supplier account details or spend reports — those are admin-only.