Objective
To create a Supplier in your Trimble Materials instance.
Background
In StructShare, a Supplier record should be created for any companies you order materials, equipment, or supplies from. This record will hold critical information about the supplier like their company name, their point-of-contact’s name, email address, and phone number. Once a supplier is added into your supplier database they will be available for reference against Material Requests, Purchase Orders, and Invoices.
Things to Consider
Required Permissions:
Note that only ‘System Admins’ can add Suppliers to the database. This is a permissional setting that can be found in the Users and Permissions settings.
If Integrating with Procore:
Suppliers can be added to Trimble Materials through an integration with Procore. Please speak to your Trimble Materials Account Manager if this will be the best option for your team
Import Capability:
If you intend to add multiple suppliers into Trimble Materials you can leverage our import template
Steps:
Add a Single Supplier into Trimble Materials
Import a List of Suppliers into Trimble Materials
Sync Suppliers with Trimble Materials from your Procore Account
Add a Single Supplier into Trimble Materials
From the ‘Home’ screen in Trimble Materials, click on the dropdown arrow to the right of ‘Material Order’.
Click ‘Add Supplier’.
You can also click the gear icon top right of Trimble Materials (Settings), and then choose 'Suppliers Information'.
To create a brand new supplier, click on + Create New Supplier Company.
Input the relevant data:
Company Name
Billing Details
Accounting Details
Click ‘Add’.
Input the contact information for the supplier’s point of contact
Click ‘Add Contact’
Import a List of Suppliers into Trimble Materials
Suppliers_Import_Template.xlsx (Click to Download)
Compile a list of your suppliers and load them into the Trimble Materials Supplier Import document.
Once ready, from the ‘Home’ screen in Trimble Materials, click on the ‘Company Account Settings’ gear icon in the top right corner.
Click on ‘Suppliers Information’.
Click on the cloud to ‘Upload Suppliers’.
Choose the file you wish to load into Trimble Materials.
Adjust the columns if necessary
Note: If the first row in your import document contains column labels, please select ‘Ignore first row’.
Finish up by clicking ‘Insert Rows’.
Sync Suppliers with Trimble Materials from your Procore Account
We recommend reaching out to your Account Manager to assist with this setup
From the ‘Home’ screen in Trimble Materials, click on the ‘Company Account Settings’ gear icon in the top right corner.
Click on ‘Procore Settings’.
Log in to your Procore instance with your credentials.
Once the system has been synced with Trimble Materials, you can click ‘Start Import’.
Here, you will need to select the company, standard cost code list, and the projects you wish to sync. Note that you can ‘Select All’.
Questions?
Contact Support:
Live Chat with Support through Trimble Materials:
Click on ‘Talk to Support’ on the left side of your screen.
Email Support:
Call Support:
(512) 222-3716