Adding Suppliers

Accessing Suppliers

1. Click Settings in the sidebar navigation
2. Select the AI Settings tab
3. Click Suppliers management

Or navigate directly to Settings > Suppliers from the sidebar.

Adding a Supplier

Manual Entry

1. Click Add Supplier
2. Fill in the supplier details:
   • Name (required) – The supplier's business name
   • Contact Name – Your contact person
   • Email – Supplier email address
   • Phone – Supplier phone number
   • Address – Supplier location
   • Notes – Any additional information
3. Click Save

Uploading Supplier Product Lists

The real power comes from uploading your supplier's product lists with pricing. This gives Sammy access to your actual costs.

Preparing Your File

Your supplier list should be a CSV or Excel file with columns like:

The file should include:

• Item name or description – What the product is
• SKU (optional) – Supplier product code
• Price – Your cost
• Unit – How it's measured (each, box, metre, m², etc.)

Uploading the File

1. Click on the supplier you want to add products to
2. Click Upload Product List
3. Drag and drop your file or click to browse
4. Wait for the file to be processed

Reviewing Imported Items

After upload, you'll see a preview of the imported items:

1. Review each item to ensure it was parsed correctly
2. Fix any issues (wrong prices, incorrect units, etc.)
3. Click Apply to save the items to your supplier

Tip: If your file format isn't recognised, try simplifying the spreadsheet to just the essential columns: name, price, and unit.

Managing Supplier Items

Viewing Items

Click on any supplier to see their product list. You can:

• Search for specific items
• Edit prices or details
• Delete items you don't need

Updating Prices

When supplier prices change:

1. Re-upload an updated product list, or
2. Edit individual items manually

Keeping prices current ensures your estimates remain accurate.

Searching Across Suppliers

When you have multiple suppliers, you can search across all of them to find products. This is useful when:

• Checking if you already have a product
• Comparing prices between suppliers
• Finding the right item to match in reconciliation

How Sammy Uses Supplier Data

Once you have supplier items loaded:

1. You can reconcile estimates to match line items with actual supplier products
2. Matched items use your real costs instead of Sammy's estimated pricing
3. Your takeoff reports show actual products to order

Best Practices

• Upload regularly – Get updated price lists from your suppliers quarterly
• Name items clearly – Use descriptive names that Sammy can match to estimate items
• Include all items you use – The more products in your database, the better matching works
• Add multiple suppliers – Having all your regular suppliers gives you flexibility

What's Next?

Now that you have suppliers set up, learn how to Reconcile Estimates with Supplier Items for accurate costing.