How to Create a Supplier in Tradify

Updated October 15, 2025 19:17

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Topic

There are a few different ways to create suppliers in Tradify. In this article, we'll cover the two most common methods.

Creating Suppliers from the Suppliers Page

Navigate to Suppliers page.
Select New Supplier.

Create Suppliers from a Purchase order or Bill

Navigate to the Purchases Page.
Create a New Purchase Order or New Bill.
Select the + Icon next to the Supplier field.
Fill out the Supplier details.
Select Save.

Important Note: Whenever a supplier is added to a purchase order or bill, Tradify will automatically populate the corresponding fields with the information input here. If you leave these blank, Tradify will use the company defaults (configured in your settings).

Supplier Profile Fields

Field	Contents/Function
Supplier Name	Name of the Supplier. This will be used on any related purchase order and or bill. (Note: This is a mandatory field. You cannot save the supplier profile without giving it a name).
Contact Name	Use this field if you have a primary contact for this supplier.
Phone	Primary phone number.
Mobile	Primary mobile number.
Fax	Primary Fax Number.
Email Address	Primary email for the supplier record. If you are not integrating with Xero you can enter multiple email addresses, separated by commas, limited to 50 characters.
Physical Address	Use this field to enter the physical address of the supplier.
Postal Address	Used this field to enter the postal address of the supplier.
Pricing Level	Use to determine which pricing set to charge on this Job. (For more information on setting up Pricing Levels, please see here).
Default Invoice Due Date	The date at which bills associated with this supplier will be due for payment.
Document Theme	This represents the layout theme to use when printing or emailing this Purchase Orders or Bills. (You can find out more about Document Themes here).
Tax	Select the tax rate that applies to this line item. If left blank, Tradify will assign the default tax rate. For more details on tax rates, please see here.

Additional Information

For more info on Suppliers, see here: 🎬 Import a Supplier Price List