Importing supplier price lists into Tradify job management software is easy!
Opt in for monthly price files to ensure you’re always using up-to-date pricing.
Receive Price and Invoice Files via Email:
1. If you don’t already have one, register for a webstore account by clicking here.
2. Within your webstore account go to:
- My Account > Document Request > Schedule Request > Invoice / Price file.
- Select the file type (Tradify) and your required frequency, then schedule.
Note: Only the email on your web account can be entered to receive these files. This field will be prefilled.
Import a Supplier Price List into Tradify
Once you have a .CSV price list file from your supplier, you can import it into Tradify by following these instructions.
- Head to the Settings tab in the left-hand navigation bar.
- Select Price List.
- Select the Options drop-down menu.
- Select Import Price List File.
From there you can make changes to the data and follow the on-screen prompts to complete the import.
Rexel, Ideal, John R Turk and Lear & Smith in Australia make it even easier to import price lists with them formatted for instant import into Tradify.
Complete this online form to start receiving your Rexel files tuned for Tradify or mention it to your local rep next time you're in a Rexel, Ideal, John R Turk or Lear & Smith branch.
For more information, read Tradify’s article: How To Import a Supplier Price List.
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Need help?
If you have any questions, please contact us at webservices@jrt.com.au, or via live chat.