Supplier account setup checklist
A good supplier relationship saves money and time on every job.
- List what you buy most. Focus on the two or three suppliers that cover most of your spend.
- Ask about trade pricing and terms. Compare net terms, delivery fees and returns policy.
- Set up job-name references. Tag each purchase to a job so costs land in the right place.
- Name who may order. Limit authorized buyers to avoid surprise charges.
- Review statements monthly. Match them against your job records.
Common questions
Should I use one supplier or several?
Keep a main supplier for terms and a backup for availability.
How do I track purchases by job?
Use a job reference on every order.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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