Add a supplier to Trimble Materials directly from the Supplier Xchange network.

1. On the left panel, select Suppliers.
2. On the Suppliers page, select the + (Add New Supplier) button.
   The Search Supplier dialog opens.
3. In the Search Supplier dialog, search for a supplier in the Supplier Xchange network using:
   • Postal code.
   • Distance in miles from your location.
   • The supplier name.
   • The industry – select Plumbing / Mechanical or Electrical from the dropdown.
4. Select SEARCH.
   The Search Supplier dialog displays a list of available suppliers that match your search criteria.

   Note: Suppliers that you are already connected with are listed, but are not available for selection.
5. Select the checkbox for an available supplier that you want to connect with.
6. Select CREATE & CONNECT.
7. In the Create Supplier & Request Connection dialog:
   1. In the Account number field, enter the account number that the supplier uses to identify your company.
   2. Optionally, enter a message to send to the supplier so they can identify your company and expedite the connection.
   3. Enter contact details for the supplier (contact name, email, and phone number).
   4. Enter Billing and Accounting details:
   • Billing email and Billing phone number. The supplier’s billing email address is used when an invoice is rejected; the billing email address for the supplier will receive the email.
   • Payment Terms (Days). This is used to calculate the invoice due date.
   • Accounting Ref. This is the supplier name used in your ERP or accounting system, for export / integration purposes.
   • Default cost code. Select from the dropdown. This is automatically populated in the invoice export workflow.
   • Tax. The value entered here will be used in the purchase order calculation.
8. Select CREATE & CONNECT.