Supplier price list
A catalogue of items and prices your team uses across jobs. This service covers preparing, importing and checking that catalogue.
// SUPPLIER CATALOGUE SETUP
ServiceM8 supplier price list import
Get your supplier spreadsheet into a usable ServiceM8 catalogue. We clean the file, map the fields and check the imported items with you, so your team can find the right material when quoting.
Web Blend is a ServiceM8 Bronze Partner.
Setup support for Australian trade businesses.
Which import do you need?
Supplier invoices
Purchases for a particular job. ServiceM8 has a separate supplier invoice import workflow for allocating those purchases.
Quote bundles
Materials and labour grouped into a repeatable job item. ServiceM8 Bundles need their own scope, quantities and pricing decisions.
ServiceM8 already has an importer
For a clean supplier file, the native Automated Supplier Import add-on may be enough. It accepts CSV or TXT and saves a supplier's mapping for later updates. Follow the supplier price-list guide to review the file and pricing options.
For a one-off materials list, start with the Materials & Services bulk import guide. If an accounting connection has already brought your items into ServiceM8, check those records before importing them again.
Check the whole replacement file
Automated supplier updates match item numbers. Items absent from a replacement list are deactivated. Sending only a few changed prices can therefore remove other items from your active catalogue.
Our preparation work checks file completeness and item identity before a live update. We agree an isolated test instead of using a partial file on a supplier list your team relies on.
From spreadsheet to checked catalogue
The import needs to match the way you buy and sell materials. A box price loaded as a single-item price is a quoting problem, even if the file uploads successfully.
01
Agree the source
You supply an authorised supplier file and access to your catalogue. We identify which items need adding or updating, who approves the prices and which system owns them.
02
Prepare the file
We check duplicate codes, leading zeros, pack quantities and missing values. You approve the column mapping, selling-price rule and GST treatment before an import.
03
Test and reconcile
We agree an isolated test first, then check representative items with you. For the approved full import, we reconcile item counts, exceptions and sample costs and selling prices against the source.
04
Hand over updates
You receive the prepared file, mapping notes and a record of checks. We document who supplies replacement files, who reviews price changes and how to check the next update.
A field map you can review
Illustrative mapping only. These sample column names show the decisions we confirm with you; they are not an imported customer file.
| Supplier column | ServiceM8 field | Check before import |
|---|---|---|
| Product code | Item Number | Keep leading zeros and resolve duplicate codes. |
| Description | Name | Keep size and pack details clear enough for staff to choose the item. |
| Your buy price | Purchase Cost | Confirm the unit, discount and GST basis with you. |
| Selling-price rule | Price, calculated by the selected strategy | Check the result against your approved sample prices. |
If your file supplies final selling prices, we map those using the importer's CSV pricing option instead. Read our ServiceM8 Pricing Strategies guide for the pricing-rule side of setup.
// BEFORE WE IMPORT
Scope the file before changing prices
We check the source and agree the work before touching your live catalogue. Full account configuration is covered by our ServiceM8 setup service.
See full setup inclusionsCan you work from an Excel supplier price list?
Yes, we can scope spreadsheet cleanup and conversion. The native supplier importer accepts CSV or TXT files with column headings and at least one material row. We inspect the workbook before quoting, including separate sheets, formulas and pack pricing.
Will uploading a sample change my live catalogue?
It can. Supplier updates can deactivate items omitted from the replacement file. We agree an isolated test and review the complete approved file before updating a live supplier list. A small file is not a safe trial update for a supplier catalogue already in use.
Can I choose my own selling prices?
Yes. We confirm whether your approved selling prices come from the supplier file or from a ServiceM8 Pricing Strategy. You approve the rule and tax treatment. Our setup work does not decide your margins or provide accounting advice.
What does a price-list import cost?
We quote after reviewing the supplier file, item count, catalogue conflicts and update requirements. Tell us the supplier, file format and approximate number of items in your enquiry. We agree the import scope and price before work begins.
Have a supplier file to sort out?
Tell us the supplier, file format and approximate item count, plus whether this is a first import or a price update. We will arrange a suitable way to review a redacted sample and scope the work.
Get my import scoped