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Manufacturers

Required Permission
manageManufacturers - You must have the manageManufacturers permission to access this setting.

Manage product and material manufacturers.

Overview​

Manufacturers maintains a list of product and material manufacturers used in your estimates and selection catalog. This master list ensures consistency when tracking products and materials.

Users with the Manage Manufacturers permission can add, edit, delete, and import manufacturers. Users without this permission can view the manufacturer list.

Accessing This Setting​

  1. Go to Settings > Manufacturers

Configuration Options​

Adding Manufacturers​

  1. Click New Manufacturer
  2. Fill in the fields:
    • Manufacturer Name — Company name (required)
    • Website — Manufacturer website URL (optional)
  3. Click Save

Editing Manufacturers​

  1. Click the edit icon next to a manufacturer
  2. Update the name or website
  3. Click Save

Deleting Manufacturers​

  1. Click the delete icon next to a manufacturer
  2. Confirm the deletion

Deleted manufacturers are soft-deleted. Existing catalog items that reference a deleted manufacturer retain their data.

Importing Manufacturers​

Import manufacturers in bulk from a CSV file.

  1. Click Import CSV
  2. Optionally click Download Template to get a CSV file with the correct column headers
  3. Select your CSV file (maximum 100MB)
  4. Click Import

The import runs in the background. You will receive an email with the results when processing is complete.

CSV Format​

The CSV file should contain the following columns:

ColumnRequiredDescription
nameYesManufacturer name
websiteNoManufacturer website URL

Import Behavior​

  • New manufacturers — Rows with a name that does not match an existing manufacturer are created as new entries.
  • Existing manufacturers — Rows with a name that matches an existing manufacturer (case-insensitive) update the website field.
  • Unchanged rows — If the name matches and the website is the same, the row is skipped.

Searching​

Use the search bar to filter manufacturers by name.

Using Manufacturers​

Manufacturers are referenced in:

  • Selection catalog items — Link products to their manufacturer
  • Estimating database components — Associate components with a manufacturer

When creating or editing a selection catalog item, you can select a manufacturer from this list.