Suppliers: Home Depot, Lowe’s, ABC Supply and the Rest
Bring in what you buy from your suppliers — by emailed receipt, imported history, a connected account or punchout — file each purchase to a job, match it to the card charge that paid for it, and send purchase orders to the suppliers that take them.
Suppliers collects what your business buys in one place: what was bought, from whom, for which job, and which card or bank charge paid for it. On the website it is Suppliers, in the Money hub for a management company and in the finance hub for a service pro; on the phones it is Tools → Suppliers. It is for service pros and management companies, and it works with the books Seayora keeps for you.
Five ways purchases come in
- Emailed receipts. Send receipts and invoices to your books inbox (the address is on the Connect tab). At The Home Depot, register that address as the eReceipt email for each Pro Xtra card or phone number; at Lowe’s and other suppliers, add it to the people who get receipts. Each receipt is read and filed under Suppliers.
- Imported purchase history. Download your history as a CSV from Pro Xtra, MyLowe’s, Amazon Business or any supplier, then upload it on the Import tab. Seayora matches the columns by their headings and shows you the mapping before anything is imported. Importing the same file twice adds nothing. Save an Excel file as CSV first.
- ABC Supply. Sign in to your myABCSupply account to see your own branch prices, send purchase orders to your branch, and get order updates and invoices back.
- Amazon Business. Sign in to bring in every Amazon Business purchase with its items and PO number, once a day.
- Punchout. If a supplier gave you cXML or OCI punchout details (Home Depot Pro, Ferguson, Grainger, Graybar, McMaster-Carr and others offer it through their account teams), set it up on the Connect tab. Shop opens the supplier’s own catalog; when you check out there, the cart comes back to Carts.
Connecting ABC Supply or Amazon Business is shown only once it is switched on for your account. Until then the Connect tab says so, and emailed receipts and imports work today.
Filing a purchase to a job
Open a purchase and pick its job. When a receipt prints a job or PO name, Seayora remembers your choice, and the next receipt with the same name files itself.
Matching a purchase to the charge that paid for it
Open a purchase and choose Find the card charge. Seayora lists charges in your bank feeds and imported statements with the same amount within five days, and says why each one is a candidate. Matching links the two — nothing is posted to your books, and you can unmatch it. Each charge can be matched to one purchase.
The Reconcile tab shows the month: what was bought, how much is matched, what is still to match, and supplier charges in your bank feeds with no receipt behind them — those are receipts to find.
Carts and purchase orders
A punchout cart becomes a draft purchase order in your books, one line per item, keeping each item’s supplier number. From the Orders tab you can send a draft purchase order to ABC Supply (pick the account and branch, and pickup or delivery) or to a punchout supplier that takes orders back. The branch reviews every order and confirms it. Seayora never buys anything on its own — every order is one you send.
If Seayora could not confirm whether an order arrived, it says so. Check with the supplier before sending it again.
The supplier price list
Every item on a receipt, import, cart or order lands in the price list with its latest price. Link an item to one of the parts you bill, and you can use its latest price as the part’s cost.
Who can do what
Suppliers uses your books’ Purchasing access. A connected assistant can read your supplier purchases and the month’s reconciliation — “what did I spend at Home Depot for the Smith job this month?” — read only. It cannot match, file or order anything.
Frequently asked questions
Does Seayora post supplier purchases to my books?
No. Purchases are a record you match to charges. Matching links a purchase to a bank transaction; your books still post that transaction the way they always have.
Can Seayora order from Home Depot or Lowe’s for me?
Only through punchout, if your Home Depot Pro or Lowe’s account offers it. Neither has an ordering connection Seayora can use otherwise, so bring their purchases in by emailed receipt or an imported file.
Why is a price from ABC Supply missing?
The branch has not priced that item for your account yet. Call the branch for a price.
Related guides
Related features and guides
- Sales Orders and Purchase Orders — Documentation. Record what a customer has agreed to buy and what you have ordered from a vendor — deliver and invoice a sales order line by line, receive a purchase order as goods arrive, and raise the vendor’s bill from it.
- Bank Feeds & Reconciliation — Documentation. How to connect a live bank feed from Mercury, Brex or Rho, import statements from any other bank, auto-categorize transactions with rules, and reconcile your accounts each month.
- The Document Hub — Documentation. One inbox for every receipt, bill and statement — upload, scan on your phone or email documents in, see what was read off each, and file it against the transaction it proves.
- Bank Feeds & Reconciliation — Feature. Connect bank feeds and reconcile transactions against the ledger, so what the books say and what the bank says actually match.
- QuickBooks Integration — Feature. Connect QuickBooks Online and bring the chart of accounts, customers, vendors, items, open balances and past transactions into Seayora — checked against QuickBooks’s own trial balance before anything is written.
- How to Hand Your CPA a Clean Rental File in One Afternoon — Guide. A checklist for landlords: the income, expenses, documents, depreciation history and year’s changes a preparer needs, gathered in four hours.