A catalog that belongs to the supplier, not to you: an in-house trade division or an outside company keeps its own items, prices, stock and lead times. They change a price in place, upload a price sheet (every change is shown before it's published), or connect their own system with an API key. Every change is a version with who and when, and the last one can be undone exactly. You see the same list in Settings → Trade catalogs, set your markup on it, and make or replace the portal link and the API key. HVAC is the first trade; the same pattern is how plumbing, electrical and other trades join.
Also called: supplier price portal · hvac price list · trade catalog · supplier api · division price list · price sheet portal
One link, no login, for the supplier
Try itThe supplier — your own HVAC division or an outside company — opens one price-portal link and keeps its own items: price, Stock or Order, and Lead days, changed in place on each row and found by SKU, name or model. There is no account to set up and no password. The portal shows the supplier's price list and nothing else: never your estimates, your customers or your markup. Making a new link switches the old one off.
The HVAC company emailed a new price list and someone in the office had to retype it.
Keeping the list current is easy for the people who buy the equipment, so it stays current.
You name who keeps the prices, and your markup
Try itIn Settings → Trade catalogs, say who keeps the HVAC prices — Our own division or an Outside supplier — with a contact and email, and the markup every quote starts with: added on top of the supplier's price, which the rep can change per quote, and never charged on sales tax. From there you make the price-portal link, or an API key when the supplier's own system already holds the prices and can update the catalog itself. The key and the link are each shown once. You see the same catalog the supplier sees, and instant HVAC quotes read straight from it.
Two copies of the price list — the supplier's and the builder's — and nobody knew which was current.
One list, kept by the people who buy the equipment, is the only one anyone quotes from.
Every price-sheet change is seen before it's published
Try itA supplier who works in a spreadsheet presses Download CSV for the list as it stands, edits it, and uploads it back — a SKU column and a Price column, with In stock and Lead days if they like. Preview changes lists every item that changes, with the old and new price, and every new item — here one changed (+4.4%) and one new — before Publish. Only the SKUs on the sheet change unless the sheet is marked as the whole catalog. It works the way material price-sheet uploads do.
A price sheet with a typo went live and doubled one system's price on every quote.
Nobody publishes a price they haven't looked at.
Who changed what, and an exact undo
Try itEvery change is a version — a price edited in place, a stock switch, a sheet — with who made it and when. Undo last change puts the catalog back exactly as it was before that change, and it stops at the opening catalog rather than emptying it. An undone change stays in the history, marked Undone.
A price was wrong for a month and nobody could say who changed it or what it had been.
A mistake is one click from fixed, and "who changed this price?" has an answer.
Quotes already sent keep their prices
A price change reaches the next quote, never one already on a customer's estimate: HVAC lines freeze the supplier's rate when they are added. A saved quote whose catalog has moved says Prices updated and offers to re-price — it never re-prices on its own. HVAC is the first trade on this pattern; plumbing, electrical and other trades join the same way, alongside your material price book.
The supplier raised prices and an estimate the customer had already read changed underneath them.
The supplier can keep prices current without anyone worrying about what it does to a signed estimate.
- 1In Settings → Trade catalogs, name who keeps the prices — our own division or an outside supplier — and your markup.
- 2Make a price-portal link and send it; the supplier opens it with no login. Making a new one switches the old one off.
- 3The supplier edits prices, stock and lead times, or uploads a CSV with a SKU and a Price column and previews every change before publishing.
- 4Make an API key for a supplier whose own system keeps prices: it reads and updates the catalog over the API, and each update is a version too.
- 5Price history lists every change and who made it; Undo last change puts the catalog back exactly.
- 6Quotes already on estimates keep the prices they were made with.
Builders with a sister HVAC company, or a regular supplier, wanted the people who buy the equipment to keep the prices — so the builder's estimates are always current without anyone retyping a price list. The same pattern was asked for across trades, so it was built once and shared.
- The builder retyping a supplier's price list
- Estimates quoting prices the supplier changed months ago
- Price changes with no record of who made them
- A bad sheet with no way back