Customers and Vendors Libraries

This article covers what the Customers and Vendors libraries store, where to find them, how to add and edit entries, and where that information shows up across the app.

Both libraries live in the same place: with a project open, click Customers or Vendors under Libraries in the left sidebar. Each opens a two-column grid you edit inline.

Customers

What it stores. The Customers library holds the owners and general contractors you bid to, each with a short Code and a Name. Codes must be unique.

Adding a customer. Click Customers under Libraries, click + Add, type a Code and press Tab, then type the Name and press Enter. Both fields are required.

Editing. Click any cell, double-click (or press F2) to edit, type the new value, and press Enter. If you change a code to one already in use, you'll see an error.

Deleting. Select the row and click Delete (or press the Delete key); an Undo option appears briefly. If the customer appears in past project exports, Stimaro confirms first and tells you how many records are affected.

Where customers are used. When you create or edit a project, the customer field on the project's General settings pulls from this library, so you can pick a name instead of retyping it (you can also type one manually). The customer name then flows into report headers like proposal letters and bid forms.

Vendors

What it stores. The Vendors library holds the suppliers, subcontractors, and rental houses you work with, each with a Code and a Name (unique codes). Selecting a vendor row also shows cross-project performance data drawn from your RFQ history: how many quotes they've submitted, how many were locked as winning prices, their average lead time, and their average unit price.

Adding a vendor. Click Vendors under Libraries, click + Add, type a Code and press Tab, then type the Name and press Enter. Both fields are required.

Editing. Click a cell, double-click (or F2) to edit, and press Enter. Renaming a vendor carries through to their RFQ records and quote history so existing records stay accurate.

Deleting. Select the row and click Delete (or press Delete); an Undo option appears. If the vendor has RFQ history, Stimaro confirms first.

Where vendors are used.

• Rate tables. On the Rates tab, the rate grids have Vendor and Vendor Name columns where you can record which supplier a rate came from. You can type free text, but having the vendor in your library keeps spelling consistent and unlocks the cross-project history features.
• RFQ wizard. When you create a new RFQ, the first step asks you to select a vendor from this library. If they're not in it yet, you can type the name and check Save to vendor library to add them without leaving the RFQ flow.
• Quote import. When you import a vendor's quote, the library name is used to match and track it in your history.
• Vendor history. Selecting a vendor shows a panel of every quote they've submitted across your projects, with unit prices and whether each was locked — useful for sizing up a vendor before sending a new RFQ.