Sharing is a feature in Unimarket that allows users to access orders within the same Organization Unit. The benefit of this feature is to allow departments visibility of orders for their group, as well as spend data within the group. Receiving Sharing is an optional addition to the feature which allows members of the Org Unit to receive any order for their department as well.
How Does It Work?
Org Units (Organization Units, or groups of users, normally grouped by department) are organized into a hierarchy in Unimarket. This hierarchy gives a parent/child relationship between the Org Units. A member of a parent Org Unit has visibility of child Org Units, children do not have visibility of the parents.
In the example below, members of the 'Construction' group would have access to orders within their group, however a member of 'Facilities' would have access to orders from all three child groups.
For more information on setting up Org Units, see Organization Units in Unimarket
How to view orders within your group
By default, the View Orders page will filter out a user's own orders. By clicking Filters, users can remove their name from the Buyer filter to see all orders they have access to.
Users can also view orders specific to just one of their Org Units or a child Org Unit by selecting from 'Organization Unit' field.
Order Export and Reporting
Users can also export orders for their Org Units, either individually or for all Org Units they belong to. To report on all parent and child org units they belong to, users should simply leave the Org Unit field blank, and Click Export.
To report on a specific Org Unit, select that Org Unit before clicking Search and then choosing an Export option.
The options from this menu are as follows:
- Export Orders gives a user header level order data, exported into a spreadsheet
- Export Order Lines gives a user line level order data, exported into a spreadsheet
- Bulk Change is an option for assigning a bulk group of orders to an Org Unit
For more information on the Bulk Change feature, see PO Organization Unit Bulk Change
Users will also have access to a Procurement Dashboard on the main homepage. An Org Unit can be chosen for what spend data will appear in the dashboard. If a user chooses a parent Org Unit, the child Org Units will be included in the data.
Turning on Sharing
Sharing is turned on internally by your Account Manager. Schedule a conversation with your Unimarket Account Manager to discuss turning Sharing on for your community.