Location Codes are selected by users during the checkout process, which designates the Bill To and the Ship To locations for the submitted order. The Location Codes available to each user are based on their assigned organization units.
Users with the Community Administrator role can add/update location codes in their community.
| Note: Unimarket will default to each user's last used Ship-To location when creating a new requisition, unless the user is copying a requisition. In which case, it will copy the same Bill-To and Ship-to details from the original requisition. |
Below is an example where the Location Codes appears on the checkout screen:
Access Location Codes
To access the location codes, go to Administration module > select Organizations > click your desired Organization Name.
The desired Organization screen will populate > Click Locations tab.
- Billing tab - Users can view and manually update their community's Bill To location(s).
- Shipping tab - Users can view and manually update their community's Ship To location(s).
- Upload tab - Users can upload a new list of community's Bill To and/or Ship To locations.
- Download tab - Users can download the Bill To and/or Ship To locations.
Set Default Location Codes
Users can set default Bill To and Ship To location codes for their community.
Billing (Bill To) Location Code
After following steps under title "Access Location Codes" (above) > select Billing tab > in Default Location field, select the dropdown > choose the desired Bill To location > click Select.
Shipping (Ship To) Location Code
After following steps under title "Access Location Codes" (above) > select Shipping tab > in Default Location field, select the dropdown > choose the desired Ship To location > click Select.
Add Location Codes
Billing (Bill To) Location Code
After following steps under title "Access Location Codes" (above) > select Billing tab > click +Add Location.
The Add Location pop-up box will appear to insert information in fields marked with a red asterisk. For field definitions, please refer to the chart under "Export Location Codes" (below). Once completed, select Save to add the address to your organization.
Shipping (Ship To) Location Code
After following steps under title "Access Location Codes" (above) > select Shipping tab > click +Add Location.
The Add Location pop-up box will appear to insert information in fields marked with a red asterisk. For field definitions, please refer to the chart under "Export Location Codes" (below). Once completed, select Save to add the address to your organization.
Edit Location Codes
Updating the Community's Location Codes will not update the user's specific default locations designated in users profiles.
Billing (Bill To) Location Code
After following steps under title "Access Location Codes" (above) > select Billing tab > Locate the desired Bill To location code by scrolling through the list or users can utilize the Search by Keyword field.
Once the desired Bill To location is found, select Edit.
The Edit Location pop-up box will appear, to update the information > Once completed, select Save.
Shipping (Ship To) Location Code
After following steps under title "Access Location Codes" (above) > select Shipping tab > Locate the desired Ship To location code by scrolling through the list or users can utilize the Search by Keyword field.
Once the desired Ship To location is found, select Edit.
The Edit Location pop-up box will appear, to update the information > Once completed, select Save.
| Note: If the user's last used location code is edited (for example, renaming a location or making changes to the address). Unimarket will assign the new/updated location code, as their default. Because a changed location code, is a new database entry and Unimarket will not recognize the edited location code, as identical to the original location code. |
Delete Location Codes
Billing (Bill To) Location Code
After following steps under title "Access Location Codes" (above) > select Billing tab > Locate the desired Bill To location code by scrolling through the list or users can utilize the Search by Keyword field.
Once the desired Bill To location is found, select Delete > a pop-up box will appear to confirm deletion, by selecting OK.
Shipping (Ship To) Location Code
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Note: If a Ship To address is manually deleted, any user with the Ship To address as their default:
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After following steps under title "Access Location Codes" (above) > select Shipping tab > Locate the desired Ship To location code by scrolling through the list or users can utilize the Search by Keyword field.
Once the desired Ship To location is found, select Delete > a pop-up box will appear to confirm deletion, by selecting OK.
Bulk Add/Update Location Codes via Upload
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Note: If a Ship To address is removed via upload, Unimarket will remove it from any user who has the Ship To location, as their default. If the Ship To address is updated via upload, Unimarket will ensure the default details are updated (if applicable). Additionally, if the Ship To Code Name is updated, Unimarket will treat the updated Ship To information, as a new record. Because a changed location code name, is a new database entry and Unimarket will not recognize the edited location address, as identical to the original Ship To address. |
Add Location Codes via Upload
The upload feature is ideal for communities who have multiple new location codes they desire to add.
After following steps under title "Access Location Codes" (above) > select Upload tab > select Download Template, to add new location codes to the file. For mandatory requirements, please refer to chart under "Export Location Codes" (below).
Once the file is updated, save as a CSV > select Browse to upload file.
Delete Existing Locations will delete and replace all locations with the contents of the new uploaded file if box is checked. Otherwise, new Location Codes in your file will be added and existing codes will be updated.
When ready to upload file, select Upload.
Update Location Codes via Upload
The upload feature is ideal for communities who have multiple location codes they desire to update.
After following steps under title "Access Location Codes" (above) > select Download tab > click Download, to receive a file will all existing Bill To and Ship To locations. For mandatory requirements, please refer to chart under "Export Location Codes" (below).
Once the file is updated, save as a CSV > click Upload tab > select Browse to upload file.
Delete Existing Locations will delete and replace all locations with the contents of the new uploaded file if box is checked. Otherwise, new Location Codes in your file will be added and existing codes will be updated.
When ready to upload file, select Upload.
Export Location Codes
Users can export current location codes in their community.
To export current location codes, after following steps under title "Access Location Codes" (above) > select Download tab > click Download.
The Excel spreadsheet contains the fields in the table below:
| Note: The Display Value is what users will select on screen during checkout. Make this easy to distinguish. |
| Column | Definition | Mandatory | Length |
| Code | A unique identifier for the Location Code. | Yes | 255 |
| Name | The name of the recipient for the address. | Yes | 255 |
| Display Name | The name visible in the dropdown menu for your Buyers when selecting an address. | Yes | 255 |
| Attention | Used to direct to a specific person or team. If this blank it will show the Buyer on the order. |
No | 255 |
| Bill To | Indicates if the address is a Bill To address. Enter as Y or N for Yes or No. | Yes | 1 |
| Ship To | Indicates if the address is a Ship To address. Enter Y or N for Yes or No. | Yes | 1 |
| Default Bill To | Defines the default Bill To Address. Enter Y or N for Yes or No. You may only have one default Bill To Address per Organization. | Yes | 1 |
| Default Ship To | Defines the default Ship To Address. Enter Y or N for Yes or No. You may only have one default Ship To Address per Organization. | Yes | 1 |
| Address Line 1 | The first line for the address. | Yes | 200 |
| Address Line 2 | The second line for the address. | No | 200 |
| Address Line 3 | The third line for the address. | No | 200 |
| City | The City for the address. | Yes | 200 |
| Region Or State | The Region Or State for the address. | Yes | 255 |
| Zip | The Zip or postcode for the address. | Yes | 20 |
| Country | The Country for the address. | Yes | 255 |