Communities have the ability to map product categories to the Unimarket UNSPSC codes.
This means:
- Variances between UNSPSC code versions can be mapped and customers receive a consistent category value for reporting and
- Communities using another category system can maintain a mapping table. To ensure their categories can be mapped back to the UNSPSC standard.
Communities can choose to manually add mapping from within their community settings or upload mapping via the supplied CSV template.
| Note: When mapping between UN versions, only the exceptions need to be mapped. For example, if a code in UN version 9 is the same as in UN version 14, no mapping is required. If the code is different, the supplier need to set up mapping. |
Access Categories Screen
Users with a Community Administrator or Community Management role, can access the Categories screen by going to the Administration module > click Settings > select Management tab > click Categories tab.
Manually Add Category Mapping
To manually add a category mapping, select +Add Category Mapping > a pop-up box will appear > In the External Category field, insert the desired category > in the External Domain field, enter the optional information. If your community uses more than one type of external category code, this is used to distinguish between them.
In the UNSPSC Category field, enter the desired default category. If the category is unknown, select the magnifying glass to view the available UNSPSC categories > and click Select.
Once completed, select Add. To add additional mappings, select Add More.
| Note: When setting the domain, please ensure that it matches the external category source you are using. You can also choose to leave the domain blank and Unimarket will look for a matching mapping rule and ignore the domain. |
Upload Category Mapping
To add mapping information to a CSV file for upload, select Download Category Mappings > insert information in the mandatory fields are listed below.
Fields available within the category template are:
|
Column |
Name |
Description |
Mandatory |
|
A |
External Code |
Category code that needs to be mapped back to Unimarket UNSPSC standards |
Y |
|
B |
External Domain |
What the external code is |
N |
|
C |
Unimarket Code |
Unimarket UNSPSC code |
Y |
Once completed, save as a CSV file > click Browse, to attach file > select Process.
Set Default Mapping
Communities have the ability to set a default UNSPSC category for when a category:
- Value that is not recognized (or is blank) is passed through and
- There is no mapping setup for that value.
To set a default category mapping, go to the Default Category field > enter the desired UNSPSC category.
If the category is unknown, select the magnifying glass to view the available UNSPSC categories.
The Browse UNSPSC Categories list will appear, to locate the desired options available > and click Select to set as default.
| Note: If no default is setup and a value is not recognized. The system will display 'NA' in the category. |
Edit Existing Category Mapping
To edit an existing category mapping, locate the desired category listed > select Edit > a pop-up box will appear > update desired information > select OK.
Delete Existing Category Mapping
To delete an existing category mapping, locate the desired category listed > select Delete.