Uploading Lite Suppliers

A Lite Supplier is a set of details for a supplier you wish to purchase from. These details (including the purchase order and email address) are entered or uploaded and managed by users with the Community Administrator or Community Supplier Administrator role.

This means the supplier does not have access to Unimarket to manage their profile once created. However, buyers are able to create/submit manual POs (non-catalog) sent via email to the community.

If you are uploading more than three Lite Suppliers at once, this method may be easier. Than manually entering them one at a time in Unimarket, which is ideal for one or two lite suppliers. 

You can read below to find out more information on Uploading Lite Suppliers or watch this short video:

Uploading Lite Suppliers

To upload lite suppliers, go to the Administration module > click Suppliers > select Create Lite tab > click Download CSV Supplier Load Template > enter the Lite Supplier details.

Details of the required information in the Supplier Load Template are below:

Once all the supplier details have been entered, save the file as a CSV > click Browse and upload saved file.

Once uploaded, verify all requirements are met by clicking the Refresh option near the bottom of the screen. This will check the imported items for any errors. Correct any errors at this time and choose Refresh until all Lite Suppliers are marked as Ready.

Once all lite suppliers are imported and verified, select Create to publish Lite Suppliers.

Status of the Lite Supplier Creation

• Unprocessed: The supplier details were loaded but have not yet been validated. To process validation, select the supplier with the check box a > click the Create or Refresh options at the bottom of the screen.
• Error: The supplier details has been processed and there is an error during the validation process. Errors can represent an insufficient number of characters for a zip code, a bad currency code, or anything related to the required fields. If the country (not required) is defined for the address, then the system will ask for the Street 1, City, State and Zip code to be entered.
• Duplicate: The supplier's name matches another supplier in your system. This is often because the supplier received a notification to become a registered supplier. The matched duplicate will appear in a drop-down menu allowing you to verify and clean up any duplicates found.
• Ready: The validation process has passed and no errors were found, after selecting Refresh. The supplier is now ready to be created by selecting the supplier and clicking the Create button at the bottom of the screen.

Tips

• For the Physical/Remittance Address: If any part is entered, then the entire address must be valid.
• Buyer Group names must reference a group setup in the community. For additional information, refer to help article setup groups.
• Tags must reference existing tag names in the users community. For additional information, refer to help article setup tags).