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 email address, are uploaded and managed by your Community Administrator. This means the supplier has no access to Unimarket however, buyers are able to create POs with manually entered (non-catalog) items to send via email.

If you are uploading a lot of Lite Suppliers at once, this method may be easier than manually entering them one at a time in Unimarket, which is ideal if its only one or two suppliers. 

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

Uploading Lite Suppliers

1. Go to the Administration module > Suppliers > Create Lite.
2. Download the Lite Supplier Template CSV and enter the Lite Suppliers details.
   
   Details of the required information in the Supplier Load Template are below:
   

   Column	Mandatory	Length	Comments
   Company	Y	255	The name of the Lite Supplier in Unimarket
   Contact Name	N	255
   Contact Email	N	255
   Contact Phone	N	20
   Order Email	N	255
   Address Line 1	N	200
   Address Line 2	N	200
   Address Line 3	N	200
   City	N	200
   State	N	200	Must be blank or match a valid region/state name or code.
   Zip	N	20	Zip/Postcode
   Country	N	200	Must match the 2-letter ISO 3166-1 code (eg "US", "NZ", "AU") or the full name (eg "New Zealand").
   Remittance Address Line 1	N	200
   Remittance Address Line 2	N	200
   Remittance Address Line 3	N	200
   Remittance City	N	200
   Remittance State	N	200	Must be blank or match a valid region/state name or code.
   Remittance Zip	N	20	Zip/Postcode
   Remittance Country	N	200	Must match the 2-letter ISO 3166-1 code (eg "US", "NZ", "AU") or the full name (eg "New Zealand").
   Account Number	N	255
   Vendor Number	N	255
   Tax Number	N	255
   Currency	Y	3	3-letter currency code, eg USD, NZD, AUD
   Group Names	N		Comma separated list of existing Buyer Group names
   Tags	N		Comma separated list of existing Tag names
   Search Terms	N	1000	Comma separated list of existing or new Search Terms

3. Once you have all the supplier details in the CSV file save it.
4. Click browse and select the CSV file and click Upload.
5. Once uploaded, verify all requirements are met by clicking the Refresh option near the bottom of the page. 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.
6. Once all lite suppliers are imported and verified, select Create to publish your lite suppliers.

Status of the Lite Supplier Creation

• Unprocessed - the supplier details were loaded but have not yet been validated. Selecting the supplier with the check box and clicking the Create or Refresh options at the bottom of the page will process the validation.
• Error - the supplier information has been processed and there is an error in the validation of the supplier details. 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 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 - after selecting Refresh, the validation process has passed and no errors were found. 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 address, if any part is entered then the entire address must be valid.
• Buyer Group Names must reference a group you have setup in the system. (Setup groups)
• Tags must reference existing Tag names in the system. (Setup Tags)