Users with the Community Administrator or Community Supplier Administrator role can manage suppliers. Community suppliers can be managed from the Administration module > Administration > Suppliers > Manage Suppliers tab. From here the administrator can add and remove suppliers from the community, assign suppliers to buyer groups, update community supplier records and invite suppliers.
The Manage Suppliers screen provides an overview of the suppliers enabled within the community, including the status of the supplier registration, if they have provided the information requested and their current state. It also provides the ability to search your suppliers.
The columns included in the supplier list are:
2. Supplier ID
This allows the community to determine if they want to connect them to their community or if they want to wait until all the requirements are complete.
Communities can request specific information from suppliers when they register (requirements). The options are:
- Company Profile: The details of the supplier's company/organization and contact details.
- Tax Profile (US Only): A completed W9 or W8 tax form for compliance purposes.
- Premium: Request that the supplier upgrades to Premium.
To view the status hover over the Requirements column for the specified supplier.
The State indicates if the supplier is Connected, Disconnected or Pending with the community. The supplier must be connected for trading to occur. To include disconnected suppliers you may need to change the State filter within the search options.
|Note: A list of community suppliers can also be exported in a CSV format by selecting the small arrow next to the Search button and then Export.
From the Manage Suppliers tab you can also do the following:
Editing a Supplier - Each supplier has individual settings which can be configured by a Community or User Administrator.
Sending Messages to Suppliers - Send messages to multiple or individual suppliers.
Create Lite Tab
Creating Lite Suppliers - Manually entering a set of contact details for a supplier you wish to purchase from.
Uploading Lite Suppliers - Uploading contact details for suppliers you wish to purchase from in bulk.
Inviting Suppliers To Register - Manually - Invite a supplier to register on Unimarket.
Inviting Suppliers To Register - Upload - Upload invitations for suppliers to register on Unimarket in bulk.
Supplier Self Registration - A community registration page where your suppliers can register and supply their company and tax details.
Below are some other articles that may also be of help when managing suppliers:
Adding A Supplier (Unimarket Directory) - Add premium suppliers that are already registered in Unimarket via the Unimarket Directory.
Supplier Requests - Allows users to request new suppliers.