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. Administrator can add and remove suppliers from the community, assign suppliers to buyer groups, update community supplier records and invite suppliers.
|Note: The email listed for Supplier Profile Changes will be notified when suppliers make any updates to their profile.|
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:
Supplier - The Company or Trading Name of the supplier as registered in Unimarket. You can click the name in this column to open the supplier details.
Supplier ID - The Supplier ID (or Vendor ID) for your finance system. This is used to match orders and invoices to the correct Vendor in your system.
Requirements - Communities can request specific information from suppliers when they register (requirements). 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.
To view the status hover over the Requirements column for the specified supplier. You can find more information on the Supplier Self Registration help page.
State - The State indicates if the supplier is Connected, Disconnected or Pending with the community. The supplier must be connected for trading to occur. The list of suppliers will be filtered for Connected suppliers by default.
Last Supplier Update - The date when the supplier last updated their details in Unimarket.
Last Community Update - The date when the community last updated the supplier details in Unimarket.
Filter and Export
To open all available filters click the downwards the arrow to the right of the Search button.
Once you have selected the filters required, click Search to apply the filter.
The currently filtered list of suppliers can be exported in a CSV format. To do this click the downwards arrow next to the Search button and select Export.
Manage Supplier Tab
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.
Disconnect a Supplier - Disconnect from a supplier when you will not transact with them in the future.
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.
Outside The Supplier Administration Page
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.