Users with the Community Administrator or Community Supplier Administrator role can manage suppliers, such as:
- Search, Filter and Export
- Create a Lite Supplier
- Create/send supplier invitations (manually or upload)
- Enable/manage supplier self-registration
- Upload supplier address - for internal usage
| Note: Supplier will be notified once updates to their profile is made by the community. The notification will be sent using the supplier's email address located in Customer Comments contact field. |
Manage Suppliers Screen Overview
To access the manage suppliers screen, go to Administration module > select Suppliers. The Manage Suppliers screen provides an overview of the suppliers within communities.
The columns included are:
| Supplier | 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. |
| 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. Communities can decide if they want to connect the supplier to their community or if they want to wait until all the requirements are complete. (To view the status you can hover over the Requirements column for the specified supplier.) |
| 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.) |
| Type | The type identifies if a supplier is Premium, Registered, or Lite. |
| 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. |
Search, Filter, and Export
Search
Users can locate suppliers by keying in the supplier's name in the Search Suppliers field. Additionally, users can customize their search by using the Last Update Date and/or State field.
Filter
To filter supplier data, by selecting Filters.
Once selected additional fields will populate to tailor the search, as desired > click Apply Filter.
Export
To export supplier information, customize your search as desired, utilizing the information provided above > select Export on the right side > click Export.
The Job Submitted pop-up box will appear > select here hyperlink.
Once completed, the Background Jobs screen will populate > select the Download link, once the file is in a Finished State.
Lite Supplier
For additional information about lite supplier, refer to help article create a lite supplier.
Supplier Invitations (manually or upload)
For additional information about manually creating supplier invitations, refer to help article inviting suppliers to register - manually.
For additional information about sending supplier invitation via upload, refer to help article inviting suppliers to register - upload.
Supplier Self-Registration
For additional information about supplier self-registration, refer to help article supplier self-registration.
Upload Supplier Addresses
Users can upload supplier addresses for internal purposes only.
| Note: This action will not update the supplier's address on the supplier side. |
To upload, select the Uploads tab > click Download Template, to insert supplier information according to the Download Specification. To learn more about the download specification, click the hyperlink titled download specification.
Once the file is updated, save the template as a CSV file > click Browse.
When the upload is successful, you can confirm the update by locating the supplier's profile and reviewing the Addresses tab.