Each supplier (both Registered and Lite) has individual settings which can be configured by users with the Community Administrator or Community Supplier Administrator roles.
To edit these settings go to the Administration module > Administration > Suppliers > Manage Suppliers tab. The filters at the top of the page will help you search to find specific vendors. Locate and click the name of the supplier you wish to open to review or update.
When a supplier is opened on the Mange Supplier page, you will be taken to the Profile tab displaying the name and currency of the supplier at the top and further details broken down into sections. To update the details or override what has been provided by your supplier in this tab, click Edit on the right hand side.
|Note: If the supplier is a Lite Supplier or has integration enabled, there will also be individual Lite Supplier or Integration tabs.|
If you see an exclamation on the Profile tab that means there is a variation between what your community has entered and what the supplier has entered for a field. You can click on View Variations and you will see what the supplier has entered in this field. If you think this should be how it is entered in your community you can press Copy to transfer in what the supplier has entered in this field and then press Save.
|Supplier ID||The Vendor Number from your finance system. Used to match the orders to the correct vendor in your system.|
|Company and Trading Name||The Suppliers Trading as Name.|
|Legal Business Name||The legally registered name of the supplier.|
|Business Number (NZBN) New Zealand Only.||A unique number allocated in businesses in New Zealand.|
|Note: To ensure all suppliers in Unimarket are matched up with a corresponding supplier in your finance system they need to share the same ID. This can be done by populating the Vendor ID field on the Community tab with the ID from your Finance system.|
NZ Communities will see the GST number if this has been entered by the supplier.
AU Communities will see the ABN number if this has been entered by the supplier.
US Communities will see the Tax Identification Type and Tax Identification Number if this has been entered by the supplier.
In the About section, Communities can see general information provided by the supplier including, UNSPSC Categories Supplied, Regions Supplied, a short Description of products and services provided. A Company URL, Affiliated Purchasing Agreements the supplier may be part of and if the supplier is an EEO/AA Employer (US Only).
The Settings tab allows Communities to adjust options on an individual supplier instead of across the entire Community.
|Buyer Groups||Used to determine which buyers can purchase from which suppliers (See: The Buyer Groups article for more information).|
|Price Estimate||Allows Buyers to create non-catalog items with price estimates.|
|Allow RFQ||Allows Buyers to Request For Quote from the supplier|
|Blanket Orders||Allows Buyers to create blanket orders for this supplier|
|Auto-Receiving||Allows Buyers to decide whether purchase orders should be auto-received.|
|Auto-Receiving Threshold||Allows a threshold to be specified so that all orders for this supplier below the threshold will be auto-received.|
|Supplier Search Terms||Specify keywords associated with the supplier to making searching for the supplier and their products easier for your buyers.|
|Supplier Tags||Tags used to label suppliers and apply a search boost to suppliers with that label.|
|Account Code||Enter an account code that you would like used for this supplier.|
|Default Contract||Select default contract if there is one that applies.|
|Allow Off Contract Spend||
Enable or disable the Allow Off Contract Spend option specifically for this supplier or select Default to use the Community Default.
Enable: Supplier has Allow Off Contract Spend regardless of Community level setting.
Disable: Supplier does not have Allow Off Contract Spend regardless of Community level setting.
Default: The supplier will use your Community level setting.
|Manual Approval Escalation||
Allow users with the Escalate Approval role to manually escalate approvals for this supplier.
Enable: Enable manual approval escalation functionality for this supplier.
Disable: Disable manual approval escalation functionality for this supplier.
Default: Use the default manual approval escalation setting that is defined for the community.
If you have enabled Payment Terms you are able set the default payment term on a supplier if it differs from the Community wide default.
The community can specify buyer purchasing instructions in the Description field for the supplier as well as an Alert and Links that will show on the supplier's specific marketplace page.
This information is used to define supplier specific matching rules if the community default is not required.
The Contact tab will display all available contacts and denote which contact is the supplier contact. Users with the Supplier Administrator and Community Administrator role can Switch To Advanced Mode by clicking the toggle in the right hand corner of the page.
|Note: Updating the Contact does not effect the email where a PO or other supplier notifications are sent from Unimarket. That information is displayed on the Emails tab.|
This will allow Administrators to set a Community Default contact for the supplier as well as add contact information if the supplier is unable to.
To add a new Contact click Add Contact in the right hand corner and enter the name, phone number and email address.
To update the default contact information for your Community click Actions next to the contact and select Set as Default. Administrators can also edit or delete contacts created and managed by the community.
The emails tab will display the suppliers contact information for different types of notifications from within Unimarket.
The Addresses tab displays the Physical, Mailing and Remittance Addresses for the supplier.
Switching to Advanced Mode allows Administrators to add Remittance Addresses by clicking Add Address and filling out the address details in the pop-up and selecting Add when complete.
After you have added an additional address you are able to click Actions and select Set as Default to update the Community Default Remittance address.
The Documents Tab displays any documents that the supplier has uploaded. If needed a Community Admin or Community Supplier Admin can add documents on the Documents tab by clicking +Add Document button and completing the pop up.
The Payments Tab will show the payment information entered by the supplier such as their bank details and credit card information if they accept payment this way. If needed a Community Admin or Community Supplier Admin can add payment information by clicking Edit.