Each supplier 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. Click the name of the supplier you wish to open to review or update.
|Note: If they are a lite supplier or have integration enabled there will also be individual Lite Supplier or Integration tabs.|
When a supplier is opened in the mange supplier list you will be taken to the Profile tab displaying the name and currency of 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 go to More Actions and Select Edit.
|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.|
|Default UNSPSC Category||Default UNSPSC Category will be used as the default category for any non-catalog products for this supplier and in cases where the supplier did not categorise a catalog product.|
|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.|
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.
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.
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 phone number and name of the contact, email address is optional.
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.
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.
You can find additional settings by clicking More Actions in the top right corner and selecting Edit.
The Community tab is used to manage community preferences and information about the supplier, including the Vendor ID, Auto Receiving settings, Default UNSPSC Categories, Search Terms, Supplier Tags, and allow RFQ. Many of the available options overlap with the Settings tab. Please see the Settings section of this article for more information.
This information is used to define supplier specific matching rules if the community default is not required.
Used to specify the tax details of the supplier. These will be used to populate the invoice header during the Order To Invoice process.
Only for lite suppliers, this is used to provide the suppliers contact details. Registered and Premium suppliers manage these details themselves.
Enables or disables approval escalation for the supplier. If the community enables the escalation feature this allows it to be disabled for specific suppliers.
Suppliers cannot be completely deleted from your community however, they can be disconnected to stop buyer from ordering from them. To do this:
- Go to the Administration module and select Suppliers.
- Locate the Supplier.
- Click on the Suppliers name.
- Click More Actions (right side of screen) and select Disconnect.
- Provide the reason for disconnection and select OK.