Each supplier (both Registered and Lite) has individual settings that can be configured by users with the Community Administrator or Community Supplier Administrator roles.
Edit Supplier
To edit supplier settings, go to the Administration module >click Suppliers > select Manage Suppliers tab. To locate specific suppliers by customizing the search, select Filters.
Once the supplier is located, select the supplier's name to update.
Profile Tab
To update the details or override what has been provided by the supplier, click Edit.
| Note: If the supplier is a Lite Supplier or has integration enabled, there will also be individual Lite Supplier or Integration tabs. |
To view the supplier's store in the Marketplace, select More Actions > click Supplier Store. To disconnect the supplier from the community, click More Actions > select Disconnect.
Profile Management
The supplier's company profile/trading name.
Company Details
The Supplier ID, Community Supplier ID, Supplier Type, Company or Trading Name, Legal Business Name and additional details.
| Field | Definition |
| 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. |
View Variations: If an exclamation on the Profile tab appears, this means there is a variation between what your community has entered and what the supplier has entered for a field. Select View Variations to view what the supplier entered.
To view the entered information by the supplier select View. If the entered information is approved by the community, select Use Supplier Data to transfer the information > click Save.
Tax Details
- NZ Communities will see the GST number, if entered by the supplier.
- AU Communities will see the ABN number, if entered by the supplier.
- US Communities will see the Tax Identification Type and Tax Identification Number, if entered by the supplier.
About
The About section provides communities general information provided by the supplier, including: UNSPSC Categories Supplied, Default (UNSPSC) Category, Regions Supplied, a short Description of products and services provided, Company URL, Affiliated Purchasing Agreements and EEO/AA Employer (if supplier is classified - US only).
Settings Tab
The Settings tab allows communities to adjust options on an individual supplier instead of across the entire Community.
Purchasing
If Payment Terms are enabled, users are able set the default payment term on a supplier if it differs from the Community wide default.
Below is a description list of supplier purchasing options, communities can customize as desired:
| Field | Definition |
| Buyer Groups | Used to determine which buyers can purchase from which suppliers. For additional information, refer to help article buyer groups. |
| Price Estimate | Allows Buyers to create non-catalog items with price estimates. |
| Allow RFQ | Allows Buyers to Request For Quote from the supplier |
| Allow Non-Catalog Purchasing | Allows Buyers Buyers to Purchase Non-Catalog products 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. |
| Catalog Approval | When checked, catalog approvals are required for this supplier. |
| Payment Term | This determines the default payment term used for invoices for this supplier. |
| Account Number | An Account Number can be entered here, which the supplier can use to determine your account with them on your Purchase Orders. The Account number will appear on the Purchase Order PDF. |
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Default Justification Type |
This field will default to the community set default but if there is a supplier specific justification form that should be used it can be selected here. |
| 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. |
Instructions
In the Description field, users can specify buyer purchasing instructions viewed on the supplier's specific Marketplace screen.
Additionally, users can customize Alerts and Links. That will appear on the supplier's specific Marketplace screen.
Tax and Payment
Users can customize Tax and Payment settings, as desired.
- Tax Rate: This determines the tax rate used on orders and invoices for this supplier.
- On Account Enabled: Allow buyers to purchase orders on account/profile
- Shared Credit Card Enabled: Allow buyers to purchase orders with a pre-defined shared credit card.
- Integrated Credit Card Enabled: This indicates if the supplier has enabled credit card order integration which allows you to send credit card details within the order.
Invoice Matching
The information is used to define supplier specific matching rules, if the Community Default is not required.
| Note: For additional information about Invoice Matching, refer to help article invoice matching configuration. |
Shipping Matching
The information is used to define supplier specific matching rules, if the Community Default is not required.
| Note: For additional information about Shipping Matching, refer to help article shipping matching configuration. |
Contacts Tab
The Contacts tab display all available contacts and denote which contact is the supplier contact.
Users with the Supplier Administrator and Community Administrator role can enable the Switch To Advanced Mode toggle.
| Note: Updating the contacts does not effect the email where a PO or other supplier notifications are sent from Unimarket. That information is displayed on the Emails tab. |
Once enabled, Administrators to can 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 > insert information in required fields marked with a red asterisk > select Add. If you wish to add additional contacts, select Add More.
To update the Community Default contact information managed by the community, set as default or delete.
Click Actions > Set as Default, Edit or Delete.
Emails Tab
The Emails tab will display the suppliers contact information for different types of notifications sent from Unimarket.
Addresses Tab
The Addresses tab displays the Physical, Mailing and Remittance Addresses for the supplier.
Users with the Supplier Administrator and Community Administrator role can enable the Switch To Advanced Mode toggle.
Once enabled, Administrators to can set a Community Default to add remittance addresses by selecting Add Address > a pop-up box will appear to enter required information marked with a red asterisk. Once completed, select Add. If you wish to add additional remittance addresses, select Add More.
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Note: The remittance address Code is a unique code used to internally identify this address and should match the address codes in your finance or ERP system.
If your community is utilizing the Remittance Address Code for integration purposes on invoice integration, please check with your IT team, integration team or Unimarket support on the formatting standards for your ERP's remittance address codes. |
To update the Community Default remittance address(es) managed by the community, set as default or delete. Click Actions > Set as Default, Edit or Delete.
Documents Tab
The Documents tab displays any documents the supplier has uploaded.
Community Administrators or Community Supplier Administrators can add documents, by clicking +Add Document > a pop-up box will appear to enter required information marked with a red asterisk. Once completed, select Add. If you wish to add additional documents, click Add More.
Payments Tab
The Payments tab will show the payment information entered by the supplier, such as: bank details and credit card information (if opted in).
Community Administrators or Community Supplier Administrators can add payment details, by clicking Edit > enter required information marked with a red asterisk. Once completed, select Save.
Transactions Tab
The Transactions tab allows for easy access to Requisitions, Orders, and Invoices associated with the supplier.
History Tab
The History tab allows Community Administrators and Supplier Administrators to view both an Audit History and Event History details.
The Audit History tab displays updates made to the supplier details by the community. The search can be customized by using the Select User, From and/or To filed.
The Event History will show users who Connected or Disconnected the supplier from the community.
Comments Tab
The Comments tab will show comments between the community and supplier.
| Note: The email listed for Supplier Profile Changes will be notified any time a supplier makes any updates to their profile. |