The Customers page allows you to view information shared between you and your customers and manage the information you provide to them.
Select Customers from the Profile section within your hamburger button in the top left corner. Here you will see a list of all your connected customers. You can select a customer to view their details including what you have assigned to them.
The Overview Tab shows the contact and payment information you have assigned to the customer.
The Customer Contact section allows you assign the relevant contact to your customer. You can select the contact from the drop down menu. You can update or create new contact information on the Company Profile page.
|You can find more information managing contact information please see our help on how to Create, Edit & Assign Supplier Contacts|
The Customer Organisation Contact section will only appear if your customer has multiple organisation. It allows you to assign contacts based on the customer Organizations within Unimarket. If left blank it will use the default contact information.
The Bank Account section displays your bank account as your customer will see it.
Orders, Invoices, Payments, Quotes and Bid Requests.
The Orders, Invoices, Payments, and Quotes tabs lists all orders, Invoices and Payments between you and the customer.
In the Orders tab you can search by Order Date, Order Type and Order Number. If you search by Order Number it will ignore other search parameters.
In the Invoices tab you can search by State, Invoice Date, the Invoice Statement it was included on, Invoice Number or Order Number. If you search by Order Number or Invoice Number it will ignore other search parameters. You can sort this list by Invoice number, Created Date, Invoice Date, Customer, State, Statement Number and Total price.
In the Payment tab you can search by Payment Status and Payment Date,Invoice Number and Payment Number. If you search by Payment or Invoice number it will ignore other search parameters.
In the Quotes tab you can search by Buyer, State, Date Created and Name. If you search by Name it will ignore other search parameters.
Requests for Quote(RFQ)
In the Requests for Quotes tab you can search by Requests for Quotes by State, Created Date, RFQ Name and name RFQ ID. If you search by RFQ name or RFQ ID it will ignore other search parameters.
The Catalogs tab lists all catalogues being used by the customer. The catalogs are grouped by Buyer Group assigned. If multiple Buyer Groups are assigned to a single catalog it will appear in multiple groups. Catalogs without a Buyer Group will not appear in this tab but you find all of your catalogs on the View Catalogs page.
|For more information on viewing catalogs please see Accessing & Reviewing Catalogs|
The Comments tab will show comments relating to changes in your company profile, contacts or any direct comments from the customer. Comments relating to catalogs can be found within the comments tab of the relevant catalog.
To add a Comment between you and your customer you can click The Add Comment button. This will send a notification including your comment to your customer as well as record the comment here.