The Customers page allows you to view information shared between you and your customers and manage the information you provide to them.
To access the Customers page select Customers from the Profile section within the hamburger menu in the top left corner. Here you will see a list of all your connected customers. You can select a customer to view the details you have assigned and transactions with them.
The Setup Tab shows the contact information you have assigned to the customer.
The Remittance Address section displays the remittance address currently available for the customer. If Advanced Mode is enabled you are able to update the remittance address for the customer without changing your default address.
The Contact Management section allows you assign the relevant contact to your customer. If Advanced Mode is enabled you are able to update the contact for the customer without changing your default contact.
The Customer Email Contact Preferences section allows you to update the which email address receives different types of communication via Unimarket. If advanced mode is enabled you can update the email addresses that will receive notifications relating to this customer.
|You can find more information managing contact information please see our help on how to Create, Edit & Assign Supplier Contacts|
Orders, Invoices, Payments, Quotes, Requests for Quote and Bid Requests.
Transactions between you and the customer are listed in the Order, Invoices, Payments, Quotes, Request for Quote and Bid Requests tabs.
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.