Requesting a Supplier - Browser/Buyer Role

  • Updated

If the Supplier Request feature is enabled for your community, users with the Browser or Buyer role have the ability to:

  • Request the onboarding of a new supplier.

  • View existing suppliers within the Unimarket Directory and submit a request to connect with them.

Note: Community Administrators do not use this feature as they can create and send supplier invitations directly without needing to submit a request.

 

Requesting a New Supplier

  1. Navigate: Go to the Marketplace module > select Purchasing > click Request Supplier.

 

  1. Submit Form: The Request a Supplier screen will populate. Enter the required information marked with a red asterisk, and click Send Request.

 

Request Review and Notifications

  • Review: Users with the Supplier Request Administrator role are notified via email of the new supplier request and will either approve or decline it.

  • Initial Status: While the request is under review, the status will be listed as Pending.

  • Completion: When the supplier successfully completes registration and is Connected and available to trade, the requesting user will receive a Supplier Connected Notification email.

 

Supplier Request Status Definitions

StatusDefinition
PendingThe request is currently under review by a Supplier Request Administrator or Community Administrator.
AcceptedThe request has been approved, and an invitation has been sent to the supplier's email address (either from the request form or the existing supplier's record).
CompletedThe supplier has finished the registration process, and their registration is under administrative review (Pending status on the Supplier Administration screen). The status moves to Connected once the supplier is fully available to the community.
DeclinedThe request has been declined. The requesting user will receive an email notification that includes the reason for the decline (if provided).
DeletedThe request has been deleted by the requesting user (only the requesting user can delete their own request).