Uploading Lite Suppliers

  • Updated

A Lite Supplier record contains a set of essential details for a supplier you wish to purchase from. These details-including information for the Purchase Order (PO) and email address- are managed entirely within Unimarket by the community/customer.

 

Key Characteristics of a Lite Supplier:

  • The supplier does not have access to Unimarket to manage their profile once created.

  • Buyers are still able to create and submit manual POs (non-catalog) to the supplier via email.

  • Lite Suppliers are created and managed by users with the Community Administrator or Community Supplier Administrator role.

While you can manually enter one or two Lite Suppliers, uploading is the ideal and easier method when adding more than three Lite Suppliers at once.

 

Uploading Lite Suppliers

To upload multiple Lite Suppliers using a CSV template:

  1. Go to the Administration module.

  2. Click Suppliers.

  3. Select the Create Lite tab.

  4. Click Download CSV Supplier Load Template.

  5. Enter the Lite Supplier details into the downloaded template.

 

Supplier Load Template Details

The table below outlines the required and optional fields for the upload template:

Column Mandatory Length Comments
Company Y 255 The name of the Lite Supplier in Unimarket (Required).
Contact Name N 255  
Contact Email N 255  
Contact Phone N 20  
Order Email N 255 The email address to which Purchase Orders will be sent.
Address Line 1 N 200  
Address Line 2 N 200  
Address Line 3 N 200  
City N 200  
State N 200 Must be blank or match a valid region/state name or code.
Zip N 20 Zip/Postcode.
Country N 200 Must match the 2-letter ISO 3166-1 code (e.g., "US", "NZ", "AU") or the full name (e.g., "New Zealand").
Remittance Address Line 1 N 200  
Remittance Address Line 2 N 200  
Remittance Address Line 3 N 200  
Remittance City N 200  
Remittance State N 200 Must be blank or match a valid region/state name or code.
Remittance Zip N 20 Zip/Postcode.
Remittance Country N 200 Must match the 2-letter ISO 3166-1 code or the full name.
Account Number N 255  
Vendor Number N 255  
Tax Number N 255  
Currency Y 3 3-letter currency code (e.g., USD, NZD, AUD). (Required).
Group Names N   Comma separated list of existing Buyer Group names.
Tags N   Comma separated list of existing Tag names.
Search Terms N 1000 Comma separated list of existing or new Search Terms.

 

Processing the Upload

  1. Once all supplier details have been entered, save the file as a CSV.

  2. On the Create Lite tab in Unimarket, click Browse and upload the saved file.

  3. After upload, click the Refresh option near the bottom of the screen to check the imported items for any errors (validation).

  4. Correct any errors found and continue to click Refresh until all Lite Suppliers are marked as Ready.

  5. Once all Lite Suppliers are imported and verified, select the suppliers and click Create to publish them.

 

Status of the Lite Supplier Creation

Status Description
Unprocessed The supplier details were loaded but have not yet been validated. Select the supplier via the checkbox and click the Create or Refresh options to process validation.
Error The supplier details have been processed, and an error occurred during validation (e.g., insufficient characters for a zip code, bad currency code, or missing required fields).
Duplicate The supplier's name matches another supplier already in your system. A drop-down menu will appear allowing you to verify and clean up any duplicates found.
Ready The validation process has passed, and no errors were found. The supplier is ready to be created by selecting the record and clicking the Create button.

Pro-Tips

  • Physical/Remittance Address: If any part of an address (Physical or Remittance) is entered. Then the entire address must be valid according to the system's rules (e.g., if the country is defined, Street 1, City, State, and Zip code will also be required).

  • Buyer Group Names: Must reference a group that is already set up in the community.

  • Tags: Must reference existing tag names in the user's community.

 

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