Community Administrators and users with the Community Management role, can access these foundational settings. By navigating to the Administration module > Settings > Management tab.

The following features allow you to define how your organization interacts with suppliers and processes financial data:

Financial & Regulatory Management

• Account Codes: Define one or more formats used to code requisition lines for your finance system.

• Exchange Rates: Set rates to estimate the base currency value of items bought in foreign currencies. This is critical for ensuring requisitions route to the correct approver based on their dollar limits.

• Tax: Manage the various tax rates applicable to your community.

• Supplier Tax Form Definition: Specifically for US-based organizations, this allows you to define the criteria for required tax forms.

• Payment Terms: Establish the standard agreements between your community and suppliers regarding when order payments are due.

Purchasing & Marketplace Customization

• Guided Buying: Create and customize "supplier collections" that appear in the Marketplace to steer users toward preferred or contracted vendors.

• Tags: Create labels to group suppliers into purchasing categories (e.g., "Preferred," "MWBE").

• Categories: Map your organization's specific product categories to the global Unimarket UNSPSC codes.

Data Collection

• Forms: Create custom forms to obtain specific information from users during the procurement process for internal tracking or compliance.