Create a Non-Catalog Order

Users with the Buyer role, can create/submit a non-catalog (manual) order, when enabled by the community and supplier. To purchase items from Lite suppliers without a catalog, this is the only option to submit orders.

Some Premium Suppliers do not allow non-catalog orders to be created. Since all products offered are within their eStore catalog, outside of Unimarket. For these suppliers users will not see the option to create non-catalog item, in Unimarket.

Community Administrators can enable the Allow Non-Catalog Purchasing setting, by referring to help article editing a supplier.

Create a Non-Catalog Order

To create a non-catalog order, go to Marketplace module > select Create dropdown > click Non-Catalog.

The Create a Non-Catalog Item screen will populate. Select the desired suppliers > Insert required information marked with a red asterisk. Required fields vary dependent upon the community and supplier settings enabled.

• Item Name
• Item Type: Non-Catalog Item or Non-Catalog
• Quantity
• Use Estimated Price: Check box, if the user does not know the exact price the supplier will charge. Once selected, the user will be prompted to enter an estimated price range instead of entering unit price. For additional details, refer to help article Price Range Items (Estimated Price Items).
• Unit Price: Specify the unit price excluding tax. The system will calculate the tax amount.
• Unit of Measure
• Category: Dependent upon the configuration. For more information on how to use categories, refer to Unimarket Product Categorization (UNSPSC).

      The Category will be entered based on the following:

1. If it is a roundtrip item, Unimarket will use the category from the roundtrip
2. If the community has a default category set for a supplier under the supplier settings. Unimarket will always use the default category.
3. If neither above are true, an AI recommendation will be provided and the user can opt into using the category by selecting Use this Category.

• Description, Product Code (SKU) or Manufacturer Part ID (optional): Important details about the product that are used to ensure the correct product or service is ordered.

Below is sample image of a Non-Catalog form displaying fields and features:

Add Non-Catalog Items to Cart

Once the desired Non-Catalog form is completed, select Add to Cart. If the user desires to add more items for the same supplier, repeat above instructions. 

Upon selecting Add to Cart, all desired items to order will be added to the Shopping Cart and an alert will appear at the top of the screen. When ready for check out, click the Shopping Cart icon.

The Shopping Cart screen will populate. If the user would like to change any information, select Edit or edit on the Checkout screen.

To view the Non-Catalog details, select Details > a pop-up box will appear showing details entered.

If the user would like to move the Non-Catalog item(s) to an existing Incomplete Requisition, select the Move dropdown and chose the desired Incomplete Requisition number.

To remove the item from the Shopping Cart, select Remove. 

To check out the item on the Check out screen, click Checkout.