User with the Community Administrator or Community Supplier Administrator role can manually upgrade a Lite supplier to a Registered supplier, in Unimarket.
The registered/premium suppliers must meet the following conditions:
- Not already be in the community
- Match the same currency as the lite supplier and
- Enabled in the community
If the user desires to view the EIN of the searched suppliers, adding the View Tax Profiles role will provide visibility.
Upgrade Lite Supplier to a Registered Supplier
To upgrade the desired supplier, go to the Administration module >click Suppliers > select Manage Suppliers tab > Locate the supplier by using the Search Suppliers field. To customize the search, select Filters.
Once the supplier is located, select the supplier's name > select More Actions > click Convert to Registered.
The Covert Lite to Registered pop-up box will appear > in the Search Supplier, key in the supplier's name. The supplier's address, currency and Tax Identification number will be shown to use as a match to the Lite account.
Enter a required reason > select OK.
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Note: Users can only convert a Lite supplier who does not have a Registered account in the Community. Any suppliers already in the community irrespective of state (Connected, Disconnected or Pending) is greyed out and unavailable for selection. |
Once completed, a confirmation pop-up box will appear to merge the supplier > select Merge Supplier > a final reminder will appear that this action cannot be undone and the Lite Supplier profile will be converted to a Registered profile.