Community Help

The Marketplace and Purchasing

• Unimarket Procure to Pay Process Overview
• Community FAQs
• Marketplace
• Browsers & Buyers
• Finding Products in Marketplace
• Guided Buying

See all 11 articles

Creating Requisitions

• How to Add a Split Account Code to Pending Requisition
• View Requisitions
• Edit a Pending Requisition
• Pause a Requisition
• Cancel, Amend & Resubmit Requisitions
• Share Incomplete Requisitions

See all 14 articles

Approving Requisitions and Invoices

• How Approvals Work
• Approving or Declining a Requisition
• Escalating a Requisition for Urgent Approval
• Approvers - Out of Office, Unavailable & Assigning Proxy

Orders and Receiving

• View & Export Orders
• Order Comments
• Copying a Standard Order
• Receiving Orders
• Returns
• Closing & Reopening Orders

See all 10 articles

Using Blanket Orders

• Blanket Orders
• Creating a Blanket Order
• Accepting Blanket Order Invoices
• Making Changes To Blanket Orders
• Copying a Blanket Order
• Blanket Order Credits

See all 7 articles

Purchasing Use Cases

• Purchasing services using Unimarket

Managing Invoices

• New Create Invoice Screen
• Invoice Matching Configuration
• User Can't Invoice Order Troubleshooting
• Invoice Module Administration
• Creating Electronic Invoices
• Enter Invoice

See all 19 articles

Setup and Manage Delegated Approvals

• Approval Configuration Settings
• Setup & Manage Approvals
• Approval Process
• Approval Levels
• Approval Groups
• Approval Chains

See all 11 articles

Creating, Inviting and Managing Suppliers

• How To Prevent Suppliers From Registering With Foreign Currencies
• Viewing A Supplier Invite
• Manage Suppliers
• Editing a Supplier
• Inviting Suppliers to Register - Upload
• Inviting Suppliers To Register - Manually

See all 23 articles

Community Administration

• Production to Demo Update Sequence (Demo Refresh)
• Configuring receiving in your community
• Community Management
• Community Settings
• Community Profile
• Community Terms and Conditions

See all 31 articles

Managing Users

• Manage Community Users
• Uploading Community Users
• Invite Users
• Creating a User
• Edit or Delete User
• Unimarket User Roles

See all 8 articles

Reviewing and Approving Supplier Catalogs

• Catalog Approval
• Reviewing and Assigning Catalogs

Requesting Quotes

• How do I view my quote?
• Requesting a Quote (RFQ)
• Accepting RFQ Quotes
• Accepting & Declining Supplier Quotes
• Get Quote (from a supplier catalog)

Insights - Dashboards and Reporting

• Reports
• Report Types
• Spend Screen
• Performance Dashboard
• Procurement Dashboard
• Scheduled Reports

See all 10 articles

Expenses

• Troubleshooting Expense File
• Expense Module Administration
• Creating an Expense Claim
• Approving an Expense Claim
• Extracting Expenses for Reimbursement

Contracts

• Viewing & Managing a Contract
• Contract Exports
• Creating Contracts with Bulk Upload
• Contracts Administration Module
• Contract Workflow
• Creating a New Contract

See all 17 articles

Sourcing

• Sourcing Administration Module
• Viewing & Awarding A Bid Request
• Uploading Sections To A Bid Request
• Create a Bid Request

Payments

• Unimarket Payments

Virtual Mailroom

• Virtual Mailroom

Admin Refresher Trainings

• User Management Workshop
• Supplier Management Workshop