Unimarket is a network procurement solution that simplifies trade between buyers and Suppliers through a common hosted eMarketplace environment.

 

Why should I consider having a catalog on Unimarket?

Catalogs are the best way to get your goods and services in front of your customers. Even if you do not provide traditional "products", there are ways you can use RFQs and Forms to configure your products and services into a catalog to increase your company's visibility and make transacting with your company easier for the customer.

 

How do customers access my catalog?

Customers access their suppliers' catalogs either via their marketplace, by finding the supplier and looking through their catalog, or by searching for a keyword across all their suppliers.

 

What types of catalogs are available?

Standard Catalog

A standard catalog (sometimes referred to as a "Hosted" catalog, as the catalog data is hosted on Unimarket's website) can be created by uploading a spreadsheet of products (products can be added/removed/edited once the initial catalog has been created).

The products in a Standard Catalog can be priced (e.g. $10.00 per item) with an Add to Cart option or they can be priced as per quote ("RFQ") with a Get Quote option.

 

Note: For more detailed information on creating a hosted catalogs see Creating / Uploading a Standard (Hosted) Catalog.

 

 

Punchout (Roundtrip) Catalog

A Punchout catalog (sometimes referred to as a "Roundtrip" catalog) is an integration between Unimarket and the supplier's ecommerce website that allows the customer to start in Unimarket, click a button to be taken to the supplier's website to shop, and then return the shopping cart items back to Unimarket.

Note: For more detailed information on creating roundtrip catalogs see Punchout (Roundtrip) Integration.

 

Punchout (Roundtrip - Level 2)

Punchout catalogs can also be associated with Index Catalogs to enable "Level 2 Search" functionality. Enabling the functionality allows customers to search for your products within Unimarket before they "punchout" to your ecommerce website.

 

Note: For more detailed information on creating index catalogs for roundtrip search see Level 2 Punchout (Roundtrip).

A standard catalog (also know as a "Hosted" catalog, as the catalog data is hosted on Unimarket's website), can be created by uploading a spreadsheet of products using the Create Catalog option in Unimarket. Products can then be added/removed or edited (individually or in bulk) once the initial catalog has been created.

Products can be linked to a form in Unimarket that allows additional configuration options such as size or color. For more inforation on forms, please visit the Creating Catalog Forms page.

The products in a standard catalog can be priced, (e.g. $10.00 per item) with an Add to Cart button or they can be priced as per quote ("RFQ") giving users a Get Quote button.

 

Creating a Catalog CSV File

Before you can create a hosted catalog in Unimarket you will need to create a CSV file that follows our Catalog Template. You can find more information on our Catalog Template on its dedicated help page.

 

Uploading a Catalog

Before creating your first hosted catalog, please ensure you have set up your delivery and payment options. For more information on how to do this please go to the Configure Store page. 

 

Continue reading below for further instructions on how to upload your hosted catalog or watch this short video:

 

When ready click Catalogs in the left side menu followed by the Create Catalog option.

There are 4 steps to loading the catalog. At each step, click on Continue to move on or Previous to return to a previous page.

1. Header

Allows you to name the catalog and define the catalog Shipping Details and Catalog Type.

• • Catalog Name: Name of catalog. This will be visible to the buyer.
  • Catalog Description: Allows you to enter a brief description of the catalog.
  • Catalog Type: Choose Standard to create a hosted catalog. If you are setting up a Punchout catalog, Contact Unimarket Support to organize testing.
  • Shipping Option: Select from the pre-determined drop down list.

2. Schedule

Allows you to determine how long you want the catalog to run for.

Please note, you can stop the catalog at any time. You can either select a start date, or alternatively check Start immediately when published box to start the catalog straight away. You may leave the End Date blank to create a never-ending catalog. You can also select Publish Now or Review Draft. Selecting Review Draft will upload a catalog in the 'Pending Catalog' section with all the products under the Draft tab.

3. Customers

Select the Customers that will have access to this catalog. 

If you have selected a customer with Catalog Approval enabled you will be unable to add additional customers to this catalog.

 

4. Upload

Browse and select the CSV or ZIP file you wish to upload. If you do not have a Catalogue CSV file you can learn more on our Catalog Images and Template Article.

Catalogs In Progress

Depending on the size of the catalog, it may take some time to load. If an email address is entered, Unimarket will notify you by email as soon as the loading is complete. Once you have clicked the 'Finish' button, you will be referred to the catalog in progress screen where you can monitor the progress of the catalog.

You may receive an error, explaining that validation errors were found in products. Click View to see and edit these errors.

You may receive an an error with an Error when processing... message below the catalog.

This means the file is unreadable by Unimarket. This could be caused by the file format not being CSV or the Header being incorrect. Please reach out to Unimarket Support(Support@unimarket.com) with your catalogue for assistance.

 

Note: Catalogs that do not complete from the Catalogs in Progress page will be deleted from Unimarket one month after being loaded.

View Store

To see how your catalog looks to customers go to Profile > View Store and click on the catalog to browse your products from a customer view point.

 

 

Overview

When creating a hosted catalog you will be required to upload a CSV file that follows our Hosted Catalog Template that includes your product details. This template follows a specific format so that the fields can be matched correctly into Unimarket. If your Catalog file has errors it will fail to load and you will be able to correct these errors in Unimarket. See the Creating a Catalog article for more information.

 

The Template

The Catalog Template is a CSV (Comma Separated Value) file, this a text file which can be easily edited in a spreadsheet application like Excel. The Template has a header which sorts the information into fields that display on the Products in Unimarket.

You can download the Template here

What do the fields in the catalog template mean?

Column	Field Name	Description	Mandatory
A	Code	Product item number or code (SKU). This must be a unique ID.	Y
B	Name	Name of Product (2000 Char limit).	Y
C	Description	Description of Product (you may also wish to enter the quantity, e.g. "Box of 12").	N
D	List Price	Price of the item before any discounts. Can be a dollar amount (with no commas) or set as RFQ (Request for Quote)	Y
E	Manufacturer Name	The name of the manufacturer.	N
F	Manufacturer Part ID	The manufacturers part number.	N
G	Form	Enter the form you want to link to the product. For more information on Forms, please refer to Creating Catalog Forms.	N
H	Category	Enter the relevant UNSPC product code for the category of the product or catalog.	Y
I	Units	Enter the relevant Unit of Measure code (like DZN for Dozen etc.). If left blank, the product will default to "EA" for Each). See the Unimarket Units of Measure article for more examples.	N
J	Quantity Available	This field is used for the quantity in stock. This should only be used if you have a limited number of items in stock. If the Quantity available is 0 customers will not be able to Order this product. If you do not wish to enter a quantity please leave the field blank.	N
K	Link	Hyperlink to a specific webpage or online document that provides critical product information, not already listed in the Description.	N
L	Lead Time	Indicates the number of days lead time to ship the product.	N
M	Allow Decimal	If the product can be purchased in decimal quantities (like 1.5 pounds of ground meat) then enter Y. The default is N.	N
N	Image Name	Name of image to be provided in zip file (add image extension to name i.e. picture.jpg), or URL for the image, i.e. http://www.yourwebsite.com/imagename.jpg Images can be PNG, JPG or GIF format.	N
O	Discount	A percentage discount off the list price.	N
P	Hazardous Class	GHS classification of hazards is divided into class. 1- 9. They can also have divisions. 1.1, 1.2 (Class.Division)	N
Q	Hazardous UN Number	UN number (United Nations numbers) are four-digit numbers that identify hazardous materials, different to UNSPSC Code	N
R	Safety Data Sheet	A link to the Safety Data Sheet which can be displayed so that the user can click to view the SDS	N
S	CAS Number	CAS Registry Number - also referred to as CASRN or CAS Number, is a unique numerical identifier assigned by the Chemical Abstracts Service (CAS). Format: XXXXXXX-YY-Z. For More Information On CAS Registry Numbers	N
T	Search Terms	Other terms that suppliers can add that assist in the search for item. Comma separated.	N
U	Pack Quantity	Pack Quantity is the quantity in one pack. (This must be entered as a number).	N
V	Controlled	Flag that indicates if the item is restricted or controlled.	N
W	Green	Indicates if the item is green.	N
X	Indigenous	Indicates if the item is indigenous.	N
Y	Energy Star	Indicates if the item is Energy Star.	N
Z	Recyclable	Indicates if the item can be recycled.	N
AA	Taxable	Indicates if the item has tax applied.	N

Download the template and save as a CSV file. To do this, within excel, click on Save as and select CSV (comma delimited) from the save as type drop down list. 

Images

Images must be in JPEG, JPG, PNG or GIF format to be accepted by Unimarket. This includes images hosted online. Images greater than 500x500 pixels will be resized to 500x500, images smaller than this will stay their original size. 

Adding Images to a Catalog Using a Zip File

If you have image files you want to add to the catalog you need to:

1. Gather your images and confirm they are in JPEG, JPG, PNG or GIF format. Reference the file name of the image in the Image Name column of catalog file (i.e imagename.jpg)
2. Create a ZIP file which contains ONLY the images and the Catalog CSV file

Once you have the completed ZIP file you can upload this using the Create Catalog function and the images will be visible in Unimarket.

Note: Once you have uploaded the catalog, your images will be hosted on Unimarket. When you Export your Active Products you will see a URL in the Image Name column so you won't need to upload them if you make any other changes.

 

Adding Images to a Catalog Using a URL

If the images you wish to include in your catalog are available online (e.g. on an online store), including the image URL in the Image Name column will ensure that image appears as the product image. (i.e. https//:yourwesbite.com/imagename.jpg)

Upload Catalog

You can find a guide on Creating a Catalog on the dedicated help page.

Tips and Tricks The Quantity Available column limits the amount a customer can order for the lifetime of your catalog until the Quantity Availability is updated or removed. When Communities are searching for products, the Product Code, Product Name, Descriptions are all searchable fields. You can only use one method to add images at one time. Image names cannot have a space ie "yourimagename.jpg" not "your image name.jpg"

 

Overview

In situations where you need to update a catalog you can export Open, Closed and Pending catalogs from Unimarket, make the necessary change to the CSV file offline, and then upload it as a new catalog. Alternatively if you only have one or two products you need to update you can do this within Unimarket for individual products.

To export an existing catalog follow the steps below:

• Select View Catalogs from the Catalogs section on the left menu.

Click on the catalog you would like to export and select Export Active Products from the More Actions in the top right.

For pending catalogs, select the action Export Draft Products

Refer to Creating and Uploading a Standard (Hosted) Catalog for more details on how to upload a new catalog.

Overview

Punchout (Roundtrip) Level 2 Search, (sometimes referred to as "Level 2 Punchout") is a hosted index catalog of products with punchout integration. This allows customers to search for products across the index catalog and then be taken to the supplier's website when they click Visit Supplier.

Creating an Index (Level 2) Catalog

Before you can upload your Level 2 index catalog, you must complete the relevant details within the provided template. You can find and download a copy of the Level 2 Index Template or on the last page of the Create catalog wizard after you have selected Roundtrip as the Catalog Type by clicking on the Download Template link. Please note this is a different template than what is shown if you select Standard.

Index Catalog Format

Fields available within the index catalog template are:

Column	Field Name	Description	Mandatory
A	Code	Product item number or code (SKU). This must be a unique ID.	Y
B	Name	Name of Product (2000 Char limit).	Y
C	Description	Description of Product (you may also wish to enter the quantity, e.g. "Box of 12") (2000 Char limit).	N
D	Indicative Price	The base price without any discounts applied.	N
E	Manufacturer Name	The name of the manufacturer.	N
F	Manufacturer Part ID	The manufacturers part number.	N
G	Category	Enter the relevant UNSPC product code for the category of the product or catalog. More information on codes and where to search for them can be found here.	Y
H	Units	Enter the relevant Unit of Measure code (like DZN for Dozen etc.). If left blank, the product will default to "EA" / "Each"). A list of some of the most used Units of Measure codes can be found here.	N
I	Quantity Available	Leave Blank - This field is used for the quantity in stock. This should only be used if you have a limited number of items in stock and you do not wish to receive any more orders for that item once the stock is depleted. If you do not wish to enter a quantity please leave the field blank.	N
J	Link	Hyperlink to a specific webpage or online document that provides critical product information, not already listed in the Description.	N
K	Lead Time	Indicates the number of days lead time to ship the product.	N
L	Allow Decimal	If the product can be bought in decimal quantities (like 1.5 pounds of ground meat) then type Y. The default is N.	N
M	Image Name	Name of image to be provided in zip file (add image extension to name i.e. picture.jpg), or URL for the image, i.e. http://www.yourwebsite.com/imagename.jpg Images can be PNG, JPG or GIF format. We resize them automatically to 75x75/150x150/1024x1024, however to ensure your catalog loads quickly we recommend that you do not load very large images as it will slow down the loading process. (NOTE: Images must use the color model RGB.	N
N	Discount	A percentage discount off the list price.	N
O	Hazardous Class	GHS classification of hazards is divided into class. 1- 9. They can also have divisions. 1.1, 1.2 (Class.Division).	N
P	Hazardous UN Number	UN number (United Nations numbers) are four-digit numbers that identify hazardous materials, different to UNSPSC Code.	N
Q	Safety Data Sheet	A link to the Safety Data Sheet which can be displayed so that the user can click to view the SDS.	N
R	CAS Number	CAS Registry Number - also referred to as CASRN or CAS Number, is a unique numerical identifier assigned by the Chemical Abstracts Service (CAS). Format: XXXXXXX-YY-Z. https://chejunkie.com/knowledge-base/validate-cas-registry-numbers	N
S	Search Terms	Other terms that suppliers can add that assist in the search for item. Comma separated.	N
T	Pack Quantity	This indicates how many items are contained within the UOM. (Ex. the UOM could be 'pack' and the Pack Quantity could be '6').	N
U	Controlled	Flag that indicates if the item is restricted or controlled.	N
V	Green	Indicates if the item is green.	N
W	Indigenous	Indicates if the item is indigenous.	N
X	Energy Star	Indicates if the item is Energy Star.	N
Y	Recyclable	Indicates if the item can be recycled.	N

When complete, the catalog should look similar to this:

Save the file as a CSV file. To do this, within excel, click on Save as and select CSV (comma delimited) from the save as type drop down list.

Note: If you are not uploading images with your catalog, skip the next step and go straight to "Uploading a Catalog". You do not need to Zip your catalog if you are not uploading image files.

 

Adding Images to a Catalog Using a Zip File

If you have image files you want to add to the catalog (and those image file names are referenced in the catalog CSV file), send the catalog file and the image files to a Zip file. (If you do not upload images; the system will automatically display the logo set for your Supplier Store)

 

Uploading a Catalog

Create your Punchout (roundtrip) catalog by going to the Catalogs menu > Create Catalog and making sure you select 'Roundtrip' from the Catalogue Type drop down on the first page of the setup wizard. Continue filling out the rest of the details in step 1,2 and 3 but stop when you get the to last page of the setup wizard.

Browse and select the csv or zip file you wish to upload. Depending on the size of the catalog, it may take some time to load. If an email address is entered, Unimarket will notify by email as soon as the loading is complete. Once you have clicked the Finish button, you will be referred to the Pending catalog screen where you can monitor the progress of the catalog.

If your customer has Catalog Vetting turned on they will need to review your file and approve it before it is available to buyers. If your customer declines the catalog, they can leave a comment which can be seen on the comments tab when you view your catalog in the Supplier Portal so that you can make any needed changes and then resubmit your catalog and file.

Note: For more information on how to create a Punchout (Roundtrip) catalog, please follow this link: Punchout (Roundtrip) Integration

 

Updating your Level 2 File

To update your Level 2 file, you can navigate to Catalogs > View Catalogs and click into the catalog you would like to update the file for. You can then press the More Actions button on the top right and click on Upload Catalog File. 

Here it will allow you to upload your new file. Products not in upload - is a drop down menu where you can Select to either (a) Keep Them - Any products not in the upload file will remain or (b) Remove them - Any products not in the upload file will be deleted.

Once you file has loaded you can go back to Catalogs > View Catalogs and click into your catalog. You will then see your items on the Draft Products Tab. You will need to click Publish for Review in the top right hand corner.

 

Customers with Catalog Vetting Turned disabled

Pressing Publish for Review will make make it so that any changes you have made will be available to any Buyers that have access to the Catalog.

 

Customers with Catalog Vetting Turned enabled

If your customer has Catalog Vetting turned, when you press Publish for Review,  your updates will be sent to your customer for their review. Once they review and approve your changes, then they items will be available to any Buyers that have access to the Catalog. (Once you select Publish, you will be unable to make changes to this catalog until the Customer Accepts or Rejects the changes.) Your roundtrip catalog as well as the csv file you are replacing will continue to be available to your customer during this process until they approve the new file.

Note: If your customer has Catalog Vetting turned on and they decline your changes, they can send a note to you which will appear on the Comments Tab which is to the right side of the Draft Tab.

 

View Catalog

To see how your index catalog looks, go to Catalogs > View Catalogs, click on your recently created catalog to view it and then click on the Buyer View tab to see what the customer would see if they searched for those products. Alternatively, try searching for a product using the Search field at the top of the screen.

Here you can also Add Products from the More Actions menu on the right of the screen or Edit Products and Delete Products by clicking the desired option to the right of each product.

 

Accessing your Catalogs

To access your catalogues, open the Hamburger menu by clicking on the icon on the top left hand side. Next click on Catalogs then View Catalogs.

Click on the name of the catalog you wish to view. This will take you to the Catalog Summary as shown below.

Edit Summary

To edit the information found in the Summary tab you can click the More Actions button in the top right corner and select Edit. This will open a pop-up where you can update the Name, Description, End Date, Delivery Option and Customers for the catalogue.

Viewing Products

Clicking on the Tab Active Products will display all the products that are currently available in the catalog and will display as shown below. Individual products can be edited or deleted from this page. The search at the top of this tab can also filter the products so items are easier to find.

Clicking on the Buyer View tab will display the products and services listed in your product the way your customer sees them.

You can export a CSV file of your Active Products if you click the More Actions button and select Export Active Products. 

Draft Products

The Draft Products tab will only show if you have edited or added any products to you catalog. There will be a red notification indicating the number of products in draft. Once you are ready to publish your draft item(s) press the Publish For Review button on the top right.

You can export a CSV file of your Active Products if you click the More Actions button and select Export Draft Products. 

Adding Comments

Both the community and the supplier can exchange messages through the Comments tab as part of the catalog review process. This provides Communities and Suppliers with the ability to ask questions, request changes or updates. A comment will be automatically created when a new catalog starts which notifies both parties via email. For the Community it will go to the Supplier Forums email loaded, or the default contact email if none exists.

To add a comment, click on the +Add Comment link to open a pop up window where you can write and send your comments.

You can customize shipping specific to each Hosted Catalog you currently provide. To begin, select a Hosted catalog and then press the Actions Menu in the top right hand corner and select Edit.

 

An Edit Catalog Box will appear and you will see the option at the bottom for Shipping. If the delivery option of your choice has not yet been created, you can press the button +Create Delivery Option to add a new customized shipping option.

 

You will then be brought to your Configure Store page and you can click on +Add Delivery Option to set up a new option.

You can choose from a variety of delivery types including:

• Charge per item - the charge specified will apply to each line of orders that use this Delivery Option
• Charge per order - the charge specified will apply to all orders that use this Delivery Option
• Percentage of order - the charge will be a percentage of the order's value for all orders that use this Delivery Option
• Free - delivery will be free for all orders that use this Delivery Option
• Manual - this delivery option allows buyers to enter in an estimated shipping cost
• Pickup - the buyer must pickup all orders that use this Delivery Option
• Other - Delivery will be free for all orders that use this Delivery Option and you can specify additional instructions.

You can also choose the default delivery option on this page.

Assigning Customized Shipping

Once you have created your delivery options, you will then go back into the Hosted Catalog and select Edit from the Actions Menu as referenced above and you will see your newly added options in your Shipping menu. Make your selection and press Save.

You can customize shipping specific to each Punchout Catalog you currently provide. To begin, select a Punchout catalog and then press the Actions Menu in the top right hand corner and select Edit.

 

An Edit Catalog Box will appear and you will see the option at the bottom for Shipping. You can press the button +Create Delivery Option to add customized shipping.

 

You will then be brought to your Configure Store page and you can click on +Add Delivery Option to set up a new option.

You can choose from a variety of delivery types including:

• Charge per item - the charge specified will apply to each line of orders that use this Delivery Option
• Charge per order - the charge specified will apply to all orders that use this Delivery Option
• Percentage of order - the charge will be a percentage of the order's value for all orders that use this Delivery Option
• Free - delivery will be free for all orders that use this Delivery Option
• Manual - this delivery option allows buyers to enter in an estimated shipping cost
• Pickup - the buyer must pickup all orders that use this Delivery Option
• Other - Delivery will be free for all orders that use this Delivery Option and you can specify additional instructions.

You can also choose the default delivery option on this page.

Assigning Customized Shipping

Once you have created your delivery options, you will then go back into the Punchout Catalog and select Edit from the Actions Menu as referenced above and you will see your newly added options in your Shipping menu. Make your selection and press Save.

Overview

Catalog products can now be associated with a Form which gathers information about the catalog item (product or service). Forms can contain fields for recording general information (Text, date, etc.) and option lists including associated pricing. For example, there may be options like Red, Green, and Blue without pricing or a list of options with prices e.g. rental car sizes.

How it Works

Items have a base price in the catalog. A Form's Fields can be configured with options, which may increase or decrease the base price. For example, a rental car may cost $30/day for a 'Compact', but if the buyer chooses to upgrade to a 'Mid Size,' an additional $14 per day is added (total $44).

Associating a Product with a Form

Suppliers define a catalog of items as per normal. In the catalog CSV template, there is a Form column where for specifying name of the form used with the catalog item. Each catalog item can have a different form if needed. For catalogs already loaded, a form may be associated to a product by selecting Catalog > Edit on the product and specifying the form name.

Note: The form name in the catalog must match the name of the form you are associating it within your store exactly, otherwise it will come up as a validation error when loading the catalog.

 

Add Form

From your supplier account, you can define forms for use with catalogs by going to the left side menu and selecting Profile > Configure Store. From there go to the Forms tab.

To add a form, select Add Form, give the form a name, and optionally a description that will show in the help bubble text next to the form. Then you can begin adding fields to your form.

Adding Form Fields

To add the required Fields to your form click Add Field. This will generate a pop-up prompting you to configure the Field with information for the Customer and how the completed form would be sent to you. 

• Type: Sets the type of Field which allows you to configure different sets of information depending on what is selected
• Name: Display Name.
• Code: This can be used to tie form fields together for reporting e.g. If one form field name is Color and a field name on a different form is Pastel Color, then putting a common code in both will allow reporting across them.
• Description: Longer description. This will display below the form field if Show Description box is checked.
• Show Description: Displays the description on the page below the field, if not selected the Description is shown in a help bubble next to the field.
• Mandatory: Requires the user to take action on the field question. You can select Yes, No, or Conditional. If Conditional is selected you will then have a box to choose the Field (from the other fields available on the form you are working on) that it is conditional based on and another box for the Type (either Blank or Not Blank).
• Visible: This can either be yes or conditional (based on a previous answer entry).
• Help Text: A message to help users with their entry.
• Default Value: A value set to automatically appear in the entry that can be changed by the user if needed. This would be used if the answer 9 times out of 10 will be Yes, then you can set the default value to Yes.

Field Types:

• Checkbox: Allows the user to check the box or leave unchecked for a Yes/No answer or as a mandatory checkbox, the user is required to check the box confirming that they have read the information
• Picklist: Provides a list of preset options to select from
• Text: Allows for free text to be entered (limited to 255 characters)
• Hyperlink: A URL that can link outside of the application. Add a name to help identify the site
• Multiselect: Provides a list of preset options to select from where more than one choice is available 
• Radio Select: A group of Radio Buttons for a list of options
• Date: Provides a calendar to select a date
• Date/Time: Provides a calendar to select date and time format fields to define a time
• Help/Information: Read-only help text to provide extra information to the Customer
• Decimal Number: Allows for decimal numbers (i.e. 1.5)
• Money: Formats the field to currency and requires numbers to be entered
• Number: Requires numbers to be entered
• Paragraph Text: Allows for free form text (limited to 2000 characters)

If the field type is Picklist, Multi-Select, or Radio Button, Add Option will appear at the bottom of the pop-up. You will need to click Add Option until you have the desired number of options. When adding options you can also choose to specify a price for the option.

Note: Adding a price for an option is used when that option is more than the price you have specified in your catalog. E.g. Jumper: catalog = $10 > sizes: small = $10, Medium = $11 and Large = $12. Small would have no price, Medium would have $1 and Large would have $2 in the form.

Using Conditional Fields

Form fields can be made conditionally visible, meaning dependent on previous fields. To use this feature, under Visible choose the value of 'Conditional'. You can then select the Conditional Field so field the visibility is dependent on another field. You would then choose how the Conditional Field must be populated to make your new field visible in the Type and Value fields. 

The example below shows that Form Field 2 will be visible if on Form Field 1 the user selects the value Yes. If the user selects the value as No then Form Field 2 will not appear.

 

What happens to the Form Data?

Form data is captured and passed through the checkout process with the product/service lines on the PO. The data is then sent to the supplier in the line item description and within the PO integration message as extrinsic fields (if integration is enabled).

What does it look like to the buyer?

Buyers are presented with the list of forms fields on the product detail page. If any of the form fields are option lists with pricing then the selection of an option will automatically change the price.

Closing a Catalogue

To view all your catalogues, select Catalogues > View Catalogues from the left hand side menu. This will take you to a screen showing you all open catalogues. Click on the name of the catalogue you want to delete to open it's details.

Once in the catalogue, click on More Actions and select Close from the drop down menu.

A pop up window to open to confirm if you are sure you want to close this catalogue.

After clicking OK a green notification banner will appear at the top of the screen to confirm that the catalogue has been closed.

 

Re-opening a Catalogue

To view your closed catalogues, select the state: Closed state as shown below.

Select the name of the catalogue you wish to open and in the next screen, click More Actions in the top right hand side and select the action Reopen from the drop down menu.

A pop up window will come up where you can select when the catalogue will be published. Once you click OK this catalogue will be found under Open catalogues.

How does Unimarket categorize products and services?

Unimarket has adopted the United Nations Standard Products and Services Code (UNSPSC) for categorizing products and services in supplier catalogs and RFX tenders/bids.

Why does Unimarket use UNSPSC codes for categorizing products and services?

The use of a common global standard ensures a greater level of commonality between both suppliers and buying organizations meaning category mapping is minimized. A common standard across Unimarket also provides are a powerful tool for category analysis both within and across organizations.

Why does Unimarket use UNSPSC codes for categorizing products and services?

The use of a common global standard ensures a greater level of commonality between both suppliers and buying organizations meaning category mapping is minimized. A common standard across Unimarket 

Which versions of the UNSPSC code set are supported?

Unimarket supports version 16.0901 of the UNSPSC code set. You can download this code set on the below link

UNSPSC version 16.0901

How do I search for UNSPSC Codes?

• Download the UNSPSC Code Set available in xslx format.
• Open the code set in a spreadsheet application.
• Use the search function of your application(most commonly CRTL+F) to search for keywords.

UNSPSC Taxonomy

UNSPSC is a hierarchical classification having four levels. Each level contains a two-character numerical value and a description. UNSPSC can be further extended by adding the ninth and tenth digit after commodity to indicate the business relationship to the supplier.

In this example, UNSPSC code 44121704 identifies the category “Ballpoint pens.”

UNSPSC version 16.0901

 

Suppliers have the ability to map their product categories to Unimarket UNSPSC codes. This means that variances between UNSPSC code versions can be mapped and customers receive a consistent category value for reporting. It also means that suppliers using another category system can maintain a mapping table so that their categories can be mapped back to the UNSPSC standard. The mapping applies to both hosted and punch-out catalogs.

Suppliers can choose to manually add mapping from within their eStore or upload mapping via the supplied CSV template.

Note: When mapping between UN versions, only the exceptions need to be mapped. For example, if a code in UN version 9 is the same as in UN version 16 then no mapping is required. If the code is different then the supplier needs to set up a mapping.

 

Manually adding mapping 

Click Profile from the menu on the left and click Configure Store. From there you will be able to go to the Categories tab to add or modify mapping.

If 'Calculator' in UNSPSC version 9 is 44101801 but it needs to be mapped to 'Pocket Calculator' in UNSPSC version 16 which is 44101809, click +Add Category Mapping and a pop up box will appear. Enter the External Category and select a field for the UNSPSC Category. The External Domain field is optional.

Click Add to create the category mapping orAdd More if you wish to create additional mappings.

Note: When setting the domain please ensure that the value you specify matches the value that will be returned from your roundtrip catalog. You can also choose to leave the domain blank and Unimarket will look for a matching mapping rule and ignore the domain.

 

Upload mapping via CSV

You can upload mapping using a CSV file by adding mapping information into the category template, which can also be found by clicking Download Category Mappings.

Fields available within the category template are:

Column	Name	Description	Mandatory
A	External Code	Category code that needs to be mapped back to Unimarket UNSPSC standards	Y
B	External Domain	What the external code is	N
C	Unimarket Code	Unimarket UNSPSC code	Y

Browse for your CSV file and click Upload.

 

Set default mapping

Suppliers have the ability to set a default UNSPSC category for when a category value is not recognized (or is blank) is passed from a supplier site and there is no mapping setup for that value.

Go to Profile and click Configure Store.  On the Categories tab, enter the UNSPSC category you would like to select as your default.

 

If you are unsure which category to select, click Browse to bring up a UNSPSC category tree view where you can drill into the categories. Once you have found the correct category, click Select to set as default.

Note: If no default is setup and a value is not recognized then the system will display 'NA' in the category.

 

Unimarket supports both the UNUOM (United Nations Unit of Measure) standard or the ANSI (American National Standards Institute) standard for item Unit of Measure (UOM) for catalog items. If you need the UOM standard to be confirmed or changed, please ask the Unimarket support team to assist you in changing the UOM standard configured for your supplier profile. The chosen UOM standard would apply to all of your catalogs provided through Unimarket, for all customers having access to a catalog. UOM standards cannot be 'mixed' between both available standards. Please note that any UOM mapping/transformations that are needed (because a supplier's item does not adhere to the set UOM standard) would need to be put in place on the supplier's side.

Please also note that if a punchout item is returned in the POOM (punchout order message) shopping cart that does not adhere to your current UOM setting (UNUOM or ANSI), Unimarket will automatically change the UOM to 'EA'. After that, the revised UOM on the item will also be sent on the order.

All Unimarket supplier catalog products and quoted items require a UOM. The default value is EA (Each) unless specified.

 

A full list of supported UOMs for both the UNUOM and ANSI standard is attached to this article. Some common UNUOM UOMs can be found listed below.

Tip: To search the list, click Ctrl+F in your browser and search by the Name.

 

What are the most commonly used Unimarket UNUOMs?

Code	Name
EA	Each
CT	Carton
CS	Case
TO	Ton
DAY	Day
HUR	Hour
KGM	Kilogram
LTR	Liter
MTR	Meter
DRA	Dram (US)
DZN	Dozen
MIL	Thousand
PR	Pair
GRM	Gram
ANN	Year
LBR	Pound
ONZ	Ounce
PT	Pint (US)
QT	Quart (US)
BG	Bag
BX	Box
CR	Crate
PA	Packet
PK	Pack
RO	Roll
ST	Sheet
RM	Ream