This guide details the maximum character counts for the most common fillable fields in Unimarket. These limits are designed to balance user flexibility with the database co...

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

To update your Unimarket Demo environment to match your Production (Prod) environment, follow the structured steps below. This process involves exporting data from Producti...

To implement or test Multiple Remittance Addresses in Unimarket (specifically for environments integrated with systems like Banner), follow this configuration and testing g...

Community Administrators and users with the Community Features role can, manage global system behaviors. By navigating to the Administration module > Settings > Settings ta...

The Community Profile screen is the central hub for branding and technical communication settings. Users with the Community Administrator or Community Features role can acc...

In Unimarket, Terms and Conditions are customized messages that appear at the bottom of Purchase Order email confirmations and PDFs sent to suppliers. These are managed at ...

In Unimarket, Organization Units (Org Units) are used to mirror your institution's departmental or hierarchical structure. While they do not dictate how your financial sys...

In Unimarket, Organization Units (Org Units) are hierarchical structures used to mirror your institution's departments. They are primarily used for managing user visibilit...

The Purchase Order Bulk Change feature is a vital administrative tool for managing staff transitions or reallocating workloads. It allows a Community Administrator to trans...

The Bulk Close/Reopen feature allows users with the Create Invoices role to manage the status of multiple Purchase Orders (POs) efficiently. This is particularly useful for...

In Unimarket, the Organization Unit (Org Unit) assigned to a Purchase Order governs who can see the order, who can receive against it, and how it is grouped in departmental...

In Unimarket, Account Code Formats define how financial data (GL strings) are captured during checkout. These formats must mirror your institution's ERP system to ensure r...

In Unimarket, Account Code Formats define how financial data (GL strings) are captured during checkout. These formats must mirror your institution's ERP system to ensure re...

In Unimarket, all users have the ability to manage their personal profile and system preferences, through the My Account screen. Accessing Your ProfileTo manage your detail...

In Unimarket, the Edit and Pause Requisition features provide flexibility during the approval workflow. Instead of declining a requisition and forcing the buyer to start o...

This article guides Community Administrators through managing the Procurement module settings, including features for checkout, blanket orders, receiving, and credit card ...

Option Attributes are a powerful administrative tool used to attach hidden metadata to your financial codes. While the end-user (the buyer) only sees and selects the stand...

In Unimarket, Community Administrators have the authority to remove attachments from various documents like Requisitions, Orders, and Invoices. This is useful for clearing ...

The Task Digest Email is an automated notification tool designed to help users stay on top of their pending actions. When enabled, Unimarket sends a summary of outstanding ...

In Unimarket, View and Receiving Sharing are collaborative features that leverage your Organization Unit (Org Unit) hierarchy to provide departmental visibility and shared...

In Unimarket, Financial Years (Fiscal Years) allow your community to track spend against specific budget cycles and manage the transition between years through configurable...

In Unimarket, Location Codes serve as the physical destination and billing pointers for every order. Because these are filtered by Organization Unit (Org Unit), administra...

For communities with many addresses, using the Upload and Download tabs is the most efficient way to manage location data in bulk. This process allows you to add new locat...

In Unimarket, Payment Terms allow your community to automate the calculation of invoice due dates based on the invoice date. This ensures consistency in your financial obli...

The Unimarket General Ledger (GL) module serves as a real-time bridge between Unimarket and your institution's ERP system.  It ensures that while procurement activities (o...

To help our customers solve unique business requirements and enhance the platform, Unimarket has formalized a four-phase Change Request Process. This ensures that every re...

In Unimarket, Category Mapping allows your community to standardize product classifications. By mapping external codes or different UNSPSC versions to the Unimarket UNSPSC...

In Unimarket, high-level roles such as Community Administrator, View Transactions, or Create Invoice. Has the authority to see all transaction data across the entire insti...

In Unimarket, Exchange Rates are used as a tool for estimating the value of foreign currency purchases in your community's base currency. This estimation is crucial for wo...