The Customers screen allows suppliers, to view all linked customers, check their trading status, registration requirements and manage the specific information (e.g., addresses, contacts, and email preferences); shared with each linked customer.
Prerequisites
Audience: Supplier (Existing User)
Intent: View customer connection status and manage customer-specific profile data and transactions.
Access: Must be logged into the Unimarket supplier portal.
Steps
View Linked Customers and Status
To view a summary of customers linked to your profile:
Click the Home icon on the left side panel.
Under the Customers header, a list of customers will display their registration requirements and status.
| Column | Action/Status | Description |
|---|---|---|
| Requirements | Hover over the icon. | A pop-up shows the customer's mandatory registration requirements and which portions of your profile are completed. |
| Status | Connected | Trading is enabled between this community and your profile. |
| Pending | The community-supplier connection is pending. The community must connect (enable) the supplier before trading can commence. Contact your community contact person for inquiries. | |
| Disconnected | This community does not wish to trade with the supplier. Reach out to your community contact person for more insight, as they manage the connection status. |
Manage Customer-Specific Details
To manage the specific details and transactions for a customer:
Select Profile on the left panel.
Click Customers.
Select the desired customer name to view their details and transactions.
Customer Screen Overview (Setup Tab)
The Setup tab allows you to manage contact information and addresses specific to this customer.
Remittance Address: The current remittance address available to the customer is displayed. If you Switch to Advanced Mode, you can update the remittance address for this specific customer without changing your profile's default address.
Contact Management: The desired contact person is assigned here. If you Switch to Advanced Mode, you can update the contact person for this specific customer without changing your profile's default contact.
Customer Email Contact Preferences: Update the email address(es) to ensure you receive specific subject type email notifications. If you Switch to Advanced Mode, you can update these addresses for related customer notifications.
Note: Unimarket supports one email address per subject field.
If additional email addresses are shown for linked organization units, select Actions and click Edit to update them.
Review Transaction and Communication History
The tabs across the top of the customer screen list all transactions and communications between you and this specific customer.
| Tab | Content Displayed | Search Customization Options |
|---|---|---|
| Orders | All purchase orders received from the customer. | Order Date, Order Type, Order Number. |
| Invoices | All invoices sent to the customer. | State, Invoice Date, Invoice/Order Number, Invoice Statement. |
| Payments | All payment disbursements issued by the customer. | Payment Status, Payment Date, Payment Number, Invoice Number. |
| Quotes | All Supplier Initiated Quotes submitted to the customer. | Buyer, Created Date, Name, State. |
| Catalogs | Lists all catalogs being used by the customer, grouped by Buyer Group. | N/A (Catalogs without a Buyer Group will not appear here). |
| Requests for Quote | All RFQs initiated by the customer. | State, Created Date, RFQ Name, RFQ ID. |
| Bid Requests | All Bid Requests issued by the customer. | State, Issued Date, Bid Request Name, Bid Request ID. |
| Comments | Comments related to changes in the Company Profile, Contacts, or direct comments from the customer. | N/A. |
Sending a Comment to Desired Customer
To communicate with your customer:
Go to the Comments tab.
Select +Add Comment. Your comment will be sent as a notification to your customer and housed here.
Note: Comments related to catalogs are found by going to Catalogs on the left panel -> View Catalogs -> select desired catalog -> Comments tab.
Once completed, select Send.