Once you have uploaded your catalog you may desire to edit products, as a result of: pricing changes, products no longer being available, product name changes, etc. In Unimarket, there are two ways to do edit (1) individually, within Unimarket or (2) via the CSV spreadsheet used when uploading a catalog (in bulk).
To add an individual items to your catalog, go to Catalogs > click View Catalogs
Ensure the State is Open > Select the name of the desired catalog
Update Items Individually
Click the Active Products tab > Locate the desired product(s) to update, by using the Search field or Sort by field > Select Edit on in line of the desired item.
Once selected, the Edit Product Screen will populate to update.
| Note: The Product Code field cannot be edited. To the field can be edited by, (1) Adding a new product and delete the old one or (2) uploading a CSV file with the new product (shown below) |
Select OK to save changes. A message will appear advising the update was successful
Click Drafts Products tab. The Drafts Products tab will show a list of the added product(s) and changes can be reviewed before proceeding forward.
When ready, click Publish for Review. This will update the product on the customer side, including products in Shopping Lists, the Shopping Cart as well as any Incomplete Requisitions. If your customer has enabled Catalog Review Approval, the following message box will appear:
Select Publish and the following message confirmation will appear:
Upon completion, we recommend reaching out to your customer to request review and approval of the updated catalog.
When Catalog Review Approval is enabled by the Customer
- When editing items to a current catalog, updates submitted must be accepted or declined by the customer, before any further changes can be made.
- Suppliers will not be able to assign another customer to the catalog.
Update Multiple Items via CSV Upload
Click the Active Products tab > Locate the desired product(s) to update, by using the Search field or Sort by field. To update your existing catalog via a CSV file upload, select More Actions > click Export Active Products. The Job Submitted box will appear to select the Here hyperlink.
Once completed, the Background Jobs screen will appear to download your existing catalog Excel spreadsheet, by clicking Download > update your spreadsheet and > save as a CSV (Comma delimited) file.
To upload the updated catalog file into Unimarket, select More Actions > click Upload Catalog File > select Browse in the file section to attach > click the dropdown in the Products not in upload section to select: 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.
The Catalogs in Progress screen will appear. When the status upload is complete, view the changes by selecting Catalogs on the left panel > click View Catalogs > select the desired catalog name > click Draft Products tab > select Publish for Review.
This will update the product on the customer side, including products in Shopping Lists, the Shopping Cart, and any Incomplete Requisitions. If your customer has enabled Catalog Review Approval, the following message box will appear:
Select Publish and the following message confirmation will appear:
Upon completion, we recommend reaching out to your customer to request review and approval of the updated catalog.
When Catalog Review Approval is enabled by the Customer
- When editing items to a current catalog, updates submitted must be accepted or declined by the customer, before any further changes can be made.
- Suppliers will not be able to assign another customer to the catalog.
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Note: When a supplier is disconnected from a customer who enabled Catalog Review Approval, the actions available are:
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