Once a connected customer places an order, the supplier receives an email notification. Orders can be viewed, filtered, and exported in the Unimarket supplier rprofile. Providing a detailed breakdown of line items and invoicing history.
Prerequisites
Audience: Supplier (Existing User)
Intent: View, manage, and track customer purchase orders (POs).
Notification: You receive an email notification when a new PO is submitted.
Note: All POs sent via email are addressed to the Company or Trading Name designated on your Company Profile.
Invoice Order Requirements: To successfully submit an invoice against a desired order. The order must be in an Open state.
Step 1: Access View Orders Screen
Click Transactions on the left panel.
Select View Orders.
Step 2: View Orders List
The Orders screen will populate, showing a list of all orders with customers.
Use the filters at the top of the screen to refine the order listing:
Customer, Order Type, or Order Number: Use these to narrow down the results.
Order Date From and Order Date To: Use these to locate orders within a specific date range.
Note: When the Order Number filter is used, all other filters will be ignored. If using the Order Date From filter, it is recommended to select one year prior if applicable to ensure you see a wide range of orders.
Step 3: View Order Details
To see the detailed information for a specific order:
Select the desired Order Number on the Orders screen.
The Order Detail screen will appear with the below information:
| Detail | Description |
|---|---|
| Order Number, Order Date, Created Date | Identification and timing of the order. |
| Buyer | The person who submitted the order. |
| Order Submission | The method used to submit the order. |
| State | Open means the order can be invoiced, edited, or canceled (if enabled by supplier/customer). Closed means no further actions can be processed. |
| Receiving State | Open means the customer is currently expecting items. Closed means the customer has received all items. Partial means some items have been received. |
| Documents | A PDF file of the Purchase Order. |
| Bill To / Ship To | Customer's preferred billing and shipping addresses. |
Review Line Item Details (Items Tab)
On the Items tab, you can find greater clarity on each product or service ordered:
| Line Item Detail | Description |
|---|---|
| Line | The line item number associated with the specific item. |
| Item | Name of the item. |
| Receiving Status | Status for this specific line item. |
| Quantity, Price, Subtotal Amount | The financial breakdown of the item. |
| Details | View catalog, non-catalog, roundtrip, or quote item details, such as Created Date (when the order was created), Product Date (when the product was added to the cart), UNSPSC Category, and applicable Shipping. |
Review Invoicing History (Invoices Tab)
The Invoices tab provides a summary of all invoices placed against the desired order, including the Invoice Number, Created Date, Invoice Date, State, Invoice Statement number, and Total.
Export Orders
To export a CSV report of all currently filtered orders:
Go to Transactions on the left side panel.
Select View Orders.
Click More Actions.
Select Export Orders.
The Manage Order Exports screen will populate.
Select View, to view the orders in the listing below or select Download to receive an order export file.
If Download is selected, a pop-up box will appear to select here.
- The Background Jobs screen will populate, click the Download link once the file is in a Finished State.