Viewing Orders

When a customer places an order through Unimarket, suppliers will receive an email notification when the order is available.

To view orders a list of all orders with customers, click Transactions on the left panel > select View Orders. 

Once completed, the Orders screen will populate.

 

Filters

The Filters at the top of the screen allow for order listing to be refined, by utilizing the Customer, Order Type or Order Number filters. If suppliers do not know the order number, the Order Date From and Order Date To filter will assist with locating the order.

Note: When the Order Number filter is used all other filters will be ignored, utilizing the search function for specific orders. If looking for a range of orders and the Order Date From filter is chosen, we recommend selecting one year prior, if applicable.

 

View Order Details

To view order details, select desired order number on Orders screen.

 

Once completed, the desired order detail screen will appear.

 

Order details consists of the following:

• Order Number
• Buyer: The person who submitted the order.
• Order Date: The date/time the order was submitted by the buyer.
• Created Date: The date/time the order was created by the buyer.
• Order Submission: Method used to submit order.
• Order Receiving
• Payment Method
• Attachments
• State: 

  • The Order state can be Open or Closed. Open means the order can be invoiced, edited or cancelled if the supplier and customer has enabled options. Closed means no further actions can be processed on this order. The Order can only be Closed or Reopened from the customer's side.

  • The Receiving state can be Open, Partial or Closed. Open means the customer is currently expecting items from the order or have not processed the receiving in Unimarket. Closed means the customer has received all items from the order. 

• Customer
• Documents: A PDF file of the Purchase Order.
• Bill To: Customer's preferred billing address.
• Ship To: Customer's preferred shipping to address.

 

Line Item Details

On the Items tab, the line items details are outlined for greater clarity.

 

Line Item details consists of the following:

 

Line: The line Item number associated with the specific item.

Item: Name of the item

Details: View catalog, non-catalog, roundtrip or quote item details, such as: Created Date, Product Date, UNSPSC Category and applicable Shipping.

 

Note: The Created Date is when the order was created and the Product Date is when the product was added to cart.

 

 

Invoices

On the Invoices tab, a summary of all invoices placed against the desired order can be viewed. The options include, 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 > select View Orders.

Once completed, the Orders screen will populate > click More Actions > select Export Orders.