Unimarket is a closed, customer-invitation-based Marketplace. This article provides a step-by-step guide for individuals registering as a sole vendor (not representing a business entity) to create a profile and establish their presence (or "store") for trading with existing customers.

Prerequisites

• Audience: Individual Supplier (person, not an entity)

• Intent: Register a new individual profile in Unimarket after receiving an invitation.

• Invitation: You must have received a customer's invitation via a bid notification, public URL, or a direct email link.

Step 1: Initiate Registration and Enter Preliminary Information

This step establishes your user login and initial profile details.

1. Access the registration link provided in the customer's invitation.

2. Enter the required preliminary information, ensuring all required fields (marked with a red asterisk) are completed.

   • Business or Trading Name: Insert your First and Last Name.

   • Currency: Select your desired currency. If a drop-down is not present, the field will display the currency elected by the customer.

   • Time Zone: Select the desired time zone. Note: This cannot be updated once the profile is created.

   • Country: Choose the applicable country.

   • First/Last Name fields: The first and last name that will be associated with the user login.

   • Your Email field: The email address to be used for user login access.

   • Password: Enter at least 8 characters. The password must include at least 3 of the following: a lower-case letter, an upper-case letter, a number, or a special character (such as !@#$%^&). Passwords should not contain multiple repeated characters (e.g., aaa or 777).

   • Confirm Password: Re-enter the content of the Password field.

Note: The Password and Confirm Password fields will not populate. 

• If the email address already exists and associated with an existing supplier profile, in Unimarket.

If this occurs, the supplier should use the instructions on help article Link a New Customer to Your Existing Unimarket Profile.

3. Check the "I'm not a robot" box.

4. Select Register.

Step 2: Complete Company Profile Setup (Mandatory)

Once registration is successful, you will be taken to the Company Profile Setup screen. Complete all mandatory fields (marked with a red asterisk), including applicable Physical Addresses fields.

Company Details Section

1. Select Individual.

2. In Company or Trading Name, enter your First and Last Name.

3. In the First Name field, insert your first name.

4. In the Last Name field, key in your last name.

Tax Details Section (US Suppliers Only)

1. Tax Identification Type: Select SSN.

2. Tax Identification Number: Insert your SSN number in the following format: 199-99-9999.

About Section

1. Categories Supplied: Search this field for the product or services you are providing. If an exact match is not found, choose a similar category.

2. Default Category: This field should auto-populate from your selection in Categories Supplied. If you entered multiple selections, you can alter this to your preferred default category.

Add Physical and Remittance Addresses

1. Insert your physical address information in all applicable fields.

2. If your remittance address is the same as your physical address, check the Same as Physical Address box.

   • Note: Your remittance name should be your first and last name.

3. Click OK.

"Supplier Profile is Incomplete" Error

The Supplier Profile is Incomplete error typically appears when, one or more mandatory fields is incomplete.

To resolve the error, ensure all mandatory fields are completed including the applicable Physical Addresses fields. 

Step 3: Complete Tax Profile (Mandatory for US Suppliers Only)

• US customers will be directed to the Tax Profile page. 

• Choose the appropriate form (Create W-9, Create W-8BEN, or Create W-BEN-E)

• Complete all mandatory fields, marked with a red asterisk. See the related help article Submitting & Updating Tax Profile.

W-9 Details (if Create W-9 is selected)

1. Complete the fields on the In Progress W-9 tab:

   • Name of entity/individual: First and Last Name

   • Business name/disregarded entity name: First and Last Name

   • U.S. taxpayer identification number Type: Select SSN.

   • Tax ID: Enter your SSN number in the following format: 199-99-9999.

   • Business Classification: Select None.

   • Are you involved in Federal debarment proceedings?: Select Yes if applicable, otherwise click No.

2. Select Submit. A pop-up box will appear with the Certification information.

3. If agreed, enter your First and Last Name in the Name of Submitter field.

4. Select Submit.

Step 4: Add Payment Details

Note: Optional, unless required by customer.

• Update Payment Details: See the related help article Updating Your Payment Details (US Suppliers) or Updating Your Profile (AU/NZ Supplier). 

Step 5: Upload Certificates & Documents

Note: Optional, unless required by customer.

• Upload Certificates & Documents: If your customer has requested Certificates of Insurance or other documents, see the related help article Managing Certificates & Documents.

Step 6: Set-up Mandatory Two-Factor Authentication (2FA)

• Select the silhouette of a person (in the upper right corner).
• Click Logout.
• The Two-Factor Authentication (2FA) – Supplier Portal help article will provide set-up instructions.

Results/Validation

Check Registration Status

You can determine if the registration requirements have been completed:

1. Click the Home icon.

2. Under the Customers header, locate the applicable customer.

3. Hover over the icon under the Requirements column. A pop-up will appear.

   • Yellow Exclamation icon: One or more requirements are incomplete.

   • Green Check icon: All requirements are completed.

Once all requirements are completed, the customer will review/approve the profile. Upon approval, trading will commence. For status inquiries, please reach out to your customer directly.

View Profile Customer Status

To view your connection status with customers linked to your profile:

1. Select the Home icon on the left side panel.

2. Scroll down to the header titled Customers.

3. Review the status under the Status column:

   • Connected: Trading is enabled between this community and the supplier.

   • Pending: The connection is pending. The community must connect (enable) the supplier. Contact your customer contact person to inquire when the status will reflect Connected.

   • Disconnected: This community does not wish to trade with the supplier. Reach out to your customer contact person for more details, as they are the only person who can connect/disconnect supplier profiles.

Note: Your customer will review your account once you have completed your registration and they will reach out to you if anything further is needed.