Update Company/Trading or Legal Name

  • Updated

As businesses evolve, suppliers may need to update their Company/Trading Name (Display Name) or Legal Name, within Unimarket. While much of the profile can be managed by various roles, significant changes to legal and tax identities require specific administrative permissions.

 

Prerequisites

  • Audience: Supplier (Existing User)

  • Intent: Update profile and company details

  • Access: Must be logged into the Unimarket supplier portal for your region.

  • User Roles: Any user can update the Company and/or Trading Name. Only Community Administrator users can update the Tax Profile.

 

Log In and Access Supplier Profile

  1. Go to the relevant supplier login screen for your designated zone:

  1. Once logged in, select Profile from the menu on the left.

  2. Select Company Profile

 

Update Profile Information (Profile Tab)

On the Company Profile screen

  1. Click the Profile tab

  2. Select Edit to modify your company details.

 

  1. Edit Name Fields:  
    • Company or Trading Name: Update the name displayed to buyers, in the Unimarket Marketplace.
    • Legal Name: Update the official name associated with the business entity.
  2. Save Changes: Scroll to the bottom and click Save.

     

Company/Trading Name vs. Legal Name

It is important to distinguish between these two fields, in Unimarket:

  • Company/Trading Name (Display Name): The "Doing Business As" (DBA) name. This is what customers see when searching the Unimarket Marketplace. Suppliers can usually edit this freely.
  • Legal Name: The name associated with the Tax ID (EIN). In many community configurations, the Legal Name is locked after the initial registration is approved.

NOTE:

For US Suppliers, a change to the Legal Name or Trading Name often necessitates an update to the Tax Profile. If the name on your tax return changes, you must ensure the Tax Profile matches your IRS records.

 

Updating the Tax Profile (US Suppliers)

If there are more than one customer connected to the profile (displayed on the Home screen). We recommend reaching out to the Community Administrator for all customers, before updating the Tax profile. To avoid disruption to customer's recordkeeping and/or potential payment disbursement delay.

If you are a US-based supplier and updated your Company Name, you can review your current tax documentation in Unimarket:

  1. Go to Profile on the left panel > select Tax Profile.

 

  1. Ensure the Legal Name and EIN/TIN match your most recent W-9, W-8BEN or W-8BEN-E.
  2. If the ownership or tax classification has changed, create a new W-9, W-8BEN or W-8BEN-E.