Registration

  • Registering a Company Supplier Profile

    Summary

    Unimarket is a closed, customer-invitation-based Marketplace. This article provides a step-by-step guide for new suppliers to register, complete their company profile, and establish their presence (or "store") in the Unimarket Supplier Directory for trading with existing customers.

     

    Prerequisites

    • Audience: New Supplier

    • Intent: Register a new company 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.

    • Note on Duplicates: If you have an existing profile and your customer is requiring to create a new profile. Ensure the new business/trading name is different from the existing one, to avoid creating duplicate profiles.

    Note: If you already have a company Unimarket profile, view instructions on how to link a new customer to your existing profile.

     

    Steps

    Initiate Registration and Enter Preliminary Information

    This step establishes your user login and initial company details.

     

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

    2. Enter your company's preliminary information and your desired user login details, ensuring all required fields (marked with a red asterisk) are completed.

      • Business or Trading Name: Insert your company's business or trading 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: The name associated with the user login.

      • Your Email Address: The email address 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.

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

    4. Select Register.

     

    Complete Company Profile Setup

    After successful registration, you will be taken to the Company Profile Setup screen to enter your company's most pertinent details. Complete all mandatory fields (marked with a red asterisk).

     

    Supplier Region Action Required
    US Suppliers Select Company/Organization, insert your Company or Trading Name, and key in your company's Legal Business Name.
    AU Suppliers Select Company/Organisation, insert your Company or Trading Name, and key in your company's Legal Business Name.
    NZ Suppliers Select Company/Organisation, insert your Company or Trading Name, key in your company's Legal Business Name, and enter your New Zealand Business Number (NZBN) in the Business Number field.

    Add Physical and Remittance Addresses

    1. Insert your physical address information in the mandatory fields (marked with a red asterisk).

    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 the name you wish your payment to be made out to.

    3. Click OK.

     

    Complete Additional Requirements (if applicable)

    1. Tax Profile (US Suppliers only): If required by the customer, you will be directed to the Tax Profile page. Choose the appropriate form (W-9, W-8BEN, or W-BEN-E) and complete all mandatory fields. See the related help article Submitting & Updating Tax Profile.

    Note: If you do not have the information and need someone else in your organization to complete, you can set them up as a User under the Profile drop-down menu. 

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

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

     

    Results/Validation

    Check Registration Status

    You can check which registration requirements are complete by following these steps:

    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, outlining the community's requirements and your completed profile sections.

      • 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 and approve the profile. Trading will commence upon customer approval. For status inquiries, please contact your customer's contact person.

     

    View Profile Customer Status

    To see 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 your profile.

      • Pending: The connection is pending. The community must connect (enable) the supplier before trading can commence. Contact your community contact person for an update.

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

  • Link a New Customer to Your Existing Unimarket Profile

    Summary

    If you already have a Unimarket profile and receive an invitation to register from a new customer. Follow these steps to link the new customer to your existing profile, instead of creating a duplicate profile.

     

    Prerequisites

    • Audience: Existing Supplier

    • Intent: Link a new customer to an existing profile

    • Invitation: You must have received a new customer's registration invitation link.

    • Credentials: You must have your existing Unimarket username and password.

    Note: If you have forgotten your password, please refer to Forgotten/Reset Password. If you are having trouble logging in or unsure if you have login access, please contact our Unimarket Support Team at support@unimarket.com.

     

    Steps

    Link the New Customer

    1. Click on the registration link that was sent to you, by the new customer.

      • DO NOT register on the page that loads.

    2. Go to the top right-hand corner and click Already registered? Login.

    3. Enter your existing username and password to log in.

     

    Verify Customer Link

    1. Once logged in, the new customer should be linked to your profile and listed on the Your Profile page under the Customers header.

    2. If you do not see your customer listed: Log out of your supplier portal, then click the registration link provided by your customer again and log in.

     

    Results/Validation

    Check Registration Requirements

    You can determine if any registration requirements specific to the new customer are incomplete by following these steps:

    1. Click the Home icon (on the left side panel).

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

    3. Hover over the icon under the Requirements column. A pop-up window 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 and approve the profile connection. Trading will commence upon customer approval. For status inquiries, please contact your customer's contact person.

     

    View Profile Customer Status

    To see your connection status with the linked customers:

    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 community-supplier connection is pending. The community must connect (enable) the supplier before trading can commence. We recommend reaching out to your community 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 community contact person for more insight, as they are the only person who can connect/disconnect supplier profiles.

     

    What's Next/Related

  • Become A New Supplier

    Summary

    To find a list of customers currently partnering with Unimarket and to inquire about becoming a supplier in their community, follow these steps.

     

    Prerequisites

    • Audience: Potential Supplier

    • Intent: Identify Unimarket customers and initiate contact about supplier registration.

     

    Steps

    Locate the List of Customers

    1. Visit the official Unimarket website at unimarket.com.

    2. Navigate to the section under the header titled "Unimarket provides the source-to-pay solutions of choice for".

    3. Use the left or right arrows in this section to browse the logos and names of current customers.

     

    Contact the Community Administrator

    1. Once you have identified a desired customer, contact their Community Administrator.

      • Note: This person is typically located in the customer's Procurement or Purchasing department.

    2. Reach out to the Community Administrator for further assistance regarding the potential of becoming a supplier for their community.

     

    Results/Validation

    Upon receiving an invitation from the customer, you will receive a registration link via email or other communication channel.

     

    What's Next/Related

  • Registering an Individual Supplier Profile

    Summary

    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.

    Note: If you already have an individual Unimarket profile, view instructions on how to link a new customer to your existing profile.

     

    Steps

    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.

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

    4. Select Register.

     

    Complete Company Profile Setup (Individual Details)

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

     
    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 the mandatory fields (marked with a red asterisk).

    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.

     

    Complete Tax Profile (US Suppliers Only)

    If your customer requires the Tax Profile, you will be taken directly to the Tax Profile page.

    1. Choose the appropriate tax profile form (W-9 for an individual registration).

    2. Complete all mandatory fields marked with a red asterisk.

     

    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.

     

    Other Requirements (Referrals)

     

    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.