1. Supplier Portal User Guide - Manager
Allison Hughes
SRM Support & Services Supervisor
August 2018

2. Welcome!
We’re pleased that UNFI’s suppliers can now visit our updated Supplier Portal to find the following:
New Item Packet Submission
Promotional Form Submission
Carrier Appointment Scheduling
ClearVue Reporting (if CV supplier)
Supplier In-Site Reporting (if SCCV supplier)
This guide will walk you through the Supplier/User Section and Dashboard of the portal.
The UNFI Difference

3. Supplier Portal Managers
The Supplier Portal Manager is able to:
Setup Users (who can add new product packets, run reporting if CV/SIS, view carrier appointments or add a monthly special promotion)
Setup Managers and Users (who can set up other Users)
Add their own new product packets, run reporting if CV/SIS, view carrier appointments or submit a monthly special promotion under that supplier
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4. Content User Guide Log In / Reset password Home Screen Dashboard
Adding New Users
Editing Existing Users
My Account
User Guide
Supplier Portal

5. Log in or Reset Password
Use your to login at
If you forgot your password, click the forgot password, enter your if you are a valid user. A reset link will be ed to the .
The UNFI Difference

6. Home Page
When you log in you will be directed to your ‘Home’ page. From there, you’ll be able to navigate through the function tabs on the left. I’ll explain each of them in the next screen.
Supplier Portal

7. Fully functioning tabs at your fingertips
Your Dashboard
Fully functioning tabs at your fingertips
Brings you back to your main dashboard
Allows you to add and edit current users
Enter a new product packet to submit to your Supplier Manager/Supplier Manager Coordinator
Submit a monthly special to our Promotional Team
View carrier appointments with ease. Need help here? Contact
ClearVue or SIS Supplier? Reporting is access here
Looking for more assistance? Contact or navigate through our Zen Desk for additional materials
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8. You now have the ability to add new users to your portal account!
Adding New Users
You now have the ability to add new users to your portal account!
Step 1: Once you’ve logged in as the Supplier “Manager”, click on “Suppliers” tab on the left of your dashboard
Step 2: Click “edit” to see and update the details and users of the account
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9. Adding New Users
Step 4: Click Associated Users on left panel (it’s here you’ll see everyone who has access to your account)
Step 5: Using the orange button you can “Add “New or Existing User”
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10. Adding New Users
Step 5: Once you’ve selected “Add User “New or Existing”, the following information will appear:
Select Supplier or Broker under “User Class”
Enter User contact details
Contact Type” refers to User’s company title/department
Provide promotional/product set up access by selecting Supplier or Broker and reporting access by selecting “Reporter’
Select “User” access level. As the owner, you can set up other owners, managers or users here.
The UNFI Difference

11. Editing Existing Users
You’re able to remove users who should no longer have access to your supplier account
Editing Existing Users
Once in the supplier page, you can edit or remove any supplier necessary.
Click on the existing user’s name to edit details or reset their password
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12. Editing Existing Users
Manage access level or any other details from this page
Send a password reset to link to any user under the supplier
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13. Here you can update and edit the details of your account
My Account
Here you can update and edit the details of your account
Under your name on the upper right of the home screen, click the carrot drop to access “My Account”
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14. My Account
You can change your password, update your address and phone number. This is for basic information updates linked to the supplier portal.
The UNFI Difference

15. UNFI Corporate Headquarters | 313 Iron Horse Way, Providence, RI 02908
Looking for assistance? Contact
Thank you
August 2018
UNFI Corporate Headquarters | 313 Iron Horse Way, Providence, RI 02908