This article outlines the steps you need to follow to start using PLANERGY CheckOut Extension. Once enabled and setup, users will be able to create purchase requisitions by filling their online shop carts before sending them for approval directly in PLANERGY.
The Chrome extension (also possible to be installed in Mirosoft Edge) should be installed through the the Chrome Web Store.
To integrate with PLANERGY CheckOut Extension you will need to enable it on your PLANERGY account. This can be done by the Account Owner user, by:
You can start creating the order in PLANERGY or directly from the vendor’s online catalogue. If you are creating order directly from venodor’s catalogue you can jump to step 3.