PunchOut Catalog Integration

The PLANERGY PunchOut allows you to easily integrate a supplier’s electronic catalog into your account, enhancing procurement efficiency.

It enables you to create a buying organisation within a single system, thus simplifying and streamlining the entire purchasing process.

Additionally, tasks such as the need for manual item entry to your procurement system or transferring data from the supplier’s website can be effortlessly accomplished within your procurement platform with PLANERGY PunchOut.

For more information on setting up the PLANERGY PunchOut, refer to How to Configure PunchOut Integration.


How Does A PunchOut Integration Work?


How to Configure PLANERGY PunchOut Integration

To start using the supplier’s catalog for procuring the items and creating a requisition directly in PLANERGY, you must first set up the supplier PunchOut on your Planegy account by following the steps below.

Enable PunchOut Feature

To integrate PLANERGY PunchOut, the PLANERGY account owner should first enable it in the PLANERGY account by following the steps below.

  1. Navigate to Control Panel > Advanced Controls and press Integrations. The Control Panel > Integrations page is displayed.
  2. Scroll down and press Setup in the row of Other PunchOut. The PunchOut feature is enabled on your account.

Now, you can create a PunchOut supplier in your PLANERGY account.
For more information, refer to How to Create PLANERGY PunchOut Supplier.

How to Create PLANERGY PunchOut Supplier

To create PunchOut Supplier after enabling the PunchOut feature in your PLANERGY account, follow the steps below.

  1. Navigate to Control Panel > Catalog and press Suppliers. The Control Panel > Suppliers page is displayed.
  2. Press Add New Supplier. You can also update an existing supplier by pressing anywhere in the row of the supplier you wish to edit. The Add Supplier page is displayed.
  3. The PunchOut section is visible on the Supplier page when the PunchOut feature is enabled in your account.
  4. Check the box Is Enabled.

    Note

    You need to ask your Punchout suppliers for the required credentials and enter them in the Punchout section.
  5. Enter the user identity set up on the supplier web store in the From/Sender Identity field.
  6. Enter the unique user credential domain in the From Credential Domain field.
  7. Enter the user password that is set up on the supplier web store in the Shared Secret field.
  8. Enter the Punchout URL to log in to the supplier web store in the PunchOut URL field.
  9. Enter the supplier identity in the To Identity field.
  10. Enter the unique supplier credential domain in the To Credential Domain field.
  11. Enter the request URL in the Purchase Request URL field.
  12. Press Save. The success notification is displayed.

You can now place PunchOut orders when needed.

Updated on December 3, 2024
Was this article helpful?

Related Articles