What is McKesson Surgical
McKesson Surgical is McKesson is a distributor of pharmaceuticals and provides health information technology, medical supplies, and health management tools. The company delivers a third of all pharmaceutical products used or consumed in North America.
🌎 McKesson Surgical PunchOut is available for USA based customers.
What are the benefits?
Browse items from McKesson USA
Shop through the McKesson USA portal, and your cart syncs to Procurify, where the items you select will be ready for request order. No more copying and pasting links into your request.
Instant purchase after approval
Once the request is approved, items are purchased straight away through McKesson USA. Requesters no longer need to wait for the Purchasers to place the order.
Automatic P.O. creation
Along with instant purchasing, automatic Purchase Order creation occurs once the Purchase Order is approved. This removes the manual process while increasing accuracy.
Steps:
Setting up an account with McKesson USA:
This PunchOut requires ShipTO IDs to be shared with the supplier. Please click here to learn How to retrieve Shipping Address Identifiers(ShipTO IDs)
Contact your account manager or [email protected] at McKesson USA to set up a client account or map an existing account to Procurify.
McKesson USA will open an Internal Project for tracking and will provide the following PunchOut credentials:
URL
To @ domain
To identity
Sender/Identity
Sender/SharedSecret
Important: Do not use the cXML PunchOut URL
Integrating McKesson USA with Procurify:
In Procurify, select Settings on the left-hand navigation bar and PunchOut Suppliers. Only users with Admin access can select Settings and PunchOut Suppliers.
Select the SET UP or VIEW button under McKesson PunchOut.
Select +Add New Group.
Enter the Punchout Groups name (which will be displayed when the requester selects Supplier Portal. The recommendation is to name the Group by Location or the customized category labeling within Procurify). Ensure to create a unique group name, group names cannot be duplicated.
Select the appropriate PunchOut domain from the drop-down menu.
Fill in the following fields using the information using the credentials provided by McKesson USA.
Important: Do not use the cXML PunchOut URL in the Purchase Order Request URL field.URL (Punchout Webstore URL and Purchase Order Request URL in Procurify)
To @ domain (Does not need to be added to Procurify)
To identity (Does not need to be added to Procurify)
Sender/Identity (From Identity in Procurify)
Sender/SharedSecret (Shared Secret in Procurify)
If you wish to invite all users to use the PunchOut, click on Edit under Group Access, you can Select All, or to add an individual user, type in the user's name in the search field and click the checkbox beside the user's name to add them) Select Save.
Choose the Bill to address and the payment method used for the Punchout orders.
If you do not see a Payment Method option, one will need to be created; see How to Add Bank and Credit Card Accounts to create a new payment method within your Procurify Domain.
Select Complete integration.
Using McKesson USA PunchOut: Requesting items
Note - only one PunchOut Supplier can be added to a Request For Order at a time.
Using the Request for Order form, a requester will select the Supplier Portal button.
◦ With the McKesson PunchOut set up and appropriate access is given to the requester, the McKesson USA PunchOut option will appear under the PunchOut Suppliers table.
Select a shipping address.
Click the Proceed button in the McKesson row.
Add items to the McKesson online cart as normal. When finished, navigate to the cart and click the Submit for approval button.
◦ Order item details will be automatically brought back to Procurify.
Choose an account code for each order item, or apply in bulk.
Submit the request for approval.