To request an order using PunchOuts, you'll start a standard Request for Order and select the "Supplier Portal" button to connect to the Punchout Supplier's site.
Here is a step-by-step guide on how to complete the process.
How to Request Items
In Procurify, create a Request for Order and select the Supplier Portal button.
Choose a shipping address and then click the Proceed button for the Punchout Supplier. You will be redirected to their website.
Add items to your cart on their site. When you are finished, navigate to your cart and click the Submit for approval button.
You will be brought back to Procurify, where the item details from your Punchout cart will be automatically populated in the request form.
Assign an Account Code to each item and submit the request for approval.
If you need to edit the order after it has been submitted for approval, you will need to deny the request, duplicate it, and re-initiate the PunchOut process.
Key Details
• Single Supplier: Only one PunchOut supplier can be included on a single Request for Order.
• Quantity Lock: Once items are brought into Procurify from the Punchout Supplier, the quantity field will be locked to ensure the final purchase order aligns with the PunchOut cart. To change the quantity, you must return to the supplier portal before submitting the request.
• Automatic Purchase Order: Once the request is fully approved, a purchase order is automatically generated and sent to the Punchout Supplier.