What is Gertex?
Founded in 1958, Gertex is a Canadian design and product development company specializing in fashion, lifestyle, home, bath, and beauty care. They tell visual stories and create brand experiences by bringing ideas to life and providing reimagined perspectives.
Procurify PunchOuts integrate with your favorite supplier’s PunchOut catalog to streamline how you purchase from them. With Procurify PunchOuts, you can browse and place orders through a supplier’s website or custom PunchOut catalog. Once the request is approved, a purchase order is generated and items are automatically purchased.
What are the benefits?
Eliminate manual data entry with automatic data transfer between Procurify and supplier’s catalog
Streamline the procurement process with a centralized place to search, browse, compare and buy goods
Better user experience with purchasing that mimics consumer e-commerce experience (digital storefront)
Steps:
Contact your account manager at Gertex to set up a client account and curate a catalog. Please expect up to 30 days to set up the online catalog with Gertex.
Once you've set up your Gertex account, contact your Gertex account manager and request these details:
From/Sender ID/UserID (NetworkID)
From ID Domain
Shared Secret/Password
Test and Production Order posting URL
Important: Do not use the cXML PunchOut URL
With those credentials, in Procurify, go to the Settings module from the left side menu. Click PunchOut Suppliers.
Click Set Up under Gertex.
Ensure to create a unique group name, group names cannot be duplicated.
Fill in the fields, adding in the credentials received from Gertex.
Important: Do not use the cXML PunchOut URL in the Purchase Order Request URL field.
Choose which requesters will have access to the PunchOut using the ‘Group access’ option.
Choose a payment method.
Selecting a credit card will process order items through Procurify’s Credit Card Reconciliation tool.
Selecting other payment method will process order items through Procurify’s Accounts Payable Bill Creation module.
Note: by using the PunchOut connection, you will no longer have access to direct payment options through the Gertex platform. Please consult with your Gertex representative on payment options.
How to choose the Bill-To Contact and Point of Contact
When you set up a Gertex PunchOut group, you choose who appears as the Bill-To Contact and the Point of Contact on PunchOut orders sent through that group.
How do I choose the Bill-To Contact for PunchOut orders sent through this group?
Option | Result |
Final Approver (default) | The final approver of the order request |
Requester | The user who submitted the order request |
A Specific User | Any individual user selected during group setup |
Accounts Payable | Uses "Accounts Payable" as the contact name, paired with the email on file for the order's Location. If the Location has no email set, the Final Approver's name and email are used instead. |
How do I choose the Point of Contact for PunchOut orders sent through this group?
Option | Result |
Final Approver (default) | The final approver of the order request |
Requester | The user who submitted the order request |
A Specific User | Any individual user selected during group setup |
What isn't changing: the Final Approver is still recorded as the Purchaser on the Purchase Order, and the Ship-To Contact stays as the Requester.
Using Gertex 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 Gertex PunchOut set up and appropriate access is given to the requester, the Gertex PunchOut option will appear under the PunchOut Suppliers table.
Select a shipping address.
Click the Proceed button in the Gertex row.
Add items to the Gertex 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.
Note: Once the request is approved, the final approver is recorded as the Purchaser on the Purchase Order, and the Ship-To Contact stays as the Requester.
Additional Information:
This PunchOut is available only in Canada at this time.