What is Uline?
Uline, a family-owned business, is the leading distributor of shipping, industrial, and packaging materials to businesses throughout North America.
For over 45 years, they have stayed committed to providing their customers with the highest service and quality products.
What are the benefits?
1. Eliminate manual data entry with automatic data transfer between Procurify and the supplier’s catalog.
2. Streamline the procurement process with a centralized place to search, browse, compare, and buy goods.
3. Better user experience with purchasing that mimics consumer e-commerce experience (digital storefront).
Important: Uline has an internal approval process, along with spend requirements for all eProcurement initiatives.
How to set up Uline PunchOut with Procurify
Important: Uline has a vetting process & acceptance is subject to their approval.
Email [email protected] to review your request for a Uline PunchOut with Procurify.
Once approved, request these details:
From/Sender ID/UserID (NetworkID)
From ID Domain
Shared Secret/Password
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 Uline.
Ensure to create a unique group name, group names cannot be duplicated.
Fill in the fields, adding in the credentials received from Uline.
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 Uline platform. Please consult with your Uline representative on payment options.
How to choose the Bill-To Contact and Point of Contact
When you set up a Uline 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 Uline 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 Uline PunchOut set up and appropriate access is given to the requester, the Uline PunchOut option will appear under the PunchOut Suppliers table.
Select a shipping address.
Click the Proceed button in the Uline row.
Add items to the Uline 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.
Additional Information:
Orders put through to Uline PunchOut get emailed directly to [email protected] instead of relying on cXML.
Tax is not included in the PO. Tax will only reflect once the invoice is sent via email.