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  • October 19, 2022 13:57
  • Updated

How do I start using Procurify CheckOut?

Goal:

  • How does Procurify CheckOut work? 
  • How to set up Procurify CheckOut? 
  • Steps to complete Procurify CheckOut
  • Instructions for CheckOut


Step 1: 

Enable the Procurify CheckOut Chrome Extension 

  1. Get in touch with your Procurify customer service contact to enable Procurify CheckOut for your company.
  2. Make sure you’re using Google Chrome as your browser.
  3. Download the Procurify CheckOut Chrome Extension from the Chrome Web Store.

Step 2: 

Place an Order with Procurify CheckOut 

  1. Log in to the Procurify CheckOut Chrome Extension with your Procurify domain name and click login. 
  2. Open the Request for Order page, select the Supplier Portal button 
  3. Select the applicable Supplier from the list. Do not close the Procurify tab. 
  4. CheckOut will direct you to the Supplier portal. Add items to your cart.
  5. When finished, view your cart. The Procurify extension will pop up. 
  6. Select Send to Procurify. You'll be automatically routed back to your request. 
  7. Select the applicable Account Codes and Custom Fields for each item. 
  8. Select Add to request.
  9. Review your Request, and when ready select Submit request.

 

When using the CheckOut feature, it is important to log into Procurify first and then select the Supplier Portal. 

 

Additional Information:

  • CheckOut can only be used on Desktop not mobile. 
  • Every Requester must download the extension to use CheckOut.
  • Procurify CheckOut Chrome Store
  • What is the difference between PunchOut and CheckOut?
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