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 integrates 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.
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.
Choose which requesters will have access to the PunchOut using the ‘Group access’ option.
Choose a payment method.
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.
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.
Additional Information:
This PunchOut is available only in Canada at this time.