ChemDirect PunchOut Overview

What is ChemDirect

ChemDirect is a B2B marketplace for buyers and suppliers who want the best chemical industry experience. For buyers, They are a single-source solution that puts you in total control with immediate access to shop for the best pricing from verified chemical suppliers. For suppliers, they're a digital sales and marketing solution that puts you in total control of increasing your sales and building your digital brand presence.

What are the benefits?

1. Eliminate manual data entry with automatic data transfer between Procurify and supplier’s catalog
2. Streamline 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)

Steps:

1. 1. Contact your account manager at ChemDirect to set up a client account and curate a catalog. Please expect up to 30 days to set up the online catalog with ChemDirect.
   2. Once you've set up your ChemDirect account, contact your ChemDirect 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
   3. With those credentials, in Procurify, go to the Settings module from the left side menu. Click PunchOut Suppliers.
   4. Click Set Up under ChemDirect.
      Ensure to create a unique group name, group names cannot be duplicated.
      
   5. Fill in the fields, adding in the credentials received from ChemDirect.

      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.
   6. Choose a payment method.
      • Note: by using the PunchOut connection, you will no longer have access to direct payment options through the ChemDirect platform. Please consult with your ChemDirect representative on payment options.

Using ChemDirect PunchOut: Requesting items

Note - only one PunchOut Supplier can be added to a Request For Order at a time. 

1. Using the Request for Order form, a requester will select the Supplier Portal button.
   • With the ChemDirect PunchOut set up and appropriate access is given to the requester, the ChemDirect PunchOut option will appear under the PunchOut Suppliers table.
2. Select a shipping address.
3. Click the Proceed button in the ChemDirect row.
4. Add items to the ChemDirect 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.
5. Choose an account code for each order item, or apply in bulk.
6. Submit the request for approval.