The following article outlines how to set up Amazon PunchOut groups in Procurify.
Steps:
- In Procurify, select Settings on the left-hand navigation bar. Only users with Admin access can select Settings and select PunchOut Suppliers.
- Select the Set up or View button beside PunchOut.
- Select
- Enter in the PunchOut Groups name. (This is displayed when the requester selects Supplier Portal. The recommendation is to name the Group by Locations within Procurify).
- Select the appropriate PunchOut domain from the drop-down menu.
- In a separate webpage (open a new tab), open and log into your Amazon Account. Hover your mouse over your name and organization name available in the top right of your screen. Select Business Settings. Scroll to the bottom of the System Integrations section and select Purchasing System.
- Copy the "From Identity" in cXML and paste it into the Form Identity field in Procurify.
- Copy the "Shared Secret" in cXML and paste it into the Shared Secret field in Procurify.
- a) You may need to Select Save & a new page will appear where you can complete the following instructions.
9.Copy the Purchase Order Request URL and paste it into the Purchase Order Request URL field in Procurify.
- Select the Requesters you wish to have access to Amazon PunchOut (default is ALL requesters)
- a) Select Edit
- b) If you wish to invite all users, click Select All. To add an individual user, type in the user's name in the search field and click the checkbox beside the user's name to add them) Select Save
- Select a Payment Method to be used for Amazon PunchOut orders
- a) Select a Payment Method from the drop-down menu
- b) If you do not see a Payment Method option one will need to be created, see How to Add Bank and Credit Card Accounts to create a new payment method within your Procurify Domain. Click here to learn about what payment methods can be used for Amazon PunchOut.