Punchouts

Confirm Request Type and Category Recommendation

AI will predict the correct request type and category, but validation is always recommended.

Select Purchasing Location

Select the correct location where your purchase will be shipped to/delivered at for the correct punchouts to be recommended.

Select and Launch

Checking out with Punchout (Different depending on Punchout)

Return Items and Submit Request

Navigate to the Punchout Catalogs Tab in the Admin Experience and Click Create Catalog

Add Punchout Catalog Details

Detail Descriptions

Title: Name of the Punchout

Description: Provide a written description of when this punchout should be used. The AI recommendation will use this to recommend the punchout.

From Domain: Identifies the type of identity (e.g., DUNS, NetworkID) used by the buyer's system when initiating the punchout. This helps the supplier know how to interpret the buyer's identity.

To Domain: Specifies the type of identity used by the supplier's system. It tells the buyer how to interpret the supplier's identity in the response.

From Identity: A unique identifier (like a DUNS number or custom ID) that represents the buyer's system. It's used by the supplier to authenticate and authorize the incoming punchout request.

To Identity: A unique identifier for the supplier’s system that the buyer uses to direct the punchout request. It ensures the message reaches the correct supplier endpoint.

Sender Domain: Indicates the identity type of the system sending the cXML message, often reflecting the platform or protocol used (e.g., email, NetworkID).

Sender Identity: The actual ID of the sender system or user initiating the punchout request—commonly an email address, user ID, or system identifier.

Setup Request URL: The URL endpoint provided by the supplier where the cXML punchout setup request should be sent to initiate a punchout session.

Shared Secret: A confidential string known to both buyer and supplier used to authenticate the punchout connection and ensure secure communication.

Supplier: Select the relevant supplier to be associated with this punchout.

Editing Existing Punchout Details

Click the menu next to the punchout you want to manage. When clicking edit you can edit all the connection details, the description and title of the punchout

Clone Punchout

Cloning a punchout brings across all the details ready for editing.

Active/Deactivate

Deactivating a punchout will no longer make it available for use in Intake

Test Punchout

The test punchout flow will open up the punchout with the currently logged in user for testing. Upon successful checkout, a pop up will show up with the items successfully brought back.