Amazon PunchOut Configuration

In this article, you will learn how to set up and start using Amazon punchout catalogs to expedite and automate the creation process of PR and PO documents in Precoro.

TABLE OF CONTENTS

• How to Set Up Amazon PunchOut Integration

  • Configuration Settings For Administrators

    • 1. Create a new PunchOut Group within your Amazon Business Account.

    • 2. Turn On the Procurement System Integration in the Created Group.

    • 3. Go to Precoro and Copy the Credentials There.

    • 4. Add the Created Locations in Precoro to Amazon.

    • 5. Add or Update your Locations in Precoro.

    • 6. Add the Payment Method to the Group.

    • 7. Add Users Who Should Have Access to Your Group.
    • 8. Make Sure to Remove the Requisitioner Role.
    • 9. Place Your Test Purchase Order.
    • 10. After the Successful Testing, Switch to Active Mode.

A PunchOut Catalog is an online B2B E-commerce site that you can access from the Precoro procurement system.

Setting up the punchout integration between the Precoro system and the Supplier’s Catalog will make your purchasing process more effortless. Once this connection is achieved, your company will be able to access the approved Supplier’s E-commerce websites by logging into the Precoro procurement system.

How to Set Up Amazon PunchOut Integration

Configuration Settings For Administrators

1. Create a new PunchOut Group within your Amazon Business Account.

To create a new Group, please follow these steps:

1. Open your Amazon Business Account and proceed to your Account Details → Business Settings.

2. In the Members section, click on the Groups:

3. Give your group a recognizable name (e.g., PunchOut Purchasing), select the Shared Payment Methods and Shared Addresses in the settings, and click the Add Group button.

2. Turn On the Procurement System Integration in the Created Group.

Make sure you are setting the purchasing system inside the needed group.

You can view and switch between the groups on the Bussiness Settings page:

To set up the purchasing system:

1. Find and open the group you have created.

2. Scroll to the bottom of the page and click Purchasing System under the System Integrations section.

3. On the Set up your purchasing system page, type in Precoro as your purchasing system, and click Save if you are using the app.precoro.com server.

4. You will be provided with automatically generated data: "From Identity" in cXML, "Shared Secret" in cXML, Punchout URL, and Purchase Order Request URL. Press the Save button below.

3. Go to Precoro and Copy the Credentials There.

1. Go to Precoro and open the Amazon Punchout Configuration page:

• Link for the App.precoro.com users.
• Link for the App.precoro.us users.

Copy and paste the generated data from Amazon into the corresponding fields.

 Fill out all the required fields in Precoro to finish the setup:

• Deliver orders to — here, you need to specify whose contacts should be provided for delivery: the PO Purchaser or the PR Requester.
• Default Purchaser — select a user who will be listed as the Purchase Order Purchaser created from the Staples Purchase Requisition. Please note that only those users with Create Purchase Order roles can be selected from the list.
• Supplier — select Amazon Business as the supplier. If you do not have Amazon on your Supplier list yet, you can create an Amazon Business Supplier using the Add New Supplier button. By default, when the Purchase Orders are created, the selected Supplier will be displayed in the documents.

4. Add the Created Locations in Precoro to Amazon.

1. In Amazon Business, make sure you are operating within your created group. Go to Business Settings → Billing & Shipping → Addresses and delivery preferences. You need to add the same address you have added in Precoro to Amazon Business in the Shared Address Book section.

2. Click the Actions on the right and select the Add an Address option. 

3. Fill out all of the required fields exactly as you did in Precoro. Please note that Amazon Business will not allow you to save the location without entering a phone number.

Also, if you click on the options below, Can you accept weekend deliveries? Some of your orders might be delivered over the weekend.

4. Once you have filled out the necessary fields, click Add an address and repeat for all necessary locations.

Alternatively, you can choose to upload your addresses in bulk if you have a lot of different locations to add. For this, instead of selecting Add an address, select the Upload addresses for the current group option. Then, you will be prompted to download a templated Excel file where you can fill out the necessary fields in the file following the instructions and then upload it back to the platform.

5. Add or Update your Locations in Precoro.

To add new or update the existing Location in Precoro, follow these steps:

1. Open Location Management, click Add Location to create a new one, or select an existing one and press the Edit Action button.

2. Press the Marketplace Shipping address button below and enter the needed information into the corresponding fields.

Please note that when you enter information in the Location address field, it is searched in Google Maps, and you receive prompts for selection. When you select a prompt, the data is automatically entered into the corresponding fields.

6. Add the Payment Method to the Group.

In Amazon, first, ensure you add the payment methods in the needed group.

Go to the Business Settings → Billing & shipping → Payment methods. There you can select and add the most preferable methods for your company so the users would be able to place orders.

If you are using the Invoice line, it will have been automatically added to your group.

If you are using a credit card, click Add payment method and follow the instructions. Once you have filled out the card information, click Save.

7. Add Users Who Should Have Access to Your Group.

In Amazon, first, ensure you add people to the needed group.

Go to the Business Settings → Members → People → Add People button.

You can select the most preferable option from the available ones: Invite by email, Upload a spreadsheet, or Share an Invite link.

Let’s go ahead and select the Invite by email option:

1. Enter the relevant email addresses of the users you would like to have access to the integration. Please make sure to separate the email addresses by pressing Enter on the keyboard.

2. Unselect the Buyer (Requisitioner) role, and make sure to select the Punchout Buyer. Then, select other relevant accesses that you would like your users to have.

3. Click Invite people.

Alternatively, you can choose to upload your users in bulk. For this, select the Upload a spreadsheet option instead. This will prompt you to download a template Excel file. Fill it out following the instructions.

Important to note:

• If your users already have an Amazon Business account, they will not receive an email inviting them to join the group. They will simply be added to this group.
• If your users do not yet have an Amazon Business account, they will receive an email inviting them to join your Amazon Business account. They will only appear as the member of the group once they accept the email invitation and register on the platform.

• The users have to have both an Amazon Business account and a Precoro account under the same email address. For example, it is not possible to utilize a general Amazon Business account (e.g., accounting@company.com) if the same email address is not registered as a corresponding Precoro user.

8. Make Sure to Remove the Requisitioner Role.

Go to the general group and remove the Requisitioner role from the users who will be using the integration. Having both the requisitioner role on the general level and the punchout buyer role on the group level does not work together. 

1. Go to your company account business settings by clicking on your company name on the left. You will proceed to Business Settings → Members → People.

2. Check the assigned roles for each user. If you find users with a Requisitioner role, click on Actions on the left, and then click Edit role. 

3. Unselect the Buyer (requisitioner) role and click Save.

Now, the settings are done. Your PunchOut settings are in test mode, and you are ready to place a test Purchase Order.

9. Place Your Test Purchase Order.

Congratulations! You are almost done. Now, you need to test whether the integration has been set up correctly. As a reminder, while your account integration is in the test mode, your orders will not be fulfilled and/or charged to your account.

To test the integration:

1. Go to Purchase Requisitions in Precoro and click the Request from Amazon button on the top action panel:

2. Create a new document, and you will be automatically redirected to the Amazon store.

3. Add necessary items to the cart and click Proceed to checkout when ready.

4. On the checkout page you can see and edit the order information. If everything looks good, click the Submit Order for Approval button.

Once done, you will see the warning message stating that this order requires approval. This means that everything has been integrated correctly.

5. You will be redirected to Precoro, and the Purchase Requisition document should have a Draft status. If needed, edit the document and add the required information like department, budget, location, or chart of accounts.

6. When done with editing, click Confirm, and if you have approval, your PR will go through the approval process. If not, it will automatically be approved on Amazon and canceled in a few hours because of active testing mode.

Once approved or confirmed, depending on your Precoro settings, the Purchase Order will be created automatically.

You can cancel your document in Precoro once it is canceled on Amazon.

10. After the Successful Testing, Switch to Active Mode.

Once you have checked that everything works correctly, you can switch to active mode:

1. Open the Business Settings → System Integrations → Purchasing system.

2. Press the Switch to Active Mode button, which will put the integration into live mode. 

Now, all of your purchases on Amazon will be processed through Precoro approval. In case you would like to have an option of purchasing outside of Precoro approval processes (not recommended), please contact our Amazon Business Integration Specialist, Megan Pavlenko (megan.pavlenko@precoro.com).