CMT EDGE PunchOut Catalog 

TABLE OF CONTENTS

• How to Set Up CMT EDGE Integration

  • Configuration Settings For Administrators

  • Setting Up Locations and Legal Entities 

• How to Use CMT EDGE Integration

  • How to Create Purchase Requisitions from CMT EDGE

  • How to Create Purchase Orders Without PRs from CMT EDGE

• Redirect to CMT EDGE Button

• FAQs

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

You'll find Precoro's full list of punchout integrations on the Marketplace Configuration (Marketplace Configuration for app.precoro.us) page. Each connection gives you direct access to a supplier's E-commerce store from inside Precoro, so you build PRs and POs from live item data instead of typing details in manually.

CMT Group is a UK supplier of construction equipment, PPE, workwear, and site consumables, ranging from hand tools and diamond blades to safety signage and site welfare products. The steps below cover setting up and working with its procurement portal, CMT EDGE.

How to Set Up CMT EDGE Integration

Configuration Settings For Administrators

1. In Precoro, go to the Configuration — Marketplace Configuration (Marketplace Configuration for app.precoro.us) page, find CMT EDGE in the list, and press Add.

2. Identify whether your purchase process will begin, with the Order or Requisition document in the Start Purchase Process From field. Depending on your choice, you will see the Request from CMT EDGE button in the Purchase Requisitions or Purchase Orders module.

3. Companies working across multiple legal entities can enable Set by Legal Entity to configure the punchout separately for each one. See this article for details.

4. Reach out a CMT representative and provide your account number to receive credentials for the punchout.

5. Paste the received credentials into the configuration settings.

6. After entering the information from a CMT representative, select the needed data in the following fields, depending on the type of document you chose, you will see different fields.

• Supplier—select CMT from the list of your existing suppliers. If you do not have this supplier on your list yet, you can always add them.
• 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 CMT Purchase Requisition. Please note that only those users with Create Purchase Order roles can be selected from the list.

Setting Up Locations and Legal Entities

When creating documents within the punchout, you can only select Locations with Marketplace Shipping Address filled out. Learn how to configure locations here.

How to Use the CMT EDGE Integration

How to Create Purchase Requisitions from CMT EDGE

If Purchase Requisition is set as your starting document, head to the Purchase Requisitions module once setup is complete.

1. On the top panel, click the Request from CMT EDGE button or click Request from Marketplace and select CMT EDGE on the following page. If you have multiple forms for PR creation, choose one from the drop-down list.
2. Fill in the required fields to create your PR. Please note, that only locations with Marketplace Shipping Address configured will be available in the Location field. Then press Save.
3. Precoro redirects you to CMT's store catalog. Add each item you need to the order, entering quantities as you go.
4. Once your cart is ready, review the order details on the checkout page and press Check Out.
5. You will be automatically redirected to Precoro with the created PR on the Draft status. Check the information, fill in the necessary custom fields for items, and Confirm the document.
6. The PR will undergo the Approval Workflow configured in your company. When it gains the Approved status, a related purchase order will be created.
7. Once the PO is approved, Precoro sends the purchase order PDF to the email address specified in the Punchout Order Request Email field. After the email is successfully delivered, the PO receives the Sent status.

How to Create Purchase Orders Without PRs from CMT EDGE

You can also create documents with the PunchOut catalog if your company doesn’t use Purchase Requisitions. If Purchase Order is selected in the Start Purchase Processes From field, open the Purchase Orders module to begin.

1. On the top panel, click the Request from CMT EDGE button or select Request from Marketplace and choose CMT EDGE on the next page. If you use multiple PO forms, select the needed one from the drop-down list.
2. Fill out the required information to create a new PO document. Please note, that only locations with Marketplace Shipping Address configured will be available in the Location field. Then press Create.
3. You will be redirected to the CMT's catalog, where you can browse products, specify quantities, and add items to the cart.
4. Review the order information on the Order page. If everything looks good, click the Check Out button.
5. After checkout, you will be automatically redirected back to Precoro with the created PO in Draft status. Review the document, complete any required custom fields for items, and confirm the PO.
6. The Purchase Order will go through the Approval Workflow configured in your company. Once the PO is approved, Precoro sends the PO PDF to the email address specified in the Punchout Order Request Email field. After the email is successfully delivered, the PO receives the Sent status.

Redirect to CMT EDGE Button

This feature lets you return to the marketplace and edit your order or requisition before the document is finalized.

While the document is in Draft or In Revision status, the creator can press Redirect to CMT EDGE in the action panel to change ordered items via the supplier’s store page. If you start with creating a purchase requisition, this button is only available until a related PO is created.

Approvers and Super Users can use the button if they Revise the document.

Frequently Asked Questions