PunchOut Catalogs and Marketplace Configuration Page

TABLE OF CONTENTS

• What is a PunchOut Catalog

• How to Manage PunchOut Integrations

  • Marketplace Configuration Page

  • Available Integrations

• How to Set Up and Test PunchOut Catalogs

  • PunchOut Configuration for Multiple Legal Entities

• How to Use PunchOut Catalogs

• How to Notice Orders that Weren't Sent

• How to Delete a PunchOut Catalog

• Can’t Find a Feature? Suggest It in Our Roadmap

What is a PunchOut Catalog

PunchOut technology allows you to access your preferred suppliers' stores from Precoro. Once the integration is established, you can be redirected to the vendor’s website from the purchase requisition or order creation pages. There, you can browse items, add the needed supplies to the shopping cart, and then transfer the cart directly to the document you are creating.

PunchOut Catalogs help you:

• Stay within budget by accessing real-time prices and negotiating personalized discounts.
• Reduce manual work with an ordering process as simple as online shopping.
• Delegate catalog maintenance to suppliers who keep product details and pricing up to date.

You can choose whether to use the catalog for purchase requisitions or orders when configuring the integration. Therefore, you can set it up even if your company doesn’t use the Purchase Requisitions module.

How to Manage PunchOut Integrations

Marketplace Configuration Page

To set up and manage PunchOut catalogs, navigate to Configuration → Marketplace Configuration. Take note of these features available on the page:

• The list of vendors with short overviews can help you decide which catalogs to set up. Cards also have links to the suppliers’ official websites.

• The connection status displayed for previously connected catalogs indicates that the integration works correctly.

• The Setup or Edit button in every vendor card directs you to the specific catalog configuration page.

Available Integrations

Below is the list of currently available PunchOut catalogs with descriptions. Here, you can also find detailed setup guides for every catalog. The guides feature emails of representatives you can contact for credentials; if no contact is listed, there’s no dedicated manager for setting up a PunchOut integration with Precoro, so you can contact the store’s sales representative.

How to Set Up and Test PunchOut Catalogs

Please follow these steps when setting up any of the available PunchOut Catalogs. This sequence will help you communicate with the supplier and establish the integration correctly.

Additionally, the setup guides linked in this section provide specific recommendations for every PunchOut and notes on how to fill out configuration fields.

1. Ensure you have a business account on the vendor’s website. If you don’t, contact the supplier to discuss this possibility and ask if a PunchOut catalog can be set up for your company. 

2. Then, reach out to a sales representative or a contact specified in the setup guide for this particular catalog and request a PunchOut.

3. Once the vendor configures the catalog, you’ll receive credentials for testing and production.

4. Optionally, you can set up the integration with test credentials to check how the catalog works. To do so, navigate to Configuration → Marketplace Configuration, find the necessary vendor, and click the Setup button that directs you to the PunchOut Configuration page. The orders you create during testing are not processed or sent to the supplier.

5. Once ready, enter the production credentials on the PunchOut Configuration page. After you update the settings, the orders you create with the catalog are processed, so the supplier will receive and fulfill them.

6. Required: after placing your first order via the PunchOut Catalog using the production credits, please contact the supplier to verify your order was received. It is not recommended to create new orders until you’ve received the confirmation.

PunchOut Configuration for Multiple Legal Entities

If your company uses multiple legal entities, you may need to set up PunchOut Catalogs with different credentials and settings for each of them.

How it works:

1. Enable the Set by Legal Entity option during PunchOut integration setup.

2. You’ll see several tabs corresponding to legal entities on the PunchOut Configuration page.
3. While this option is disabled, you’ll have the same setup for all LEs.

• The Start Purchase Processes From field must have the same value for all LEs that use this PunchOut. Once you’ve selected starting with PR or PO for one LE, other tabs will display this field as View Only.
• You can change Start Purchase Processes From on the All Legal Entities tab. In this case, incomplete PunchOut documents will be converted into standard ones and processed manually.
• Changes made in the All Legal Entities tab are applied across all entities where possible. If a change cannot be applied (for instance, due to access restrictions), the system will display a notification.
• If you add a new LE after you’ve configured a PunchOut, you’ll need to connect it separately for this entity.

How to Use PunchOut Catalogs

Once you’ve connected your first PunchOut Catalog, you can use it to create documents in the module you chose in the Start Purchase Processes From field on the PunchOut Configuration page. When you open the Purchase Requisitions or Purchase Orders module:

• If one catalog is set up for this module, you’ll see a button directing you to request from this supplier at the top of the page (for instance, Request from Staples).

• If there are more PunchOut Catalogs, you’ll see the Request from Marketplace button.

On the new Request from Marketplace page, you’ll see all your available integration options listed. When you click the Create button, you’ll be redirected to the document creation page.

When you fill out the document details and press Create, you’ll be redirected to the supplier’s website. There, you can browse and select the items to add to the shopping cart. 

Once you complete checkout, you will be redirected back to Precoro, and your cart items will be transferred to the document. You can then confirm the document to start the approval process.

How to Notice Orders that Weren't Sent

Orders from PunchOut catalogs may occasionally fail to send due to connection errors or incorrect credentials. Precoro sends email notifications that let you know whenever you need to resend an order. Thanks to this feature, no info will be lost, so you can be confident that suppliers are informed of your purchases.

Here’s how the notifications work:

1. If the order can’t be sent to the supplier, the PO creator receives a Please Resend Your PunchOut Order email.
2. The email contains a link to the document that wasn’t sent. On the document page, click the new Resend Order to Marketplace button once ready. 
3. After the order is successfully sent, it will gain the Sent to Marketplace status. If the issue persists, please check if the credentials in the PunchOut configuration are up to date or contact our support team. 

How to Delete a PunchOut Catalog

Users with the Configuration role can disable PunchOut Catalogs by following these steps:

1. Navigate to Configuration → Marketplace Configuration, find the catalog you want to delete, and press Edit.
2. On the next page, scroll to the bottom and press Delete.
3. You’ll see a notification describing how the incomplete documents are processed. Press Yes to confirm the action.

Here's what changes when you delete a PunchOut:

1. The credentials for this integration are permanently deleted. You'll need to enter them again to reconnect the catalog.

2. All documents created via the PunchOut that haven't been approved are converted to regular documents. They're no longer marked as "from PunchOut". Once they're approved, they can still be sent to the supplier via email.
3. All Draft documents created via the PunchOut are deleted.

Can’t Find a Feature? Suggest It in Our Roadmap

If you know a feature that would make working with Precoro easier, it may be in development or waiting to be requested. To see what's in store, please check out our Open Product Roadmap.

There, you can:

• See what’s planned and in progress

• Upvote ideas that matter to you

• Leave comments to share your use case

• Subscribe to announcements and follow relevant ideas

• Submit new feature requests

To get started:

1. Review existing ideas and upvote the ones that you find helpful.

2. Log in or sign up using your business email to access full functionality.

3. Submit new ideas and share insights with your peers in the comments.

Every suggestion counts—your feedback shapes what we build next. Refer to this article for more details on working with the product plan.