How to Set Up PunchOut Catalogs in Precoro

TABLE OF CONTENTS

• What Is a PunchOut Catalog
• The Marketplace Configuration Page
• Available PunchOut Catalogs
• How to Set Up and Test a PunchOut Catalog
  • Step 1: Request PunchOut Access from the Supplier
  • Step 2: Add the Catalog in Precoro
  • Step 3: Fill Out the Configuration Fields
• Set Up a PunchOut Catalog for Multiple Legal Entities
• Automatically Add PunchOut Items to the Catalog
• How to Disable or Delete a PunchOut Catalog
  • Disable a Catalog Temporarily
  • Delete a Catalog
• FAQ

What Is a PunchOut Catalog

PunchOut functionality lets you shop from supplier catalogs directly through Precoro and bring the cart back into a purchase requisition (PR) or purchase order (PO).

It helps you:

• Save time with a familiar online shopping flow.
• Use up-to-date pricing and supplier-specific discounts.
• Reduce catalog maintenance because suppliers manage product details and prices.

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

Watch this short video to learn more about PunchOut functionality in Precoro and how to set it up.

The Marketplace Configuration Page

Set up and manage all PunchOut catalogs in Configuration → Marketplace Configuration:

• Connected catalogs appear at the top, on a white background, with their legal entities. Click the three-dot button to Edit or Delete a catalog.
• Supplier cards show a short overview and a link to the supplier's website. Click Add (+) on a card to open its PunchOut Configuration page.
• Create (top right corner) builds a custom connector for any supplier that supports PunchOut.

Available PunchOut Catalogs

Precoro connects PunchOut catalogs through cXML.

Most catalogs follow the standard setup in How to Set Up a PunchOut Catalog. If a catalog's setup is different, follow its own guide, linked in the table.

Supplier	Minimum Spend	Setup Time	Industry	Setup Guide
Amazon	Not limited	Self-Onboarding	Business Services	Link
Staples	No info	1-3 weeks	Business Services	Link
Grainger	10k Annually	1-3 weeks	Industrial	Link
Home Depot	50k Annually	No info	Industrial	Link
McMaster-Carr	No info	1-3 weeks	Industrial	Link
ODP Business Solutions	No info	No info	Business Services	Link
Fisher Scientific	No info	1-4 weeks	Biotech	Link
Thermo Fisher Scientific	No info	1-4 weeks	Biotech	Link
Lowe’s	Not limited	1-4 weeks	Industrial	Link
NAPA	No info	2-3 weeks	Automotive	Link
Markit	Not limited	1-2 weeks	IT	Link
CMT EDGE	Not limited	1-2 weeks	Construction & Infrastructure	Link
Uline	No info	1-5 days	Shipping Supplies	Link
Guest Supply	No info	4-6 weeks	Hospitality Supplies	Standard setup

How to Set Up and Test a PunchOut Catalog

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 recommendations for specific PunchOut catalogs and notes on how to fill out configuration fields.

Optional:

• Shipping Address on locations:
  Fill it in for every location your team orders to. Precoro uses it to fill in the Shipping Address field in PunchOut documents automatically. If a location has none, users enter the address in the document, because the field is required. See Location Integration with Marketplace.
• Billing address on legal entities:
  In Legal Entities (Legal Entities for app.precoro.us), click Billing Address and fill out the fields. Precoro uses this address as the billing address in POs created through PunchOut. If it’s not set, Precoro copies the billing address from the location.

Step 1: Request PunchOut Access from the Supplier

1. Contact the supplier and request a PunchOut. Once the supplier configures the catalog, you receive credentials for testing and production.

Step 2: Add the Catalog in Precoro

1. Go to Configuration → Marketplace Configuration.

2. Find the supplier's card and click Add (+).
   

Step 3: Fill Out the Configuration Fields

1. In Start Purchase Processes From, select Purchase Requisition or Purchase Order.
   
   Users then see Request from [Supplier] in that module, or Request from Marketplace if several catalogs are set up for it. You can change this selection later.

2. If your company uses multiple legal entities and needs different settings for each, enable Set by Legal Entity. See Set Up a PunchOut Catalog for Multiple Legal Entities.
   
   
3. In the Marketplace Settings section, enter the credentials the supplier sent you. All fields are required:
   
   
   
   1. To check how the catalog works first, enter the test credentials: test orders aren't processed or sent to the supplier.
   2. After enter the production credentials. From then on, the supplier receives and fulfills your orders.
4. In the Precoro Settings section, fill out the fields. Depending on the type of document you chose, you will see different fields.
   
   • Deliver orders to (only if you start from PRs): whose contacts the supplier gets for delivery, the PO Purchaser or the PR Requester.
     
   • Default Purchaser (only if you start from PRs): the user listed as Purchaser in POs created from PunchOut PRs. Only users with the Create Purchase Order role appear in the list.
     
   • Supplier: select the supplier from your supplier list. If it isn't there, add the supplier first.
   • Automatically Add Items to the Catalog (optional checkbox, with the Inventory module): see Automatically Add PunchOut Items to the Catalog.
     
     
     
5. Check the information and click Create.

Set Up a PunchOut Catalog 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.

Please note:

• 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.

Automatically Add PunchOut Items to the Catalog

If you use the Inventory module, Precoro can add items ordered through PunchOut to your item catalog and track them in your inventory when you add receipts.

To enable it:

1. Go to Configuration → Marketplace Configuration and open the PunchOut configuration.
2. Enable Automatically Add Items to the Catalog.
3. Save the changes.

Once enabled, Precoro checks the items in approved PunchOut orders:

• The item matches a catalog item:
  Precoro links the PunchOut item to it instead of creating a duplicate. PunchOut items are matched the same way whether or not this setting is enabled. See Mapping with Catalog for how Precoro finds a matching item.

• No match:
  Precoro creates a new Inventory catalog item using the details received from the supplier, such as SKU, name, price, currency, and unit of measurement.
  
  When available in the PunchOut data, Precoro also saves the Supplier Part #, MPN (Manufacturer Part Number), and Manufacturer. You can review or edit these values later in the Catalog.

• When you post receipts to a warehouse, these PunchOut items are recorded under the corresponding inventory items.

How to Disable or Delete a PunchOut Catalog

Disable a Catalog Temporarily

Disable a catalog and keep its credentials in Precoro, for example while the supplier has issues or while you renegotiate terms.

1. Go to Configuration → Marketplace Configuration and open the catalog's page.
2. Disable the connection:
   • For the whole company: click the toggle next to the page header.
   • For one legal entity: find it in the left-hand panel, click the three vertical dots, and click Disable.

While a catalog is disabled, your team can't use it to create PRs or POs. The credentials stay on the page, so you can reactivate the catalog at any time.

Delete a Catalog

1. Go to Configuration → Marketplace Configuration, find the catalog, and click Edit.
2. Click More Actions (three dots) and select Delete.
3. Read the notification about how incomplete documents are processed and click Yes.

Please note, you can't undo deleting a catalog:

• Precoro permanently deletes the catalog's credentials. To reconnect, enter them again.
• Documents created through the catalog that aren't approved yet become regular documents, without the "from PunchOut" mark. Once approved, they can still be sent to the supplier by email.
• Precoro deletes all Draft documents created through the catalog.

FAQ