Set up and start using the McMaster-Carr punchout catalog to expedite and automate PR and PO creation in Precoro.
TABLE OF CONTENTS
A PunchOut Catalog is an online B2B E-commerce site that you can access from the Precoro procurement system.
Precoro offers a number of punchout integrations that you can view from the Marketplace Configuration (Marketplace Configuration for app.precoro.us) page. With these connections, you can access the supplier’s E-commerce websites directly from Precoro, making PR and PO creation easy and error-free with access to up-to-date item details.
McMaster-Carr is a leading U.S. supplier of industrial equipment, tools, and parts providing a wide range of products for manufacturing, maintenance, and repair. Learn how to set up and use the McMaster-Carr catalog to improve the creation of requisitions and orders for this supplier.
How to Set Up McMaster-Carr Integration
Configuration Settings For Administrators
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In Precoro, go to the Configuration — Marketplace Configuration (Marketplace Configuration for app.precoro.us) page, find McMaster-Carr in the list, and press Setup.
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You will be directed to the setup page, where you can enter and review the necessary data to establish the connection.
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To begin, identify the starting point for your purchasing process: select Purchase Requisition or Purchase Order in the Start Purchase Processes From field. Depending on your choice, you will see the Request from McMaster-Carr button in the Purchase Requisitions or Purchase Orders module.
You can always return and change your document selection.
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Depending on the document type you have selected, you will see the different configuration settings:
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For Purchase Order
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For Purchase Requisition
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Please contact a McMaster-Carr representative and provide your account number to receive credentials for the punchout. You can then paste these credentials into the configuration settings.
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After entering the information from the representative, select the needed data in the following fields:
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Deliver orders to (only if PR is selected in Start Purchase Processes From) — specify whose contacts should be provided for delivery: the PO Purchaser or the PR Requester.
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Default Purchaser (only if PR is selected in Start Purchase Processes From) — select a user who will be listed as the Purchaser in POs created from McMaster-Carr PRs. Please note that only users with the Create Purchase Order role can be selected from the list.
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Supplier — select McMaster-Carr from the list of your existing suppliers. If you do not have this supplier on your list yet, you can always add them.
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Check all the entered information and press the Create button below.
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.
When configuring Legal Entities (Legal Entities for app.precoro.us) in companies with enabled punchout catalogs, press Marketplace Billing Address and fill out additional fields. This information serves as a billing address in POs created with the punchout. If not set in the legal entity, the billing address will be copied from the location.
How to Use McMaster-Carr Integration
How to Create Purchase Requisitions from McMaster-Carr
Once you set up the integration, you can start creating documents with the punchout catalog. If Purchase Requisition is selected in the Start Purchase Processes From field, navigate to the Purchase Requisitions module to begin.
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On the top panel, click the Request from McMaster-Carr button or click Request from Marketplace and select McMaster-Carr on the following page. If you have multiple forms for PR creation, choose one from the drop-down list.
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Create a new PR document by filling out all the necessary information. Please note that only the locations with Marketplace Shipping Address stated will be available in the Location field. Then click the Create button.
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You will be redirected to the store's catalog. Choose the needed item, enter its quantity, and add it to the order. Repeat the process for all items you want to request.
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Review the order information on the Order page. If everything looks good, click the Check Out button.
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You will be automatically redirected to Precoro with the created Purchase Requisition on the Draft status. Check the information, fill in the necessary Custom Fields for Items, and Confirm the document.
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The PR will undergo the Approval Workflow configured in your company. Once it gains the Approved status, a related purchase order will be created.
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Once the PO is Approved, it is sent to McMaster-Carr.
How to Create Purchase Orders Without PRs from McMaster-Carr
You can create documents with the punchout catalog even if you do not use purchase requisitions. If Purchase Order is selected in the Start Purchase Processes From field, navigate to the Purchase Orders module to begin.
- On the top panel, click the Request from McMaster-Carr button or click Request from Marketplace and select McMaster-Carr on the following page. If you have multiple forms for PO creation, choose one from the drop-down list.
- Create a new PO document by filling out all the necessary information. Please note that only the locations with Marketplace Shipping Address stated will be available in the Location field. Then click the Create button.
- You will be redirected to the store's catalog. Choose the needed item, enter its quantity, and add it to the order. Repeat the process for all items you want to request.
- Review the order information on the Order page. If everything looks good, click the Check Out button.
- You will be automatically redirected to Precoro with the created purchase order on the Draft status. Check the information, fill in the necessary Custom Fields for Items, and Confirm the document.
- The PO will undergo the Approval Workflow configured in your company. Once it gains the Approved status, it is sent to McMaster-Carr.
Redirect to McMaster-Carr 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 McMaster-Carr 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.
Frequently Asked Questions