Uline PunchOut Catalog

TABLE OF CONTENTS

• How to Set Up Uline Integration

  • Configuration Settings For Administrators

  • Setting Up Locations and Legal Entities 

• How to Use Uline Integration

  • How to Create Purchase Requisitions from Uline

  • How to Create Purchase Orders Without PRs from Uline

  • Redirect to Uline Button 

• Frequently Asked Questions

A PunchOut Catalog is a B2B E-commerce website that you can access directly from the Precoro procurement system.

Precoro offers a number of punchout integrations available from the Marketplace Configuration (Marketplace Configuration for app.precoro.us) page. These connections let you access supplier E-commerce websites directly from Precoro, making PR and PO creation faster and error-free.

Uline is a leading U.S. distributor of shipping, industrial, and packaging materials. Learn how to set up and use the Uline punchout catalog to simplify requisition and order creation for this supplier.

How to Set Up Uline Integration

Configuration Settings For Administrators

1. In Precoro, go to the Configuration — Marketplace Configuration (Marketplace Configuration for app.precoro.us) page, find Uline 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 Uline button in the Purchase Requisitions or Purchase Orders module.
   
   You can always return and change your document selection in the Start Purchase Process From field.
   
   If your company uses multiple legal entities, enable the Set by Legal Entity option to configure PunchOut catalogs separately for each one. Learn more here.
   
   
3. Please contact a Uline representative and provide your account number to receive credentials for the punchout.
4. Paste the received credentials into the configuration settings. See the detailed explanation for each field here.
   
   
   
   Note: Unlike other PunchOut integrations that require a Purchase Order Request URL, Uline uses the Punchout Order Request Email field to receive approved PO PDFs by email.
   
5. After entering the information from a Uline representative, select the needed data in the following fields, depending on the type of document you chose, you will see different fields:
   • 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 Uline Purchase Requisition. Please note that only those users with Create Purchase Order roles can be selected from the list.
   • Supplier — select Uline from the list of your existing suppliers. If you don't have this supplier on your list yet, you can always add them.
6. Check all the entered information and press the Save button.

Setting Up Locations and Legal Entities

For documents created through PunchOut, you can only select Locations with Marketplace Shipping Address filled out. Learn how to configure locations here.

How to Use Uline Integration

How to Create Purchase Requisitions from Uline

Once the integration setup is done, you can start creating documents using the PunchOut catalog. If Purchase Requisition is selected in the Start Purchase Processes From field, open the Purchase Requisitions module to begin.

1. On the top panel, click the Request from Uline button or click Request from Marketplace and select Uline on the following page. If you have multiple forms for PR creation, choose one from the drop-down list.
2. Fill out the required information to create a new PR document. Please note that only locations with Marketplace Shipping Address configured will be available in the Location field. Then press Next Step.
3. You will be redirected to the Uline catalog, where you can browse products, specify quantities, and add items to the cart.
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 Purchase Requisition 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. Once it gains the Approved status, a related purchase order will be created.

When 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 Uline

You can also create documents with the PunchOut catalog if your company does not 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 Uline button or select Request from Marketplace and choose Uline 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 Uline 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 Purchase Order 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 Uline Button

This feature allows you to return to the Uline catalog and update your order or requisition before the document is finalized.

While the document is in Draft or In Revision status, the document creator can press Redirect to Uline in the action panel to edit selected items directly on the supplier’s store page. If your purchasing process starts with a Purchase Requisition, the button remains available only until a related PO is created.

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

Frequently Asked Questions