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Follow this guide to enable and configure the Punchout integrationPunchOut integration. By enabling buyers to shop a supplier’s live catalog from within their own procurement system, PunchOut bridges internal workflows and external e-commerce, eliminating duplicate data entry and errors, offering real-time product/pricing visibility, enforcing approval and budget controls, and improving supplier stickiness, resulting in faster, more accurate and more loyal procurements.

Step-by-step guide

Step 1: Setup the account

1. In the CMS, go to the e-Commerce tab → Users → Website Users.
   
   
2. Search for a user to edit or select Add New User.
   
   
3. Enter the Email Address (or Login Id). It is recommended to use an unique username, such as the ABN number.
   
   
4. Enter the Default Customer Account code.
   
   
5. Enter the Notify Email Address. During the first setup, it is recommended to add a legitimate email to reset the password, and later change it to noreply@commercevision.com.au.
   
   
6. Enter the First Name and the Surname of the account.
   
   
7. If desired, enter the Contact Phone.
   
   
8. In the Initial Role field, select Punchout Customer (PUNCHOUT).
   
   
9. In the Customer Details section, enter the Order Limit and Requisition Limit. It is important to set the numbers to ensure that the customer can complete the punchout. Enter 0 for the Approval Limit.

Step 2: Setup the Punchout profile

1. In the CMS, go to the Settings tab → Punchout Maintenance → cXML Customer Profile.
   
   
2. Search for the customer code used in the account configured in the previous step.
   
   
3. Select Modify.
   
   
4. In the Profile Request, select cXML Profile Request v1.2.
   
   
5. In the Profile Response Document, select cXML Profile Response v1.2.
   
   
6. In the PunchOut Setup Request, select cXML PunchOut Setup Request v1.2.
   
   
7. In the PunchOut Setup Response, select cXML PunchOut Setup Response v1.2.
   
   
8. In the PunchOut Order Message, select cXML PunchOut Order Message v1.2.
   
   
9. In the Encoding Type, select Base 64 Encoded.

Optional step: Customize the payload data

If you need to apply unit conversions, you will have to change the payload data to automatically convert between unit types.

1. In the CMS, go to the Settings tab → Punchout Maintenance → Punchout UOM.
   
   
2. Go to the UOM Conversion Details tab.
   
   
3. Select New.
   
   
4. Enter the Customer Code.
   
   
5. Enter the Current UOM, the Unit of Measure that will be converted.
   
   
6. Enter the Converted UOM, the Unit of Measure that will be applied and used by the payload data.