Now your large customers have an even greater reason to purchase from your store thanks to Level 1 and 2 support for punchout.
What is Punchout
Your large customers have a lot of suppliers. They use eProcurement systems (Ariba, SAP, Oracle, etc) to manage and report on their internal spend.
Punchout integrations like Greenwing Technology and TradeCentric, formerly Punchout2Go sits between your evolutionX store and your customers' eProcurement system.
Their software allows the customer to find your products from within their eProcurement system, then with one click the customer is logged-in and redirected to your store.
They can then proceed to build a cart of products. When ready they can send that cart of products back to their eProcument system. They can then finalize the order from within the eProcurement system. The order, once finalized, is sent back to your store.
Punchout Level 1
Level 1 provides a catalog of products that sit within the customers eProcurement system. The customer can then link from this catalog to your website homepage and be immediately logged-in.
They can then proceed to search and find products and when ready to checkout they are brought back to their eProcurement system with the basket of products. They can then finalize the order within their eProcurment system. Once they complete the order it is automatically sent from their eProcurement system to your evolutionX store.
Punchout Level 2
Level 2 gives the customer the ability to search products from within their eProcurement system and then click and land directly on that product within your store. This saves them time and headaches when making several purchases a day.
Enabling Punchout
To enable punchout for your store, follow these steps:
Choose a punchout provider from the available options.
Install the appropriate App from the evolutionX AppStore related to your chosen punchout provider.
Once the App is installed:
Enable punchout for the account of your choice (Customers > Accounts > Edit).
Select the punchout provider you have installed.
Additional options can be edited in the punchout section of an account:
Select Punchout Role: Choose the role for punchout users.
Redirect URL: Choose the URL where users will be redirected after punchout.
Item UOM: Choose the unit of measurement for items.
Item Currency: Choose the currency for the items.
Item Class: Choose a class for the items.
Item Language: Choose the language for items.
Request Punchout Payment Card: If enabled, a matching saved card will be charged automatically.
If enabled, the user's choice to skip a punchout email and card alert may be stored in the user's browser (Cookies on your site).
Send Payment Link Email if Card Requested is Missing: If enabled, users will receive a payment link email when the requested card is missing, preventing order rejection.
Punchout on Storefront
The punchout behavior on the storefront will depend on the configurations set for the account on evolutionX.
If Request Punchout Payment Card is enabled, it means a matching saved card will be charged automatically. Should the user lack a saved card, they will receive a prompt to add one, provided they have the necessary permissions. This step is optional, allowing users to proceed to checkout even without a saved card if they choose to.
User Messaging:
Adding a Credit Card & PCard:
If Send Payment Link Email if Card Requested is Missing is enabled, users will receive an email containing a payment link if the requested card is missing. In cases where a valid email is not associated with the user, they will be asked to add one, provided they have the necessary permissions. Users are still allowed to skip this warning and proceed to check out with no valid email if they choose to.
User Messaging:
Adding user email address:
If you have any questions, contact us and we will be sure to help you get started.
🚀 Have a great day!