Free template · Printable / PDF
Free PunchOut setup checklist
Everything to agree with a customer before their buyers can shop your catalogue from their procurement system, from choosing cXML or OCI to testing the first round-trip.
What’s inside
- The basics to agree with the customer
- Connection details to exchange
- Catalogue, prices and units to set up
- An end-to-end test plan
- A go-live checklist
Preview
Agree the basics
- Which procurement system the customer uses
- Which protocol it supports: cXML or OCI
- Who the technical contact is on each side
- The target go-live date
Exchange connection details
- PunchOut setup URL for your catalogue
- Shared secret or credentials for the customer
- Identity values the customer’s system will send
- Where purchase orders should be sent back
Set up the catalogue
- Which products the customer can buy
- The customer’s contract prices
- Units of measure that match theirs
- Classification codes, such as UNSPSC, if they ask for them
Test end to end
- Punch out from the customer’s system and sign in
- Search and build a cart at the right prices
- Return the cart to the customer’s system
- Receive the approved purchase order
- Send the order confirmation, and invoice if agreed
Go live
- Switch from test to production details
- Place a first live order together
- Agree who to contact if something breaks
Every procurement system names these settings differently. Ask the customer’s technical contact for their setup guide.
How to use it
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1
Open the printable version
Print it, or save it as a PDF to share with the customer’s team.
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2
Work through it together
Tick off each item with the customer’s technical contact.
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3
Let TierCommerce do the round-trip
TierCommerce supports PunchOut over cXML and OCI, at each customer’s own prices.
PunchOut setup checklist questions
What’s the difference between cXML and OCI?
cXML is used by procurement systems such as Ariba and Coupa. OCI comes from SAP. Your customer’s system decides which one you use.
How long does PunchOut take to set up?
It depends on the customer’s procurement team. Having the details on this checklist ready usually saves the most time.
Does TierCommerce support PunchOut?
Yes. TierCommerce supports PunchOut round-trips over cXML and OCI, plus catalogues for Unimarket and similar platforms.
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