PunchOut setup checklist
Your business name and logo
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. Template from TierCommerce, tiercommerce.com.