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The Order from Vendor Website feature allows you to connect directly to a vendor’s website using Punchout technology. This quick guide will show you the basics for placing your first order quickly and easily!

Purchasing Punchout.mp4

  1. Select Order → Order From Vendor Website

  1. Select your Facility, if applicable

  2. Select an appropriate Top Level Category for the vendor from whom you wish to shop

  3. Click the logo for the vendor from whom you wish to shop

  1. Build your shopping cart on the vendor’s portal; once finished, click the Submit Order / Place Order / Transfer Shopping Cart button on the vendor’s page (verbiage may vary)

  1. Back in the Procurement system, review your cart:

    1. Make any necessary adjustments to quantities with the + and - keys, or by adjusting the number

    2. Check the GL Codes / Categories of your items

    3. View the approval chain with the View Workflow button

    4. Add comments using the Notes option

  2. Click the Send button in the bottom right to submit your order

    1. If approval is needed, you will receive a message stating “Order was sent for approval”

    2. If approval is not needed, click “Approve and complete the order” on the following screen

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