Prerequisites
Access to ProcureDesk with the necessary permissions to create a requisition.
Make sure you are on the "standard" side of the ProcureDesk.
Punch-out catalogs for the supplier you want to order from.
Step-by-Step Instructions
Initiate a Request:
To create a purchase request, click the "Request" button on the left Menu under the Purchase dropdown.
2. Start a New Request:
Then click on the "New Request" dropdown
Click on New Request.
3. Enter Header Details:
Fill in the required header details for your requisition.
(e.g., Requisition Type, Description).
4. Add Line Item Details by Supplier's Punchout Catalog (Website):
i) Access Supplier Website:
Click on the supplier logo, for example, Amazon.com.
ii) Select and Submit Items:
This will take you to the supplier's website. Select the item you need to purchase and click on "Submit Items for Approval/Checkout"
This will copy the cart data from the vendor's website to the ProcureDesk purchase requisition.
FAQs and Troubleshooting
Q: What if a supplier logo is not available?
Ensure that your supplier and ProcureDesk have set up the punch-out catalog. Reach out to ProcureDesk Support for more details.
Q: How do I know if the items were successfully added to my requisition?
Once you click "Submit Items for Approval," the items should appear in your ProcureDesk purchase requisition. Verify by checking the requisition details.
Q: What should I do if the data is not copied correctly?
Refresh the page and try again or you can edit the details as well. If the issue persists, contact ProcureDesk for assistance.
Q: How long does it take to set up a punch-out catalog?
Setting up a punch-out catalog might take a few weeks depending on the supplier.
Q: I selected items on the supplier's site and submitted them, but nothing came back to ProcureDesk. What do I do?
This is different from items being copied incorrectly here, submitting the cart doesn't return you to ProcureDesk at all, so nothing appears in your requisition. This usually points to a problem with the session itself rather than something you can fix from your end.
Please check the following:
If you're ordering through the ProcureDesk browser extension confirm the extension is installed and enabled. If it's missing, try reinstalling the extension.
Confirm you weren't already logged into the supplier's site under a different account in the same browser, and try again in a fresh or incognito session.