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 request for purchase, click on the "Request" button on the left Menu.
2. Start a New Request:
Then click on the "New Request" button.
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?
A: 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?
A: 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?
A: 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?
A: Setting up a punch-out catalog might take a few weeks depending on the supplier.