ProcureDesk supports various methods for ordering products from approved vendors, including internal and external catalogs (punch-outs). This guide explains how to use the ProcureDesk website plugin to order from e-commerce sites like Best Buy, allowing you to capture cart data and request purchase authorization before placing the order.
Prerequisites
Make sure you are on the "Standard" side of ProcureDesk.
Installed ProcureDesk Website Plugin
Step-by-Step Instructions
1. Select Supplier
Click on the Create order button > Standard > Add line items and select the supplier, e.g., Best Buy.
2. Add Items to Cart
The system redirects you to the Best Buy site. Select the items you want to purchase, view the cart, and click on "Proceed to ProcureDesk" to capture and copy the cart data
to ProcureDesk.
3. Review the Cart in ProcureDesk
The cart data will automatically be added to your ProcureDesk cart.
4. Checkout and Submit
Click on checkout, create the order, and submit it for approval.
5. Complete Purchase
If you have selected the option to "Send PO to Supplier" and entered a valid email address, then the PO will be sent to the Supplier after it is approved.
If not, then you need to go to the Supplier's website to complete your purchase after the order is approved in ProcureDesk.
FAQs and Troubleshooting
What if the "Proceed to ProcureDesk" button is not visible?
Please re-install the ProcureDesk Website Plugin. If it is still not visible, please contact ProcureDesk Support.
How do I know if my order is approved?
You will receive an email notification once your order is approved.
How can I get this plugin to work for a new Supplier?
Please reach out to the Onboarding Team at [email protected] with the supplier details.