What is Uline
Uline, a family-owned business, is the leading distributor of shipping, industrial, and packaging materials to businesses throughout North America.
For over 45 years, they have stayed committed to providing their customers with the highest service and quality products.
What are the benefits?
1. Eliminate manual data entry with automatic data transfer between Procurify and the supplier’s catalog.
2. Streamline the procurement process with a centralized place to search, browse, compare, and buy goods.
3. Better user experience with purchasing that mimics consumer e-commerce experience (digital storefront).
Important: Uline has an internal approval process, along with spend requirements for all eProcurement initiatives.
How to set up Uline PunchOut with Procurify
Important: Uline has a vetting process & acceptance is subject to their approval.
Email customer.service@uline.com to review your request for a Uline PunchOut with Procurify.
Once approved, request these details:
From/Sender ID/UserID (NetworkID)
From ID Domain
Shared Secret/Password
Important: Do not use the cXML PunchOut URL
With those credentials, in Procurify, go to the Settings module from the left side menu. Click PunchOut Suppliers.
Click Set Up under Uline.
Ensure to create a unique group name, group names cannot be duplicated.Fill in the fields, adding in the credentials received from Uline.
Important: Do not use the cXML PunchOut URL in the Purchase Order Request URL field.
Selecting a credit card will process order items through Procurify’s Credit Card Reconciliation tool.
Selecting other payment method will process order items through Procurify’s Accounts Payable Bill Creation module.
Choose which requesters will have access to the PunchOut using the ‘Group access’ option.
Choose a payment method.
Note: by using the PunchOut connection, you will no longer have access to direct payment options through the Uline platform. Please consult with your Uline representative on payment options.
Using Uline PunchOut: Requesting items
Note - only one PunchOut Supplier can be added to a Request For Order at a time.
Using the Request for Order form, a requester will select the Supplier Portal button.
With the Uline PunchOut set up and appropriate access is given to the requester, the Uline PunchOut option will appear under the PunchOut Suppliers table.
Select a shipping address.
Click the Proceed button in the Uline row.
Add items to the Uline online cart as normal. When finished, navigate to the cart and click the Submit for approval button.
Order item details will be automatically brought back to Procurify.
Choose an account code for each order item, or apply in bulk.
Submit the request for approval.
Additional Information:
Orders put through to Uline PunchOut get emailed directly to customer.service@uline.com instead of relying on cXML.
Tax is not included in the PO. Tax will only reflect once the invoice is sent via email.