eprocurement Integration Guide

Transcription

1 eprocurement Integration Guide KeepStock eprocurement Integration provides a simple and consistent ordering experience that drives greater process efficiencies.

2 eprocurement (epro) Integration Benefits Enhanced User Experience Access KeepStock order requisitions via Grainger punchout catalog Single process for all KeepStock and other Grainger epro orders Maximizes the productivity of your team Scalable Solution Integrate Grainger KeepStock program with your eprocurement channel of choice (SAP, Oracle, Ariba, GHX, SciQuest, etc.) Installs across multiple customer locations Centralized visibility to spend ecommerce Utilization Drive compliance across your organization Leverage a single platform to save time, money and space Requirements Enabled with an epro Punchout Catalog and electronic purchase orders KeepStock Scan Connect with your Grainger Representative for more details

3 Notification Customer s eprocurement or Purchasing System 5 KeepStock eprocurement Process 1. Item barcodes are scanned at the customer s location, either by the customer or a Grainger representative. Scanned items become KeepStock pending requisitions within the Grainger punchout catalog. 2. The customer receives notification indicating a review and approval is needed. 3. The customer logs into their eprocurement (or Purchasing) system and accesses the Grainger punchout catalog. 4. Within the Grainger punchout catalog, the customer reviews, edits (if necessary) and submits the requisition into their internal procurement system. From here the requisitions may be routed for approval. 5. The approved KeepStock requisition is transmitted to the Grainger backend system to initiate the order fulfillment process.

4 epro Notification An notification will be sent to the designated contact when a KeepStock order becomes available. The customer will access the Grainger punchout catalog to complete his/her KeepStock order. Note: It is important that a Grainger representative is advised of any ongoing changes to customer contact names and addresses to ensure these notifications are delivered to the appropriate individual.

5 epro Grainger Punchout Site Customer accesses the Grainger punchout catalog and clicks the KeepStock link in the top left corner of the screen. Note: The KeepStock link appears on any punchout catalog that has been enabled for epro KeepStock integration. This link is accessible by all epro punchout users, but only actionable if their account has been enabled.

6 epro KeepStock Requisition Search Punchout implementations will include an authentication page that will prompt the user to enter the KeepStock order number provided in the notification. Note: Access to KeepStock items is granted with a valid order number.

7 epro Pending Order Summary 1. Once a valid KeepStock order number has been entered, all pending KeepStock orders on the account will display. 2. View all KeepStock Programs or select one from a drop-down list. If there are multiple epro punchout users at this location, the program names can be used to differentiate the orders for each user. 3. Select one KeepStock order to submit. 4. Click Add to Cart to proceed to the next step. 5. An alert will be presented whenever a KeepStock order has been in the system waiting to be processed for more than three days.

8 epro Pending Order Summary Orders can have one of four different statuses: Pending KeepStock order has been scanned and the customer has not taken action. Processed KeepStock order has been submitted to the customer procurement system. Submitted KeepStock order has been submitted to Grainger for processing. Deleted Customer has removed this KeepStock order from their account. NEW FEATURE: Customers can now reactivate orders on their punchout account if they are in the status of Processed or Deleted. This will enable the customer to easily reorder these items.

9 epro Cart 1. Items can be removed from the order if needed, by clicking the Remove link located below the quantity box. 2. Clicking on Clear Cart removes all items from the Cart. The KeepStock order will re-appear on the KeepStock Pending Order Summary Page during the next punchout session. 3. If you need to update the quantity, please remember to click the Update link located below the quantity box 4. To quickly add a non-keepstock item or add back a previously deleted item, access the Bulk Order Pad and enter the item number, quantity and click Add to Cart. Additional items can also be added via the catalog. 5. To access the list of pending KeepStock orders, click the KeepStock link at the top left corner on any page. 6. Once your order is complete, click Submit Cart.

10 epro Confirmation 1. To complete the order process and submit the KeepStock order to your purchasing system, click Yes in the Submit Cart modal. 2. By selecting No, you can continue editing your KeepStock order. Note: Depending on your KeepStock program setup, the order will be shipped or van delivered. Van delivered items will be indicated in the Cart. If non-keepstock items were added to the order, those items will be delivered via standard shipping. Grainger KeepStock Store solution is subject to customer eligibility and a site-specific agreement between Grainger and customer. Grainger KeepStock Scan solution is subject to customer eligibility and agreements regarding software licensing and use of Grainger scanning hardware. 15-ECOMMB-108