Punchout - Setting up Amazon Business Groups for Punchout (with Video)

Introduction

Thank you for choosing Punchout for NetSuite by Netgain! This document provides a step-by-step guide to setting up Amazon Punchout for use with NetSuite. Please ensure you have the necessary Amazon Business credentials and are logged in as an Amazon Business Admin before proceeding.

Prerequisites

• Amazon Business credentials.
• Amazon Business Admin role active.

Step 1: Access Business Settings

1. Hover over your name and account.
2. Navigate to Business Settings. View full size

Step 2: Create a Group

1. On the Business Settings page, scroll down to the Members section and select Groups. View full size  
2. Click on Add Group.
3. In the pop-up window:
   • Enter a group name (e.g., "Netgain Punchout Test").
   • Select Shared Payment Methods and Shared Addresses. View full size
4. Click Add Group.
5. Wait 30 seconds to 1 minute for the group to propagate. Refresh the page to see the new group. If it doesn’t appear, wait a few more minutes and refresh again.
6. Once the group appears, click on it to proceed with configuration.

Step 3: Configure Payment Methods

1. In the group configuration page, set up the payment methods.
   • Enter Credit Card Payment Information.
   • If using the "Pay by Invoice" option, skip the payment method requirement.
2. After entering the billing address, you may be prompted to correct any formatting issues. Accept or edit the suggested changes.
3. Click Use This Address.
4. On the following page, confirm which groups can use this payment method. Remove any irrelevant groups and click Finish.
5. Click on the group name at the top of the page to return to the previous configuration page.

Step 4: Configure Address and Delivery Preferences

1. Select Address and Delivery Preferences.
2. On the new address page, click the Action drop-down on the right and select Add an Address.
3. Enter the following details:
   • Name: "Please select a location in NetSuite".
   • Address: Enter the address of the organization.
4. Click Add Address to save it.
5. Wait for the address to propagate (indicated by a green checkbox) before refreshing the page.
6. Click on Back to Group to continue.

Step 5: Retrieve Amazon Test Credentials

1. Scroll to the bottom of the group configuration page to the System Integrations section.
2. Click on Configure Purchasing System.
3. On the "Set up your purchasing system" page:
   • Select the dropdown and search for "Netgain".
   • The system will auto-populate the test credentials for System Login and Password.
4. Click Save.

Final Steps: Activating the Connection

• The connection status will initially be set to "Test". You can change it to "Active" to enable live orders.
• For best practices, create a new Amazon group for production to keep testing credentials separate from production credentials. View full size

Conclusion

This completes the Amazon Punchout setup process. If you have any questions, please contact us at supersync@netgain.tech.