Punchout for NetSuite - Enable Punchout From Transactions

Overview

This guide provides a step-by-step walkthrough to enable the ability to punchout from a transaction instead of the dashboard for Punchout for NetSuite.

NOTE - Users need to navigate to the Punchout sub-tab, select the desired vendor tile, then select the button that will display at the top of the record to punchout to the supplier's website.

Prerequisites: Must be logged in as an administrator in the NetSuite account.

Step by Step Process

  1. Navigate to Punchout > Punchout Configs and select Vendor Tiles Configs.
  2. Select Edit.
  3. Select the Advanced sub-tab.
  4. Check the Enable Punchout from Transactions box.
  5. Select Save.

Troubleshooting

If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.


Was this article helpful?