Summary
Level 2 Punchout (Roundtrip), sometimes referred to as "Level 2 Search," is a hosted Index Catalog associated with your Punchout integration. This feature allows customers to search for your products directly within Unimarket before, clicking Visit Supplier to "punchout" into your external e-commerce website for checkout.
Prerequisites: Index Catalog Format
Before uploading, you must prepare a CSV file using the specific Level 2 Index Template. This template is different from the Standard Catalog template.
Note: Make sure the column headers remain unaltered (i.e., not removed or font changed).
The completed CSV or Zip file should look similar to the example shown below.
File Format: The file must be saved as a CSV (comma delimited) file. In Excel, use Save as and select CSV (comma delimited) from the save as type drop-down list.
Image Upload: If you are uploading image files, you must create a ZIP file containing ONLY the images (referenced in the Image Name column) and the Catalog CSV file. If you do not upload images, the system will automatically display the logo set for your Supplier Store.
Index Catalog Template Fields
| Column | Field Name | Description | Mandatory |
|---|---|---|---|
| A | Code | Product item number or code (SKU). Must be a unique ID. | Y |
| B | Name | Name of Product (2000 Char limit). | Y |
| C | Description | Description of Product (2000 Char limit). | N |
| D | Indicative Price | The base price without any discounts applied. | N |
| E | Manufacturer Name | The name of the manufacturer. | N |
| F | Manufacturer Part ID | The manufacturers part number. | N |
| G | Category | Enter the relevant UNSPSC product code for the category of the product or catalog. | Y |
| H | Units | Enter the relevant Unit of Measure code (like DZN for Dozen). Defaults to "EA" (Each) if left blank. |
N |
| I | Quantity Available | Leave Blank. This field is not used for Level 2 Index Catalogs. | N |
| J | Link | Hyperlink to a specific webpage or online document (for product information). | N |
| K | Lead Time | Indicates the number of days lead time to ship the product. | N |
| L | Allow Decimal | Enter Y if the product can be bought in decimal quantities (e.g., 1.5). Default is N. | N |
| M | Image Name | Name of image file (e.g., picture.jpg) or URL (e.g., http://www.yourwebsite.com/imagename.jpg). |
N |
| N | Discount | A percentage discount off the list price. | N |
| O-Y | Hazardous, CAS, Search Terms, etc. | Additional fields for product specification (see template for full list). | N |
Steps
Access the Create Catalog Screen
Go to Catalogs on the left side panel.
Click Create Catalog.
Create and Upload the Index Catalog
On the Header tab, complete all required fields marked with a red asterisk.
| Field | Description |
|---|---|
| Catalog Name | The name of the catalog, which will be visible to the buyer. |
| Catalog Description | A brief description of the catalog. |
| Shipping | Select from the pre-determined drop-down list. To learn more about on how to Create Delivery Options, refer to help article Creating Shipping Options For Your Punchout Catalog. |
| Catalog Type | Select Roundtrip |
| Roundtrip Type | Select Commerce eXtensible Markup Language (cXML) to create Level 2 punchout. |
2. Once completed, select Continue.
Complete the Roundtrip Tab
Complete all mandatory fields marked with a red asterisk.
| Field Name | Description | Configuration Action |
|---|---|---|
| URL | The specific URL provided by your e-commerce platform that Unimarket uses to initiate the punchout session. | Insert the punchout URL provided by your supplier. |
| Shared Secret | A unique key used for secure validation between the Unimarket system and your e-commerce website. | Insert the applicable shared secret in the field. |
| Allow Decimal Quantities | A setting to enable or disable the use of decimal quantities (e.g., 1.5) in orders, invoices, and other procurement processes related to this integration. | Check or uncheck this box to enable or disable decimal quantities. |
| Product Reuse Allowed | This setting controls whether a buyer can easily copy or reuse a product from a previous order or requisition. | Enable (check the box): If checked, it will not allow a buyer to copy an order or requisition that contains a punchout product. This is used to protect against the supplier being unable to accept the order message due to product or pricing changes since the last order. |
Once completed, select Continue.
Complete the Customers Tab
This tab allows you to select which connected customers will receive the catalog.
-
Click inside the Customer(s) text box and key in the desired customers to select them.
Note: If Requires Approval appears next to a customer's name. Catalog Approval is enabled by that customer and you may be unable to add additional customers, if that specific customer is chosen.
Once completed, select Continue.
Complete the Upload Tab
This is where you upload your prepared catalog file.
-
To download the required template Level 2 Index Template, select Download Template
Note: Make sure the column headers remain unaltered (i.e., not removed or font changed).
Once your file is ready for upload, save it as a CSV or ZIP file.
Select Browse.
Choose the desired file name, and click Finish.
You will be referred to the Pending catalog screen where you can monitor the progress of the catalog. If an email address is entered, Unimarket will notify you once the loading is complete.
Update Your Level 2 File
To make changes to the product data in your Level 2 Index Catalog, you must upload a new file.
Navigate to Catalogs on the left panel
Select View Catalogs.
Click into the name of the catalog you would like to update.
Press the More Actions button on the top right and click on Upload Catalog File.
-
Here, you can select your new updated file. In the Products not in upload drop-down menu, select either:
Keep Them: Any products not in the new upload file will remain in the catalog.
Remove them: Any products not in the new upload file will be deleted from the catalog.
Once your file has loaded, go back to Catalogs
Click View Catalogs and same the desired catalog name
You will see your updated items on the Draft Products Tab.
Click Publish for Review in the top right corner.
Results/Validation
Catalog Vetting and Approval
| Customer Setting | Action when you press Publish for Review | Notes |
|---|---|---|
| Vetting Disabled | Your changes will be immediately available to any buyers that have access to the Catalog. | |
| Vetting Enabled | Your updates will be sent to your customer for their review. Your roundtrip catalog and the previous index file will remain available during the review. | Once you select Publish, you will be unable to make further changes until the customer accepts or rejects the submission. If they decline, they will send a note via the Comments Tab. |
View the Index Catalog
To see how your index catalog looks to the customer:
Go to Catalogs -> View Catalogs.
Click on your recently created catalog name.
Click on the Buyer View tab to see what the customer would see, if they searched for those products.
Alternatively, try searching for a product using the Search field at the top of the screen.
You can also Add Products from the More Actions menu or Edit Products and Delete Products by clicking the desired option to the right of each product listing.