Punchout (Roundtrip) Level 2 Search, (sometimes referred to as "Level 2 Punchout") combines a hosted index catalog of products with punchout integration. This allows customers to search for products across the index catalog and then be taken to the supplier's website when they click the Punchout (Roundtrip) link.
Creating an Index Catalog
Before you can upload your index catalog, you are required to complete the relevant details within the catalog template spreadsheet. The standard catalog template is available from the last page of the Create Catalog wizard in Unimarket or you can download a copy here: Index Catalog Template
Index Catalog Format
Fields available within the index catalog template are:
|Name||Name of Product||Y||Text - 255 character limit||Laptop Case|
|Description||Description of Product (you may also wish to enter the quantity, e.g. "Box of 12")||N||Text - 2000 character limit||This is a long description of a laptop case which has some cool features.|
|Indicative Price||Price the customer will pay for the Product, exclusive of Tax/GST (do not include $ sign). Alternatively you can enter the letters RFQ – this will generate a 'Get Quote' button next to your item rather than an 'Add to Cart' button.||N||Money|
|Taxable||A flag that indicates if the item is taxable. Default to Yes.||N||Y/N||Y|
|Image Name||Name of image to be provided in zip file (add image extension to name ie picture.jpg), or URL for the image, i.e. http://www.yourwebsite.com/imagename.jpg||N||Image file name or image URL||imagename.jpd or https://www.yourwebsite.com/imagename.jpg|
|Category||Enter the relevant UNSPC product code for the category of the product or catalog. Codes can be found here: http://www.unspsc.org. Select a higher level UNSPC code if a more detailed one is not available.||Y||Number (validated to UN code format)||14000000|
|Code||Product item number/code||N|
|Manufacturer Name||The name of the manufacturer.||N||Text - 255 character limit|
|Manufacturer Part ID||The manufacturers part number / SKU||N|
|Units||Enter the relevant Unit of Measure code (like DZN for Dozen etc.). If left blank, the product will default to "EA" / "Each"). A full list of Units of Measure codes can be found here||N||UNUOM||EA|
|Pack Quantity||This indicates how many items are conained within the UOM e. g. the UOM could be 'pack' and the Pack Quantity could be '6'.||N||Number||6|
|Lead Time||Indicates the number of days lead time to ship the product.||N||Number (no decimal)||2|
|Search Terms||Other terms that suppliers can add to assist in the search for the item. Comma separated.||N||Test - 2000 character limit||Notebook, computer|
|Green||Indicates if the item is green.||N||Y/N|
|Indigenous||Indicates if the item is indigenous.||N||Y/N|
|Recyclable||Indicates if the item can be recycled.||N||Y/N|
|Energy Star||Indicates if the item has an energy star rating.||N||Y/N|
|Hazardous Class||GHS classification of hazards is divided into class. 1- 9. They can also have divisions. 1.1, 1.2 (Class.Division)||N||Number (can be decimal)||3 or 3.1 (with division)|
|Safety Data Sheet||A link to the Safety Data Sheet which can be displayed so that the user can click to view the SDS.||N||URL||https://chemicalsafety.com/sds1/sdsviewer.php?id=30009426&name=(S)-alpha-Methylaspartic%20acid|
|Hazardous UN Number||UN number (United Nations numbers) are four-digit numbers that identify hazardous materials, different to UNSPSC Code.||N||Number (validate 4 digits)||2074|
|CAS Number||CAS Registry Number - also referred to as CASRN or CAS Number, is a unique numerical identifier assigned by the Chemical Abstracts Service (CAS). Format: XXXXXXX-YY-Z. https://chejunkie.com/knowledge-base/validate-cas-registry-numbers/||N||Text - 20 character limit||xxxxxxx-yy-z|
|Controlled||Flag that indicates if the item is restricted or controlled.||N||Y/N||Y|
|Links||Hyperlink to a specific webpage or online document that provides critical product information, not already listed in the Description.||N||URL||https://www.yourwebsite.com/productinfo|
When complete, the catalog should look similar to this:
Save the file as a CSV file. To do this, within excel, click on Save as and select CSV (comma delimited) from the save as type drop down list.
|Note: If you are not uploading images with your catalog, skip the next step and go straight to "Uploading a Catalog". You do not need to Zip your catalog if you are not uploading image files.|
Uploading a Catalog
Create your Punchout (roundtrip) catalog by going to the Home menu > Catalogs > Create Catalog and making sure you select 'Roundtrip' from the Catalog Type drop down on the first page of the setup wizard. Continue filling out the rest of the details in step 1,2 and 3 but stop when you get the to last page of the setup wizard.
Browse and select the csv or zip file you wish to upload. Depending on the size of the catalog, it may take some time to load. If an email address is entered, Unimarket will notify by email as soon as the loading is complete. Once you have clicked the Finish button, you will be referred to the Pending catalog screen where you can monitor the progress of the catalog.
|Note: For more information on how to create a Punchout (Roundtrip) catalog, please follow this link: Punchout (Roundtrip) Integration|
To see how your index catalog looks, go to Catalogs > View Catalogs, click on your recently created catalog to view it and then 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.
Here you can also Add Products from the Actions menu on the right of the screen or Edit Products and Delete Products by clicking the desired option to the right of each product.