Overview
Punchout (Roundtrip) Level 2 Search, (sometimes referred to as "Level 2 Punchout") is 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 Visit Supplier.
Creating an Index (Level 2) Catalog
Before you can upload your Level 2 index catalog, you must complete the relevant details within the provided template. You can find and download a copy of the Level 2 Index Template or on the last page of the Create catalog wizard after you have selected Roundtrip as the Catalog Type by clicking on the Download Template link. Please note this is a different template than what is shown if you select Standard.
Index Catalog Format
Fields available within the index catalog template are:
| Column | Field Name | Description | Mandatory |
| A | Code | Product item number or code (SKU). This must be a unique ID. | Y |
| B | Name | Name of Product (2000 Char limit). | Y |
| C | Description | Description of Product (you may also wish to enter the quantity, e.g. "Box of 12") (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 UNSPC product code for the category of the product or catalog. More information on codes and where to search for them can be found here. | Y |
| H | Units | Enter the relevant Unit of Measure code (like DZN for Dozen etc.). If left blank, the product will default to "EA" / "Each"). A list of some of the most used Units of Measure codes can be found here. | N |
| I | Quantity Available | Leave Blank - This field is used for the quantity in stock. This should only be used if you have a limited number of items in stock and you do not wish to receive any more orders for that item once the stock is depleted. If you do not wish to enter a quantity please leave the field blank. | N |
| J | Link | Hyperlink to a specific webpage or online document that provides critical product information, not already listed in the Description. | N |
| K | Lead Time | Indicates the number of days lead time to ship the product. | N |
| L | Allow Decimal | If the product can be bought in decimal quantities (like 1.5 pounds of ground meat) then type Y. The default is N. | N |
| M | Image Name | Name of image to be provided in zip file (add image extension to name i.e. picture.jpg), or URL for the image, i.e. http://www.yourwebsite.com/imagename.jpg Images can be PNG, JPG or GIF format. We resize them automatically to 75x75/150x150/1024x1024, however to ensure your catalog loads quickly we recommend that you do not load very large images as it will slow down the loading process. (NOTE: Images must use the color model RGB. |
N |
| N | Discount | A percentage discount off the list price. | N |
| O | Hazardous Class | GHS classification of hazards is divided into class. 1- 9. They can also have divisions. 1.1, 1.2 (Class.Division). | N |
| P | Hazardous UN Number | UN number (United Nations numbers) are four-digit numbers that identify hazardous materials, different to UNSPSC Code. | N |
| Q | 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 |
| R | 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 |
| S | Search Terms | Other terms that suppliers can add that assist in the search for item. Comma separated. | N |
| T | Pack Quantity | This indicates how many items are contained within the UOM. (Ex. the UOM could be 'pack' and the Pack Quantity could be '6'). | N |
| U | Controlled | Flag that indicates if the item is restricted or controlled. | N |
| V | Green | Indicates if the item is green. | N |
| W | Indigenous | Indicates if the item is indigenous. | N |
| X | Energy Star | Indicates if the item is Energy Star. | N |
| Y | Recyclable | Indicates if the item can be recycled. | N |
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. |
Adding Images to a Catalog Using a Zip File
If you have image files you want to add to the catalog (and those image file names are referenced in the catalog CSV file), send the catalog file and the image files to a Zip file. (If you do not upload images; the system will automatically display the logo set for your Supplier Store)
Uploading a Catalog
Create your Punchout (roundtrip) catalog by going to the Catalogs menu > Create Catalog and making sure you select 'Roundtrip' from the Catalogue 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.
If your customer has Catalog Vetting turned on they will need to review your file and approve it before it is available to buyers. If your customer declines the catalog, they can leave a comment which can be seen on the comments tab when you view your catalog in the Supplier Portal so that you can make any needed changes and then resubmit your catalog and file.
| Note: For more information on how to create a Punchout (Roundtrip) catalog, please follow this link: Punchout (Roundtrip) Integration |
Updating your Level 2 File
To update your Level 2 file, you can navigate to Catalogs > View Catalogs and click into the catalog you would like to update the file for. You can then press the More Actions button on the top right and click on Upload Catalog File.
Here it will allow you to upload your new file. You can also choose to select the Delete Existing Products box. If you select this box, all existing products will be removed unless they are in your new upload file.
Once you file has loaded you can go back to Catalogs > View Catalogs and click into your catalog. You will then see your items on the Draft Products Tab. You will need to click Publish for Review in the top right hand corner.
Customers with Catalog Vetting Turned disabled
Pressing Publish for Review will make make it so that any changes you have made will be available to any Buyers that have access to the Catalog.
Customers with Catalog Vetting Turned enabled
If your customer has Catalog Vetting turned, when you press Publish for Review, your updates will be sent to your customer for their review. Once they review and approve your changes, then they items will be available to any Buyers that have access to the Catalog. (Once you select Publish, you will be unable to make changes to this catalog until the Customer Accepts or Rejects the changes.) Your roundtrip catalog as well as the csv file you are replacing will continue to be available to your customer during this process until they approve the new file.
| Note: If your customer has Catalog Vetting turned on and they decline your changes, they can send a note to you which will appear on the Comments Tab which is to the right side of the Draft Tab. |
View Catalog
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 More 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.
