Setting up the basket-to-ERP solution

With the basket-to-ERP solution, a user without an ERP licence can create and share a shopping basket with an ERP-authorised user, who can then start a PunchOut session, retrieve the basket using its ID and complete the order.

With this solution, the purchasing process in your company remains streamlined, and end users without ERP access enjoy the same experience on Unite as users with licences.

Please note: To be able to use this Basket-to-ERP Solution, it is required that you configure the parameter externalUserId within the Punchout configuration for Unite. 

How the basket-to-ERP solution works for users without ERP access

During the onboarding process, Unite will create an individualised URL to share internally with non-ERP users.

These users can then click on the link and start creating a shopping basket on Unite.

Once the non-ERP user has added all their items to the basket, they can go to the basket and then click on the 'Save current basket' button.   

Need help with searching for products on Unite? Go to our 'How to search on Unite' support page.

A Pop-up appears that shows the basket ID and allows the user to copy the ID.   

The non-ERP user can now share the basket ID with an ERP user using their preferred format (e.g. Microsoft Teams, email, etc.).

How the basket-to-ERP solution works for ERP-authorised users

When an ERP-authorised user receives the basket ID from a non-ERP user, they can complete the order via PunchOut.

On Unite, the user navigates to the shopping basket area and clicks the ‘View basket history’ button.

From there, they click 'Search previous baskets'. 

Now the user enters the basket ID in the corresponding field.

By clicking the relevant button, the authorised ERP user can add the items from the saved basket to their own basket. 

Once done, the user can click on 'Transfer shopping cart' to transfer the basket back to the ERP system and to complete the approval and ordering process.   

Please note: If prices of products change from time of creation of the initial shopping basket to the time that the basket is imported back to the ERP system, the prices will be updated in real time.