1. Set your iCompleat e-invoicing email address as your Pay by Invoice email address

Setting your iCompleat e-invoicing email address as your Pay by Invoice email address ensures that invoices from Amazon Business are automatically sent to iCompleat for processing.

To set your iCompleat e-invoicing email address as your Pay by Invoice email address, follow these steps.

1. When logged into Amazon Business, go to Account Details, and click Business Settings.
2. Under Billing & delivery, click Pay by Invoice.
3. Under Invoice Templates, click Manage.
4. Go to Actions, and click Edit preferences.
5. Under Delivery preferences, click Edit.
6. Enter your Compleat e-invoicing email address, and click Save.

2. Create a Punchout Group in Amazon Business

Creating a Punchout Group in Amazon Business generates a list of credentials that users in the group need to share with iCompleat to integrate the two systems. This lets multiple users buy online from one Amazon Business account using their respective iCompleat accounts. Amazon Groups can contain one or more users.

Follow these steps to create a Punchout Group in Amazon Business.

If you're the only person in your Amazon Business account who will be using Punch-In, you still need to create a Punchout Group and add yourself to it. Click here for more information about Amazon Groups.

1. Go to Account Details, and click Business Settings.
2. Under Members, click Groups.
3. Click Add Group.
4. Enter a group name.
5. Tick the Shared Payment Methods check box.
6. Click Add Group.
7. Click the name of the group you just created.
8. Click Add an admin.
9. Enter the Amazon Business login email address of at least one user who will be a Group Admin.

   If you'll be the only person in the Punchout group, this is you.

   The Admin role checkbox is automatically selected.

10. Click Invite people.

    To add more users to the group with different roles, type more names in the box, select their role, and click Invite people again.

    

3. Share your Amazon Business credentials with iCompleat

Once you’ve created a Punchout Group, Amazon Business generates a unique set of credentials that you need to share with iCompleat in order for the two systems to integrate.

Follow these steps to access your credentials and share them with iCompleat.

1. In your Punchout Group, scroll down to System integrations, and click Configure purchasing system.
2. If your Amazon Business account is with Amazon.co.uk, select  iCompleat from the drop-down.

   If your Amazon Business account is with Amazon.com, select Other Purchasing System from the drop-down.

3. A System Login and Password are automatically generated.

   Click Save.

4. A list of credentials appears. They are: “From Identity” in cXML, “Shared Secret” in cXML, Punchout URL, and Purchase order request URL.

   Make note of these credentials, or keep the Amazon Business browser page open before moving to the step below.

5. On the right of the screen, click Switch to Active mode.

   This means that purchase orders placed will be shipped and charged to your Amazon Business Account.

6. Under Select Payment Method, tick the Pay by Invoice check box, and click Save.
7. On a separate page in your browser, log in to iCompleat.

   You can now access the configuration settings for Punch-In in one of two ways.

   Method 1

   On the iCompleat homepage, click Amazon Business.

   If the Amazon tile isn't on the homepage, you need to manually sync supplier names in the Ordering section in Company.

   

   Method 2

   i. On the iCompleat homepage, click Configuration.

   ii. Click Ordering & Matching

   iii. Go to Integrated Online Buying.

   iv. Next to Manage punchout integrations, click the edit button.

   v. Next to Amazon Business, click Setup.

8. Enter the credentials from Amazon Business in the relevant fields.

9. The Require workflow approval is on by default.

   This means that iCompleat order creators who place orders with Amazon Business will have to submit them to a workflow for approval as normal.

   Switch this off if you don't require approvals for Amazon Business orders. Order creators will see a Purchase button instead of the workflow options.

10. Click Save.

4. Set iCompleat to send POs to Amazon electronically

Nearly there! The last quick step you need to take is to make sure iCompleat is configured to send purchase orders to Amazon electronically via your account, rather than emailing a PDF.

Follow these steps to change the setting.

1. In Compleat, go to Configuration, and open Events.
2. In the What type of transaction drop-down, select Orders.
3. In the What event do you want to manage? drop-down, select A transaction has been fully approved.
4. Go to Send transaction to the supplier.
5. Select Amazon Business from the drop-down.
6. Switch on the Send purchase order to the supplier electronically toggle.

   Ensure that the Send purchase order PDF to this supplier toggle is off.

   Your changes save automatically.

   

7. Nearly there!

   Punch-In for Amazon Business is configured in iCompleat. There are just a few more steps you need to take to get iCompleat and Amazon Business working in perfect harmony.