Integrating iCompleat with Amazon business combines the convenience of the Amazon Business checkout with the ease of the iCompleat approval process. That’s two great purchasing experiences seamlessly rolled into one!
It’s easy to set up, enjoyable to use, and ensures every single Amazon Business purchase you make is saved, approved and ready for invoice matching in iCompleat.
Here’s how it works:
1. Log in to Amazon Business and add items to your basket.
2. Go to the checkout and tick the Punch-In option.
3. Choose your delivery address and payment details.
4. Click Submit order for approval.
5. iCompleat appears! Code your Amazon order and submit it to a workflow.
When the order is fully approved in iCompleat, that’s the green light for Amazon Business to complete your order. Later, when your Amazon Business invoice flies into Compleat, you can feel confident that the original approved order is waiting to be matched to it.
This guide shows you how to integrate Amazon Business with iCompleat.
Get set up
1. Activate Integrated Online Buying
Integrated Online Buying connects iCompleat with your favourite suppliers, including Punch-In and Punch-Out for Amazon Business.
If Integrated Online Buying isn't already activated in your iCompleat account, you just need to add it to your subscription plan. If you have more than one company in your iCompleat account, this will activate Integrated Online Buying for every company.
To access your subscription plan a activate Integrated Online Buying, follow these steps.
- In the top-right, click your profile icon, then click Subscription options.
- Next to Your plan, click Edit.
- Select On from the Integrated Online Buying drop-down.
The cost of your subscription plan updates in the Summary on the right.
Integrated Online Buying is cheaper if you pay your subscription annually rather than monthly.
- Click Continue.
- (Optional) Your default billing address and card details are displayed.
Edit any fields if you'd like to use a different payment method and/or billing address on this occasion.
In the Send Invoice To drop-down, ensure the Compleat company you'd like the invoice sent to is selected. - When you're happy with your payment details, click Pay securely.
- Your subscription updates instantly, and Integrated Online Buying is now activated for all companies in your Compleat account.
2. Sync your accounting software connection
You now need to quickly sync your accounting software connection so that iCompleat can check for Amazon Business saved as a supplier.
- On the iCompleat homepage, click Configuration.
- Click Company.
- Go to Connection.
- Click Sync Now.
- If Amazon Business is saved in your finance system under a verified name, you'll see the Amazon Business tile on the iCompleat homepage, and you can now continue to 3. Enter your Amazon Business credentials.
If you don't see the Amazon Business tile on the homepage, continue to the step below below to manually sync.
(Optional) Manually sync supplier names
If you don't see the Amazon Business logo on the homepage, you need to manually sync your supplier names so that the system knows that Amazon Business is a verified Integrated Online Buying supplier.
To manually sync supplier names, follow these steps.
- Click Configuration.
- Click Ordering & matching.
- Go to Integrated Online Buying.
- Next to Manually sync integrated online buying suppliers, click the pencil icon.
- From the Supplier drop-down, select Amazon Business from your accounting software.
- From the Punchout Supplier drop-down, select Amazon Business.
- Click Save.
You're nearly there!
Continue to 3. Enter your Amazon Business Punch-In credentials.
3. Enter your Amazon Business Punch-In credentials
The next step is to enter some unique credentials so that iCompleat can integrate your company's account with Amazon Business.
Follow our guide to get your Amazon Business Punch-In credentials. We'll direct you back to this guide when you're done to pick up where you left off.
4. Give your team ordering permission
Your purchasing team need to be given the permission to order in iCompleat.
To do this, go to Configuration > Users and click a user who needs the permission.
On the right of their profile under the User Access tab, switch on the Can create orders toggle. When you're done, click Update user.
5. Create an order layouts for Amazon Business
Creating an order layout for Amazon Business lets you choose exactly which fields your order creators can view and code when they're editing Amazon Business in iCompleat.
To create a layout for Amazon Business, follow these steps.
- On the iCompleat homepage, click Configuration.
- Click Layouts.
- Click Add Layout, & then click Order.
- Enter a Name and Code (up to five characters) for your layout.
- (Optional) Switch on the Active toggle so that the layout will be available as soon as you've created it.
You can switch this off or on at any time.
- Select a Layout for invoices from the drop-down.
When an invoice arrives that matches an Amazon Business order with your new order layout, Compleat will apply the selected invoice layout to the invoice.
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From the Link layout to specific supplier drop-down, select Amazon Business.
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Click Save Layout.
- A dialog box appears asking if you're sure you'd like to link the layout to a supplier.
Click Yes.
- Go to Field Configuration, and use the toggles and drop-downs to select which fields will appear on the layout, and whether they will be at line or header level.
The fields you see may vary depending on any additional custom fields that are set up.
- Click Save Layout.
- Go to Settings Groups, and click New settings group.
Settings groups let you set default coding and restrict the codes available to different groups of users on a layout. For example, your Marketing users may want different account coding to be defaulted on all orders compared to your Customer Services users. A user needs to be assigned to a settings group to be able to use your order layout.
- Enter a Settings group name.
- Some fields on your layout can be edited further for this settings group, such as the Currency Code and Account Code.
Select the fields you'd like to edit.
Then, choose a Default Value, and switch the Restrict values offered? toggle on or off.
If you switch it on, choose the restricted values for the settings group. - From the Users in this group drop-down, select one or more users.
- Click Save Settings Group.
- Click Save Layout.
You’ve successfully set up Integrated Online Buying for Amazon Business and configured all the settings in your account so that it will run like clockwork.
Useful Links
Check out Order with Punch-In for Amazon Business to see how to get started.
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