Creating the PunchOut customer user

  1. Verify that the PunchOut Order feature element is enabled for the role that you plan to assign to the customer user:
    1. In the Application Setup section of the Business Center, click Roles.
    2. Click the role that you plan to assign to the PunchOut customer user.
    3. Verify that the role type is Customer User.
    4. Verify that the PunchOut Order check box is selected.
    5. If you are creating a service user and want anonymous users to receive an email notification after they submit an order, verify that the Send Mail on Order check box is selected.
      See Anonymous cXML PunchOut users.
    6. Click Save.
  2. In the Users section, click Users.
  3. Click the user name of the PunchOut user.
  4. In the User Roles section, select the check box for the role where you enabled the PunchOut Order feature element.
  5. Ensure that customer groups are not assigned to the user. The PunchOut customer user cannot be a multi-customer user.
  6. Click Save.