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Item Optimization

Item Optimization Guide

Overview

The Item Optimization functionality is designed to streamline and enhance your ordering process through Punch Out. This guide provides a step-by-step walkthrough to help you optimize items in your order, ensuring you get the best possible products and prices.

Purpose

The purpose of the item optimization functionality is to:

  • Improve Order Efficiency: By suggesting optimized items, you can quickly modify your order to include the best available options.

  • Enhance User Experience: The process is integrated seamlessly within EPRO, making it easy to review and apply optimization suggestions.

  • Cost Savings: Optimized items often come with better pricing or availability, helping you save on your orders.

Note: To configure this setting for a supplier for your Buyer Group, please submit a ticket to the Tech Support team for next steps.


Step-by-Step Guide

  1. Access your Punch Out as you normally would to begin placing your order.

  2. Review Optimization Suggestions and Return to the Punch Out Site

    • When your cart returns to EPRO, a column will display showing whether any items are eligible for optimization.

    • Tip: Take a screenshot or copy/paste the items on an external document suggested for optimization.

    • Click on blue hyperlink for the word “Proposed” to go back into the Punch Out.

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  1. Locate Your Open Order

    • Within the supplier Punch Out, find your open order under the “My Orders” or “Order History” section.

    • Its status should be “Open” or “Pending Approval” depending on the verbiage within the site.

    • Click on the order to begin modifications.

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  1. Modify Your Order

    • Open the order to modify.

    • Remove the items you want to switch based on the optimization list.

    • Tip: Remove the item from your Favorites list, if needed.

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  1. Add Optimized Items

    • Search for and add the optimized items one by one.

    • Tip: Add it to your Favorites List for future convenience.

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  1. Finalize in supplier Punch Out

    • Once all optimized items are added, select “Continue to Checkout.”

    • Your updated cart will return to EPRO.

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  1. Complete Order in EPRO

    • The optimized items will now appear in your EPRO cart.

    • Proceed to finalize your order in EPRO as you normally would.

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This guide aims to make the item optimization process straightforward and efficient. If you have any questions or need further assistance, please contact our support team.