Punchout - Video: How to Add Vendor Tiles to your NetSuite Account

In NetSuite, the home page can be customized to enhance your workflow by adding various Portlets. One of these customizations involves adding Punchout Tiles, which are crucial for efficient supplier management. This article will guide you through the process of adding Punchout Tiles to your NetSuite dashboard, whether you're using the Employee Center or are a standard NetSuite user.

Introduction

In NetSuite, the dashboard is populated with Portlets, which are essentially widgets or blocks that display various types of information and tools. Among these, "Custom Portlets" allow for further personalization, including the integration of Punchout Vendor Tiles. Punchout Tiles provide a direct link to supplier punchout catalogs, streamlining procurement processes.

If you encounter any issues during these steps, you may need to consult with your NetSuite Administrator, as additional configurations might be required to add "Custom Portlets" or enable the Punchout Vendor Tiles portlet.

Prerequisites

Before you start, ensure you have access to the necessary permissions to personalize the dashboard. If you're unfamiliar with the Employee Center or standard NetSuite user interfaces, video tutorials are available:

• Video Tutorial for Employee Center Users
• Video Tutorial for Standard NetSuite Users

Steps to Add Punchout Tiles

1. Navigate to the Dashboard:

   • Employee Center Users: Go to the Punchout dashboard within the Employee Center.
   • Standard NetSuite Users: Access the home page directly.

2. Add a Custom Content Portlet:

   • Check for Existing Portlets: Ensure that a "Custom Content Portlet" is already present on your dashboard.
   • If Not Present:
     • Locate and click on the “Personalize” option at the top of the dashboard. This action will allow you to customize your dashboard layout. View full size
     • Drag the “Custom Portlet” tile from the available options onto the dashboard area where you want it to appear. View full size

3. Configure the Custom Content Portlet:

   • Once the Custom Content Portlet is added, click on the “Set Up” link within the portlet. View full size
   • In the setup menu, select the “Punchout - Vendor Tiles” option from the list of available configurations. View full size
   • Click “Save” to apply the changes.

4. Verify the Integration:

   • After saving, the Custom Portlet should now display the Punchout Vendor Tiles if any supplier tiles have been configured. View full size
   • If no tiles appear, verify with your NetSuite Administrator that the Punchout Tiles have been properly set up.

Troubleshooting

• Custom Content Portlet Not Visible: If you cannot find the Custom Content Portlet in the “Personalize” menu, ensure that your user role has the appropriate permissions to add and configure portlets. Contact your NetSuite Administrator if needed.

• Punchout Tiles Not Displaying: If the Punchout Vendor Tiles are not visible after setup, confirm that the punchout configuration is correctly set up and that there are active supplier tiles available for display.

Conclusion

Customizing your NetSuite dashboard with Punchout Tiles can significantly enhance your procurement processes by providing direct access to supplier catalogs. Following these steps will help you set up the Punchout Tiles effectively. For any advanced configurations or troubleshooting, your NetSuite Administrator will be the best resource.

By leveraging these customization options, you can optimize your NetSuite dashboard to better meet your business needs and improve overall efficiency.