PunchOut testing checklist: from catalog launch to PO.

Before the test

• Confirm the buyer platform, protocol and test account.
• Confirm the Shopify store and buyer-specific collections or catalog access.
• Agree which products, prices, quantities and references should appear.
• Confirm the expected cart return, approval and PO behavior.
• Record the buyer contact and the person who can investigate failures.

Test the PunchOut session

1. 01

   Launch

   Open the supplier catalog from the buyer procurement environment.

2. 02

   Authenticate

   Confirm the buyer reaches the intended store and catalog scope.

3. 03

   Shop

   Add representative products, quantities and variants required by the buyer.

4. 04

   Return

   Send the cart back and confirm it appears in the buyer review flow.

Test approval and order creation

1. 01

   Approve

   Complete the buyer-side approval path for the test requisition.

2. 02

   Receive the PO

   Confirm the approved purchase order reaches the supplier connection.

3. 03

   Create the order

   Confirm the related Shopify order is created after the PO arrives.

4. 04

   Review invoice activity

   Check the invoice stage and confirm any buyer-specific delivery requirement.

Record evidence and failure points

Save the buyer, store, catalog scope, timestamps and transaction reference used for the test. If the flow stops, record the last completed stage and the reason shown rather than describing the problem only as "PunchOut failed."

Repeat the test after correcting the configuration. A new buyer or additional store needs its own connection and validation even when it uses the same Shopify operation.