SmartOCI Marketplace Quick Start Guide

What is SmartOCI?

Overview

SmartOCI Marketplace is a web-based search engine that enables users to access all internal and external supplier catalogs set by your organization simultaneously.  SmartOCI is specifically designed for your organization’s ERP Purchasing environments (ex. SAP, NetSuite, IBM Maximo, etc).  This replaces the traditional interfaces with a consumer-grade shopping experience and works to ensure that all buying is with the company’s preferred, approved, and contracted suppliers. 

By integrating directly into your organization’s ERP via the OCI and cXML protocol, SmartOCI allows shoppers to find products quickly and return their cart data directly into the ERP with just a few clicks.

SmartOCI Marketplace Navigation

1. Your Organization’s icon will act as your Home Button 
2. Search Bar 
3. Search by Category List 
4. Your 5 most recent and users saved searches
5. Suppliers loaded into the Marketplace (Internal and External Catalogs) 
6. Your Shopping Cart 
7. Lists (Favorites) 

Create an Order

Steps

1. Access your Marketplace as a shopper via your organization’s ERP
   • From the Purchase Requisition screen, select the Catalog link
   • This triggers the “Punchout” via the OCI or cXML protocol → automatically logging in the user to the Vroozi SmartOCI Marketplace in a new window  
2. From the Marketplace homepage, there are a number of ways to perform a federated search across your vendor catalogs (internal and external) 
   • See Searching For Items for details 
3. Viewing Product Details 
   • Click on the item name to view a complete description of the product
   • View additional product information by switching between tabs on the product detail page (shown below)

4. Specify desired quantity of a product/service and click Add to Cart (from the search results page or the Lists page)

• In a vendor catalog Punchout, the equivalent button/icon may appear different → Add to Cart as normal 

5. Check Out 

1. Review cart contents, modify if needed, then click "Checkout Now" to return the cart to your organization’s ERP
2. If you are in a vendor catalog website, use the vendor’s “check out” functionality to move items from their cart to the SmartOCI Marketplace shopping cart 

Note: In a punchout cart, make sure to not exit the page manually and allow it to close automatically once the cart completes a successful transfer.

Punchout Cart View 

Amazon Punchout Cart View

6.    The cart is transferred and the transaction is completed in the buying organization’s external ERP.

Placing an Order From a Punchout Catalog 

1. Access your Marketplace as a shopper via your organization’s ERP (as outlined in the section above)
2. Select the Supplier you wish to shop from 
   • Select a Supplier directly from the Supplier card (as shown in the next section) or directly from the search bar (click “Order From Supplier”)
   • A pop-up window or new browser will open to the Supplier site 

3. Once in the Punchout, shop as normal by adding items to your Cart
4. Submit the order as normal, making sure to not manually close the pop-up window
   • The window will automatically close when the order has been successfully transferred to your organization’s ERP 

  

Catalog Types

Internal (Hosted) Catalogs

An internal (or hosted) catalog is a vendor catalog that has been directly integrated into your Marketplace (SmartOCI).  This provides a seamless shopping experience as products/services are searchable and able to be added to your cart without leaving the Marketplace.  

Identify a Hosted catalog by hovering over the Supplier card and finding the ‘Browse’ hyperlink OR by selecting a Category to shop for on the left panel (shown above in Navigation). 

Level 1 Punchout Catalog

A Level 1 punchout catalog is a link to redirect the user to the Supplier’s catalog (via pop-up window or a new browser).  

Hosted Data (or Level 2) for Punchout Catalogs 

A Level 2 punchout catalog is hosted content directing users to a punchout catalog (pop-up window or new browser) based on search. 

• Level 2 directs users to store (the supplier catalog), aisle (a category) or shelf (the SKU) depending on the supplier’s capabilities

Users are able to open/access punchouts by hovering over the Supplier card or through search results that have been set up by your organization using hosted content.  

 

Best Practices / Productivity Tools

Lists (Favorites)

Save your most frequently purchased items in a list for streamlined re-ordering.  

Note: Favorites/Lists can only be created from products/services in Hosted (Internal) Catalogs 

1. From the product view, select the star icon next to the product label
2. Add the item to an existing List or Create a New one

3. Lists will automatically save and can be modified / deleted by selecting the List icon in the top right corner 
   • Complete Bulk Actions by selecting the checkboxes next to individual items or by Supplier
   • Update quantities
   • Remove items
   • Move items to Cart
   • Move items to different existing Lists 

 

Saved Searches

To save a search you may want to repeat or return to later, click the Save Search link at the top of the results page → enter a name for the search → Save. 

Filters & Refinement 

Use filters to refine search results by: 

• Show/hide specific catalogs 
• Show only items that match certain filter conditions 
  • Click Reset Filters to reverse action
• Show only items from vendors with certain company attributes 
  • Attributes are set by your organization’s Administrator (ex. Green Certified, Women Owned, IT, etc) 
  • Attribute icons are shown to the left of the product (highlighted in the image below)
• Show only items within a specified price range 

Compare Items 

Use the Compare Items function for up to 6 items at a time.  Check the “Compare” box under the product image and the blank boxes at the top of the results page will populate with the product.  Once all necessary products have been checked, select the Compare button for a centralized list view of product comparisons.