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Helix™ eProcurement Integration: Streamline Purchasing Process

Integrate Helix™ eProcurement for improved visibility, unique purchase orders, compatibility with approval processes, and electronic invoicing. Streamline the purchasing process with Punch-Out Integration to track and pay for Helix™ purchases using existing processes.

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Helix™ eProcurement Integration: Streamline Purchasing Process

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  1. Helix™ eProcurement Integration

  2. Helix™ eProcurement Integration • Why integrate ? • Integration Advantage • Visibility and reporting capacity for Helix™ spend • Unique purchase orders for Helix™ transactions • Compatibility and compliance with workflow approval processes • Helix™ purchase data availability for review/approval and tracking • Electronic invoicing

  3. Current Process: Manual Entry Required Purchases manually entered into your procurement system • Researcher signs up for Helix™Card at promega.com/helix • Researcher makes Helix™ System purchase • Pending sales order created under Helix customer profile • Initial order confirmation sent to customer • Invoice issued • Once approved, requisition is manually entered in customer system • Requisition is processed through customer workflow • PO assigned to requisition / purchase • Replenishment Inventory developed based on PO usage data

  4. New Helix™/Punch-Out Web Portal Approval View and Retrieve transaction data After product is removed from the Helix unit an administrator or customer can punch in to promega.com to view and identify orders for retrievalinto their workflow.

  5. New Helix™/Punch-Out Web Portal Approval NEW! Partner Admin or End User punches out to promega.com to retrieve requisition and forward to eProcurement system Once initiated by customer, “Punch Out” enables communication between your software and the Helix portal • Researcher signs up for Helix™Card at promega.com/helix • Researcher makes Helix™ System purchase • Helix order posted to customer specific Promega/ Helix web portal • Order contains Helix card holder-specific information • Notification sent to customer • Requisition is delivered to customer system • Requisition is processed through customer workflow • PO is transmitted to Promega • Replenishment Inventory developed based on PO usage data

  6. Helix™/Punch-Out Integration Benefits • Punch-out integration makes it easy to track and pay for Helix™ purchases using existing processes! • You can view Helix™ requisitions using the Promega punch-out system • You control retrieval of requisitions for processing in your Procurement system • Purchase Orders for Helix™ products are issued in compliance with institutional requirements • Purchase Orders are sent to Promega for invoicing • Data is visible and reportable • You control the requisition data flow into your eProcurement system

  7. Helix™/Punch-Out Integration Benefits • Use the punch-out process to review Helix™ purchases and interface with your eProcurement system • On-site product availability. No shipping costs. • Helix™ transactions visible to eProcurement systems • Electronic requisitions, purchase orders, order confirmation and invoicing • Precise association of requisitions, purchase orders and Invoices • Compatibility and compliance with your workflow approval process • Reduced expense and increased efficiency

  8. Next Steps Let’s get the connection right! Questions Welcome Helix is a trademark of Promega Corporation. Please visit www.promega.com/helix for more information.

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