cXML Profile Set-up

Configuration

1. Browse to your home page, log in as your Admin user, and follow the Admin link.
2. Click HorizonWeb Settings > Punch-out Settings > Configure cXML.
3. Click New cXML Profile. The cXML Punch-out window opens.
4. Leave Turn on punch-out clear until the rest of the configuration is complete.
5. In the Name box, type a unique name for the punch-out profile. It is suggested that this is the name of the supplier you are punching out to, or the name of their product.
6. Select the Display link in menu option to display a main menu link which uses the punch-out's Name.
7. Select the Display in iframe option to make the punch-out appear within the master page of your site. When clear, the punch-out will open in a new browser window or tab.

   Note: The styling of the punch-out must be done separately, on the destination site. This is only suitable for destination sites that use the HTTPS protocol. Sites that are not secure will not be displayed within an iframe in many browsers.

8. VPress punch-outs use their own extensions to the cXML format. If the punch-out is to be used with VPress, then you must select the option VPRESS punch-out. This will process the XML from the third party in their non-standard way.
9. Select Enable test mode.
10. In the Identity box, type the identity supplied to you by the punch-out vendor. This may be a username or an email address: it depends on how the vendor has set up their system.
11. In the Secret box, type the password supplied to you by the punch-out vendor.
12. In the Address box, type the URL where the data is sent.
13. Select the Catalogues you want to use with this punch-out. If the catalogue is missing from the list, check your Horizon Catalogue has:
    • Active selected
    • An Expiry date after today's date.
    • Punch-out selected.
14. Click [Form] URL encoded, unless your punch-out vendor asks you to use a different method.
15. Click Save Changes.

Testing

When you want to start testing the punch-out:

1. Click Turn on punch-out.
2. Make sure Enable test mode is selected.
3. Click Save Changes.

Take the Punch-out Live

Test mode allows you to check that only the intended customers can see the punch-out controls.

• Test Mode selected – All cXML elements are visible (so you can go through the process of finding a product, adding it to the basket, and completing the order), however the punch-out request will not be processed.
• Test Mode cleared – All cXML elements are visible following the current configuration, and all punch out requests will be processed.

When testing is complete and you want to take your punch-out live:

1. Clear Enable test mode.
2. Click Save Changes.

See Also