Docs / FAQ
Grouped by topic. PunchOut and Agent are two independent products — most answers are specific to one or the other.
Zentriq ships two independent products. You can install one, the other, or both — they share nothing except the company name.
PunchOut is a Chrome extension that captures e-commerce carts (Galaxus, Brack, Microspot, RS, Amazon Business, …) and pushes them into Business Central as Requisition Worksheet lines. Agent is an in-BC AI chat that answers questions about your tenant and helps you draft documents. They are separate products with separate installs, separate BC extensions, and separate billing models.
No. They are completely decoupled — different .app files, different namespaces, different permission sets. Install whichever you need. They can also coexist in the same BC environment with no conflict.
PunchOut: one-time credit packs (CHF 49 / 129 / 249), no subscription, credits never expire. 1 credit = 1 cart capture.
Agent: monthly per-seat subscription — Free 20 msg, Pro CHF 29 / 200 msg, Business CHF 59 / 450 msg, Ultra CHF 99 / 800 msg. All prices CHF, VAT added at checkout. See Pricing.
Today: Galaxus.ch, Brack.ch, Microspot.ch, RS Components, Amazon Business. Generic capture (any HTTPS cart page) is available as a fallback. New sites are added monthly — vote at support@zentriqsoftware.com.
A Requisition Worksheet line per cart item, in the worksheet name you select. Each line has Vendor No., Description, Quantity, Unit of Measure, Direct Unit Cost, and Currency Code pre-filled from the cart. You then run the standard Carry Out Action to turn the worksheet into Purchase Orders.
Only if you tell it to. If a cart line maps to an item that does not exist in BC, you have three options per row: pick an existing item, create from an Item Template, or leave it as a free-text description line. New items are created via the standard BC Item Template flow — no shadow data.
It exposes one small API namespace (zentriq/punchout/v1.0) with three pages: ItemTemplates (read-only), ReqWkshNames (read-only), and ReqLines (insert + bound action to create from template). Nothing else. ~600 lines of AL, object IDs 50400-50499. The .app is downloadable from your dashboard.
Yes — BC extensions are installed per environment. If you have Production, Sandbox, and a Test environment, install the .app in each one you want to use PunchOut against. The Chrome popup lets you switch environments at runtime.
Assign the Zentriq Punchout permission set (shipped with the BC extension) to each user who will capture carts. It grants only what's needed: read Item / Item Template / Vendor / Req. Wksh. Name, and insert on Requisition Line. Nothing more.
No. The Chrome extension calls your BC API directly using your Microsoft access token (OAuth2 with PKCE). Cart data never transits a Zentriq server. The only Zentriq backend calls are: account/credits check on capture, error reporting (opt-in), anonymous usage events. See Security for the diagram.
No. Credits never expire. Buy a pack once and use it across months or years. Unused credits stay on your account.
Nothing is charged — credits are debited only on a confirmed BC insert. If lines are partially inserted, the popup tells you exactly which ones; you can retry or finish the rest manually in BC.
Ask anything about your BC tenant in natural language — “list my open POs from vendor X”, “draft a sales order for customer Y with these items”, “why is this item out of stock”. It reads BC via the standard API (constrained by your user permissions) and can also draft and stage documents for you to review before posting.
Preview. We are onboarding design partners now. Join the waitlist to be invited; production GA is targeted for later this year.
Yes — Agent uses Claude. Your messages and the BC data needed to answer them are sent to Anthropic's API. Anthropic applies a zero data retention policy to our account — your data is not retained beyond the API call and is never used to train models.
One chat message = one message from your monthly allowance. Every plan uses the same Claude Sonnet model — no tiered model access, no variable cost per query. Allowance resets monthly. PunchOut credits are separate and never expire.
Any paid Agent plan lets you invite team members to your organization. Members share the message pool. Only the org owner can change the plan or add/remove seats. Each team member signs in with their own Microsoft account — their BC permissions apply to what they can see and do.
No. Today both Zentriq BC extensions are distributed as direct-download .app files from your dashboard — upload once in BC's Extension Management. AppSource listings are coming; once published, you'll be able to install in one click from the Microsoft marketplace.
BC Cloud version 22 and later (Sandbox and Production). On-prem BC is not supported today.
Not today. The Zentriq backend (for billing, telemetry, and Agent inference) is SaaS-only. The Chrome extension and BC .app are installed in your own environments — but they call our backend. If you have a strict on-prem requirement, email sales@zentriqsoftware.com.
The Chrome popup lets you pick the target company per capture. Agent also asks (or you set a default). Switching companies does not require reinstalling — only an environment switch does.
No. Both products need network access — the Chrome extension to reach your BC API and our credits API, the Agent to reach BC and the AI model.
The Chrome popup UI is localized in English, French, and German (auto-detected from your browser). Agent understands ~30 languages via Claude. BC data is always returned in the language of the underlying records.
Yes. Zentriq is a Swiss company, processing happens in the EU (Frankfurt), we have Data Processing Agreements with every subprocessor, and we honor all data-subject rights (export, delete, object). Swiss nFADP compliant too. Full details: Privacy Policy and Security.
Zentriq backend database + blob storage in the EU (Frankfurt). Anthropic inference runs under zero-retention. Your BC tenant stays wherever Microsoft provisioned it — we never relocate it. Cart data captured by the Chrome extension never lives on our servers — it goes Chrome → your BC API directly. Full residency table: Security → Data residency.
Send the 2-page Security Overview (printable). It covers data flow, encryption, residency, retention, and incident response for both PunchOut and Agent — everything IT wants in one document.
Yes. From your dashboard, click Manage subscription — this opens the Stripe customer portal. Cancel in one click. You keep access until the end of the current billing period. PunchOut credit packs are non-refundable but never expire.
Email support@zentriqsoftware.com — we answer within 1 business day in English, French, or German. Security: security@zentriqsoftware.com. Sales: sales@zentriqsoftware.com.
Still have questions? support@zentriqsoftware.com — or browse the full docs.