Install Zentriq PunchOut

Before you start

You'll need:

• A Microsoft work or school account that already has access to your Business Central tenant (the same one you use to sign in to BC).
• Permission on your BC environment to upload an extension (Admin Center access, or someone in your IT team who can do it for you).
• A web browser based on Chromium: Chrome, Edge, or Brave. Firefox and Safari are not supported.

1. Create your Zentriq account

Go to app.zentriqsoftware.com and sign in with the same Microsoft account that holds your Business Central licence. Zentriq uses Microsoft as the sole identity provider — there is no password to manage on our side.

On first sign-in you'll be asked to either create an organization or join an existing one. Create one if you're the first person in your company to set Zentriq up; billing and credit balance are scoped to the organization, not to individual users.

2. Buy a credit pack (optional for the first run)

Cart captures consume credits. Trial credits cover your first few captures; after that, top up with a one-time pack on the pricing page:

• Starter — CHF 49 for 50 credits (CHF 0.98 / capture)
• Business — CHF 129 for 200 credits (CHF 0.65 / capture)
• Enterprise — CHF 249 for 500 credits (CHF 0.50 / capture)

All packs are one-time purchases via Stripe. Credits never expire. VAT (Swiss or EU) is added at checkout based on your billing country.

You can skip this step for now and come back to it after capturing your first cart — Stripe checkout is two clicks from the dashboard.

3. Install the Chrome extension

The Zentriq PunchOut Chrome extension is what watches the cart page on Galaxus, Brack, Microspot and friends, and what triggers the capture.

From the dashboard, click Install Chrome extension. You'll be redirected to the Chrome Web Store listing. Click Add to Chrome (or Add to Brave / Get on Edge — same button, different wording). The browser confirms the permissions, the icon appears in your toolbar.

Beta access: while we're finishing the public Chrome Web Store rollout, the listing is unlisted and accessible only via the direct link in your dashboard. The install behaviour is identical — only discovery differs.

4. Sign in with Microsoft

Click the Z icon in your toolbar to open the Zentriq popup. The first time it opens, you'll see a 3-slide onboarding ending with Sign in with Microsoft.

Sign in with the same Microsoft account you used in step 1. Microsoft will ask you to consent to two API permissions:

• BusinessCentral.ReadWrite.All — so the extension can write your captured cart into your Requisition Worksheet.
• offline_access — so the extension can refresh its access token automatically and you don't have to sign in again every hour.

Click Accept. The popup discovers your BC environments and companies automatically — pick the one you want PunchOut to write into.

5. Install the Business Central extension

This is the second piece of the puzzle. The Chrome extension can only push lines into BC if a small .app extension is installed on your tenant. It exposes a tiny custom API (Item Templates, Requisition Lines, an action to create missing items) that the Chrome side talks to.

5.1 Download the .app file

Two ways to get the .app — both end up with the same signed file:

The file is ~12 KB and named Zentriq_PunchOut.app. For SHA-256 verification, email support@zentriqsoftware.com — we publish the checksum of the current release out-of-band.

5.2 Upload it to your BC tenant

You have two paths — pick whichever your IT team prefers.

Path A — From inside Business Central:

1. Open Business Central in the environment you want to install on.
2. Use the search (magnifier icon, top right) → type Extension Management → open it.
3. Click Manage → Upload Extension.
4. Choose the Zentriq_PunchOut.app file, accept the terms, leave the language as English, click Deploy.
5. Wait 30 seconds. The extension status changes to Installed.

Path B — From the BC Admin Center (recommended for IT teams managing multiple environments):

1. Go to businesscentral.dynamics.com/admin.
2. Pick the environment → Apps tab → Upload extension.
3. Choose the file → Deploy.

6. Assign the permission set

The .app ships with one permission set named Zentriq Punchout. It grants read access to Vendor, Item, Item Reference, Item Templ., Currency, and read-write access to Requisition Line only. Nothing else is touched.

Assign it to every BC user who will trigger captures:

1. In BC, search Users → open the user.
2. Scroll to User Permission Sets.
3. Click + New line, choose Zentriq Punchout in the lookup, leave Company blank (= all companies) or pick a specific one. Save.

On the BC company itself the user must already have the standard BC permissions for the tables they want to capture into — Zentriq adds on top, it doesn't bypass.

7. Configure the Chrome popup

Back in the browser, click the Z icon → Settings. Make sure:

• Environment matches the BC environment where you installed the .app in step 5 (e.g. SwissSandbox, Production).
• Company is the BC company you want lines created in.
• Language is your preference (English / Français / Deutsch).

Click Save. The popup reloads its status row. If everything matches up, you'll see BC extension: ✅ Installed. If you see ❌ Not installed, double-check that you're pointing the popup at the same environment where you uploaded the .app in step 5.

8. Capture your first cart

Open one of the supported e-commerce sites in another tab — try galaxus.ch, brack.ch, or microspot.ch. Add a couple of products to the cart, then go to the cart page.

Open the Zentriq popup. The Cart page status row turns green: 🛒 Cart detected. The Vendor row resolves to ✅ Brack — CHF (or your matched vendor + currency).

Click the big green 🛒 Capture this cart button.

1. A dark progress overlay appears. Zentriq checks your credits, reads the cart page, extracts every line with the AI, and pre-validates each SKU against your BC items.
2. After 5–10 seconds, a preview modal opens. Every cart line is listed with a status icon: ✅ if it matched a BC item, ❌ if it didn't.
3. For ❌ rows, you can either skip them (they'll be sent as text lines) or click + Create to materialise them as new BC items on the fly. Pick the Item Template per row (e.g. ARTIKEL for stock items, SERVICE for subscriptions).
4. Click 📤 Send N items to BC. The modal updates with a per-line BC line number and a link to view in your dashboard.
5. Go to BC → Demandes achat / Requisition Worksheet → you'll see your lines, ready for the buyer to Carry Out Action Message into a Purchase Order.

Supported e-commerce sites

PunchOut uses AI to read any cart page, so most major e-commerce sites work out of the box. Validated for Swiss B2B procurement:

• Galaxus / Digitec, Brack, Microspot, Manor
• RS Components, Distrelec, Conrad, Farnell, Digi-Key, Mouser
• Amazon Business, WAGO

On other sites, give it a try — if the cart page is a normal HTML cart, the extraction works in most cases. If it doesn't, send a sample cart URL to support@zentriqsoftware.com and we'll tune the parser for it.

Troubleshooting

The popup says “BC extension: ❌ Not installed”

Three possible causes:

• You uploaded the .app to a different environment than the one selected in the popup Settings. Go back to step 5 or change the environment in step 7.
• The install in BC is still in progress — wait 30 seconds and click the ⟳ Refresh button in the popup's Status section.
• Your BC user has the right base permissions but the Zentriq Punchout permission set isn't assigned yet — go to step 6.

The popup says “BC extension: ⚠ Missing permission”

The .app is installed on the right environment but your user can't reach its endpoints. Assign the Zentriq Punchout permission set (step 6) and click ⟳ Refresh.

The Vendor row says “❌ ‘galaxus’ not found”

The cart page is on Galaxus but you don't have a vendor card in BC whose name contains “galaxus”. Create one (the popup gives you a direct link), then refresh.

The Vendor row says “⚠ BC not configured”

You haven't finished the BC config in popup Settings. Open Settings, pick Environment + Company, save.

Capture fails with “Currency mismatch”

The cart is in CHF but your vendor in BC is configured as EUR (or vice-versa). Either change the vendor's currency in BC, or buy from the vendor's currency-matched store. No credit is consumed when the mismatch is detected pre-capture.

A line landed in BC with directUnitCost = 0.00

Rare — happens when the BC PATCH call succeeds on the create step but fails on the price update. Zentriq surfaces this as a “N line(s) created without price — verify in BC” warning in the modal. Open the line in BC and fill the unit cost manually.

What about the Zentriq Agent?

Zentriq PunchOut and the Zentriq Agent are two separate products. PunchOut runs on one-time credit packs for cart captures; the Agent is a per-seat subscription for the in-BC AI chat. Each has its own .app on your tenant, its own permissions, its own price. You can install one without the other, or both side-by-side — they don't conflict.

When you're ready to add the Agent, follow Install Agent.

Need help with any of this? Email support@zentriqsoftware.com — we answer within one business day, in English, French, or German.

Also see: FAQ · Security & compliance · Pricing.