E-Procurement Supplier Settings - ESPO

E-Procurement for ESPO is currently only available for customers who are helping us with testing.

Before you can start using E-Procurement, you must enter the suppliers details in IRIS Financials Purchasing to complete the set up.

We also have a demo available to help you complete set up, go to E-Procurement ESPO Supplier Set Up Demo.

If a supplier's details change, they must be updated in IRIS Financials Purchasing before continuing to use E-Procurement.

If you manage multiple organisations that have different ESPO account numbers, each one must be linked individually. These are referred to as separate locations or entities within IRIS Financials.

To add ESPO as a supplier for E-Procurement: 

  1. Select E-Procurement, then select ESPO.

  2. If an entity or location has already been created, select Settings. If not, or if you need to create an additional location, select Add New Location.
  3. Select the supplier from Partners.

  4. Enter the name of the entity or location the supplier account is for in Location/Entity Title, for example City High School.

    If you have already set up the supplier for another entity or location, save time entering the settings again by automatically copying them. To copy the supplier settings, select Copy Supplier Settings.

    Location/Entity Title is used to identify the group of settings. It must be entered, even if you are only setting up the supplier for one entity or location.

  5. Log into the ESPO website as the admin user for your organisation.

    The guidance for checking who your Company Administrator is has been provided by ESPO and are correct as of May 2025. For further help, contact ESPO.

    If you are unsure who your admin use is, please follow these steps: 

    1. Log into the ESPO website as any user within your organisation.
    2. Select Account on the top right, which takes you to the My Profile page.
    3. Select Organisation Users on the left side.
    4. One of the users will have the role set as Company Administrator.

    If a placeholder address is displayed (for example, 123456@espo.org), or if you would like to change your user, email registration@espo.org with the name and email address that you require for the new admin user.

  6. Select Account, then IRIS Financials credentials. Copy the following details into the Supplier Settings page in IRIS Financials Purchasing: 

    • From Identity
    • Shared Secret — Select Generate IRIS Financials password on the ESPO website to display the code.
    • Punchout URL
    • Purchase order request URL
  7. Enter the relevant default VAT Codes.
  8. To manage which users have access to E-Procurement for the supplier:
    1. Select User Permissions.
    2. Select the relevant users, then Save.
  9. Enter the Billing Address (do not include any special characters, such as !, @, &, *, /, \).
  10. Save Supplier.