E-Procurement Order from Herts FullStop (HFS)

Use punchout to browse Herts FullStop (HFS) and transfer a basket of items directly into IRIS Financials Purchasing. After you create and authorise the purchase order in IRIS Financials, it is automatically submitted to HFS for fulfilment.

Your administrator must configure your school's HFS supplier settings and grant you access to the HFS location before you can use punchout. Go to E-Procurement Supplier Settings - Herts Fullstop (HFS) for guidance.

Access E-Procurement

1. Select E-Procurement from the home page. A tile appears for each supported E-Procurement supplier.

2. Your next step depends on your user type and the number of locations available to you:

Your setup	What happens
One location, standard user	The HFS tile takes you directly to the HFS website
One location, administrator	The HFS tile shows two options: Settings and Place Order
Multiple locations	Select your location first, then select the HFS tile

Place an order with HFS

1. Select Place Order (administrators) or select the HFS tile (standard users with one location). You are taken to the HFS website.

2. Browse the HFS catalogue and add products to your basket.

3. When you are ready, check out on the HFS website. Selecting Selection Complete or Order Complete automatically transfers your basket into IRIS Financials Purchasing.

Complete the basket in IRIS Financials

A basket document is created in IRIS Financials Purchasing with the items from your HFS order.

1. Open the basket document.

2. Complete the following details:

   • Supplier information

   • Delivery location

   • Any other required documentary information

   • Accounting codes for each line item

3. Select Send Order for Approval. A purchase order document is created in IRIS Financials, ready for your organisation's approval process.

After approval

Once the purchase order has completed your organisation's full approval process, IRIS Financials automatically submits the approved order lines to HFS for fulfilment.