Overview

BirchStreet is a third-party procurement platform that many hospitality and foodservice operators use to manage purchasing across their properties. The Cut+Dry Punch Out integration lets those operators "punch out" from BirchStreet directly into your Cut+Dry catalog, place an order, and have it flow back into BirchStreet for approval, all without leaving their existing workflow.

This integration is designed for:

• Distributors who want to unblock and serve customers who require BirchStreet for ordering.
• Operators who use BirchStreet as their primary purchasing system and want access to a distributor's full Cut+Dry catalog and pricing.

Set up the integration

Before your customers can punch out into your catalog, your Cut+Dry team and the BirchStreet team need to exchange a few connection details. Reach out to your Cut+Dry contact to start the setup. They will coordinate the secure exchange of the Setup URL, Order Request URL, and Shared Secret with BirchStreet on your behalf.

• PunchOut Setup URL — provided by Cut+Dry. Used to start a logged-in session for the user.
• Order Request URL — provided by Cut+Dry. Used to submit the approved order back into Cut+Dry.
• Identity (Customer Code) — a unique code for each customer location.
• Shared Secret — a distributor-specific code that authenticates requests between BirchStreet and Cut+Dry.
• User Email — the email address the user will sign in with on the BirchStreet side. This must match their Cut+Dry account email.

The operator experience

1. Open BirchStreet and click PunchOut. 

2. A new tab will open with a logged-in Cut+Dry session. Operators shop the Order Guide and Catalog exactly like any Cut+Dry user, with the same products, recommendations, and pricing, for example. 

3. Operator clicks Checkout and confirms the order. 

4. Operator is redirected to BirchStreet.

5. The customer reviews the PO in BirchStreet and clicks Submit.

Delivery date setup

BirchStreet allows ordering for any day, but your system may have specific delivery day restrictions. You can adjust your BirchStreet settings to prioritize Cut+Dry or BirchStreet date.

1. Select View More, then Settings and Integration from the navigation menu. 

2. Select the Delivery Date Preference. Click Save. 

• Prioritize Cut+Dry date: the system uses the next valid delivery date from your settings.
• Prioritize BirchStreet date: the system accepts the date selected by the customer in BirchStreet.

FAQ

Do I need to do anything different to receive these orders? No. Orders submitted via BirchStreet flow into Cut+Dry as standard orders once approved, and follow your existing ERP delivery method (file drop or API).

What happens if a customer modifies the PO in BirchStreet before submitting it? The current release assumes the order is submitted as-is. Modifications in BirchStreet are not yet reflected in Cut+Dry. During an active PunchOut session, the user can place orders but is blocked from making changes to existing drafts or placed orders.

Can a customer use suggestive sales, order guides, and other Cut+Dry features during a PunchOut session? Yes. The PunchOut session uses the full Cut+Dry catalog experience, including order guides and product recommendations.

Where do I see orders placed through BirchStreet? They appear in your normal Cut+Dry orders list once they've been approved on the BirchStreet side. While awaiting approval, they appear as Approval Pending drafts.

Who do I contact if a customer reports an issue with the integration? Reach out to your Cut+Dry contact. They'll loop in the BirchStreet technical contact if needed.

What customers have access to BirchStreet? A customer can only access your Cut+Dry catalog through BirchStreet if their BirchStreet email matches their Cut+Dry account email. If a user signs in via BirchStreet PunchOut and doesn't have a Cut+Dry account, one will be created automatically and attached to the correct customer company.