Create and Manage Your Business Profile
You can create your business profile to let customers know what your business does and why they should work with you.
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In the Coupa Supplier Portal (CSP), you have a public profile that is visible in the Coupa Supplier Portal Directory and allows potential customers to find your profile. Having a complete profile gives your customers the information they need to determine whether they want to do business with your organization. The better the profile, the better chances you have of landing new customers!
You can also build specific profiles for each of your customers to customize your information by customer. For more information, see Create and Update Your Customer Profiles.
If you want to edit your legal entity and payment information, you can do so from the Settings section.
Accessing your profile page
As a supplier, you can see your business profile by logging in to Coupa and selecting one of the following options:
- From the home page, select the View Profile link under your account name.
- From the top navigation bar, select the Business Profile tab
If you completed an onboarding sequence, you may see information already populated in your profile.
When you first visit your profile, you may see a page with profile details that you can apply to your profile. You can enter or correct the information displayed and select Update Profile to apply it. You can select Skip for Now to omit applying the information.
Business Profile page
Your Business Profile page consists of five main sections detailed in the following headers. The fields and sections may differ between users depending on permissions and accounts.
- Top navigation bar: includes several sub-tabs or sections you can navigate to, including:
- Business Profile: detailed in this page.
- Legal entities:
For more information, see Set Up Legal Entities. - Information Requests: If your customer has requested information from you, you'll see Information Requests in a subheader above your profile.
For more information, see Create and Update Your Customer Profiles. - Performance Evaluation
- Subscriptions:
For more information, see https://supplier.coupa.com/pricing/
- Header
- Company Info section
- Contacts section
- Addresses
Select the pencil or edit icon to edit or modify section contents.
Business Profile Header
The main header on the Business Profile page displays the registered name of your organization. Below the name there are several options:
- Profile Preview: select this option to be redirected to your profile as customers or buyers see it.
- Copy Profile URL: select this option to copy the address of your CSP profile in your device’s clipboard to share it with others.
- Download as PDF: select this option to download a PDF file of your CSP profile. You can use your profile PDF as a marketing tool to showcase your business.
Company Info section
Your business profile is visible to Coupa users in the Supplier Directory. The more complete and descriptive your profile is, the more likely a customer will see it and want to work with you!
Some fields may be required to perform actions on the CSP, so filling out as many as possible is highly recommended. The following table lists all fields in the Company Info section:
| Field name | Description |
| Company name |
This is the name customers/buyers will see on your profile. |
| Industry | Select from the dropdown list the closest option to your company’s industry. You can only select one industry. |
| About | Description of your company and what makes you unique (maximum 3,000 characters). |
| Year Established | Year when your company was established. |
| PO Email | Email address where you want to receive your customers' purchase orders. |
| Website | Your company's website. |
| DUNS | Your company's Data Universal Numbering System (DUNS) number. |
| Company Size |
Select a range from the dropdown list to show the size range of your company, the options available are:
|
| Ownership Type | You can select whether your company is publicly or privately owned. |
| Country/Region | Required for tax purposes, diversity classification, and others. |
| Tax registration | Input your organization’s Tax ID in this field. If you do not have one, or have any comments, select the I do not have a Tax ID checkmark. |
| Reason | This field is mandatory if you selected the I do not have a Tax ID checkmark. |
| Diversity Classification and Certification |
This section gives your customers information about how your business engages with social goals. Click Add Diversity, and first select the country. The diversity classification options from the next dropdown list will vary according to the selected country. You can also click Upload Certificate to upload a supporting document. Tip
If you want to add multiple diversity certifications for a country, click the Upload Certification link at the bottom of the popup window. We recommend including your certificates so your customers can verify your diversity status. |
| Commodities | Select the dropdown list to search for the commodities that fit your organization’s offer. You can select several options and they will be added to your profile. |
| Product and Services Categories |
You can add product and service categories to show the types of products and services your company offers. You can select several options and they will be added to your profile. |
| Areas Served | You can select areas and regions that you do business in, in addition to areas that you do not do business in. By default, Regional is selected. |
Select the he Info (
) icon next to a header to see more information about the specific area.
Select the Cancel button to discard changes and go back to preview mode.
Select the Save button next to the Company Info header to save changes and go back to preview mode.
Contacts section
From this section you can see registered users under your organization in the form of a table.
The Contacts results table has the following fields:
- Name
- Primary contact
- Work Number
- Purpose
- Actions: As an admin you can edit user access and information by selecting this option.
You can add or edit a user as well as search for a specific user name or email.
For more information about users, see Manage Users.
Addresses section
From this section you can see the addresses registered to your organization in the form of a table.
The Addresses results table has the following fields:
- Address
- Primary Address
- City
- State
- Postal Code
- Country/Region
- Actions: As an admin you can edit user access and information by selecting this option.
FAQ and Troubleshooting
What can I use the Profile PDF for?
You can use your profile PDF as a marketing tool to showcase your business. You can also use the Copy profile URL on the Overview page to provide customers with a preview of your profile.
Why should I complete my profile?
Your public profile is visible to Coupa users in the Supplier Directory. The more complete and descriptive your profile is, the more likely a customer will see it and want to work with you!
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