What is the Coupa Supplier Portal?

The Coupa Supplier Portal (CSP) is a free tool for suppliers to easily do business with their customers who use Coupa. The CSP makes managing customers and transactions easy.

What can suppliers do in the Coupa Supplier Portal (CSP)?

Depending on the customer's specific Coupa configuration, suppliers can manage content and settings on a customer-by-customer basis, including:

• viewing purchase orders,
• setting up delivery methods,
• creating catalogs,
• sending invoices and advance ship notices (ASNs),
• checking the status of transactions,
• and more.

How to use the CSP

To begin using the CSP, follow the next steps:

1. Register or Log in to the CSP. 
   For more information on how to register, see Register for the CSP.
   For more informarion on how to log in, see Log in to the CSP.
2. Follow the steps in the Help Tour. 
   When you log in for the first time, you are greeted by the Help Tour (also referred to as the welcome tour or the onboarding flow) on the Home screen. The screen guides you thorugh setting up your information in the CSP.
   Select  the Help link in the top right corner of the page to view the Help Tour any time.
3. Navigate through the CSP using the Main Menu. 
   To access a CSP function, click on the relevant tab on the main menu at the top of the CSP main page.
4. Find help and more information about the CSP in the different resource sections: 
   1. See the Get Started and Find Help in the CSP page for help options including chat and information about Premium Support. 
   2. See the User Manuals in PDF format in the sections below. 
      PDF manuals are not mantained and may be outdated. See the section below for more information.
   3. Find specific troubleshooting resources and frequently asked questions (FAQ).
      Different features in the CSP have specific troubleshooting sections, including: 
      1. Account, Login, Registration FAQ.
      2. Tax Registration FAQ.
      3. Early Payment Discounts FAQ.
         
      4. Purchase Order FAQ.
      5. Invoices FAQ.
      6. Catalogs FAQ.
      7. Sourcing FAQ.
      8. Contract Collaboration FAQ.
      9. Supplier Integration Resources.
   4. Watch CSP videos in the sections below.
      These videos can give you a general glimpse of processes and the platform, but may be outdated. See the section below for more information. Videos include: 
      1. How to start using the CSP - onboarding videos.
      2. Register for the CSP video.
      3. CSP Training video.
      4. Customer-branded welcome message video. 
      5. Manage the CSP profile video. 
         
      6. The CSP Setup Tab video. 
      7. The Orders Page of the CSP video. 
         
      8. Create an invoice in the CSP video. 
      9. Create a credit note video. 
         
      10. Create catalogs in the CSP video. 
      11. What are Supplier Actionable Notifications (SAN) videos:
          
          1. What are SAN video translated to Chinese.
          2. What are SAN video translated to Japanese.

What do the options in the CSP screen mean?

The following table includes the menu item and the description. 

Menu Item	Description
Home	View and improve your public company profile, see the list of customers you are connected to, edit your customer-specific company profile, and merge accounts. You can go to the Home page from any page by clicking on the Coupa Supplier Portal logo/link in the top left corner above the main menu.
Profile	Create, modify, and manage your public and customer-specific profiles, and specify which remit-to addresses each customer can use.
Orders	View the purchase orders you received from your customers.
Service/Time Sheets	View the list of service/time sheets and related purchase order lines.
ASN	Send advance ship notice, that is, notifications about when you ship items to your customers.
Invoices	Create and manage invoices to send to your customers.
Catalogs	Create and manage customer-specific catalogs.
Payments	Accept payment through digital checks from your customers if they use Coupa Pay.
Business Performance	View a summary of orders and invoices that may need attention, your year-to-date order and invoice trends, and your lead time to shipping goods.
Add-ons	Access Coupa supplier add-ons, for example, Coupa Advantage, Early Payment Discounts, supplier profile update, and more.
Setup	Manage users, merge requests, and remit-to addresses, set up electronic invoicing, add fiscal representatives, view and accept the Terms of Use, and set preferred early payment discount terms.

User manuals in PDF

Coupa has various user manuals for the CSP in PDF format, in several languages. While the PDFs do not contain the latest updates, they are a valuable resource. For the latest updates, see the HTML pages. 

The following table lists several languages and the PDFs in that language: 

Videos about CSP

Watch the following short video tutorials for quick help on using the Coupa Supplier Portal.

Onboarding video

Learn more about how to get started with the CSP by watching this training video.

CSP Training video

Learn about the CSP functionalities by watching this training video.

Register for the CSP

Learn how to register and create an account in the CSP for the first time by watching this video:

Manage the CSP profile

You can create your public profile to let customers know what your business does and why they should work with you. For more information, see Create and Manage Your Public Profile.

Customer-branded welcome message

When a supplier was invited to the CSP by a customer, and creates an account for the first time, they may see a different onboarding experience than other suppliers. Customers can customize the welcome message suppliers see in the CSP as is explained in the video below:

The CSP Setup Tab

The CSP interface has several tabs in its main menu. In the Setup tab you can manage user permissions and customer access. For more information, see Manage Users.

The Orders Page of the CSP

The CSP interface has several tabs in its main menu. In the Orders tab you can receive purchase orders from your Coupa-based customers via the CSP, cXML, or email/HTML.

For more information, see Purchase Orders.

Invoices

If your customer uses Coupa for their invoicing, you can send invoices to them through Supplier Actionable Notifications, the Coupa Supplier Portal, cXML, or email/PDF.

For more information, see Invoices.

Create an invoice in the CSP

You can create and edit invoices with a backing PO, without a backing PO, from a contract or a time sheet.

For more information, see Create or Edit an Invoice.

Create a credit note

You can use credit notes for invoices in a Disputed or Approved status. 

For more information, see Create or Edit an Invoice.

Create catalogs in the CSP

You can create a hosted catalog or a cXML punchout catalog to add items into Coupa.

For more information, see Catalogs.

Translated SAN Videos

Supplier Actionable Notifications (SAN) let you receive orders and work with customers who use Coupa, all without the need to join Coupa's supplier network or create a Coupa Supplier Portal (CSP) account. You can acknowledge, invoice from, or add comments to a purchase order (PO) directly from the notification Coupa sends you on the customer's behalf.

For more information see Supplier Actionable Notifications (SAN).

Chinese

Japanese