Getting Started with the Coupa Supplier Portal

Learn how you can use the Coupa Supplier Portal to manage customers and transactions.

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.

Depending on your customer's specific Coupa configuration, you 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.
Note

You can log in to the CSP at CSP Login.

User manuals in PDF

The CSP user guide is available as a PDF 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: 

Tip

Register here for Coupa Supplier Portal Webinars to learn how to create electronic invoices directly from POs, get set up for fast digital payments, view all your remittance advice, and more!

Onboarding video

Video tutorials about CSP

Important:

The following videos and materials may become outdated. The user interface or platform may change.  For more updated information, see the documentstion about the individual feature you are interested in. 

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

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

Register for the CSP

The CSP makes managing customers and transactions easy. For more information, see Coupa Supplier Portal.

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

The CSP Setup Tab

You can manage user permissions and customer access. For more information, see Manage Users.

The Orders Page of the CSP

You can receive purchase orders from your Coupa-based customesr 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

Chinese

Japanese

Set Up the CSP

Perform admin tasks, for example, manage users and merge requests, set up e-invoicing, or create early payment discount terms.

Contract Collaboration

Information for suppliers who use Coupa Contract Collaboration.