Email-Based HTML
Coupa customers who only send the occasional purchase order to a supplier can use HTML-based email.
Using Email as a PO transmission method allows suppliers to receive POs electronically through an email notification. This is the simplest way to receive purchase orders (PO) and send invoices.
Purchase Orders
Coupa can process POs as an HTML-formatted email. The electronic copy of the PO includes all the information you'll need to fulfill the order. Additionally, Coupa can send orders to multiple email addresses. Provide your customer with at least one email address where they can send purchase orders.
Suppliers will receive an individual email for each PO that is transmitted.
- A valid email address is required in order to use this method, Coupa will prevent continuous sending to invalid email addresses. Apart from this, there is no additional setup required for this method of transmission.
- Multiple PO emails can be added to a single supplier by separating the emails with a comma - this should be used sparingly to avoid confusion on who should action the order.
- Suppliers do not need a CSP Account in order to receive PO emails, but may opt to have one due to the additional functionality it provides.
PDF Invoices
Suppliers can send their PDF invoice to Coupa using the email address given by their customer. Unlike orders, invoices must be sent to a single email address.