Slide 1: Coupa Supplier Portal: Quick Reference Guide for Suppliers
CSP Quick Reference Guide Coupa Supplier Portal: Quick Reference Guide – For Suppliers PROCUREMENT IS A JOURNEY | WHERE ARE YOU GOING?
Slide 2: Overview
CSP Quick Reference Guide Overview • What is the CSP? • Getting Started • Navigation • Welcome! • Home Screen • Profile • Orders • Invoices • Admin • My Account • Getting Help 2
Slide 3: Coupa Supplier Portal (CSP)
CSP Quick Reference Guide Coupa Supplier Portal (CSP) • The Coupa Supplier Portal (CSP) is a free tool for suppliers to easily conduct business with Ingevity using Coupa. • Suppliers have the ability to manage various content and settings for your Ingevity profile. • Some of the content and informat
Slide 4: Getting Started – Invitation or Self Registration
CSP Quick Reference Guide Getting Started – Invitation or Self Registration Invitation from Ingevity Self Registration • You will receive an e-mail from our Coupa system with • Register to join the CSP yourself at: a unique link to join the Coupa Supplier Portal. https://supplier.coupahost.com/ • On
Slide 5: Welcome!
CSP Quick Reference Guide Welcome! • When you click on the link in the e-mailed invitation Coupa will present this welcome window for you to register on the CSP. • Start by entering and confirming a password and acknowledging your acceptance of the Privacy Policy. 5
Slide 6: Home Screen
CSP Quick Reference Guide Home Screen Navigation Bar • Reviewing, acknowledging orders or submitting invoices is simple by accessing them through the navigation bar. You can also configure your profile/account and administer your connection through the CSP. • Access to these tabs provides you with r
Slide 7: Your Public Profile
CSP Quick Reference Guide Your Public Profile • There is a link on the homepage that will take you to your public profile and a button that you can use to update your profile. • You can also update customer specific profiles using the ‘Your Customer Profiles’ button. 7
Slide 8: Your Customer Profile
CSP Quick Reference Guide Your Customer Profile • Your Customer Profile allows you to enter specific information requested by your customer(s) • You can toggle between customers using the drop-down menu to the right. 8
Slide 9: Your Customer Profile (Cont'd)
CSP Quick Reference Guide Your Customer Profile (Cont’d) • Please refer to the “Remit-to Information” section prior to entering your Remit To Address to ensure accuracy. 9
Slide 10: Your Customer Profile (Cont'd)
CSP Quick Reference Guide Your Customer Profile (Cont’d) • When entering your company information, the available fields may change based on your responses. • All fields designated with an asterisk (*) are required fields. • Note that the PO email address entered in the Primary Address section will r
Slide 11: Your Customer Profile (Cont'd)
CSP Quick Reference Guide Your Customer Profile (Cont’d) • When prompted, please upload the relevant documentation to support your responses 11
Slide 12: Your Customer Profile (Cont'd)
CSP Quick Reference Guide Your Customer Profile (Cont’d) • You can “Save” the information provided to be completed later • Once you’ve completed your profile form, click on “Submit for Approval” to submit your updated information to Ingevity for review. 12
Slide 13: Orders
CSP Quick Reference Guide Orders Purchase Orders • Selecting the ‘Orders’ icon from the navigation bar will take you to a screen where you can view purchases orders. This will provide a summary of all POs from Ingevity. Clicking on the blue PO number will open another screen to see the entire PO. •
Slide 14: Invoicing is initiated by clicking the Gold Coin Icon in the Purchase Order view
CSP Quick Reference Guide Invoicing is initiated by clicking the Gold Coin Icon in the Purchase Order view Create Credit Note Create Invoice Invoices may also be created from an open purchase order by clicking the “Create Invoice” 14
Slide 15: Your invoices
CSP Quick Reference Guide Your invoices • Clicking on the 'Invoices' button will display your invoices. • You can filter your list view or search for a particular invoice. • You can open any specific invoice or its associated purchase order by clicking on the appropriate blue hyperlink. 15
Slide 16: Invoicing requires filling in the details marked by an *
CSP Quick Reference Guide Invoicing requires filling in the details marked by an * 16
Slide 17: Admin
CSP Quick Reference Guide • Selecting the “Admin” icon from the menu will take Admin you to a screen where you can administer the users, requests, and remit to addresses for the CSP. • Each company will have one specific CSP administrator. This is typically the person who received the request from t
Slide 18: My Account
CSP Quick Reference Guide My Account • Selecting the “Account Settings” option from the dropdown under your name will take you to a screen where you can change your log-in information for the CSP. • In this screen you can add a photo, change your name, e-mail address and password. Log Out • Selectin
Slide 19: Getting help
CSP Quick Reference Guide Getting help • Additional training and access Coupa help is available by choosing Online Help from the Help menu in the upper right corner. • Choosing Online Help from the menu will take you to the Coupa Supplier Portal Help pages. 19
Slide 20: CSP Quick Reference Guide
CSP Quick Reference Guide