Cooper-standard Holdings Inc. · NYSE:CPS
Cooper-standard — Investor Presentation (February 2021)
44 slides from Cooper-standard's investor presentation, February 2021
Slide 1: Supplier Hosted Catalog Guidance
SUPPLIER HOSTED CATALOG GUIDANCE
Slide 2: Overview
Overview • Hosted catalogs simplify the work of our suppliers and employees of Cooper Standard. • Hosted catalogs allow Cooper Standard employees to order goods and services on pre-negotiated terms and prices. • This document was created to show suppliers how to create a catalog in the Coupa Supplie
Slide 3: Supplier Hosted Catalog Process
Supplier Hosted Catalog Process Cooper Standard Supplier Supplier login into *Supplier allready Supplier ask CS for Supplier to create Coupa Supplier have CSP account? No invitation link CSP account Portal (CSP) Yes Download catalog Fill all necessary Prepare your file for template from CSP Upload y
Slide 4: Creation of Catalog in CSP
CREATION OF CATALOG IN CSP GS CooperStandard 4
Slide 5: 1. Login into COUPA Supplier Portal
1. Please login into COUPA Supplier Portal (CSP)*: https://supplier.coupahost.com/ * If you don’t have CSP account yet – please ask coupasupplierhelpdesk@cooperstandard.com for invitation link. 5
Slide 6: 2. Click on Catalogs; 3. Click on Create
2. Please click on Catalogs: 3. Please click on Create: 6
Slide 7: 4. Fill fields below; 5. Load from file
4. Fill fields below: Customer: Cooper Standard – filled automaticaly Catalog Name – mandatory field Status Draft – filled automaticaly, will be changed after confirmation Start Date – optional field Expiration Date - optional field Currency – mandatory field 5. Load from file: 7
Slide 8: 6. Click Download -> CSV for Excel
6. Click Download -> CSV for Excel Open file: 8
Slide 9: 7. Data -> Text to Columns; 8. Delimited
7. Data -> Text to Columns 8. Delimited -> Next -> unmark Tab -> mark Comma -> Finish 9
Slide 10: 9. Fill mandatory fields with your data
9. Now please fill mandatory fields with your data: I. Supplier Part Num (column A) II. Name (column C) III. Description (column D) IV. Price (column E) V. Currency* (column F) VI. UOM code* (column G) VII. active (column H) VIII. UNSPSC Code (column J) IX. Supplier Item English Name (column BP) 10
Slide 11: Fields description – Part 1
Fields description – Part 1 11
Slide 12: Fields description – Part 2
Fields description – Part 2 12
Slide 13: Currencies available in COUPA with codes
Currencies available in COUPA with codes: Code Name Enabled BRL Brazil, Brazil Real TRUE CAD Canada, Dollars TRUE CHF Switzerland, Francs TRUE CNY China, Yuan Renminbi TRUE CZK Czech Republic, Koruny TRUE EUR Euro Member Countries, Euro TRUE GBP United Kingdom, Pounds TRUE INR India, Rupees TRUE JPY
Slide 14: Unit of Measures available in COUPA with codes
Eleven P5 5-Pack 0 TRUE Code Name Precision Active EP Pack 0 TRUE Unit of Measures available P6 6-Pack 0 TRUE in COUPA with codes: EA Each 3 TRUE FT Feet 3 TRUE P8 8-Pack 0 TRUE BX Box 0 TRUE GA Gallon 3 TRUE PA PAIL 0 TRUE DZ Dozen 0 TRUE GR GRAM 3 TRUE PC Piece 0 TRUE GS Gross 3 TRUE CS Case_1 3 T
Slide 15: UNSPSC Codes (Commodity codes) are mandatory
UNSPSC CODES (Commodity codes) are mandatory field. United Nations Standard Products and Services Code (UNSPSC) is a taxonomy of products and services for use in eCommerce. It is a four-level hierarchy coded as an eight-digit number. Our suppliers can download excel file with all UNSPSC code here: h
Slide 16: Catalog with data
Catalog with data: File Home Insert PageLayout Formulas Data Review View Help FuzzyLookup PowerPivot © Search ie [Brom texycsv [Recent Sources [Px Glaweries connections GE V a4 =f) Affrtasn rin B= Consolidate FB Fiom web [Beisting connections | LES im Ww zy ale 3 SE Baremove duplicates a3 Get Refres
Slide 17: Optional field in column AN for image URL
*Optional field in column AN allows you to paste a URL link to an item’s image – it’s helpful for CS users when searching for required goods. 17
Slide 18: Link has to be directly to your image
Link has to be directly to your image: 18
Slide 19: All necessary data is in our catalog
All necessary data is in our catalog: 19
Slide 20: Prepare it for an upload into CSP
Now we need to prepare it for an upload into CSP (Coupa Supplier Portal). 10. Press CTRL+H -> Replace all , . with 20
Slide 21: Review column E with prices
Please review column E (with prices) to ensure no commas are in place. If there are no decimal parts you will may need to adjust and add them back in. SAVE FILE & CLOSE 21
Slide 22: 11. Create a backup copy; 12. Open with Notepad
11. Create a backup copy of catalog: 12. Right click on file -> Open with -> Notepad 22
Slide 23: 13. Replace All ; with ,
13. Press CTRL+H -> Replace All ; with , -> SAVE FILE & CLOSE 23
Slide 24: It should look like the below
It should look like the below: 24
Slide 25: 14. Go back to your CSP -> Start Upload
14. Go back to your CSP -> Choose File -> Choose your catalog -> Start Upload 25
Slide 26: 15. Verify Data window -> Finish Upload
15. Verify Data window -> scroll down to the bottom of webpage -> Finish Upload 26
Slide 27: Finish Upload screen
Pack Weight UOM Net Weight Net Weight UOM Receive Catch Weight Item Number Manufacturer Part Number Supplier Item English Name !tem only for testing 5 GS CooperStandard Item only for testing 6 #3coupa Business Spend Management BA English (US) © 2006-2020 Coupa Software Incorporated Privacy Policy -
Slide 28: 16. Click Done
16. After all catalogs rows are loaded correctly please click “Done” You should receive a message stating that “Upload Completed Successfully” 28
Slide 29: 17. Check catalog and Submit to buyer
17. You can check your catalog now in CSP. If everything is correct click “Submit to buyer”. It will automatically send catalog to CS for an approval. 29
Slide 30: Catalog status Pending Approval
Your catalog will now have status of “Pending Approval” and has been sent to Cooper Standard for a Corporate Buyer to approve. Your catalog has been accepted by Customer! 30
Slide 31: Customer's (CS) view of catalog in COUPA
Customer’s (CS) view of catalog in COUPA. 31
Slide 32: Maintenance of Catalog in CSP
MAINTENANCE OF CATALOG IN CSP 32
Slide 33: Edition of existing catalog
Edition of existing catalog Some examples: 1. Price updates 2. Item deactivation 3. Name updates 4. Adding new description Find backup copy of your existing catalog -> Make another copy (for future catalog updates) –> Open file 33
Slide 34: Mark column A -> Text to Column
Mark column A -> Data ->Text to Column -> Delimited -> Next -> Comma -> Finish 34
Slide 35: Items list file
Now Items list file looks like below. Supplier is allowed to edit fields, add new items etc. 35
Slide 36: List of changes
List of changes: 1. Price update for Test Item 1 2. Item deactivation for Test Item 2 3. Name updates for Test Item 3 4. Adding new description for Test Item 5 5. Price update for Test Item 6 SAVE FILE & CLOSE REPEAT STEPS FROM SLIDES 20-22 AND MOVE TO THE NEXT SLIDE 36
Slide 37: Login into CSP -> Load from file -> Start Upload
Login into CSP -> Catalog Tab -> Create buton -> Load from file -> Choose edited catalog -> Start Upload All changes or additions are highlighted in orange. 37
Slide 38: Finish Upload and Submit to buyer
After reviewing the results, click Finish Upload to continue the upload or Cancel to stop the upload and discard any changes. Click Submit to buyer 38
Slide 39: Edition of existing catalog (Optional)
Edition of existing catalog* (Optional) Go to catalogs tab in CSP -> Click on Create buton -> Find item you want change -> Click on edition buton on the right side 39
Slide 40: Find field you want to change
Find field you want to change - > updated data -> Click Save button 40
Slide 41: Review your changes
You can review your changes: Price Increase, Price Decrease, Other Fields Updated, New Items and Deactivated Items If everything is correct -> Submit to buyer 41
Slide 42: Your changes are waiting for CS approval
Your changings are waiting for CS approval. 42
Slide 43: Catalog deletion
Catalog deletion Login into CSP -> Catalog tab -> Find catalog you want to delete -> Click on the red X buton -> Confirm -> Done 43
Slide 44: The End
THE END f G CooperStandard
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