Philip Morris International Inc · NYSE:PM
Philip Morris International — Investor Presentation (2026)
73 slides from Philip Morris International's investor presentation, Jun 29, 2026
Slide 1: Coupa Supplier Portal guidelines
Coupa Supplier Portal guidelines 2026
Slide 2: Agenda
AGENDA CSP Guidelines 0 PMI Coupa 1 Coupa Supplier Portal Overview 2 Registration and Set-Up 3 Admin 4 Purchase Orders 5 Invoices 6 Catalogues 7 Q&A 2
Slide 3: PMI Coupa
PMI COUPA One of the main questions asked by suppliers is “When will I get paid?” What follows is a long exchange between you and PMI ▪ Which invoice are you talking about? ▪ When did you send it? ▪ How did you send it? ▪ I haven´t received it! ▪ I found it but there is information missing on it, so
Slide 4: PMI Coupa
PMI COUPA In a nutshell, Coupa: Enables Suppliers to create legally compliant electronic invoices in their country of origin. ▪ Coupa reviews and implements an invoice under all applicable laws, going far beyond just tax related requirements. Uses best effort to deliver high quality data, taking str
Slide 5: PMI Coupa
PMI COUPA You are the most important part of PMI e-invoicing enablement! Your participation is key of PMI e-invoicing enablement success o You will get support with requirements deriving from electronic processing if needed o Coupa lifts suppliers globally to new levels of legal and commercial compl
Slide 6: Transmission methods: Purchase Order
TRANSMISSION METHODS Purchase Order Paper PMI prints and delivers Supplier receives the paper PO to the paper PO supplier Email Supplier receives PO in email inbox PMI approves PR Purchase Order Preferred Channels and PO is created is transmitted Coupa Supplier Coupa sends the PO Supplier logs to CS
Slide 7: Transmission methods: Invoice
TRANSMISSION METHODS Invoice PMI creates PMI receives invoice manually invoice in PMI receives in Coupa Coupa Paper paper invoice OCR scans Email Supplier sends paper PMI receives invoice invoice by email invoice in AP inbox Supplier Invoice is Coupa Supplier Supplier Supplier flips PO PMI receives
Slide 8: Agenda
AGENDA CSP Guidelines 0 PMI Coupa 1 Coupa Supplier Portal Overview 2 Registration and Set-Up 3 Admin 4 Purchase Orders 5 Invoices 6 Catalogues 7 Q&A 8
Slide 9: Coupa Supplier Portal Overview
COUPA SUPPLIER PORTAL OVERVIEW ▪ The Coupa Supplier Portal (CSP) is a FREE tool for suppliers to easily do business with PMI and other customers who use Coupa. ▪ Access through any web browser (i.e. Internet Explorer, Chrome, Safari). ▪ Main Benefits: Allows suppliers to manage customers and transac
Slide 10: Coupa Supplier Portal Overview: CSP Benefits
COUPA SUPPLIER PORTAL OVERVIEW CSP Benefits PROCESS AS-IS: PROCESS TO-BE: ▪ PO received via e-mail in PDF format ▪ PO received in the Coupa Supplier Portal and in the e- ▪ Invoices sent via e-mail in PDF format or as paper mail invoice ▪ Invoices sent via the Coupa Supplier Portal Pros: Pros: ▪ Proc
Slide 11: Agenda
AGENDA CSP Guidelines 0 PMI Coupa 1 Coupa Supplier Portal Overview 2 Registration and Set-Up 3 Admin 4 Purchase Orders 5 Invoices 6 Catalogues 7 Q&A 11
Slide 12: Registration and Set-Up: Invitation e-mail
REGISTRATION AND SET-UP Invitation e-mail In order to register and connect your company to PMI via the CSP, you will receive an e-mail from PMI inviting you to register and join the CSP This e-mail includes the legal consent that you accept when accepting the invitation 1. Click on “Join Coupa” butt
Slide 13: Choose your language!
Choose your language! 1. On every page of Coupa Supplier Portal, by scrolling it down to the bottom, you may find the language button. 2. Hover your mouse over the button and choose your language from drop down list. 13
Slide 14: Registration and Set-Up: Setting up the account
REGISTRATION AND SET-UP Setting up the account Once you have confirmed your e-mail address in the previous step, you will be asked to provide basic company information: 1. Populate Business Name field with a legal 1 name of your Company for invoicing – this name will appear in the invoices you send
Slide 15: Registration and Set-Up: The Web Portal
REGISTRATION AND SET-UP The Web Portal Once your account is created, you will reach the CSP homepage. Coupa offers an online Help tour. We recommend you take the tour to get familiar with the CSP features. 1. Hover Help section and click Help Tour option to proceed with a tour of the CSP. 15
Slide 16: Registration and Set-Up: The Web Portal
REGISTRATION AND SET-UP The Web Portal 5 6 7 9 10 11 12 1 2 3 4 8 The Coupa Supplier Portal is a user-friendly web solution. All commands can be found under the main menu at the top right corner of the screen 1. Click the Home button to access the Home page of the CSP 2. Click the Invoices button to
Slide 17: Registration and Set-Up: Add Your Legal Entity
REGISTRATION AND SET-UP Add Your Legal Entity 1. Go to Business Profile tab, Legal Entities Subtab and click on Create button. 2. Complete legal entity name and country of your company: this is the 1 official name of your business that is registered with your local government 2 and the country where
Slide 18: Registration and Set-Up: Add Your Legal Entity
REGISTRATION AND SET-UP Add Your Legal Entity Once you have filled Legal Entity Name and Country/Region, Tax Registration will pop up: 1 1. Select your tax country and provide respective VAT ID. 2 2. In case VAT ID is not available, 2 check the box and Local Tax ID will pop up, in which you can prov
Slide 19: Registration and Set-Up: Add Your Legal Entity
REGISTRATION AND SET-UP Add Your Legal Entity The system will direct you to complete 1 your company’s invoicing information, which is required to proceed with the CSP functionality. 1. Provide your company’s invoicing address. Ensure to complete all 2 mandatory address lines 2. Tick or Untick the ch
Slide 20: Registration and Set-Up: Add Your Legal Entity
REGISTRATION AND SET-UP Add Your Legal Entity For invoicing, you will need Remit-To address to be shared to your customer (in this case PMI) 3 1. To do so, once you have created the legal entity in the previous step, hover over your legal entity name and click the edit button (the pencil symbol next
Slide 21: Registration and Set-Up: Add Payment Method
REGISTRATION AND SET-UP Add Payment Method Before invoicing, you can also add Payment Methods (optional since you have created Legal entity and added the Remit-To Address). This can be done by going to Business Profile Tab, Payment Methods Subtab, and choose Add Payment Methods. 1 1. Click Add Payme
Slide 22: Registration and Set-Up: Notifications
REGISTRATION AND SET-UP Notifications 1 Notifications settings can be set and maintained for each CSP account 1. Click the Notifications button to see the latest notifications for you 2 a) Coupa provides Notifications on the Portal (in this list), to be sent via email or SMS 3 2. Click the Notificat
Slide 23: Registration and Set-Up: Your Profile
REGISTRATION AND SET-UP Your Profile To maintain your company profile, you can edit the information by going to Business Profile tab, Business Profile subtab. Then click the pencil icon as shown in the image. 23
Slide 24: Registration and Set-Up: Your Profile
REGISTRATION AND SET-UP Your Profile Once you click the edit button, you can 1 edit the company profile 2 1. Profile Preview will show you how 5 your company profile will be seen in 3 public 2. Background Edit Button to edit the image you want to show in your company profile 3. Company Info can be f
Slide 25: Registration and Set-Up: Your Profile
REGISTRATION AND SET-UP Your Profile 1 1. Information such as Diversity, Commodities, Product Services Categories, and Areas Served can be edited here 2. Contacts can be seen here, however if you are to add or edit, you will be redirected to the Users page The Primary Contact will be shown in the Bu
Slide 26: Registration and Set-Up: Your Profile
REGISTRATION AND SET-UP Your Profile 1. Addresses for your business can be added here. The Primary Address 1 will be shown in the Business Profile 2. Once all the information have been completed as needed, you can go back to the top of the page and click Save 2 26
Slide 27: Registration and Set-Up: Your Profile
REGISTRATION AND SET-UP Your Profile 1. To see your Business Profile shown 1 2 to the public, you can click the button 2. The Business Profile will be shown alongside the information you have provided beforehand Please be notified that any information you added here will not be synced towards PMI in
Slide 28: Registration and Set-Up: Additional Information
REGISTRATION AND SET-UP Additional Information For any other information aside the ones requested or mentioned above, it will not be synced or transferred to our internal PMI System (for example Company Name, Address, Bank details, Payment Terms, etc.) Should there be any need to perform any change,
Slide 29: Agenda
AGENDA CSP Guidelines 0 PMI Coupa 1 Coupa Supplier Portal Overview 2 Registration and Set-Up 3 Admin 4 Purchase Orders 5 Invoices 6 Catalogues 7 Q&A 29
Slide 30: Admin: Users
ADMIN Users Under the Setup tab you will be able to review and edit users, permissions, merge requests, the remit-to and CSP 1 terms of use Inactive Inactiveuser@ 1. Click on Setup tab – Admin subtab - Users section to access list of active User gmail.com users and invite the new ones 2. Click on Ed
Slide 31: Admin: Users
ADMIN Users To Invite a new user, the system will require complete name, surname and the e-mail address 2 1. Type in the data of the new account 2. Review and select / deselect all the 1 permissions and customer profiles to be granted to the new user. 31
Slide 32: Admin: Permissions
ADMIN Permissions The permissions defined for each active user will imply which tabs appear in his main menu, thus granting access to its functionalities. The Admin of the account will have full access and is the only one who can edit permissions for the different active users. 32
Slide 33: Admin: Merge Requests
ADMIN Merge Requests If you have already activated a CSP account for another client, you will be able to merge these accounts and have all your 2 clients in the same place 1 You can manually request the merge by the Admin tab in the menu. Also, Coupa will identify automatically when you accept the i
Slide 34: Admin: Merge Request
ADMIN Merge Request Coupa can also provide suggestions to merge accounts based on your email domain (@email.com) 1. Click on the link to access the Merge Suggestions on Admin 1 2 2. Tick the checkbox Enable Merge Suggestions 3 3. Should there be any accounts suggested, it will be shown here 34
Slide 35: Admin: Compliance as a Service Information Registration
ADMIN Compliance as a Service (CaaS) Information Registration 1 1. For European countries, when creating invoice via CSP sometimes there will be error message requesting CaaS (Compliance as a 2 Service) information 3 2. To proceed, you can go to Setup tab and Additional CaaS Information sub-tab 3. C
Slide 36: Admin: Merge Request
ADMIN Merge Request When merging accounts, CSP will send an e-mail requesting the owner of the 1 other(s) account(s) to merge. Here you User 2 will be able to request ownership or give ownership of the newly created account 3 1. Review the user you are requesting the merge to 2. Select the option wi
Slide 37: Admin: My Account
ADMIN My Account 1 Under My Account tab you will be able to edit your information 1. Click on your user name and Account Settings 2. Edit your first and your last name 2 3. Edit your e-mail 3 companyemail@email.com 4. Purpose field does not need to be 4 filled 5 5. Fill in your phone number informat
Slide 38: Managing Notifications
MANAGING NOTIFICATIONS ▪ Your Company will receive notifications regarding newly created Purchase Orders on dedicated email addresses (all users linked to the CSP account). ▪ System will generate two notifications: ▪ One notification directly in the Coupa Supplier Portal ▪ Email notification generat
Slide 39: Agenda
AGENDA CSP Guidelines 0 PMI Coupa 1 Coupa Supplier Portal Overview 2 Registration and Set-Up 3 Admin 4 Purchase Orders 5 Invoices 6 Catalogues 7 Q&A 39
Slide 40: Purchase Orders: PO Notification
PURCHASE ORDERS PO Notification Your Company will receive an email which includes the PO details and a link to review the order in your CSP account 1. Click on the View Order link to be redirected to the CSP home screen 2. Enter your log-in information to access your CSP account and 1 review the PO
Slide 41: Purchase Orders: PO Module
PURCHASE ORDERS PO Module To review Purchase Orders raised by PMI: 2 1 1. Go to the Home Page and select Customer PMI affiliate. 2. Click on the Orders button. 41
Slide 42: Purchase Orders: PO Module
PURCHASE ORDERS PO Module Once all information is completed, you will see a list of all POs, their status, amount, and the option to flip them into Invoice or Credit Note 1. Click on the PO number to access 1 2 3 4 the complete details of the PO 2. Review the status of each PO 3. Review the total of
Slide 43: Purchase Orders: CSP PO Details
PURCHASE ORDERS CSP PO Details After clicking on the PO number on the list, the system will display all the details of the PO: 1. PO Number 1 2. PO Status : a) Issued b) Cancelled 9 c) Closed 2 d) Soft closed 3. Order Date 3 4. Revision Date (if any change was performed by 4 PMI Requester) 5 5. Requ
Slide 44: Purchase Orders: CSP PO Details
PURCHASE ORDERS CSP PO Details At line level, you will be able to review all order detailed items: 2 1 1. Review product description, quantity, UoM, price and total amount 2. Review the amount already invoiced 3 for that PO 3. Review required dates of delivery (for goods Start and End date should be
Slide 45: Agenda
AGENDA CSP Guidelines 0 PMI Coupa 1 Coupa Supplier Portal Overview 2 Registration and Set-Up 3 Admin 4 Purchase Orders 5 Invoices 6 Catalogues 7 Q&A 45
Slide 46: Compliant Electronic Invoice: Types of Invoices
COMPLIANT ELECTRONIC INVOICE TYPES OF INVOICES Paper based Invoices ▪ Classical paper, typically received via postal services/ paper based archiving as one option ▪ Scan & OCR processes / non-paper based archiving as alternative option ▪ Paper based or digital archiving has to comply to local regula
Slide 47: Compliant Electronic Invoice: Supported countries
COMPLIANT ELECTRONIC INVOICE ▪Electronic invoicing is PMI’s preferred method of invoicing for PMI entities registered in Switzerland, US and UK (Global Studio). Your company needs to be registered in one of following country: Australia Estonia Japan New Zealand Sweden Austria Finland Latvia Norway S
Slide 48: Create Invoices: European entity template
INVOICES Create Invoices - example of the template for European based entity. Please note that fields to be filled on invoice template may vary due to relevant country legislation. After clicking the Golden Coins icon, you will need to manually add some information: 1. Type in the unique invoice no.
Slide 49: Create Invoices: European entity template
INVOICES Create Invoices - example of the template for European based entity. Please note that fields to be filled on invoice template may vary due to relevant country legislation. After clicking the Golden Coins icon, you will need to 1 manually add some information 1. Review PO line-item migrated
Slide 50: Create Invoices: US entity template
INVOICES Create Invoices - example of the template for US based entity 5 After clicking the Golden Coins icon, you will need to Supplier Name manually add some information 1. Type in the invoice no. provided by your system Supplier Address and review the invoice date (will be set as today by default
Slide 51: Create Invoices: US entity template
INVOICES Create Invoices - example of the template for US based entity 1 After clicking the Golden Coins Icon ,you will need to manually add some information 1. Review PO line-item migrated data Input the tax rate relevant for your State to calculate tax amount at line level. Tax description can be
Slide 52: Create Invoices: invoice status
INVOICES Create Invoices Once the invoice is submitted, the system will confirm it. 1. Click on the Invoice number to access the complete details of the Invoice. 2. Review the invoice status: a) New: new invoice created b) Draft: Invoice created but not yet submitted 1 2 3 c) Processing: The invoice
Slide 53: Invoices – Important Remarks
INVOICES – IMPORTANT REMARKS Availability of legally compliant e-invoicing • If your Company is registered in one of the countries mentioned in table below and would like to invoice CH, US or Global Studio PMI entity, please continue or start using simple and innovative e-invoicing via CSP. • If you
Slide 54: Invoices – Important Remarks
INVOICES – IMPORTANT REMARKS Non-PO invoice • Only invoices with reference to Purchase Order are acceptable by PMI in Coupa. • In case invoices without reference to Purchase Order must be issued, please continue sending them as usual in paper or PDF format. Additional charges not covered by PO • Add
Slide 55: Invoices – Important Remarks
INVOICES – IMPORTANT REMARKS Credit Note • When an invoice needs to be corrected/removed/deleted, you will need to send a Credit Note that fully offsets the invoice. For quantity- based Credit Notes, the quantity value needs to be negative for a correct processing of the document in the Coupa Suppli
Slide 56: Invoices – Important Remarks
INVOICES – IMPORTANT REMARKS Coupa Supplier Portal vs local requirements • E-invoices from the Coupa Supplier Portal are compliant with local VAT and tax regulations. Coupa works with PriceWaterhouseCoopers to ensure that local fiscal and e-invoicing regulations are met on a continuous basis Digital
Slide 57: Invoices – Important Remarks
INVOICES – IMPORTANT REMARKS Swapping quantity and price • You should never swap quantity and price values once you invoice against an acknowledged Purchase Order – please see the following example: • Example of PO in Coupa (5700003967): Example of incorrect invoice against PO 5700003967: 57
Slide 58: Credit Note
CREDIT NOTE Important Remarks: ▪ When an invoice needs to be corrected, you should only submit Credit Notes that fully offset the invoice, prior to sending a new correct invoice. ▪ If you need to send a Credit Note that for instance relates to a volume-based discount on yearly transactions, such Cre
Slide 59: Improved Credit Note tie-in to related invoice
Improved Credit Note tie-in to related invoice (Recommended) • Now you can flip an invoice to a credit note and associate it to the original invoice. For these purposes, the button is already available for suppliers in “Invoices” tab in CSP: • After clicking on it a pop-up window appears on the scre
Slide 60: Improved Credit Note tie-in to related invoice
Improved Credit Note tie-in to related invoice (Recommended) • After selecting the invoice, another pop-up window appears: • Only “Completely cancel the invoice with a credit-note” can be used in order to cancel incorrect invoice issued previously to PMI. • After choosing “Completely cancel…” option
Slide 61: Credit Note: European entity template
CREDIT NOTE Create Credit Note by flipping PO - example of the template for European based entity. Please note that fields to be filled on invoice template may vary due to relevant country legislation. After clicking the Copper Coins icon, you will need to manually add some information 1. Type in th
Slide 62: Credit Note: European entity template
CREDIT NOTE Create Credit Note by flipping PO - example of the template for European based entity. Please note that fields to be filled on invoice template may vary due to relevant country legislation. After clicking the Copper Coins Icon (red one), you will need to 1 manually add some information 1
Slide 63: Credit Note: US entity template
CREDIT NOTE Create Credit Note by flipping PO - example of the template for US based entity After clicking the Copper Coins Icon you will need to manually add some information 1. Type in the Credit Note no. provided by your system and Supplier Name 2. Review the Credit Note date (will be set as toda
Slide 64: Credit Note: US entity template
CREDIT NOTE Create Credit Note by flipping PO - example of the template for US based entity After clicking the Copper Coins Icon (red one), you will need to 1 manually add some information 1. Review PO line-item migrated data – Select VAT rate and calculate VAT tax at line level a) The VAT Rates in
Slide 65: Agenda
AGENDA CSP Guidelines 0 PMI Coupa 1 Coupa Supplier Portal Overview 2 Registration and Set-Up 3 Admin 4 Purchase Orders 5 Invoices 6 Catalogues 7 Q&A 65
Slide 66: Catalogues: PMI Approach
CATALOGUES PMI Approach PMI wishes to transact with suppliers in the most automated way and as lean as possible. The electronic catalogue containing items/services is the preferred buying channel for PMI. Purchase Orders would be generated on a basis of items picked up from the catalogue. Next slide
Slide 67: Catalogues: Download Existing Catalogues (1/3)
CATALOGUES Download Existing Catalogues and/or Empty Template from CSP (1/3) 1. Click the Catalogs tab to access the module 1 2. Click „Create” to access catalogue management options. 2 67
Slide 68: Catalogues: Download Existing Catalogues (2/3)
CATALOGUES Download Existing Catalogues and/or Empty Template from CSP (2/3) 1 1. After you press the “Create” button in the last slide, you will be redirected to the Catalogue creation page 2. Scroll down and you will find “Load from file” to enter the section where catalogue files and template can
Slide 69: Catalogues: Download Existing Catalogues (3/3)
CATALOGUES Download Existing Catalogues and/or Empty Template from CSP (3/3) 1. Download the „CSV (Excel Comma Separated Values) template” (with no data populated) or export the same template with „current list of items”, in case you already have catalogue(s) with PMI. 1 2. Click this link to open a
Slide 70: Catalogues: Remarks on Catalogue Template
CATALOGUES Remarks Re. Use of Catalogue Template 1. „Contract Number” needs to be populated with a value PMI Procurement contact person can provide. It represents a technical contract created in Coupa reflecting the commercial agreement closed between PMI and the supplier. If left blank, PMI Procure
Slide 71: Catalogues: Manage Catalogues with PMI
CATALOGUES Manage Catalogues with PMI Once the template / previous version of the catalogue is dowloaded and then properly updated (a.o. based on mutually agreed prices) it can be sent by e-mail (in the CSV format) to PMI Procurement contact person who will proceed with PMI internal catalogue mainte
Slide 72: Agenda
AGENDA CSP Guidelines 0 PMI Coupa 1 Coupa Supplier Portal Overview 2 Registration and Set-Up 3 Admin 4 Purchase Orders 5 Invoices 6 Catalogues 7 Q&A 72
Slide 73: Q&A
Q&A CSP FAQ: https://supplier.coupa.com/help/faqs/ Should you have any questions related to CSP, please review our webpage: https://www.pmi.com/suppliers/platforms-how-to-invoice-pmi/coupa-supplier-support or contact the PMI Coupa Supplier Desk: Coupa.SupplierDesk@pmi.com 73
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