CSP onboarding video

Learn more about how to get started with the CSP including registering and logging in.

CSP training video

Learn about the CSP functionalities.

Register for the CSP

Learn how to register and create an account in the CSP for the first time.

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

When a supplier was invited to the CSP by a customer, and creates an account for the first time, they may see a different onboarding experience than other suppliers. Customers can customize the welcome message suppliers see in the CSP as is explained in the video:

The CSP Setup Tab

The CSP interface has several tabs in its main menu. In the Setup tab you can manage user permissions and customer access. For more information, see Manage Users.

The Orders Page of the CSP

The CSP interface has several tabs in its main menu. In the Orders tab you can receive purchase orders from your Coupa-based customers via the CSP, cXML, or email/HTML.

For more information, see Purchase Orders.

Create an invoice in the CSP

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.

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 Invoices.

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.

CSP training video

Learn about the CSP functionalities.

Translated SAN Videos

Supplier Actionable Notifications (SAN) let you receive orders and work with customers who use Coupa, all without the need to join Coupa's supplier network or create a CSP account. You can acknowledge, invoice from, or add comments to a purchase order (PO) directly from the notification Coupa sends you on the customer's behalf.

For more information see Supplier Actionable Notifications (SAN).

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