Complete the CSP Onboarding

The CSP onboarding is a series of screens and processes presented to first time users after they have registered and logged in to the CSP for the first time.

The onboarding process in presented to new users once they have registered for the first time. For more information about registering, see How to use the Coupa Supplier Portal for the first time.

Note:

The following steps and screenshots represent the onboarding for a user that has created an account without being invited by a coworker or buyer.

This process is different for every user depending on their registration method, their country, their buyer's preferences and the specific process they want to complete. However, all new accounts require the creation of a legal entity and an associated payment method by filling out some information about you and your company.

If you close the onboarding screen by mistake, you can configure your payment methods, legal entities, an other information in the CSP platform through other ways. For more information see View and Manage Payment Methods Information (Previously Remit-To).

Fill out the fields shown on screen. Some icons appear over the different screens:

  • Red asterisks: mark required fields.

  • Add icon (cross icon): includes additional optional lines in fields like addresses.

  • Information icon: hover over this icon to read a detailed description of the field or section.

You can complement and edit these fields later, except for your country and tax registration information.

Warning:

Once you create your new account, you cannot change your country and tax registration information.

  1. Fill out your primary address. Select the Add button (cross icon) if you require additional address lines.
    This is the main address associated with your business. You cannot change your country and tax registration information after this step.
    Figure 1. Primary Address fields during onboarding
  2. Select the Save and Next button on the bottom-right corner.
    This reveals a new section with new fields depending on your selected country.
  3. Fill out the information about your tax registration.
    This section critical to manage transactions with buyers and several processes in Coupa. You cannot change your country and tax registration information after this step.
    A green banner on the top of the progress bar indicates that the primary address was saved successfully.
    Figure 2. Successful Primary Address registration
  4. Select the Save and Next button on the bottom-right corner.
    This reveals a new section to guide you through creating your first payment methods, depending on your selected country.
  5. Fill the form to configure your first payment method.
    Coupa supports several types of payment methods, including Virtual Cards. You can select the checkmark next to the My company does not accept Virtual Card payments label to continue to another payment method. For more information, see View and Manage Payment Methods Information (Previously Remit-To).
  6. Select Save and Next.
    This advances to the next window to register another payment method.
  7. Enter the information in the form to receive Bank Transfer payments.
    You can select the checkmark next to the My company does not accept Bank Transfer payments label to continue.

If you close the onboarding screen by mistake, you can configure your payment methods, legal entities, an other information in the CSP platform through other ways. For more information see View and Manage Payment Methods Information (Previously Remit-To).

  1. Select Save and Next.
  2. Select if you want to share your business information (Business Profile) with the Coupa Community.
    Selecting this option allows customers to see your business information, participate in open surcing events, and other processes.
    Figure 3. Share your Business Profile with the Coupa Community
  3. Select Save.
    This will close the the onboarding cards and you are redirected to your Business Profile page. You can continue to fill out more information about your business. For more information, see Create and Manage Your Business Profile in the CSP.
    Figure 4. New Business Profile Page in the CSP
  4. Select the notifications icon (bell icon) to be redirected to your Workbench.
    The CSP Workbench provides a centralized view of all requests pending your action, including buyer requests. For more information, see Understand the CSP Workbench.
    Figure 5. Onboarding tasks in the CSP Workbench
  5. The next time you log in, you may me prompted to configure a method of multifactor authentication n for increased security. For more information, see Manage Multifactor Authentication in the CSP.

Next steps after onboarding the CSP