Supplier Managed Inventory

Learn to manage a customer’s inventory through the CSP.

Customers or buyers that have Supplier Managed Inventory (SMI) can assign you as a supplier to manage the inventory levels of an item in a specific warehouse. Supplier are granted access the basic details of their items, the stock amounts at a warehouse, and replenishment details.

Customers with SMI can enable the feature through the Coupa Portal, setting:

  • Expected minimum and maximum item quantities.
  • A supplier to manage the item.
  • A requester: a person the supplier can contact if suppliers have any questions.
  • A purchase order (PO) number for the supplier to raise invoices for replenishing the item.
Note:

Coupa is not the source of truth for items or warehouses: the information is set up directly by the customer and shared with suppliers through integration with the platform.

Enable Inventory permission

Supplier users need to enable the Inventory permission to access inventory-related navigation links and views, such as the Items tab.

  1. Log in or register to the CSP.
  2. Select the Setup tab from the top navigation menu.
  3. Go to the Admin section.
  4. Select the Users option from the menu on the left of the screen.
  5. Select the user you want to give the permission to, and the Edit.
  6. Make sure the Inventory checkbox is marked.
  7. Save.
The permission is enabled.

Manage inventories

As a supplier, follow the next steps to manage an inventory:
  1. Check your email inbox for an email from Coupa. If you don't see the request email, check the spam folder.
  2. Follow the instructions and select the link to be redirected to the CSP. This redirects you to the item view in the CSP.
  3. Log in or register to the CSP.
  4. Select the Items tab from the top navigation menu. This displays a data table with all the items in the warehouses you manage. By default each row is an item reference and columns give you additional details.
  5. Select a particular item's name. This displays the Item 360 view page.

On the Item 360 page, you can access all relevant information about an item in a single view. For more information, see Item 360 View.

SMI notifications

When stock levels fall below the minimum threshold, you are notified via email, CSP notifications and through cXML so that you can create an ASN with the particular PO that has been previously issued to, and initiate a delivery.

For more information on ANS, see Create or Edit an ASN.

If the customer has Forecast Planner, you also receive email notifications with forecasts about recommended item levels.