Register

Register

Registering on the Coupa Supplier Portal (CSP)

Once you have received your invitation from “Coupa for Suppliers” and clicked on the link to confirm your registration, you will be taken to the CSP login page to create your password.

 

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Please follow the below steps:
1. Create & confirm your password

2. Accept Privacy Policy and Terms of Use

3. Tick “I’m not a robot”

4. CLICK OK

 

Coupa Home Page

Once you have successfully signed in, you will be taken to the menu page as below.

 

 

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The page is organised with the following key buttons:

  1. Navigation Bar: Menu button to navigates to Home, Profile, Orders, Service Time Sheets, ASN, Invoices, Catalogs and Admin section
  2. Notifications: Button to confirm preferences for receiving notifications from CSP
  3. Help: Online Help Menu Button with standard videos and training modules. NOTE – This section is not customised to Cleanaway.
  4. Improve your Profile: This button helps you manage your profile on the Coupa Supplier Portal i.e. address, and key contact details

 

1. Navigation Bar:

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This button includes links to following key sections

a. Home: This section helps you manage your public profile for transacting with other customers on Coupa.

b. Profile: This section helps you manage your profile on the Coupa Supplier Portal i.e. address, and key contact details

c. Orders: This section lists all the Purchase Orders with the Order Date. You can acknowledge the PO and also create an invoice or credit note via PO flip using the gold and red coin respectively

d. Invoices: This section lists all the invoices created with their current status.

e. Catalogues: This section is for Catalogue creation and management. CWY Procurement will reach out to you to manage this section if applicable.

f. Admin: This section helps you manage :

i. User information – add, edit or remove users;

ii. Merge Requests – merge or unmerge other accounts on Coupa

iii. E-Invoice Setup* (Mandatory Field) – manage “Remit To” information.
NOTE – This section contains some mandatory fields which are required to be filled in order to start submitting the invoices via CSP.

g. My Account: This section helps you manage the password for the CSP account.

 

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2. Notifications Button:

This section helps you manage the notification preferences on Purchase Orders, Invoices, Catalogues, User connection, profile updates. Please select and tick the appropriate box to confirm your preferences.

 

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3. Help Button:

Clicking on this button will take to the global standard help library with videos and training modules.
NOTE – Help section is not customised to Cleanaway but may be useful to understand different tools that are available.

 

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4. Improve your profile:

This section helps you manage your profile on the Coupa Supplier Portal i.e. address, and key contact details [Optional]

 

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Mandatory Fields – Remit to Address

The requirement to create a “E-Invoicing Setup” is a Coupa system requirement which will prevent a supplier from creating and submitting an invoice if not completed.
NOTE – Cleanaway will not rely on these details for processing and paying supplier invoices.

 

Step 1: Go To Navigation Bar > Admin

 

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Step 2: Go To “E-Invoicing Setup” > “Add Legal Entity”

 

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Step 3: Below window should pop-up.

 

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Please fill in the details for the below mandatory fields

  1. Country = Example “Australia”
  2. VAT ID = Example: ABN12345678910
  3. Address Line
  4. City
  5. Post Code

 

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Step 4: Confirm Remit To section is updated.

Example below

 

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Inviting Additional Users

You can invite additional users and control their level of access to the CSP to assist with submitting invoices and monitoring purchase orders.

 

Step 1: : Go To Navigation Bar > Admin > Users > Invite User

 

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The below window will pop-up to help you control the permissions for the new user.

 

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Invited users receive an email similar to the invitation you originally received and will be asked to create their own unique password.