CSP Admin and User Guide Administer the CSP

From the email, you are directed to the PO and the Accelerate Payment dialog box appears. For more information,
see Accelerate orders or invoices.

Notifications
If your customers turn on Coupa Static Discounting and you are linked to the CSP, you receive notifications of the early
payments opportunity. Depending on your notification preference settings, you receive email, online, and/or SMS
notifications.

Note: Notifications are sent within 24 hours after your customers enable Coupa Static Discounting.

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Email notification

Online notification

When you click on the Update your preferences button in the email notification or on the New Early Pay Customer
notification in the CSP, you are directed to the Coupa Accelerate Preferences page where you can set your payment
terms.

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Create SFTP Accounts

You can create and manage your SFTP accounts for loading invoices for your customer(s) that have not disabled this
feature.

Tip: Before starting to create SFTP accounts, ensure that your customers support invoicing and this
functionality.

Click on the Admin tab on the main menu. On the left of the Admin page, click on the SFTP Accounts link.

On the SFTP Accounts page, select a customer and click Create.

Note: You can create only one account for each customer.

On the appearing Create sFTP Account page, you can choose the file with your own SSH public key to upload, or you
can create the account and Coupa generates a password for you.

The SFTP account is created.

If a password is generated for you, you can see it in the Password field.

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Note: Write down your password because it is not revealed when you view your account.

The newly created account is listed in the sFTP Accounts table with username and hostname. The username is
generated automatically and cannot be modified.

Tip: Your customers can provide instructions to help you. If they do, you can see those on the sFTP
Accounts page above the table.

Click on the username link to view details of the SFTP account, including the history.

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You can also edit the account by clicking on the Edit ( ) icon in the Actions column. You can upload SSH keys (one
for each of your customers) to replace previous keys, or you can regenerate passwords.

When you have an SFTP account and password, you can start uploading your invoices.

Note: You need to have an SFTP client, for example, Filezilla or Cyberduck, to make the connection and
transmit invoices through SFTP.

Tip: If you have an SFTP account, you can view SFTP file upload errors.

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View cXML Submission Errors

If you use cXML for PO and invoice submissions to your customers, you can receive notifications of cXML transmission
failures and view details about cXML errors.

Note: You can view cXML errors if your customer enabled sending cXML error notifications to you and you
provided a supplier integration contact.

You can enable/disable cXML error notifications by changing your notification preferences for Enable notification for
integration error under the Integration Errors section. For more information, see View and Manage Notifications.

Note: Notifications for cXML errors are off by default.

The online notification for integration errors is Encountered cXML error for <customer name>.

Note: A notification contains up to ten cXML errors and is sent only every 24 hours.

Clicking on the online notification or the link in the email notification directs you to the error. You can view and manage
the errors for cXML orders and invoices for a specific customer by going to Admin > cXML Errors and selecting
the customer from the drop-down list.

By default, the cXML Invoice page is shown. To view the cXML errors for orders, click on the Purchase Order tab.

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Access Add-ons
Add-ons
An add-on is a value-creating product or service that you can begin to use or express interest in using, for example,
Coupa Advantage, Coupa Accelerate, or invoice financing.

As a CSP admin, you can access information about all the available add-ons and let Coupa know if you are interested in
these services, and you can update your supplier profile or set your early payment discount terms, all from a single
page.

Note: Coupa add-ons are free.

When you click on the Add-ons tab, you can see the following page:

Tip: You can collapse/expand each category by clicking on the arrow icons.

Clicking on a box (icon and text) directs you to the relevant pages to find more information about these add-ons:

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Add-on Description

Increase Sales

Coupa Advantage Pre-negotiated pricing of your goods or services you can offer to any Coupa
buyer, as a trusted supplier for the Coupa Community.
You can express interest in becoming a Coupa Advantage supplier.

Lower Costs

One-Click Savings New.

Start saving today! Explore deals for your company, exclusive to the Coupa
Community.
You can learn about the Coupa Cares program, explore savings opportunities
with Coupa Advantage suppliers, and express interest in becoming a Coupa
Advantage supplier.

Business Spend Management Learn more about using the Coupa platform to better manage your own spend.
You can express interest in becoming a Coupa customer.

Improve Cash Flow

Early Payment Discounts Get access to cash earlier by directly offering early pay discounts to Coupa
buyers.
You can set your preferred early payment discount terms by clicking on
the Update Static Discounting Preferences button, which takes you to the
Admin > Static Discounting page.

One-click savings
When you log in to the CSP, you can see a banner at the top of the Home page above the profile progress information
with the following message: "New: Exclusive discounts for your business to thank you for being a part of the Coupa
Community." and the One-Click Savings section under the Announcements section.

You can close the banner, but it is displayed every time there is a new offer.

Go to the One-Click Savings page by clicking on the:

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• Exclusive discounts link on the banner.

• View All link under the One-Click Savings section under the Announcements.

• One-Click Savings box on the Add-ons page.

View the discounts and special offers of Coupa Advantage suppliers, along with the expiration date and geographical
availability (one or multiple regions) of these savings opportunities. To explore the deals, click on the View details link
on each coupon.

• If you select a direct discount coupon, you can see more details about the supplier, the offer, and the region(s) of
availability, find the discount code, and start shopping on the supplier's shopping website.

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• If you select a special offer (that requires email contact for a commercial relationship to be handled outside of
Coupa), you can see more details about the supplier, the offer, and the region(s) of availability, find a disclaimer
with a link to the supplier's privacy policy, and send an offer request to initiate a commercial relation between you
and the Coupa Advantage supplier.

When you click on the Send Offer Request button, the supplier and the Coupa Advantage Team receive an email
with the following subject: "A Supplier is Interested in Your Coupa Advantage Offer", and a green banner is
displayed with the following message: "Your request to redeem this deal has been sent to the supplier."

If you already sent this offer request earlier, the following message is shown: "This request has already been
submitted. The supplier will contact you shortly." The other supplier does not receive an email if you try to send the
same offer request within three days.

Note: Your name and email are sent to the supplier whose coupon you want to use, and a
representative contacts you with more details on how to redeem the offer. The processing of your data
is subject to the supplier's privacy policy that is linked in the disclaimer text.

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