CSP Admin and User Guide Get Started with the CSP

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Fill in the following fields:

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Setting Description

General Information

*Name Your company's name.

Logo Select an image to upload as your company's logo.

Profile Background Select an image to upload as the profile background.

Industry Select your industry from the drop-down list.

Year Established Enter the year when your company was established.

Short Description Add a short description of your company.

Full Description Add a full description of your company.

Registered Users Add registered users by inviting them. For more information, see Manage Users.

Website Enter your company's website.

LinkedIn Profile, Facebook Enter the relevant link(s) to your company's social media profile(s).
Profile, Twitter Profile

Address

Address Lines 1 and 2, City, Enter your company's address.

State, Postal Code, Country/
Region

Primary Contact

*First Name, *Last Name, *Email Enter the name and email address of your company's primary contact.

Work Phone, Mobile Phone, Fax Enter the relevant phone number(s).
Number

PO Delivery Email Enter the email address where you want to receive your customers' purchase
orders.

Business Details

Company Size Select a range from the drop-down list to show the size of your company.
Available options: self-employed, 2-9, 10-49, 50-99, 100-249, 250-499, 500-999,
1000-5000, and 5000+ employees.
This is private information and not published to your public profile.

Top Commodities Select your top five UNSPSC Level 2 (Family) categories from the drop-down.

Bribery and Corruption Policy Select the relevant radio button:

• Yes, we have a policy

• No

Policy for Bribery and Corruption If you selected Yes, type in or copy and paste your policy.

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Diversity Select a country/region along with a diversity type from the drop-down lists to
indicate if your business has a diversity ownership. Available options:

• United States
• Outside of the US
• None

Corporate Social Responsibility Select a rating agency if applicable. Available options:

Rating
• CSRHub
• MSCI Inc.
• Truvalue Labs
• EcoVadis
• Scope 5
• EnergyStar
• Inoxico (South Africa)
• D&B
• LexisNexis
• Workato
• Ecodesk Horizon
• RBA
• IntegrityNext
• WBCSD's
• GreenSeal
• GFSI
• Other

Financial and Legal Information

Accelerate Indicates if Coupa Static Discounting is enabled or disabled. Click on the Edit
Preferences link to modify your early payment discount preferences. For more
information, see Set Coupa Static Discounting Preferences.

Currencies Select all the currencies that you prefer.

DUNS Number Enter your Data Universal Numbering System (DUNS) number.
This is secure information and is not published to your public profile.

Legal Entity subsection Lists all your existing legal entities allowing you to manage them or add new ones
directly from this page.
If you have three or more legal entities, they are collapsed. To view their details,
click on the Down arrows.
Clicking on the Add Legal Entity button directs you to the Legal Entity Setup
page. For more information, see Set up Legal Entities.

Reuse your customer-specific profile information in your public profile

When you receive a supplier information form request from your customer to create or update your profile, you can copy/
save the provided information to your CSP public profile. After submitting your supplier information for approval, click

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Yes, Copy to Profile in the appearing popup window.

Note: Your existing CSP profile data is overwritten with the data you provided in the supplier
information form only when you save the form.

You are directed to the Public Profile edit page where the following fields are automatically populated (and highlighted
in yellow) based on the provided information: Name, Industry, Full Description, Website, Bribery and Corruption Policy,
Address (all fields), Primary Contact (all fields), PO Delivery Email, and DUNS number. Save your profile to confirm the
updates.

Update and reuse your public profile information in your customer-specific profile
Keep your information accurate and up to date for each of your customers.

Note: Depending on your customers' settings, your customer-specific profile changes may update
the information that your customers have.

To update your customer-specific profiles, go to Profile > Your Customer Profiles. To manage a specific profile, select
the customer name from the Profile drop-down list. If you do not see the customer you are looking for, it means that you
are not connected to them yet. You cannot see them in the Select Customer drop-down list on the Orders, Service/
Time Sheets, ASN, Invoices, Catalogs, and Payments pages either.

If any of your customers uses a supplier information form, and you update information in your CSP public profile, you are
prompted to update your customer profile if you have any supplier information form requests. You can update your
profile also for customers that do not use a supplier information form by requesting help from those customers' supplier
account owners.

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After editing and saving your public profile, you can see a green banner notifying you about your profile update status,
for example: "Your company info was successfully updated on your Public Profile and 2 customer profiles."

Depending on whether your customer profile is for a customer using supplier information forms or not, you can also see
popups with various information and instructions.

Customer profile update with supplier information form

The popups depend on the following scenarios:

• One or multiple supplier information customer profiles that are new/blank (not filled out) or saved (filled out and
saved).

• One or multiple supplier information customer profiles that are filled out and submitted for approval, or approved
and applied.

In the Action Needed: Update Customer Information popup, you are informed if you need to edit a specific form and
provide more information (due to the differences between the public profile fields and the customizable customer
profile fields), or if you can submit the form for approval as is.

Click on the Open button to open your customer profile for editing with fields (highlighted in yellow) pre-populated based
on your public profile.

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Tip: You can see this page also for other customers using supplier information forms if you select them from
the Profile dropdown.

Add the missing information and submit your form for approval.

Note: If you make changes, you are asked if you want to save the new information to your public profile. For
more information, see Reuse your customer-specific profile information in your public profile.

Tip: Click on the Show changes link to see the information that populated the fields before they were
updated with information from your pubic profile.

If you try to submit your form for approval before it is approved, you are informed in a red banner that it is pending

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approval. To update your profile, you need to withdraw the request and resubmit your changes.

Tip: If you close the popup, you can open it any time from your Notifications by clicking on the
Update information requests notification. For more information, see View and Manage Notifications.

Customer profile update without supplier information form

In the Action Needed: Update Customer Information popup, in the yellow banner, you are informed that you
need to contact one or more customers directly to update your customer profiles for them.

Click on the show details link to see the names of customers that you need to contact. Clicking on a name allows you
to email directly to the customer's supplier account owner who can help you with updating your profile.

If you select a customer from the Profile dropdown on Your Customer Profiles page, you can see a yellow banner with
instructions depending on whether your customer provided one, more, or no supplier account owners.

If the customer provided supplier owner contact information, you can email them directly by clicking on the email

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address (one contact email) or on the send them an email link (more email addresses).

Note: If your customer did not provide a supplier owner contact (email), you cannot contact them from this
popup. You need to contact them through the same channel(s) as before.

If your customer does not use a supplier information form, depending on their settings, you might be able to see the Edit
button and edit your customer profile.

Update your customer profile

When you register or log in to the CSP to do business with a customer that uses an onboarding flow, you
are guided through the following elements of the flow to provide your customer with the necessary information:
welcome message, basics, payment, and profile.

Note: Some elements of the onboarding flow, for example, fields for invoicing setup and bank information for
payment, are available only if you are based in the US, that is, your selected country/region is the United
States. If you are not a US-based supplier, only the basics and profile elements, and the payment discount
preferences settings are available.

You can provide this data when setting up legal entities after onboarding.

Welcome message
For more information, see Create Your Account and Log in to the CSP.

Basics
Clicking on the Get Started or Continue button takes you to the Tell us about your business page where you can
provide your basic information.

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Note: Providing your address is required.

Tip: Click on the Info ( ) icon to learn more about the fields.

Fill in the following fields: Company Name (registered company name to be displayed on your invoices), Website,
Country/Region, Address Lines 1-2, City, State, and Postal Code.

Note: Name and address fields are pre-populated if your customer already has the information from you in
their supplier record, or if you are already registered to the CSP to transact with other customers and
provided the information in your profile. You can also choose to update these fields.

Mandatory fields are marked with a red asterisk (*).

If you are not a US-based supplier, at the bottom of the page you are informed that you are All set for now. On your
first invoice with <customer name> , we will guide you through your legal entity setup.

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