CSP Admin and User Guide Get Started with the CSP

If you are a US-based supplier, after providing your address, you also have the option to set up a legal entity. You can
Also use this address as: Invoice from location, Pay to location (Remit-To), and/or Ship from location by leaving
the relevant checkbox(es) selected. Or, if you want to provide a different address for invoicing, payment, and/or
shipping, deselect the relevant checkbox(es) and enter the new address.

• Invoice from location is the main address of your registered business or the registered entity you will be invoicing
your customer from.

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• Pay to location is the address your customer will use to send your payment; remittance address.

• Ship from location is usually your warehouse location.

Also, the Advanced Invoicing checkbox allows you to indicate if you support integration for invoicing (cXML or SFTP)
and plan to use it with your customer.

Tip: If you are already registered to the CSP and you set up a legal entity earlier, you can also see the Use
my current legal entity drop-down from which you can select your existing legal entity to provide it to your
new customer.

Payment
Clicking on the Next button takes you to the Provide your default bank information page where you can provide your
payment information.

Note: You can see the page for bank information only if your customer uses Coupa Pay. Providing your
bank information is required.

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Fill in the following Bank Information fields: Country/Region (defaulted), Currency (defaulted), Routing Number,
Account Number, Confirm Account Number, Bank Name, Address Lines 1-2, City, State, and Postal Code. The
address that you entered when providing your basic information is also linked to this payment account.

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

Indicate if you accept card payment by selecting the checkbox under Card Payment. If you accept card payment,
you need to specify the email address where you want to receive the card.

Tip: If you selected a legal entity that contains US banking information, at the top of the page you can see
the Payment Address section to select the address from the Remit-To drop-down to pre-populate the bank
information fields for your new customer, instead of providing new bank information.

Clicking on the Next button takes you to the Would you like to offer discounts to get paid faster? page where you
can set your Payment Discount Preferences (static discounting, formerly: Coupa Accelerate preferences). These
preferences are automatically applied to all your invoices with the customer.

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Note: Providing your payment discount preferences is optional. The selected payment terms can be used
only with your Coupa Pay customer(s).

On the left you can see your default payment term(s), and on the right, you can select new terms to automatically
replace the existing ones.

If you want to apply the selected payment terms to all your customers, select the Use these preferences for all your
customers checkbox.

Tip: You can modify them later at any time from Setup > Admin > Payment Preferences > Static
Discounting.

Use the Back button to go back to the pages with bank and basic information.

Profile
Clicking on the Next button takes you to the page informing you about your successful setup that allows you to do
business with your customer.

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You are encouraged to update your public profile so that other customers can also find you.

Note: Providing more profile information is optional.

Tip: If you want to provide your profile information later, click the Do it later link to exit the customer setup.

Click on the Enhance Your Coupa Profile button to provide profile information related to your diversity, commodities,
and transactions.

On the Are you a diverse business? page, select a country/region from the dropdown list and select all the diversity
types that apply. Your selections are highlighted.

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Tip: By default, your primary address country is selected. You can provide diversity information for several
countries/regions.

Tip: By default, the six most frequently used diversity types are listed. To see more options, click Show
More. The list of diversity types depends on the selected country.

Clicking on the Next button takes you to the Do you have diversity certificates? page where you can upload the
relevant document(s).

Tip: A verified diversity status ensures a higher ranking when customers look for new suppliers.

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After uploading a certificate, you can select the certifying agency (or add it if it is not in the list), enter the certificate ID,
indicate the issuance date and the (mandatory) expiration date, and provide a description.

Tip: You can upload multiple certificates for a diversity type.

Clicking on the Next button takes you to the Your commodities and area of service page where you can select the top
five UNSPSC categories you serve from the Commodities dropdown list. Indicate your Area of Service by selecting
the relevant radio button: Global or Regional. If you serve several regions, select the widest area that applies. You can
exclude up to five areas by entering them in the Exclusion Areas field.

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Clicking on the Next button takes you to the Almost ready to do business... page where you can provide your PO
email address (where you want your customers to send you purchase orders), DUNS number, and preferred currencies.

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Note: The DUNS number is secure information and is not published to your public profile.

Clicking on the Next button takes you to the Congratulations page informing you about your successful setup that
allows you to do business with your customer.

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You are encouraged to update your public profile so that other customers can also find you. Click on the Take Me
There button to open your public profile in edit mode. For more information, see Create or Update Your Profiles.

Note: Providing more profile information is optional.

Note: If your customer requested additional supplier information, you are informed that you are one step
away from doing business with your customer, and the Take Me There button directs you to your
customer profile in edit mode to respond to the supplier information form request.

Customer setup progress

You can exit any element of the flow any time by closing it with the x in the right corner above the Coupa logo, and you
can continue the flow to provide your information later.

On the Setup > Customer Setup page, you can see the list of all your customers and the status of your onboarding flow

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