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Coupa Success Portal

Create and Manage Your Public Profile

Introduction

In the Coupa Supplier Portal (CSP), you have a public profile that is visible in the Coupa Supplier Portal Directory and allows potential customers to find your profile. Having a complete profile gives your customers the information they need to determine whether they want to do business with your organization. The better the profile, the better chances you have of landing new customers! For more information about your profile and its different sections, see View and Update Your Profile.

You can also build specific profiles for each of your customers to customize your information by customer. For more information, see Create and Update Your Customer Profiles.

If you want to edit your legal entity and payment information, you can do so from the Settings section.

Homepage profile summary

You can see a summary of your profile information on the homepage. The top section displays how complete your profile is and when the profile was last updated. You can select Improve Your Profile to open your profile.

Profile progress percentage indicator on homepage.

The Profile Summary section uses tiles to summarize the number of legal entities, registered users, and connected customers that your business has, in addition to whether you have banking information, have diversity information, use static discounting (Accelerate), and have a bribery policy. You can click View in the Legal Entities and Registered User tiles to open those respective sections in the Setup > Admin section, where you can manage those records.

The final section summarizes your profile information. You can click the Profile link in the Public Profile section to see a preview of what customers see when viewing your profile. 

Profile overview

The Company Profile section of your profile clearly shows your progress towards completing your profile in the Profile Progress section. You can also use the Opportunities for You section to see potential market opportunities. See the table below for more information about the Overview section.

Company Profile overview section.

Item Name Description
1 Profile Sections The different sections of your profile. For more information, see Create your profile.
2 Quick Links Links to the Setup section where you can configure payment and legal entity information.
3 Learning Center Links to Help Center articles about additional setup tasks you can complete.
4 Feedback You can select Tell us what you think to submit feedback to Coupa about your CSP experience.
5 Profile Preview

Links you can use to preview and download your profile:

  • Profile preview: Opens a new window with a preview of what potential customers see when they view your profile.
  • Copy profile URL: Copies your public profile URL.
  • Download Profile as PDF: Downloads a PDF of your profile. You can customize whether certain information from your profile sections is included in the PDF.
6 Opportunities for You Suggests opportunities to improve your business, based on the products and services you selected in the Product And Service Categories field in the Company Profile section. The CSP looks at the cumulative amount of spend from buyers and the number of items purchased in the relevant spend categories and shows the percentage of that spend that your company represents.

Create your profile

To get started filling out your profile information, select Profile in the top menu. You can select Edit Profile on the Company Profile page or Edit Section on each page to add and edit your information. When you finish a section, you can select Save Changes to save changes to that section and exit editing or Save & Go to Next if you want to save this section and edit the next section of your profile.

There are five profile sections that contain different types of profile information:

  1. Company Profile
  2. Environmental, Social, Governance & Diversity
  3. Risk & Compliance
  4. Financial Performance
  5. Ratings & References

Company Profile section.

When you first visit your profile, you may see the Welcome! Do we have your details right? page, where the CSP lists existing data that could be related to your profile. When multiple values are present for a field, the field is highlighted in yellow and includes a dropdown menu that lets you select which piece of data best applies to your profile. Data in gray fields indicates there was only a single piece of data for that field.

If you want to update your profile with the data on the Welcome! Do we have your details right? page, select Update Profile. You can also select Skip for Now if you don't want to update your profile with the data. You can choose to apply data at a later time.

Review your profile details screen that shows data you can update your profile with.

If you completed an onboarding sequence, you may see information already populated in your profile.

1. Company Profile

The Company Profile section gives customers background information about your business, such as what your business does, how customers can contact your business, and how they can interact with your business on social media.

Field Description
Banner and Logo

You can add a background image that displays at the top of your profile and your company's logo that displays in your profile and is used in logo fields in documents you create in the CSP, such as invoices. You can upload JPG, JPEG, PNG, BMG, GIF, and SVG image file types.

When you upload an image, you can use the image sizer window that appears to adjust the image size.

Company Name You company's legal name.
Doing Business As

The secondary name that your business operates under (also called a "trade name" or "assumed name").

Is Ultimate Parent

Select whether this profile is the parent profile for your company (Yes) or whether it represents a subset of your company (No).

Primary Address

You can add your business's address:

  • Address 1
  • Address 2
  • City
  • State
  • Zip
  • Country

You can select Add another address to add additional addresses for reference.

We recommend that your primary address matches your remit-to address. For more information, see View and Manage Remit-To Information.

Primary Contact

Information about who your customers should contact:

  • First and Last Name: Name of your company's contact person.
  • Email: The email address that customers can use to inquire about your business.
  • Role: The position that the primary contact fulfills at your company.
  • Preferred Phone: The preferred contact phone number that customers can use to inquire about your business.
  • Mobile Number: The mobile phone number that customers can use to inquire about your business.
  • Work Number: The work phone number that customers can use to inquire about your business.
  • Fax Number: The fax number that customers can use to fax your business.
  • Photograph: The contact's profile picture that displays in your profile.

The CSP populates the information you provided when you signed up for the CSP.

If you have different contacts for different business purposes, you can add additional contacts. Use the Purpose field to specify the contact type.

Year Established Year when your company was established.
Company Size

Select a range from the drop-down list to show the size range of your company:

  • Self-employed
  • 2-9
  • 10-49
  • 50-99
  • 100-249
  • 250-499
  • 500-999
  • 1000-5000
  • 5000+ employees.
Number of Employees

You can enter the exact number of employees at your organization.

Ownership Type You can select whether your company is publicly or privately owned.
Industry Select the industry your business belongs to.
PO Delivery Email

Email address where you want to receive your customers' purchase orders.

Tax ID Your company's tax identification number that your customers need to do business with you.
DUNS Your company's Data Universal Numbering System (DUNS) number.
Products and Services Categories

You can add product and service categories to show the types of products and services your company offers.

If you do not add any categories, the Opportunities for You section on the Overview page does not display data.

Areas Served

You can select areas and regions that you do business in, in addition to areas that you do not do business in.

By default, Regional is selected. You can enter the regions you serve in the box that appears.

Online Presence

You can add your contact address and links to your website and the following social media pages:

  • Website
  • Twitter
  • LinkedIn
  • Facebook
  • Instagram
  • YouTube
About Description of your company and what makes you unique (maximum 3,000 characters).

2. Environmental, Social, Governance & Diversity

The Environmental, Social, Governance & Diversity section gives your customers information about how your business engages with social goals.

Field Description
Diversity Classifications and Certifications

You can select diversity certifications that apply to your business and can upload supporting documentation to verify the certification.

When you click Add, a window appears where you select the country the classification is from and the type of classification. You can also click Upload Certification to upload a supporting document.

If you want to add multiple diversity certifications for a country, click the Upload Certification link at the bottom of the popup window. We recommend including your certificates so your customers can verify your diversity status.

Tier Two Supplier Diversities
Anti-Bribery & Anti-Corruption
Corporate Social Responsibility
Child Labor
Modern Slavery
Conflict Minerals
Hazardous Materials
Sustainability Ratings
Yes or no questions about your procedures and policies around these areas.
ESG Report / Sustainability Goals You can enter your ESG score and the certifying organization that assessed your score.

3. Risk & Compliance

The Risk & Compliance section gives your customers information the risk and compliance considerations they need to understand to do business with your company.

Field Description
Risk Management
Information Security
Data Privacy
Yes or no questions about your procedures and policies around these areas.

4. Financial Performance

The Financial Performance section shows information about your business's financials. This section doesn't display on your profile, and you can choose to include it on your profile PDF.

Field Description
Preferred Currencies Currencies you prefer to do business in.
All amounts in The currency the fields below are displayed in.
Balance Sheet You can enter values that describe different aspects of your business's balance sheet.
Cash Flow You can enter values that describe different aspects of your business's cash flow.
Market Value, Risk & Ratios You can enter your business's corporate credit rating and and Altman Z Score.
Revenue Histories

You can add your revenue by year. Select Add Revenue history to add one or more years. We recommend adding data for at least three past years.

5. Ratings & References

The Ratings & References section shows information about who you do business with, your accomplishments, and your competition and peers.

Field Description
Customers

Select Add Customer to add your customers that are outside of Coupa.

Accomplishments

Select Add to add the titles and URLs of projects and awards you want to showcase.

Brands Select Add Brand to add the brands that your company represents.
Competitors

Select Add Competitor to add information about your competitors.

Peers

Select Add Peer to add information about your peers.

Update your public profile

If you want to edit your legal entity and payment information, you can do so from the Settings section.

  1. Select Profile in the top menu.
  2. Select Profile Setup in the side menu. The Profile Setup menu item expands to show the profile sections.
  3. Select the profile section you want to update.
  4. Update the desired fields. For field descriptions, see Create Your Public Profile.
  5. Scroll to the bottom of the screen and click Save.

If any of your customers use Information Requests and you update information in your CSP public profile, you are prompted to update your customer profile if you have any pending Information Requests. For more information, see Create and Update Your Customer Profiles.

FAQ and Troubleshooting

What can I use the PDF for?

You can use your profile PDF as a marketing tool to showcase your business. You can also use the Copy profile URL on the Overview page to provide customers with a preview of your profile.

Why should I complete my profile?

Your public profile is visible to Coupa users in the Supplier Directory. The more complete and descriptive your profile is, the more likely a customer will see it and want to work with you!

Why do I see Information Requests underneath the top menu?

If your customer has requested information from you, you'll see Information Requests in a subheader above your profile. For more information, see Create and Update Your Customer Profiles.

information_requests_header_r34.png

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