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.
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.
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.
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.
|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.|
Links you can use to preview and download your profile:
|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:
- Company Profile
- Environmental, Social, Governance & Diversity
- Risk & Compliance
- Financial Performance
- Ratings & References
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.
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.
|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).
You can add your business's address:
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.
Information about who your customers should contact:
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.|
Select a range from the drop-down list to show the size range of your company:
|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.
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.
You can add your contact address and links to your website and the following social media pages:
|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.
|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
|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.
|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.
|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.|
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.
Select Add Customer to add your customers that are outside of Coupa.
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.|
Select Add Competitor to add information about your competitors.
Select Add Peer to add information about your peers.
Update your public profile
- Select Profile in the top menu.
- Select Profile Setup in the side menu. The Profile Setup menu item expands to show the profile sections.
- Select the profile section you want to update.
- Update the desired fields. For field descriptions, see Create Your Public Profile.
- 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.