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Coupa Success Portal

Navigating and Getting Help

Help

When you log in for the first time, you are greeted by the Help Tour on the Home screen.

Click on the Help link in the top right corner of the page to access the Online Help or to view the Help Tour any time.

Main Menu

To access a CSP function, click on the relevant tab on the main menu at the top of the CSP main page.

Menu Item Description
Home

View and improve your public company profile, see the list of customers you are connected to, edit your customer-specific company profile, and merge accounts.

You can go to the Home page from any page by clicking on the coupa supplier portal logo/link in the top left corner above the main menu.

Profile Create, modify, and manage your public and customer-specific profiles, and specify which remit-to addresses each customer can use.
Orders View the purchase orders you received from your customers.
Service/Time Sheets View the list of service/time sheets and related purchase order lines.
ASN Send advance ship notice, that is, notifications about when you ship items to your customers.
Invoices Create and manage invoices to send to your customers.
Catalogs Create and manage customer-specific catalogs.
Admin Manage users, merge requests, and remit-to addresses, set up electronic invoicing, add fiscal representatives, view and accept the Terms of Use, and set preferred accelerated payment terms.
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