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- View Business Performance Data
- You can view a summary of orders and invoices that may need attention, your year-to-date order and invoice trends, and your lead time to shipping goods.
- View Customer Announcements
- View announcements from your customers.
- Configure Punchouts
- Configure customer-specific punchouts by going to the Catalogs page and clicking on the Configure Punchout button.
- Configure the PO Delivery Method
- Select how you want to receive orders on the Orders page by configuring the PO delivery method.
- Create or Edit an ASN
- Notify your customer in advance of a shipment.
- Create or Edit an Invoice
- Work with existing invoices or create new invoices without a backing PO.
- Create or Edit a Catalog
- Create or edit a customer's catalog by going to the Catalogs page and by selecting the specific customer.
- Create or Edit a Service/Time Sheet
- Work with service/time sheets to provide information about your progress.
- Create or Edit Catalog Items
- Create or edit items in your customer-specific catalogs.
- Edit a PO
- Edit purchase orders and purchase order lines.
- View and Download Digital Checks
- Accept payment through digital checks from your customers if they use Coupa Pay.
- View and Manage ASNs
- View ASN information that you shared with your customers.
- View and Manage Catalogs
- View, edit, or delete your customer-specific catalogs.
- View and Manage Invoices
- View and edit invoices that you sent to your customers.
- View and Manage Payments
- View and manage overdue payments, early payment discount requests, tasks, and payment preferences.
- View and Manage POs
- View purchase orders received from your customers.
- View and Manage Service/Time Sheets
- View, edit, delete, or withdraw service/time sheets.
- View Invoice Lines
- View individual invoice lines by going to Invoices > Invoice Lines.
- View PO Lines
- View individual PO lines by going to Orders > Order Lines.
- View Public Sourcing Events
- You can access and participate in public sourcing events.
- View Service/Time Sheet Lines
- View individual service/time sheet lines by going to Service/Time Sheets > Service/Time Sheet Lines.
