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Coupa Success Portal

Viewing and Managing Catalogs

Click on the Catalogs tab on the main menu. The Catalogs page appears.

From the Select Customer drop-down list in the top right corner, select the customer whose catalogs you want to see. 

When you visit the page again, it shows you the catalogs for the customer you selected last time.

The Catalogs table shows the following information for all the catalogs you created for the selected customer.

Column Description
Catalog Name Name of the catalog. Click on it to view the catalog.
Created Date Date when the catalog was created.
Submitted Date Date when the catalog was submitted.
Start Date Date when the catalog becomes effective. 
Expiration Date Date when the catalog expires.
Status Current status of the catalog. See the catalog status list below for more info.
Unanswered Comments Your comments on the catalog for your customer. Also, your customer's comments that you need to respond to.

You can see all your customer's comments or add your comments for the customer when you open the catalog.

Actions

Click on the icons for the following actions: 

  • Edit.png - Edit the catalog.
  • Delete.png - Delete the catalog.

You can edit only draft catalogs. You can delete catalogs in draft or awaiting/pending approval status.

Status Description
Accepted The catalog has been accepted by your customer, and all the items in it are now available for purchase within Coupa.
Awaiting/Pending Approval The catalog has been received by your customer, but it has not gone through the approval chain yet.
Draft The catalog has been created, but may be missing information necessary to send it to the customer.
Error There's something wrong with the catalog. Contact your customer to get the catalog back on track.
Rejected The catalog has been rejected. Contact your customer to find out why, and then resubmit.

You can export the catalogs table in CSV or Excel format.

You can filter the table by columns, use the search bar to filter with a search term, or click on the View drop-down list to perform advanced filtering. See Creating Custom Views for more info.

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