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Coupa Success Portal

Navigating

Menu, Notifications, Help

When you sign in for the first time, you are greeted by the help tour on the home screen. Click on the Help icon (help_icon.png) in the top-right corner of the page to access the Online Help or to view the Help Tour again. Click on the Menu icon (menu_icon.png) in the top-right corner of the page to access regular functions, and the Notifications icon () to see your system notifications.

Functions

Clicking on the Menu icon (menu_icon.png) shows the available functions on the CSP. 

Menu Item Description
Orders This is where you can find purchase orders (POs) sent by your customers.
ASN Advance Ship Notice. This is where you can send notifications about when you ship items to your customers.
Invoices This is where you create and manage invoices to send to your customers.
Catalogs This is where you create and manage customer-specific catalogs.
Profile This is where you create, modify, and manage your public and customer-specific profiles, and manage which remit-to addresses each customer can use.
Admin This is where you can manage users, merge requests, and your remit-to addresses.
My Account This is where you can manage your person profile.
Log Out Use this to log out of the CSP.

From the Home page you can also improve your profile and merge accounts.

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