Coupa Supplier Portal - UPS - United States

Transcription

Coupa Supplier Portal:Quick Reference Guide – For Suppliers11/3/20201

OverviewWhat is the Coupa Supplier Portal?Getting StartedNavigation 11/3/2020Home ScreenPublic ProfilePurchase OrdersInvoicesSetup - AdminAccount SettingsGetting HelpProprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.Proprietaryand Confidential:notcolorbe usedor aredisclosedto otherthan employeesor customers,authorizedby UPS. 2020 United Parcel Serviceof America,Inc. UPS, theThisUPSpresentationbrandmark, mayand thebrowntrademarksof UnitedParcel Serviceof America,unlessInc. Allexpresslyrights reserved.COUPAis a registered trademark owned 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark,the colordark brownUsedtone withare trademarksby CoupaandSoftwareIncorporated.permission. of United Parcel Service of America, Inc. All rights reserved.2

What is the Coupa Supplier Portal? The Coupa Supplier Portal (CSP) is a free tool for suppliers to easily conduct business withUPS, using Coupa. Suppliers have the ability to manage various content and settings via the CSP, such as: Managing/updating company profile information Viewing purchase orders Sending invoices The easiest way to get set up to use the CSP is to send an e-mail to supplyline@ups.comand request an invitation. Once you accept the invitation and register, you’ll be automatically connected to UPS.11/3/2020Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.Proprietaryand Confidential:notcolorbe usedor aredisclosedto otherthan employeesor customers,authorizedby UPS. 2020 United Parcel Serviceof America,Inc. UPS, theThisUPSpresentationbrandmark, mayand thebrowntrademarksof UnitedParcel Serviceof America,unlessInc. Allexpresslyrights reserved.COUPAis a registered trademark owned 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark,the colordark brownUsedtone withare trademarksby CoupaandSoftwareIncorporated.permission. of United Parcel Service of America, Inc. All rights reserved.3

Getting Started – Invitation or Self RegistrationInvitation from UPS Users will receive an e-mail from our Coupasystem with a unique link to join the CoupaSupplier Portal. Click the link in the email to be directed to theCSP and register your account. Save https://supplier.coupahost.com/ as afavorites link for quick access, to return to thesite.11/3/2020Self-Registration Register at: https://supplier.coupahost.com/ Once registered, users will appear as “Linked” inCoupa. An e-mail, with the subject line “Coupa ID,”containing the e-mail address used to register,should be sent to supplyline@ups.com. Users already on the CSP with another Coupacustomer can send the previously used CSP emailaddress to our Supplier Enablement team and they’lldo the rest.Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.Proprietaryand Confidential:notcolorbe usedor aredisclosedto otherthan employeesor customers,authorizedby UPS. 2020 United Parcel Serviceof America,Inc. UPS, theThisUPSpresentationbrandmark, mayand thebrowntrademarksof UnitedParcel Serviceof America,unlessInc. Allexpresslyrights reserved.COUPAis a registered trademark owned 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark,the colordark brownUsedtone withare trademarksby CoupaandSoftwareIncorporated.permission. of United Parcel Service of America, Inc. All rights reserved.4

Invitation and Welcome Click on the link in the emailed invitation and Coupawill display this welcomewindow to register on theCSP. Start by entering andconfirming a password andacknowledging acceptanceof the Privacy Policy andTerms of Use.11/3/2020Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.Proprietaryand Confidential:notcolorbe usedor aredisclosedto otherthan employeesor customers,authorizedby UPS. 2020 United Parcel Serviceof America,Inc. UPS, theThisUPSpresentationbrandmark, mayand thebrowntrademarksof UnitedParcel Serviceof America,unlessInc. Allexpresslyrights reserved.COUPAis a registered trademark owned 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark,the colordark brownUsedtone withare trademarksby CoupaandSoftwareIncorporated.permission. of United Parcel Service of America, Inc. All rights reserved.5

Home Screen Use the navigation bar toreview and acknowledgeorders or submit invoices. Accessing transactions withthese tabs provides userswith real-time statusupdates on orders andinvoices with UPS.11/3/2020Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.Proprietaryand Confidential:notcolorbe usedor aredisclosedto otherthan employeesor customers,authorizedby UPS. 2020 United Parcel Serviceof America,Inc. UPS, theThisUPSpresentationbrandmark, mayand thebrowntrademarksof UnitedParcel Serviceof America,unlessInc. Allexpresslyrights reserved.COUPAis a registered trademark owned 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark,the colordark brownUsedtone withare trademarksby CoupaandSoftwareIncorporated.permission. of United Parcel Service of America, Inc. All rights reserved.6

Public Profile Users can configure theirprofile/account and administerconnection through the CSP. There is a Profile link on thehome page that will take usersto their public profile. Users can click the Profilebutton on the navigation baror the Improve Your Profilebutton to update/edit theirprofile.11/3/2020Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.Proprietaryand Confidential:notcolorbe usedor aredisclosedto otherthan employeesor customers,authorizedby UPS. 2020 United Parcel Serviceof America,Inc. UPS, theThisUPSpresentationbrandmark, mayand thebrowntrademarksof UnitedParcel Serviceof America,unlessInc. Allexpresslyrights reserved.COUPAis a registered trademark owned 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark,the colordark brownUsedtone withare trademarksby CoupaandSoftwareIncorporated.permission. of United Parcel Service of America, Inc. All rights reserved.7

Purchase Orders View purchase orders (POs) byclicking the Orders button inthe navigation bar. This willprovide a summary of all POsfrom UPS. Clicking on the blue POnumbers will open anotherscreen and allow users to viewthe entire PO.11/3/2020Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.Proprietaryand Confidential:notcolorbe usedor aredisclosedto otherthan employeesor customers,authorizedby UPS. 2020 United Parcel Serviceof America,Inc. UPS, theThisUPSpresentationbrandmark, mayand thebrowntrademarksof UnitedParcel Serviceof America,unlessInc. Allexpresslyrights reserved.COUPAis a registered trademark owned 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark,the colordark brownUsedtone withare trademarksby CoupaandSoftwareIncorporated.permission. of United Parcel Service of America, Inc. All rights reserved.8

Invoices Create an invoice by clicking theGold Coin Icon in the PurchaseOrders view. Clicking on the yellow “Coins”under the Actions column will startthe invoice process for thatparticular PO. The red “Coins” areused to submit a credit memo. Invoices can also be created froman open purchase order, byclicking the Create Invoice button,below the Lines section.11/3/2020Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.Proprietaryand Confidential:notcolorbe usedor aredisclosedto otherthan employeesor customers,authorizedby UPS. 2020 United Parcel Serviceof America,Inc. UPS, theThisUPSpresentationbrandmark, mayand thebrowntrademarksof UnitedParcel Serviceof America,unlessInc. Allexpresslyrights reserved.COUPAis a registered trademark owned 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark,the colordark brownUsedtone withare trademarksby CoupaandSoftwareIncorporated.permission. of United Parcel Service of America, Inc. All rights reserved.9

Invoices Clicking the Invoices button, onthe navigation bar, will display alist of invoices. The list view can be filtered, usingthe dropdown menu (1) or bysearching for a particular invoice(2). While in draft form, use the pencilor the red “X”, under the Actionscolumn, to edit or delete invoicesrespectively.12 Open any specific invoice or itsassociated purchase order byclicking on the appropriate bluehyperlink.NOTE: The payment terms and/or payment duedate are not visible in the CSP.11/3/2020Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.Proprietaryand Confidential:notcolorbe usedor aredisclosedto otherthan employeesor customers,authorizedby UPS. 2020 United Parcel Serviceof America,Inc. UPS, theThisUPSpresentationbrandmark, mayand thebrowntrademarksof UnitedParcel Serviceof America,unlessInc. Allexpresslyrights reserved.COUPAis a registered trademark owned 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark,the colordark brownUsedtone withare trademarksby CoupaandSoftwareIncorporated.permission. of United Parcel Service of America, Inc. All rights reserved.10

Invoice Requirements Enter all informationinto the required fields,before submitting aninvoice. Some required fieldsmay be automaticallypopulated, depending onhow the invoice wascreated. Required fields aremarked with a redasterisk*.11/3/2020Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.Proprietaryand Confidential:notcolorbe usedor aredisclosedto otherthan employeesor customers,authorizedby UPS. 2020 United Parcel Serviceof America,Inc. UPS, theThisUPSpresentationbrandmark, mayand thebrowntrademarksof UnitedParcel Serviceof America,unlessInc. Allexpresslyrights reserved.COUPAis a registered trademark owned 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark,the colordark brownUsedtone withare trademarksby CoupaandSoftwareIncorporated.permission. of United Parcel Service of America, Inc. All rights reserved.11

Invoice Requirements (continued) On invoices where theRequester Name andRequester Email fieldsare required, theinformation input shouldbe that of the UPSemployee whorequested the goods orservice.11/3/2020Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.Proprietaryand Confidential:notcolorbe usedor aredisclosedto otherthan employeesor customers,authorizedby UPS. 2020 United Parcel Serviceof America,Inc. UPS, theThisUPSpresentationbrandmark, mayand thebrowntrademarksof UnitedParcel Serviceof America,unlessInc. Allexpresslyrights reserved.COUPAis a registered trademark owned 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark,the colordark brownUsedtone withare trademarksby CoupaandSoftwareIncorporated.permission. of United Parcel Service of America, Inc. All rights reserved.12

Setup - Admin Clicking Merge Requests will allowadministrators to merge multipleCSP profiles within the samecompany. This can occur when onecompany has multiple divisions orcustomers using Coupa. Thisfeature keeps them all together inthe CSP. Clicking Remit-To allowsadministrators to add or changethe company’s remit-to address inthe CSP. The remit-to addressprepopulates in the required fieldsand is the address UPS has for thecompany in its Coupa supplierrecord.11/3/2020Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.Proprietaryand Confidential:notcolorbe usedor aredisclosedto otherthan employeesor customers,authorizedby UPS. 2020 United Parcel Serviceof America,Inc. UPS, theThisUPSpresentationbrandmark, mayand thebrowntrademarksof UnitedParcel Serviceof America,unlessInc. Allexpresslyrights reserved.COUPAis a registered trademark owned 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark,the colordark brownUsedtone withare trademarksby CoupaandSoftwareIncorporated.permission. of United Parcel Service of America, Inc. All rights reserved.13

Account Settings Selecting the Account Settingsoption from the dropdownmenu, under their name (topright, above the navigationbar), will take users to ascreen where their log-ininformation for the CSP can bechanged. On this screen, users changetheir name, e-mail address,and password. Selecting the Log Out optionfrom the dropdown menu,under their name (top right,above the navigation bar) willlog users out of the CSP andreturn them to the log-inscreen.11/3/2020Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.Proprietaryand Confidential:notcolorbe usedor aredisclosedto otherthan employeesor customers,authorizedby UPS. 2020 United Parcel Serviceof America,Inc. UPS, theThisUPSpresentationbrandmark, mayand thebrowntrademarksof UnitedParcel Serviceof America,unlessInc. Allexpresslyrights reserved.COUPAis a registered trademark owned 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark,the colordark brownUsedtone withare trademarksby CoupaandSoftwareIncorporated.permission. of United Parcel Service of America, Inc. All rights reserved.14

Getting Help Choosing the HelpTour option from theHelp drop down menuin the upper rightcorner will redirectusers to the CoupaSupplier Portal Helppages. Still have questions?Need more help?Emailsupplyline@ups.comfor additionalassistance.11/3/2020Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.Proprietaryand Confidential:notcolorbe usedor aredisclosedto otherthan employeesor customers,authorizedby UPS. 2020 United Parcel Serviceof America,Inc. UPS, theThisUPSpresentationbrandmark, mayand thebrowntrademarksof UnitedParcel Serviceof America,unlessInc. Allexpresslyrights reserved.COUPAis a registered trademark owned 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark,the colordark brownUsedtone withare trademarksby CoupaandSoftwareIncorporated.permission. of United Parcel Service of America, Inc. All rights reserved.15

THANK YOU

What is the Coupa Supplier Portal? 11/3/2020 3 The Coupa Supplier Portal (CSP) is a free tool for suppliers to easily conduct business with UPS, using Coupa. Suppliers have the ability to manage various content and settings via the CSP, such as: Managing/updating company profile information Viewing purchase orders Sending .