Coupa Quick
Reference Guide for
Suppliers |First steps &settings in the CSP

All rights reserved to Schaeffler AG, in particular in case of grant of an IP right.

INTERNALCoupa Supplier Portal

How to Log in to the Coupa Supplier Portal (CSP)

1 Go to supplier.coupahost.com and click on the Log In pane on theright, enter your mail address and password and click ‘Log In’.
Note: After logging in to the CSP as a non-admin user, you can see
a banner listing your existing permissions and the permissions youcan request from your admins. CSP admins that manage users arealso notified through a banner to check their users' permissions.

1

Two-factor authentication*
When you log in for the first time, you are prompted to enable
two-factor authentication.
Please consider that this functionality is not working in every
country with all telecom provides, so please contact Coupa priorto activating
To find out more, please click here.

Coupa Quick Reference Guide for Suppliers | First steps & settings in the CSP

All rights reserved to Schaeffler AG, in particular in case of grant of an IP right.

PUBLICCoupa Supplier Portal

CSP Menu bar

Menu Item

DescriptionHome

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

ProfileCreate, modify, and manage your public and customer-specificprofiles, and specify which remit-to addresses each customer can use.

OrdersView the Purchase Orders you received from your customers.

Applicable to Schaeffler
Catalogues
Setup (Admin)

Create and manage customer-specific catalogues.
Manage profile, users, merge requests, and remit-to addresses, add
fiscal representatives, view and accept the Terms of Use.

Coupa Quick Reference Guide for Suppliers | First steps & settings in the CSP

All rights reserved to Schaeffler AG, in particular in case of grant of an IP right.

PUBLICCoupa Supplier Portal

Announcements from Schaeffler on the CSP

1 Schaeffler is able create announcements that will appear on
your homepage and/or other Coupa Supplier Portal (CSP)
pages to highlight important information concerning thecollaboration and to understand onboarding requirements.

Schaeffler announcements appear at the top right section ofthe homepage.
Via this one-way communication, Schaeffler will:• Provide you information necessary for transactions• Inform you about upcoming orders,• Remind you of updating supplier information, and more.

Note:
By default, only previews of the two most recent announcements are displayed. You can see the full text of an announcement in a
popup after clicking on it. To view all the announcements with their full message, click on ‘See All Notifications’.
Coupa Quick Reference Guide for Suppliers | First steps & settings in the CSP

All rights reserved to Schaeffler AG, in particular in case of grant of an IP right.

PUBLICCoupa Supplier Portal

Inviting additional users to the Coupa Supplier Portal

1If you have multiple users within your organisation that would liketo manage the CSP, you can add additional users. These should
always be users within your organisation.

1 • To invite additional users to Coupa Supplier Portal click on the‘Setup’ tab.
• Fill in the required information and select the permissions andcustomers you would like to assign to the added user.

Note:
The new user will receive an invitation e-mail and can access the Coupa Supplier Portal.
Coupa Quick Reference Guide for Suppliers | First steps & settings in the CSP

All rights reserved to Schaeffler AG, in particular in case of grant of an IP right.

PUBLICCoupa Supplier Portal

Enriching your company profile on theCoupa Supplier Portal (1/2)

A Step 1 (Option A):

A

Starting at the CSP landing page, click on the button‘Improve Your Profile’ to change or update yourcompany information.

B

B Step 1 (Option B):

Click on ‘Profile’ tab, then click on ‘Edit Profile’.

Coupa Quick Reference Guide for Suppliers | First steps & settings in the CSP

All rights reserved to Schaeffler AG, in particular in case of grant of an IP right.

PUBLICCoupa Supplier Portal

Enriching your company profile on theCoupa Supplier Portal (2/2)

Step 2:A new window will open where you can edit yourinformation.
Click the ‘Save’ button from the bottom right cornerof the page when you have filled in the requiredinformation.

Note:• Mandatory fields are marked with a red asterisk (*).
• Please keep your information regarding address (mandatory fields: address line 1, city, state, postal code, and country) andcontact information (mandatory fields: first name, last name, and email address) always up to date.
Coupa Quick Reference Guide for Suppliers | First steps & settings in the CSP

All rights reserved to Schaeffler AG, in particular in case of grant of an IP right.

PUBLICCoupa Supplier Portal

Merge Accounts (1/2)

Your company may have more than one account/profile in theCSP. This can happen when several users from the same
company register or are invited to the CSP through different
email addresses. In this case we recommend to merge
accounts by following the instructions (Option 1 or Option 2)
listed below.

11 Option 1:

The CSP lists all CSP accounts (based on email domains), which
can be merged in the right-hand column on the home tab.
If you want to merge an account, click on the ‘Request Merge’button and select an account to be the parent account.
Note:
In case you are aware that an email address is invalid, click on the Remove button and the email address will not show up in theMerge Accounts section again.
Coupa Quick Reference Guide for Suppliers | First steps & settings in the CSP

All rights reserved to Schaeffler AG, in particular in case of grant of an IP right.

PUBLICCoupa Supplier Portal

Merge Accounts (2/2)

Option 2:
1 Click on the tab “Setup” in the main menu bar.

2 Click on “Merge Requests” and include the mail address
you would like to request the merge for.
Option 2 is recommended to use if the list of suggested
accounts is too long and you wish to merge a specificaddress directly.

12Coupa Quick Reference Guide for Suppliers | First steps & settings in the CSP

All rights reserved to Schaeffler AG, in particular in case of grant of an IP right.

PUBLICCoupa Supplier Portal

Coupa Supplier Help Desk

If you face any technical issues with the Coupa
Supplier Portal you can request live support by Coupa.

1 Navigate to the bottom right of your screen and clickon the button ‘Chat with Coupa Support’.

1Note:For any Schaeffler related questions, please reach out to your contact at Schaeffler Purchasing.
Coupa Quick Reference Guide for Suppliers | First steps & settings in the CSP

All rights reserved to Schaeffler AG, in particular in case of grant of an IP right.

PUBLIC