Coupa | Supplier
Quick Reference Guide
Sourcing & Contracting

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

WelcomeSupplier Quick Reference Guide for Coupa | Content

Getting you on the road

How to make changes in the contract

Get familiar with our Coupa project

Learn how to edit and re-upload the contract to Coupa

Click here

Getting yourself set-up
Read more about how to set-up your Coupa login

Participating in the bidding process
Get familiar how to participate in a RfQ

How to communicate with SchaefflerLearn how to send messages via Coupa

How to sign the contract
Learn how to sign and send the contract to Schaeffler

How to enter bids
Find more information on how you can enter bids in Coupa

Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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At a glance

Getting you on the road

Exciting news for
NPM Purchasing*
Starting November 4th Schaeffler will launch a new NPM
Purchasing Platform (Coupa) with the aim for Purchasing
to become more customer centric and user friendly inline with efficiently working together with their businesscounterparts. We strive for:• Intuitive and state-of-the-art system for requestor
and purchaser• High potential for self-service• Real-time tracking of supplier activities in Coupa• Global standards and aligned processes• Efficiency and effectiveness in decisions based ontransparency & data

Coupa –
working on one global platform
As a supplier you will find all the relevant information
and access all necessary documents within one place.
This will enable you to bid and interact withSchaeffler more effectively.

* Non Production Material = Indirect materials or indirect requirements include all goods and services that arerequired for the ongoing operation of a company but are not a direct component of the end products.

3Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

Participating in RfQs

Getting yourself set-up with a new password

Once you have been asked to participate in aRfQ you will receive an invitation via E-Mail.
The E-Mail will contain the Link and ausername to sign in into the system.
To continue please click on the link andproceed with the following steps.

Coupa @ Schaeffler | Guide for Supplier

LinkUsername

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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Participating in RfQs

Bidding on events with existing username

Once you have been asked to participate in aRfQ you will receive an invitation via E-Mail.
If you already generated an existing username
and password, please click “View Event” andfollow the instructions.

If you have forgotten your password, pleaseclick on “View Event” and click on “Forgotusername or password?“ and follow therequired steps.

Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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Participating in RfQs

Getting yourself set-up

1
1 Please select a desired password
2 Please log-in with your username andselected password

2

Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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Participating in RfQs

Participating in the bidding process

You will be taken to the Schaeffler Coupa page
where you will see the events you are asked
to bid on.

1 Please click on the event to continue

1Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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Participating in RfQs

Participating in the bidding process

Now you are on the event page.

1 In the top right corner you will see how long the1event will be open

Event time

2 Depending on the event you might be asked toaccept Terms & Conditions

3 Please note:
Only after accepting the Terms & Conditions you
are able to see the RfQ and respond to the event.
To decline at this stage, please select No and add areason. To decline your participation at a laterstage, please send a message within the message
center of the event.
Coupa @ Schaeffler | Guide for Supplier

Accept2All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

38Participating in RfQs

Participating in the bidding process

1After accepting the Terms & Conditions pleaseclick on “Enter Response” to continue to view
event details. This will allow you to participate
in the RfQ.

Click to enter bidCoupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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9Participating in RfQs

Participating in the bidding process

Now you will be able to see all attachments
and event details. To start please fill in yourfull name before you continue to scroll down.

Please note: be aware that attachments
marked with * are mandatory.

Coupa @ Schaeffler | Guide for SupplierEnter Full Name

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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Participating in RfQs

Participating in the bidding process

Please complete

Please fill in the questionnaire. All fields
marked with * are mandatory.
Please note: the questionnaire may varydepending on the sourcing event.

Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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Participating in RfQs

How to enter bids

To fill in the price for Lots & Items you have
two opportunities.

1

1 Type in the price manually in the blank
2 Export an Excel sheet••

fill in the information
upload to Coupa

2

Once you have filled out the information
Please submit your response to Schaeffler.
Please note: bids can be updated any time
until the event ends. In case you need torevise your bid, please upload everything
again.
Coupa @ Schaeffler | Guide for Supplier

Submit Response

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

12Participating in RfQs

How to enter bids

By clicking on an item you can expand further details e.g. manufacturing name,manufacturing part number or item description.

1 Please fill in all fields marked with *.

Requested item 1

2 Feel free to add further information or attachments and click on Save Item once
your input for this item is completed.

Please note:
The available information and mandatory fields may vary depending on the sourcing
event.

Keep in mind to submit your response to Schaeffler after you have added your biddetails.

Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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Participating in RfQs

How to collaborate

To decline your participation or to exchange further messages with us, please use themessage center on the lower left corner. Click on the arrow to expand the message
center.

1 Select recipient2 Type a new message
3 Attach files if required (this option may be disabled depending on thesourcing event).

4 Click Send Message
Please note:
The history of all messages can be tracked within the message center. We
recommend to use the message center for correspondence relating to the event
instead of sending a mail.

Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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Contracting

Contract edits and upload

To edit the document(1) Click Edit Document(2) Click Download for edit
(3) Open the downloaded Word file on your computer

Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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Contracting

Contract edits and upload

In the word document you have the opportunity to makeedits and adjustments.
Once you have completed the edits(1) Save the document(2) Upload back into Coupa

Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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Contracting

How to communicate with Schaeffler

Besides using the messaging function in Coupa, you canalso communicate with Schaeffler via the Message
function in the Contract Manager.

Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

17Contracting

How to sign a contract

The signing process will stay the same.
You will have received a notification via mail and in
Coupa that you have been requested to sign a contract
via AdobeSign. You can sign without any costs orregistration. Clicking on the link in your mail is sufficient.
To do so:(1) either click on Start and it will automatically take you
to the Signature Fields(2) or scroll down to the Signature Fields

Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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Contracting

How to sign a contract

Please click to sign.
You can either draw your signature or type yoursignature.
Click Apply once you have completed your signature.

Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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Contracting

How to sign a contract

Your signature will now appear in the document.
Please Click to sign.

Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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Thank you!

Thank you for participating!

In case of any specific information related to your RfQ or contract,
please check the FAQ page on the Coupa Supplier Portal or theSchaeffler Supplier Portal. If you still have further questions reach out
the Schaeffler event owner through the Coupa messaging function.
Coupa @ Schaeffler | Guide for Supplier

All rights reserved to Schaeffler Technologies AG & Co. KG, in particular in caseof grant of an IP right.

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