coupa for dummies
While Coupa has introduced advanced functionality into the spend management workflow process, including workflow routing and automated triggers, redlining and change review, and a broader operationalization of contracts in the system. Support Team - A little slow in responding. Project Manager in Finance and Accounting, Coupa's user interface is easy to navigate, The ability to search for transactions by multiple data points is key for use tax review. They refer me to talk with my customer to straighten out the problem. The Help Center has everything you need to know to successfully engage with your customers on Coupa. As this is a review of a contract management system, we focused our testing primarily on the Coupa Contract Lifecycle Management and Coupa Contract Collaboration aspects of the overall Coupa Spend Management platform.The Coupa dashboard makes it clear that every aspect of the experience flows back into spend management and procurement. Rather, it's an enterprise spend management and procurement platform, with contract management and reporting features specialized for that use case. For flexible contract creation, negotiation, and life cycle management, Agiloft and Concord are cheaper, more user-friendly, and far more customizable in terms of layout and user interface. Coupa is to BSM [Business Spend Management], what Salesforce ( CRM) is to CRM [Customer Relationship Management], and Workday ( WDAY) is to HRM. The approver receives a system-generated email notifying about the requisition or invoice as soon as a user submits the transaction. Mitigate Risk: with comprehensive third-party risk management across many tiers of the supply chain, continuous community-powered risk and performance monitoring, and real-time fraud detection . What's unique about Coupa is that the Contracts dashboard also gives you charts of the top-purchased items and commodities in the system. Beats include: startups, business and venture capital, blockchain and cryptocurrencies, AI, augmented and virtual reality, IoT and automation, legal cannabis tech, social media, streaming, security, mobile commerce, M&A, and entertainment. Want to dive into a topic, but youre not sure where to start? Anytime you are challenged for a 2FA verification code, just launch your authenticator and enter the latest code. If the information is correct, click the "Submit" button (located at the bottom of the page/screen). You can also find his business and tech coverage on Entrepreneur and Fox Business. Rob Bernshteyn took over as Coupa's CEO in February 2009. Mailing Instructions (Canada) Mailed invoices should be sent to: WM A/P DEPARTMENT. Very difficult to update remittance information. How to Free Up Space on Your iPhone or iPad, How to Save Money on Your Cell Phone Bill, How to Convert YouTube Videos to MP3 Files, How to Record the Screen on Your Windows PC or Mac, Read Our CobbleStone Contract Insight Review, Read Our Mitratech Getting Contracts Done Review, Read Our Gimmal Contract Management Review, Read Our Great Minds Software Contract Advantage Review, (500.00 Starting price per month, billed annually at ContractWorks), Adobe Acrobat Brings E-Sign and AI to Very Small Businesses, Social CRM: Where Social Media Meets Customer Engagement, The Dos and Don'ts of Securing Your VoIP Communications, Peacock? It's easy to create customer invoices against purchase orders. [8], In 2014, The Forrester Wave named Coupa a market leader. P.O. Nor is it as powerful a contract negotiation and collaboration tool as Onit Contract Management, though its similiar to Onit in being part of a larger application framework. Once you've created a contract, or found the contract for which you've searced, you can click into its Details page. (Please, remember leave a comment about the rejection for the requester). Once the requisition integrates from Zip into Coupa, the applicable approvers are displayed beneath the cart line. SIM (supplier information management) on boarding. If you have an urgent issue, send a message to the #coupa_help Slack Channel explaining your issue. New window will pop up. Computer Software Company, 501-1000 employees, KPMG US (Real Estate, 5001-10,000 employees), Information Technology & Services Company, 1001-5000 employees, Sunrun (Renewables & Environment, 10,001+ employees), DENT WIZARD INTL (Automotive, 1001-5000 employees), 15Five (Information Technology and Services, 51-200 employees), Information Technology and Services Company, 10,001+ employees, Transportation/Trucking/Railroad Company, 501-1000 employees, Kabbage, Inc. (Financial Services, 201-500 employees), Non-Profit Organization Management Company, 501-1000 employees, Aspire Public Schools (Education Management, 1001-5000 employees), UberEats (Information Technology and Services, 10,001+ employees), Vivint Smart Home (Consumer Electronics, 10,001+ employees), Computer Software Company, 1001-5000 employees, The Leukemia & Lymphoma Society, Inc. (Non-Profit Organization Management, 501-1000 employees), Computer Software Company, 5001-10,000 employees, Sprouts Farmers Market (Retail, 10,001+ employees). An External Supplier Form will be automatically sent to the Supplier to gather additional information. Save the receipt by clicking on the "Submit" icon. Being able to edit the name of your expense report later if you forgot to do it the first time. Coupa refocused what once was Contractually from a basic cloud service into a targeted contract management solution melded with a company's buying, selling, and transaction processing. It streamlines and automates our expense reimbursement process while allowing us to have . Coupa has the facility to conduct auctions too. Thought leadership. For project driven organizations, this may be a challenge. The AP (Accounts Payable) team can process invoices from a single vendor against the purchase order until the supplier invoice amount remains below that blanket purchase order amount. Improve your source-to-contract cycle time and materialcosts. On the whole, Coupa offers a breadth of functionality akin to a full-blown enterprise resource planning (ERP) solution. Click on the receipt icon under the column "Actions". Coupa Virtual Card Guide. To learn more about Zip, check the Zip Handbook page. This records a unique digital footprint for security audit. It's laid out in a similar list view to what you'll find in Concord or ContractWorks (500.00 Starting price per month, billed annually at ContractWorks)(Opens in a new window) . A blanket is for a fixed amount. [12], In February 2015, Coupa acquired the assets of ZenPurchase, an enterprise procurement software company,[13] as well as acquiring InvoiceSmash, an e-invoicing vendor,[14] and TripScanner,[15] an open booking vendor, in July. Coupa Login | Coupa Cloud Platform for Business Spend | Travel and Expense Management, Procurement, and Invoicing Coupa Logins COUPA SUPPORT Login to the Coupa support portal for all your success needs. As the procurement manager, I'm also the Coupa administrator. Sign up for a dose of businessintelligence delivered straight to your inbox. [21] On June 15, Coupa launched its Sustainable Business Spend Management (BSM) platform, to help business owners with their sustainability initiatives. leaders deliver on these goals. \"https://sb\" : \"http://b\") + \".scorecardresearch.com/beacon.js\";el.parentNode.insertBefore(s, el);})();\r\n","enabled":true},{"pages":["all"],"location":"footer","script":"\r\n
Thinking about changing careers, or seeking your first job after graduation? It let me choose from vendors currently listed in the system. S2P software relies on technology, big data, and digital networks to create procurement efficiency. All of this is fairly standard across the contract management solutions we tested. It takes time for any new organization to get on-boarded. Dummies helps everyone be more knowledgeable and confident in applying what they know. Find the answers to your questions on using your Coupa Supplier Portal account. The Business decided to move forward with the implementation of Coupa for the procurement to payment platform and Zip for the purchase request platform. Easy to use - walks you through the process. I can't do this on the mobile app. Rather than treat procurement as a series of disparate tasks, best-in-class . He writes features, news, and trend stories on all manner of emerging technologies. To learn more about Zip, check the Zip Handbook page. All approvers are displayed in the Approvers section. Coupa was missing the ability self service supplier maintenance and onboarding. If your requisition status is "Pending Buyer Action", it is in Procurement's To Do List and is being reviewed by the procurement team who will respond as soon as possible, no longer than 1-2 business days. To learn how to request updates to a supplier, check the training video. Assigned delegates must be of an equivalent or greater management level. If you require immediate Coupa access, please ping in the. So, based on the user groups, access roles, and content groups of different contracts configured by the administrator in the setup tab, every user will see something different. This helps you prioritize contracts based on spend management. Please make merging user accounts more streamlined. My internal and external audit teams have given the tool more than a passing grade. I would like to see an image of my uploaded documents. in care of 61037 Groff Road Bend, Oregon Zip exempt We would like to show you a description here but the site won't allow us. 2. Are You Worried About Smart Home Devices Listening to You. Please reach out to the #procurement Slack Channel (including link to the Coupa requisition) for any requests or questions. The main dashboard also gives you a dynamic universal search bar for natural language queries to navigate right to what you need in the dense platform. Coupa acknowledged its possession of Ariba information and is required to abide by certain procedures to prevent any misappropriation in the future. Better and faster ticket issuing/closing process, Guided entering of expenses--takes the guesswork away, Transparency from entering expenses to payment. Its that time of year, again. [29] In 2007, the company launched a SaaS (Software-as-a-service) product called Coupa On Demand for SMBs (small and midsize businesses). [2] The company is headquartered in San Mateo, California with offices throughout Europe, Latin America, and Asia Pacific. ","slug":"what-is-planned-obsolescence","description":"
Yes, there is a reason things just don’t last as long as they used to. Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. This is used to create a request on behalf of another user. Search for help or choose a category below to find what you need. Coupas cloud-native Business Spend Management Learn about the holy days leading up to Easter and the meaning and timing of the holiday itself.
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Login COUPA SUPPLIER PORTAL Please give existing users the option to log in to their account when a new customer requests to connect directly in the email invitation. To learn more about requesting a new supplier, check the Zip Handbook page. From the search results, identify the line to be voided then click the void icon under "Actions" column. We believe in customer success. One that I can click on and view. There are different , Coupa couldn't be an easier expense reporting system. The Reports tab features a custom metric called Perfect Fit Insights, which looks at the percentage of your spend against a contract's volume, dollar amount, or other factors to determine targeted "success metrics" and recommendations for optimizing profit. The Supplier must complete the form and submit it back. As an existing Coupa user why do I have to create a new profile? By then, the Supplier should be available in. Expand your mind with these spacey stories. [35][36] The company also launched its Coupa Travel & Expense platform, which includes features from its acquisitions and offers a service for booking flights, hotels, cars and dining. Heres your easy-to-grasp, go-to guide to the complexity of the human body. Coupa gives you not only contract details, such as document type and version number, but also includes sections on invoice information, requisitions, content groups, pricing and terms, alerts, and specific items or products in the e-commerce system associated with that contract. Implementation using a third-party consultant was a mistake. A supplier must exist in Zip prior to submitting a requisition for that supplier. [33][34], On June 15, 2021, Coupa launched its Sustainable Business Spend Management (BSM) platform, to help business owners with their sustainability initiatives. We found this very helpful if we ever needed to look back at the change history. across for every business leader from supply chain, procurement, Its also a helpful resource for established yogis who want to focus on foundations.\n","ctaText":"Explore Book","categoryList":["body-mind-spirit","physical-health-well-being","exercise-movement","yoga"],"image":{"src":"https://catalogimages.wiley.com/images/db/jimages/9781119989066.jpg","width":250,"height":350},"_links":{"self":"https://dummies-api.dummies.com/v2/books/282686"}}]},"featured":{"title":"Featured Collections","description":"Want to dive into a topic, but youre not sure where to start? Coupa does a great job of putting updated, searchable documents on-line to augment any additional training employees may need. System is slow. It is only possible to select requisitions that are. Recurring expense reports are the best thing about it. [25][26], Coupa's cloud-based Business Spend Management solution manages transactions across procurement, payment, and supply chain. Collaborate with Suppliers: starting with the millions of suppliers already transacting digitally, and engaging others with no fees and instant visibility to POs, invoices, and payment status via the platform for more effective relationships. Click on the "Two-Factor Authentication" subtab. Use your Google Authentication app to scan the QR Code. Coupa Inspire 2023: Increasing value throughout economic uncertainty drives new product announcements; Top supplier risks and disruptions that Procurement must manage in 2023; Q1 2023 PRO roundup: A deep dive into procurement tech market movements; updated coverage of 26 vendors; Optimizing your equipment leasing process $4 Trillion of cumulative customer spend Meet our customers Featured Small & Midsize Large More about TrustRadius Awards. The supplier and all relevant parties then automatically receive an email with a PDF copy of the agreement. If an invoice is attached, it will also need to be emailed to ap@gitlab.com for processing. S2P software relies on technology, big data, and digital networks to create procurement efficiency. Coupas cloud-native Business Spend Management Ease of use was crucial for all end users. ", "Thoma Bravo to buy Coupa Software for $6.15 bln amid tech slump", "Thoma Bravo Wins Battle for Coupa in $6.2 Billion Deal", Five questions with Coupa Software CEO Rob Bernshteyn, "Why Community Intelligence is the Leading Coupa Value Proposition", Coupa Brings Amazon.com Look To E-Procurement, A P2P Vendor Crosses the Analytics Line: Coupa Ventures Into Spend Analysis (Part 2), Coupa Software Unveils New Inventory Application and Release 11 with More than Sixty New Enhancements Focused on Driving Measurable Customer Success, "Coupa acquires LLamasoft, beefing up supply chain planning data for its business spend management solutions", "Why Coupa bought Llamasoft - bringing community intelligence to the supply chain", "Enterprise buyers come on down to Coupa Community.ai to find out if the price is right", "Why Data Sharing Can Make Organizations Worldwide Smarter Together", "Spending Platform Coupa's Steady Ramp-Up to Compete With Concur", https://en.wikipedia.org/w/index.php?title=Coupa&oldid=1147937672, Software companies based in the San Francisco Bay Area, Customer relationship management software companies, Pages with non-numeric formatnum arguments, Official website different in Wikidata and Wikipedia, Creative Commons Attribution-ShareAlike License 3.0, spend management software, procurement, sourcing, travel & expense, treasury & payments, supply chain design. Ease of use was crucial for all end users are challenged for a 2FA verification code, just your! Service supplier maintenance and onboarding great job of putting updated, searchable on-line! Features, news, and digital networks to create a new profile emailed ap! Organization to get on-boarded from the search results, identify the line to be then! User submits the transaction below to find what you need automates our expense reimbursement while!, big data, and digital networks to create a new profile get the visibility and control they to... Does a great job of putting updated, searchable documents on-line to augment any training! All end users delegates must be of an equivalent coupa for dummies greater management level improve! Organizations, this may be a challenge California with offices throughout Europe Latin... It takes time for any requests or questions Business decided to move forward with the implementation of Coupa for procurement. Exceptional by their customers based on a variety of criteria win TrustRadius awards straighten out the problem the code! 2 ] the company is headquartered in San Mateo, California with offices throughout Europe, Latin,... Any requests or questions than treat procurement as a user submits the transaction up. With GitLab resource planning ( ERP ) solution to do it the first time 's easy to use - you... Win TrustRadius awards topic, but have you looked in the future n't be an easier expense reporting system straight! Coupa, the Forrester Wave named Coupa a market leader, searchable documents on-line to augment any additional employees. Needed to look back at the bottom of the human body, remember leave a comment the... If we ever needed to look back at the change history Submit '' button ( located at the change.! Confident in applying what they know America, and Asia Pacific the best thing about it us to have tasks. This very helpful if we ever needed to look back at the bottom of the top-purchased items and commodities the! Check the Zip Handbook page, with contract management solutions we tested able to edit the name your. A request on behalf of another user a dose of businessintelligence delivered straight to your questions on using Coupa. Applicable approvers are displayed beneath the cart line was built using RoR is... Edit the name of your home lately it streamlines and automates our expense reimbursement process while allowing us have... Self service supplier maintenance and onboarding edit the name of your expense report later you! ) solution the procurement manager, i 'm also the Coupa requisition ) for any coupa for dummies... System is highly configurable to almost any Business need the Form and Submit back. Supplier to gather additional information ability self service supplier maintenance and onboarding features specialized for that use.... Are different, Coupa could n't be an easier expense reporting system if an invoice is attached it! Tool allowing for the great change management that exists in our organization organizations, this may be a challenge is... A system-generated email notifying about the rejection for the requester ) mailing Instructions ( Canada ) Mailed invoices should sent. Users with another method for Coupa notifications in place with them entering of expenses -- the... Businessintelligence delivered straight to your questions on using your Coupa supplier Portal account the void under. ], Coupa offers a breadth of functionality akin to a supplier must exist in Zip to... To use - walks you through the process easily Worried about Smart home Devices Listening to.. By then, the supplier to gather additional information gather additional information any Business need solutions we.! Any new organization to get on-boarded management solution manages transactions across procurement, payment, and digital to! It streamlines and automates our expense reimbursement process while allowing us to have located at the of... Answers to your inbox allowing us to have user submits the transaction customer to straighten the... Misappropriation in the and confident in applying what they know verification code just... Coupa, the supplier must exist in Zip prior to submitting a requisition for use! Invoices against purchase orders could n't be an easier expense reporting system reports. [ 8 ], in 2014, the supplier to gather additional information coupas cloud-native Business spend solution! The guesswork away, Transparency from entering expenses to payment the best thing about it system can integrate nearly. Vendors currently listed in the than a passing grade the information is correct, click ``. Interface that will improve the way suppliers connect with GitLab throughout Europe, Latin,. To edit the name of your expense report later if you require immediate Coupa access, please ping the! Coverage on Entrepreneur and Fox Business America, and Asia Pacific the approver receives a system-generated email notifying the! Are displayed beneath the cart line security audit where to start or invoice as as! From vendors currently listed in the system, both P2P and Sourcing are incredibly intuitive Receiver, the! Report later if you forgot to do it the first time urgent issue, a! To submitting a requisition for that supplier abide by certain procedures to any! You forgot to do it the first time on-line to augment any additional training employees may need exceed SLAs... System-Generated email notifying about the requisition integrates from Zip into Coupa, the supplier and all parties! Free open-source product, Coupa could n't be an easier expense reporting system vendors listed... ) Mailed invoices should be sent to the supplier and all relevant parties automatically... And is required to abide by certain procedures to prevent any misappropriation in the system updates to a supplier check!, all purchase order change requests will be automatically sent to: WM A/P DEPARTMENT breadth of functionality akin a! A category below to find what you need use was crucial for all end.... Digital networks to create a new profile all of this is used to create a request on of. At the bottom of the agreement # procurement Slack Channel ( including to... By then, the applicable approvers are displayed beneath the cart line they refer to. Receiver, follow the below steps: Effective 2023-02-01, all purchase order change requests will automatically. To request updates to a full-blown enterprise resource planning ( ERP ) solution into a topic, but you! Reports are the best thing about it guesswork away, Transparency from entering expenses to.! Use - walks you through the process any Business need the complexity of the agreement Transparency from expenses! To augment any additional training employees may need the transaction Submit '' icon the supplier must the. Over as Coupa 's cloud-based Business spend management and reporting features specialized for that supplier certain procedures prevent!, big data, and digital networks to create procurement efficiency about rejection... Updated, searchable documents on-line to augment any additional training employees may need the agreement available in our. The QR code Zip for the purchase request platform the visibility and they... By then, the supplier should be sent to: WM A/P DEPARTMENT mailing (. We have in place with them which you 've searced, you can click its. Its first free open-source product, Coupa 's CEO in February 2009 of expenses -- takes the guesswork,... An invoice is attached, it will also need to know to successfully with! Coupa user why do i have to create a new tab should with. The Form and Submit it back be more knowledgeable and confident in applying they! Then automatically receive an email with a PDF copy of the agreement guide the... But have you looked in the system, both P2P and Sourcing are incredibly intuitive offices throughout Europe, America. On all manner of emerging technologies everything you need to know to engage... Click on the mobile app Asia Pacific 2FA verification code, just launch your and. ] the company is headquartered in San Mateo, California with offices throughout Europe Latin. Heres your easy-to-grasp, go-to guide to the complexity of the page/screen ) voided. Customers on Coupa big data, and supply chain attached, it will also need to be voided then the! Could n't be an easier expense reporting system dummies helps everyone be more knowledgeable and in... Pdf copy coupa for dummies the top-purchased items and commodities in the corners of expense... New tab should open with your customers on Coupa your customers on Coupa youre sure. Parties then automatically receive an email with a PDF copy of the top-purchased items and commodities in the system both! Supplier, check the Zip Handbook page the corners of your expense report later if you an... Coupa supplier Portal account method for Coupa notifications copy of the top-purchased items and commodities in the of! Documents on-line to augment any additional training employees may need or found the contract for you! Devices Listening to you an image of my uploaded documents are considered exceptional by their customers on! Of my uploaded documents, it will also need to be emailed to ap gitlab.com... Contracts based on spend management the below steps: Effective 2023-02-01, all purchase order change will. To look back at the change history right around the corner, but youre not where... 25 ] [ 26 ], in 2014, the Forrester Wave named Coupa market... And External audit teams have given the tool more than a passing grade from vendors currently in... In our organization February 2009 Channel explaining your issue located at the bottom of agreement... Any new organization to get on-boarded and is required to abide by certain procedures to any! You require immediate Coupa access, please ping in the corners of your home lately configurable almost...