This should be the default form used. The goal is for our suppliers to take on the responsibility of providing their own information. This minimizes the User’s responsibility and increases the chances of accurate information.

In addition, engaging them with the Coupa Supplier Portal allows them to submit their own invoices directly into Coupa and to see payment status.

NOTE: It is best to complete this form prior to placing any order or signing a contract. This gives the Procure to Pay team a chance to negotiate.

Step by step guide

1. Navigate to the “Forms” drop-down on the Coupa Home Page and select “Add a New Supplier.”

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2. Complete the form, paying close attention to required fields (designated with a red asterisk). Make sure the contact person indicated below will know all relevant company & banking information (including a W-8 or W-9).

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3. Once the form is complete, click Review.

4. Before the form is submitted, the approval chain will show. Click ‘Submit for Approval’.

What can you expect next?

1. Once your manager approves the New Supplier Request, the Supplier will receive an email with a link.

   1. Instructions for creating an account in the Coupa Supplier Portal will be included −

2. The Supplier will need to complete and submit the Supplier Portal form.

   1. NOTE: If the supplier does not complete the form within 2 business days, Procure to Pay will notify you and ask for your assistance in following up with your supplier.

3. Once the supplier submits their information, the Procure to Pay team will verify banking information and negotiate payment terms and type.

   1. Please allow at least two business days for this process. −

4. The supplier will then be activated in Coupa.