The Coupa Supplier Portal (CSP) is your gateway to managing your partnership with TCI Companies. It offers a user-friendly interface for navigating your account, accessing purchase orders, creating invoices, and more.
Supplier Portal Overview
Enter the Email Address and Password that was created when you first registered. Click Log In to access the Coupa Supplier Portal.
*If you forgot your password, click on “Forgot Your Password?” and Coupa has created a welcome tour for all new users. It is recommended to take the tour once.
This is Your Coupa Homepage
The main tabs you will be using for TCI Companies are: Profile, Orders, Invoices, and Admin
Additional features would be Account Settings, Notifications, Invite Users, and Merge Accounts. Account settings can be accessed by going to the top right corner and hovering or clicking on your name.
Account Settings
The Account Setting page allows you to change your First and Last Name, your department, your role, and your password.
Here you can also Enable or Disable Two-Factor Authentication.
Notifications and Notification Settings
Notifications is similar to an Email inbox. You can set your notification preferences by clicking the “Notification Preferences” on the top right corner. Once you adjust, scroll to the bottom and click Save.
Orders (Purchase Orders)
This is where TCI Companies purchase orders (PO) are located.
- You can select your customer to view different purchase orders.
- You will be able to create an invoice from this page by clicking on the gold stack of coins or clicking into the PO number.
*If you do not see any purchase orders, please reach out to your TCI Contact.
Invoices
This is your invoices page, from here you will be able to see the status of your submitted invoices. You can use the view function to sort by status or “Create View” to create your own view.
*You will not be able to edit an invoice once it is submitted.
Admin – Setup
The Admin tab is where you will be add Users, Merge your other Coupa accounts, View your Remit-To information, and complete your E-invoicing Setup.
Users
To invite Users, click “Invite User”, enter the user’s information, and select the permissions and customers you wish to give them access to. Click Send Invitation and the User will receive an Email from Coupa prompting them to accept and create a password.
Merge Request
On this page, you will be able to view any merge request you may have and accept/decline them. You will also be able to send out Merge request using this page as well. Merge requests is used if you have more than one Coupa profile.
Enter in the Email address of the other account and click “Request Merge”. They will receive a notification to accept or decline.
*This can also be found on the homepage. If a recommended supplier appears on the homepage and you click Request Merge, this page will appear.
