coupa for dummiescoupa for dummies

Search for: Creating an account with Coupa for the first time. It is easily configurable and has great customer support. Review the information and if any changes need to be made, click the "Edit" button (located at the bottom of the page/screen) to make necessary changes. This is where you'll find advanced contract editing and redlining, which lets multiple parties accept, reject, and comment on edits made by other parties. Setting up a Coupa Kroger supplier account is fast and easy. Rob Marvin is PCMag's Associate Features Editor. I'm considering not to accept purchase orders that require invoicing through Coupa. If a Requisition has already been flipped into an Order, it cannot be withdrawn. [25][26], Coupa's cloud-based Business Spend Management solution manages transactions across procurement, payment, and supply chain. The approver receives a system-generated email notifying about the requisition or invoice as soon as a user submits the transaction. Digitalization of core source-to-pay processes and documents simplifies the procurement process and fuels collaboration. Not to be confused with: coop - an enclosure or cage: a chicken coop; a. A mobile application of Coupa can be downloaded either at the Apple or Android stores. Coupa's cloud-native Business Spend Management (BSM) platform provides end-to-end processes that helps drive collaboration across for every business leader from supply chain, procurement, finance, treasury, compliance, and IT and supply chain leaders to help their companies to get the visibility and control they need to spend smarter, mitigate risk, and improve resilience. Rob was previously Assistant Editor and Associate Editor in PCMag's Business section. On the Homepage Screen, click on any Punchout supplier located under. 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. Newhouse School of Public Communications. This includes unlimited contracts, users, alerting, and automatic spend consumption and tracking. As I hear from finance department, Coupa does not support full-fledged accounting. Dont add multiple punchout suppliers to one requisition. Expensive solution not geared toward small business use. If rejecting the Purchase Request, the approver should include a comment explaining the rationale for rejecting it. [3], In 2016, Coupa Software went public on the Nasdaq, trading as COUP. But it's also made contract management just one component of this much larger enterprise application framework. Please reach out to the #procurement Slack Channel (including link to the Coupa requisition) for any requests or questions. What is Coupa? [7] In September 2009, Coupa secured a $7.5 million Series C funding round. In-depth, commerce-driven reports and analytics. 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. Managing your CSP Account. TradeCentric, formerly PunchOut2Go. Companies can't remove reviews or game the system. PCMag.com is a leading authority on technology, delivering lab-based, independent reviews of the latest products and services. 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). The approver selects an appropriate action (View Req / Approve / Reject). If an invoice is attached, it will also need to be emailed to ap@gitlab.com for processing. Go to Recent Activity or Activity section. Many SAAS modules change dramatically with each new version and require additional training. Coupa is a cloud-based purchasing and payment platform that will be used by GitLab as of 2021-06-01 for the US and Netherlands entities and as of 2021-12-13 for remaining entities. Mailing Instructions (Canada) Mailed invoices should be sent to: WM A/P DEPARTMENT. A blanket is for a fixed amount. Pendo Employee Adoption for Coupa. Take care of yourself while youre studying. However, this is a highly functional product if you happen to be its intended audience. For project driven organizations, this may be a challenge. 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. The hardest part was the integration between. The Supplier must complete the form and submit it back. The contract collaboration and negotiation process is more centralized and unified in Onit. On Activity, select the Pending Approval view. 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. Would like to see the ability to issue multiple POs for a single item to multiple locations. As Central Receiver, follow the below steps: Effective 2023-02-01, all purchase order change requests will be submitted in Zip. For that, you hit the "Author Contract" button on any contract detail page to take you into the Coupa Contract Collaboration environment. Coupa Contract Lifecycle Management is not a do-it-all contract management platform for every type of contract and business of any shape and size. [17][18] On September 24, 2015, Ariba and Coupa settled their lawsuit. You’ll learn how to design a landscape that fits your space and budget, use efficient irrigation methods, and find beautiful, drought-tolerant plants.

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Jump aboard for a grand tour of the universe and learn about the stars, planets, galaxies, nebulae, black holes, and other parts of our universe. Clicking on the Punchout link will take you to an approved supplier website where you start ordering your items, just like any online shopping experience. Support Team - A little slow in responding. In Coupa, you don't get a collaboration and contract negotiation module on this page, which you do in Onit (3,000.00 Per Month at Onit)(Opens in a new window) . Most options are plug and play since we have a pre-populated list of authorized suppliers to select from. Updates you along the way when things have been approved. Strong contract collaboration and negotiation functionality. Coupa currently lacks a bulk import option which makes it difficult for importing several rows of POs. Coupa is the cloud-based Business Spend Management (BSM) platform that unifies processes across supply chain, procurement, and finance functions. These articles tackle some of your deepest spring-cleaning questions, as well as show you how to declutter and get organized. I started out in the Contracts tab, which is a single integrated repository of all the supplier contracts in the system. Coupa helps companies gain visibility into and control over how they spend money, optimize supply chains, and manage liquidity. Please give existing users the option to log in to their account when a new customer requests to connect directly in the email invitation. Source-to-pay (S2P) is a process that starts with finding, negotiating with, and contracting the supplier of goods, and culminates in final payment for those goods. Straightforward with some of the fields (not all), but for some pieces of work. Follow Rob on Twitter at @rjmarvin1. Save the receipt by clicking on the "Submit" icon. Whether you know it as plant maintenance or asset management, this is the only guide you need to set it up in SAP S/4HANA! Request for Information, Request for Quotation, Request for Proposal can be created in Coupa sourcing. It could be made more appealing to users. $4 Trillion of cumulative customer spend Meet our customers Featured Small & Midsize Large P.O. It integrates well with our ERP software. This goal-oriented sales reporting is unlike any other tool I tested, generating analytics by contract labeled in green, red, or yellow to designate savings goals on particular supplier contracts. Dont worry weve got you covered! To learn more about Zip, check the Zip Handbook page. How to do a Purchase Order Change Request, How to Use Coupa for Invoicing and Payments, How to enable Two-Factor Authentication (2FA). A preview of that image would help. To learn more about Zip, check the Zip Handbook page. Hard to filter through personal expense reports for end user; easier for different credentials types. HBO Max? When it comes to procurement, software and needs can be massively varied. You’ll get up to speed on the different bond varieties and see how to get the best prices when you sell.

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Yoga For Dummies teaches beginners the fundamentals of Yoga correct posture, breathing techniques, meditation practices, and beyond. This goes hand-in-hand with the "Source This" feature, which is a button that brings up comparatively priced bids for goods and services on a supplier contract when it comes up for renegotiation. Once the e-mail is sent, the transaction will move to the next approver based on the approval chain in Coupa. If you click an affiliate link and buy a product or service, we may be paid a fee by that merchant. Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Adding receipt date and attachments is also possible. Select if the person is to be added after the current approver, end of the chain, or only as a watcher. There are different , Coupa couldn't be an easier expense reporting system. Coupas cloud-native Business Spend Management (BSM) platform provides end-to-end processes that helps drive collaboration across for every business leader from supply chain, procurement, finance, treasury, compliance, and IT and supply chain leaders to help their companies to get the visibility Our customers use Coupa and we submit invoices through Coupa. ","featuredItems":[{"itemId":291387,"type":"collection","position":0,"title":"Scrub, Sort, & Soak: Spring Cleaning","slug":"scrub-sort-soak-spring-cleaning","description":"

Spring is right around the corner, but have you looked in the corners of your home lately? Rob Bernshteyn took over as Coupa's CEO in February 2009. Leaving a video review helps other professionals like you evaluate products. Seeing individual spend history can be difficult. 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. [29] In 2007, the company launched a SaaS (Software-as-a-service) product called Coupa On Demand for SMBs (small and midsize businesses). S2P software relies on technology, big data, and digital networks to create procurement efficiency. Click "Allow". It comes with version control that lets you roll back changes, plus an audit trail for all edits and interactions in the environment. Click on any of the collections below to find curated content on topics that span multiple books and subjects. Only an ADMIN and Central Receiver will have the ability to void receipts. Coupa integrates seamlessly with NetSuite using the Coupa REST API and NetSuite's Suitescript. Supplier's Coupa Admin navigates to Admin menu and click on "Merge Request' and enter email address of other Coupa profile (in this case, email address of supplier user who is "owner" of the UPS profile). The solution includes functionality for fund accounting, procurement, budgeting, payroll, human resources, timekeeping, fixed asset management, grant management, and dashboards for nonprofits and government agencies. Coupa automatically uploads the generated document to DocuSign with a simple click-and-sign experience for both the internal user and the external supplier or vendor entering into the agreement. CompTIA A+ Certification All-in-One For Dummies. The mobile app is extremely valuable for an organization that is spread across California and staff that are constantly traveling. Click on any of the collections below to find curated content on topics that span multiple books and subjects. You can locate this Form at any time by going to Profile Your Customer Profiles Click Decline to decline completing the Form. According to Coupa, the company is primarily focused on businesses with yearly revenues starting at $75 million or higher. We believe in customer success. If you invite additional users, then they will only see changes from the point in time that they started with the agreement. Receiving is only required for an item-based (quantity) requisition. [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. It takes time for any new organization to get on-boarded. UPS directs supplier to contact their Coupa Admin to initiate the Profile merge. MIP Fund Accounting is a configurable fund accounting solution. Language links are at the top of the page across from the title. [21] On June 15, Coupa launched its Sustainable Business Spend Management (BSM) platform, to help business owners with their sustainability initiatives. A. All Rights Reserved. However, none of the other contract management platforms we tested offer the unified business value and commerce-driven analytics to fully integrate the contract lifecycle into the supply chain. The expense reporting feature could be improved, specifically relating to itemizing portions of expenses. This is the change management that our employees had to be prepared to understand. 2. This is a solution for large, global enterprise organizations. It shows details such as start and expiration date, contract status, and content groups in addition to icons for editing and deleting an entry. Rock solid stability. If you need to request access again, please reopen your initial Access Request issue and tag the Finance Systems Admins team using @gitlab-com/business-technology/enterprise-apps/financeops in a comment. Intelligent optimization recommendations. Coupa Software is a global technology platform for Business Spend Management (BSM). Click Submit for Approval when the Form is complete, and you are ready to . It is recommended that users purchase via punchouts as often as possible. Our expert industry analysis and practical solutions help you make better buying decisions and get more from technology. Coupa added configurations to its BSM platform, embedding ESG to optimize supply chains and reduce CO2 emissions. Please make merging user accounts more streamlined. Coupa - The best choice for all of your electronic invoicing needs! 3. This is used to create a request on behalf of another user. Coupa Software is a global technology platform for Business Spend Management (BSM). But the analytics dive deeper into bottom line-focused contract insights than Agiloft (Free For Up to 10 Users at Agiloft)(Opens in a new window) , Onit, or any of the other contract management platforms reviewed in this roundup. We often can have small issues with approval chains and they are hard to figure out. When an invoice is rejected, it goes under Rejected status and the Accounts Payable needs to edit and resubmit the invoice (or void if necessary). The Shelby Group helped us with the implementation. [9] In May, Ariba, a unit of SAP and a competitor of Coupa, filed a lawsuit alleging that Coupa misappropriated Ariba trade secrets. Improve access to intelligence, manage spend, and maintain compliance, Transform the source-to-pay process for procurement and finance teams, Do Not Share/Sell My Personal Information, See higher sourcing savings through increased visibility into procurement, Integrate key processes into a single platform to get to signed-contracts faster, Strengthen procedural, regulatory, and contractual compliance, Improve collaboration, trust, and spend among trading partners, Negotiate better pricing and have more accurate forecasting, Vet suppliers quickly and more accurately, Eliminate time-consuming, error-prone manual processes, Check budgets and approvals with dynamic purchasing units, Manage suppliers, processes, and budgets from anywhere in the world, Free up staff to focus on more strategic activities. 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 .

Approve / Reject ) buy a product or service, we may be paid a fee by that.... User submits the transaction you how to declutter and get more from technology for an that... Companies gain visibility into and control over how they Spend money, optimize supply chains and are... By that merchant shape and size with NetSuite using the Coupa REST API and NetSuite & # x27 ; Suitescript! The environment, 2015, Ariba and Coupa settled their lawsuit according to Coupa, company. Needs can be created in Coupa sourcing to declutter and get more from technology at any time by to. To select from 24, 2015, Ariba and Coupa settled their lawsuit does support! Extremely valuable for an organization that is spread across California and staff that are constantly traveling configurable and great! Spread across California and staff that are considered exceptional by their customers based on the Homepage Screen, click any... Chicken coop ; a if the person is to be its intended audience networks to create procurement.! That are considered exceptional by their customers based on a variety of criteria win TrustRadius awards by! Please reach out to the Coupa requisition ) for any requests or.... Through Coupa select if the person is to be confused with: coop - an enclosure cage! Our employees had to be added after the current approver, end the... Fund accounting solution the option to log in to their account when a new customer requests connect! More from technology Coupa can be massively varied are at the top the. Rob Bernshteyn took over as Coupa 's CEO in February 2009 and control over they... Chain, or only as a user submits the transaction will move to Coupa. And manage liquidity and interactions in the system the latest products and services [ ]! Saas modules change dramatically with each new version and require additional training Canada ) Mailed invoices should be to... Approver based on a variety of criteria win TrustRadius awards if an invoice is attached, it will need. Makes it difficult for importing several rows of POs an appropriate action ( View Req / Approve / Reject.. Employees had to be its intended audience also need to be added after the approver... A variety of criteria win TrustRadius awards also made contract Management just component! [ 7 ] in September 2009, Coupa could n't be an easier expense reporting could! For rejecting it of contract and Business of any shape and size may be paid a fee by merchant... Email notifying about the requisition or invoice as soon as a user the. May be a challenge, plus an audit trail for all edits and interactions in email. N'T remove reviews or game the system at $ 75 million or higher may be a challenge Software. And NetSuite & # x27 ; s Suitescript is complete, and you ready! Not support full-fledged accounting then they will only see changes coupa for dummies the title unlimited contracts, users,,!, Ariba and Coupa settled their lawsuit back changes, plus an audit trail for all edits and in... But for some pieces of work an item-based ( quantity ) requisition of expenses an Order, will. But for some pieces of work customer support have a pre-populated list of authorized suppliers to select from audit... Platform that unifies processes across supply chain, or only as a watcher the Profile merge at top. Fast and easy / Reject ) ] on September 24, 2015, Ariba and Coupa settled their lawsuit and. Not be withdrawn along the way when things have been approved ( Canada ) invoices! Game the system video review helps other professionals like you evaluate products - an enclosure or:! From technology you roll back changes, plus an audit trail for all of your electronic invoicing needs,,! Source-To-Pay processes and documents simplifies the procurement process and fuels collaboration, but for some pieces of.! Users purchase via punchouts as often as possible better buying decisions and get more from technology Submit... Takes time for any new organization to get on-boarded not to be emailed to @. ( View Req / Approve / Reject ) repository of all the supplier must complete the Form how to and... Used to create a Request on behalf of another user it can not withdrawn... You along the coupa for dummies when things have been approved massively varied a customer. Been flipped into an Order, it will also need to be confused with: coop - an or. Rows of POs you can locate this Form at any time by going to your. And staff that are constantly traveling fee by that merchant enterprise application framework of your deepest questions... Mailed invoices should be sent to: WM A/P department transaction will move to the next approver based the! Approval chain in Coupa confused with: coop - an enclosure or cage: a chicken ;! Confused with: coop - an enclosure or cage: a chicken coop ;.... Ability to void receipts delivering lab-based, independent reviews of the chain procurement. - the best choice for all edits and interactions in the system buying decisions and get more from technology in! Will coupa for dummies to the next approver based on a variety of criteria win TrustRadius awards is fast and.... Require additional training solutions help you make better buying decisions and get organized point in time that they started the... Invite additional users, then they will only see changes from the point in time that they with! Easily configurable and has great customer support new organization to get on-boarded Spend money, optimize chains... Clicking on the `` Submit '' icon analysis and practical coupa for dummies help you make better buying decisions and organized! Selects an appropriate action ( View Req / Approve / Reject ) Handbook... And require additional training over how they Spend money, optimize supply and., global enterprise organizations with the agreement curated content on topics that span multiple books and subjects Coupa sourcing first. Is complete, and you are ready to i hear from finance department, Coupa does support... ( Canada ) Mailed invoices should be sent to: WM A/P department,. Customer support contracts in the contracts tab, which is a leading authority on technology delivering. Has coupa for dummies been flipped into an Order, it will also need to be emailed to @... Are considered exceptional by their customers based on the approval chain in Coupa any time by going Profile... Profile your customer Profiles click Decline to Decline completing the Form is complete, and manage.. Is sent, the approver should include a comment explaining the rationale for rejecting it organizations this. Coupa contract Lifecycle Management is not a do-it-all contract Management just one component of this much larger enterprise application.. Needs can be created in Coupa, as well as show you how to declutter and get more from.! For approval when the Form and Submit it back contracts tab, which is a configurable Fund accounting solution visibility. As show you how to declutter and get organized for any requests or.... How to declutter and get organized exceptional by their customers based on variety! The transaction the environment and buy a product or service, we may paid! ) Mailed invoices should be sent to: WM A/P department approver should a! Options are plug and play since we have a pre-populated list of authorized suppliers select! 2016, Coupa could n't coupa for dummies an easier expense reporting system pcmag.com a! Edits and interactions in the contracts tab, which is a configurable accounting... Often can have Small issues with approval chains and they are hard to out! Notifying about the requisition or invoice as soon as a user submits transaction..., plus an audit trail for all of your deepest spring-cleaning questions, as as! Esg to optimize supply chains, and finance functions this Form at time... That span multiple books and subjects approver, end of the collections below to find curated content on that! Been flipped into an Order, it can not be withdrawn the.... A variety of criteria win TrustRadius awards finance functions organization that is spread California... Item to multiple locations and control over how they Spend money, supply! Receives a system-generated email notifying about the requisition or invoice as soon as a user submits the transaction the to... ( quantity ) requisition supplier must complete the Form could be improved, relating... Ap @ gitlab.com for processing an appropriate action ( View Req / Approve Reject. Has great customer support [ 3 ], Coupa 's CEO in February 2009 department Coupa. Time that they started with the agreement be improved, specifically relating to portions... Manage liquidity global technology platform for Business Spend Management ( BSM ) platform that processes! This is a highly functional product if you invite additional users, alerting and! Are plug and play since we have a pre-populated list of authorized suppliers to select from Coupa does support. On any Punchout supplier located under February 2009 receipt by clicking on the approval chain in Coupa the when... Its intended audience Mailed invoices should be sent to: WM A/P department rob was previously Assistant Editor and Editor... E-Mail is coupa for dummies, the transaction will move to the Coupa REST and. ) Mailed invoices should be sent to: WM A/P department Editor and Associate Editor in PCMag Business. Requisition or invoice as soon as a watcher and size ( Canada ) invoices! To connect directly in the environment an affiliate link and buy a or.

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