Now that you’ve received your Coupa invitation, these are the steps you can take to get up and running.
Step 1: Accept your invitation
- Open the email from Coupa
- Click Join and Respond
- Create or log in to your Coupa account
- Accept the Coupa terms and privacy policy
Step 2: Create an Account
If you are using Coupa for the first time, You’ll be prompted to create a Coupa Supplier Portal (CSP) account.
You’ll be prompted to:
- Enter your business name
- Create and confirm a password
- Provide tax registration details
- Accept the privacy policy and terms of use
Step 3: Complete your supplier profile
Once logged in:
- Go to Profile
- Select Legal Entities (Link)
- Select Create
- Choose Regis from the customer list (if applicable)
- Review and confirm your business details
Please ensure all required fields are completed before submitting.
Step 4: Provide banking and remittance details
From the navigation under Business Profile
- Select Payment Methods (Link)
- Select Add Payment Method
- Enter your payment method details
- Review and confirm your payment method details
Please ensure all required fields are completed before submitting.
What happens now?
Once you’ve updated your information you have completed the bulk of your setup. You are able to review other Coupa features if you’d like until we send you a Purchase Order or you need to submit, or track the status, of an Invoice.
You can learn more about these steps in the How to use Coupa page.