Logging in
- Go to: https://supplier.coupahost.com/
- Enter your email address and password
- Click Log In
Take the Tour
Once you have successfully onboarded and completed the requested information about your company, we recommend taking the tour to help you get acquainted with the portal.
Coupa Homepage
The main tabs you will be using for Zendesk are:
- Notifications
- Merge Accounts
- Profile
- Orders
- Invoices
- Admin
Notifications
Notifications are 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.
Profile
Note: The Public Profile will not update anything for Zendesk.
If you need to update your company’s information for Zendesk...
- Please select the Zendesk profile.
- You will be redirected to the questionnaire where you can update and submit your information to Zendesk.
*Note* You must click “Submit for Approval” on the questionnaire for changes to take into affect.
Orders (Purchase Orders)
This is where Zendesk’s 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.
Invoices
This is your invoices page, from here you will be able to see the status of your submitted invoices and create invoices from POs as well.
You can use the view function to sort by status or “Create View” to create your own view.
Note: You will not be able to edit an invoice once it is submitted.
Admin
The Admin tab is where you can add Users, Merge your other Coupa accounts, View your Remit-To information, and complete your e-invoicing setup.
Users
To invite Users, go to the Admin tab and click “Invite User”, enter the user’s information, and select the permissions and customers you wish to give access to. Click Send Invitation and the User will receive an Email from Coupa prompting them to accept and create a password.
Merge Request
Under the Admin tab, Merge Request is used if you have more than one Coupa profile.
- Type in the Email address of the other account and click “Request Merge”. A notification will be sent to accept or decline.
If you have merge requests you will be able to view/accept/decline them.
Note: 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.
Legal Entity Setup
Under the Admin tab, you will find the Legal Entity Setup where you will be able to view all the Legal Entities you created. You can also deactivate entities by clicking “Action” or adding new Legal Entities by clicking “Add Legal Entity”. You can also set up your account to create e-invoices by adding legal entities / remit-to addresses
Questions? Please reach out to supplier@zendesk.com