Filling out the Request For information

This first step requires a lot of details but you’ll only need to enter them once.
Follow the process below to get started.

Filling out the Request for Information

If this is your first time using Coupa, you’ll need to provide your company’s contact, billing and tax information.

Contact Information

Coupa Entity
Select the company you are billing from the dropdown box.

Supplier Company Information
Use your company’s full legal name. If there is no company website, put N/A.

Primary Contact
This will be the main point of contact at your company. You can add other users later.

Address
Enter your full business address. If you have a different Ship From address, enter it in the additional field.

Billing Information

Invoice currency
The currency being used to invoice this customer.

Email for POs
Enter the email you want your customer to send purchase orders to.

Who is your Coupa contact?
This should be the company employee you are in contact with, not the employee who contacted you about registering for Coupa.

Payment Terms
Select the terms you will be using for this company.

Tax Information

TAX ID/VAT/SSN
This identification number will be determined by the location of your company’s registration.

Vendor Category
Please use the dropdown menu to select the category that describes the services your company will provide.

DUNS Number
If applicable, please enter your Duns & Bradstreet number. If you do not have one, please leave this field blank.

Tax Classification
The tax classification of your company.

The Organization Type
This will be the organization type of your company.

Federal Tax Form
Please attach your W-8 or W-9 tax form, if applicable.

*Note: This will vary from country to country. Some fields may not appear depending on where your company is located.

Bank Information

Bank details are encrypted.
Fill in all applicable fields.
Missing information will delay your account approval.

Payment Type
Select the payment type eligible with your account.

Supplier Information Address
Enter your banking details
below. Click “Add” if the fields do not appear.

Bank Name, Bank Address
The full address of your bank

Bank Account Name
The account holder’s name. I.E. Test Company, Inc.

ABA/Routing Number, Swift/BIC Code
If you have more than one bank account for payments, click the Add button to add more banking information.

Submitting the Form

To submit the form, click “Submit for Approval”
Coupa will do a quick review to ensure no required fields are missing.

If there are fields missing, they will be highlighted in red.

Pending Approval

If no fields are missing, the form will be submitted and you will see the status as “Pending Approval” at the top of the form.

Editing the form

If you notice an error in the form, click on the “Withdraw” at the bottom of the form.

A popup will appear, click “Ok”

This will open the form again to edit.

Make the necessary changes and click “Submit for Approval” once the changes have been made.