1. Email You do not need to have a Coupa account or access to the Coupa Supplier Portal (CSP) to take part in sourcing events. You can access an event directly from your sourcing event email invite.
See “How do I participate in a sourcing event?” below for more info.
2. Login Account Your customer (buyer) can set up Coupa to require you to have an account and sign in to view sourcing events. In this case, you get an email the first time you are invited to an event. The email contains your username (your email) and a link to set up your password.
If you sign in and you have been invited to or responded to multiple events, you can see a table with all the events you have access to. When you click on an event link, you can see the event details for that event. Above the table, you can see the invitation of the most recent event that you have been invited to. If you are invited to another event, your new invite email doesn’t include a password setup link.
Note! Use the event link, also sent in your invite email, to access the event at any time
The novelty is that suppliers now need to apply, and be approved as a potential bidder, in order to access the procurement documentation and provide their response.
Expand the item to see additional fields (for example, description) to enter details.
Depending on the time you need to fill in your responses, your browser might time out. To avoid losing your responses, enter them offline by using the exported .csv file and import the file back into the event.
If you decide to fill in your responses online, make sure you save your changes frequently.
When an event organizer invites you to participate in an event, you receive an email that contains a link to the event and contact information for questions about the event or technical issues. See “How do I participate in a Sourcing Event” below for more info.
After accessing the event, you can communicate with the event organizer through the Message Center on the bottom left.
Also, if you reply to the original email invite, your email is sent to the event organizer.
As a supplier, you can find out if your response was submitted from: – The flash message that indicates if the respones went through. – The history at the bottom of the event page that indicates the total amount, response name and the time the response was submitted.
1. Receive an email from the buying organization inviting you to participate in a sourcing event.
2. Follow the instructions in the email to go to the event.
3. Accept the Terms and Conditions.
4. Click on the activated Enter Response button at the bottom of the page to view details of the event.
5. Click on the My Response tab. Depending on the event, you can see one or more of the following sections: – Attachments: Files you receive from the buyer or you send back. Note! Coupa Sourcing does not support .zip or .exe files for security reasons. – Questionnaires: Questions that the buyer needs you to answer. – Items and Lots: Pricing section.
6. You have the following options to respond: – Export to Excel: Exports the questionnaires and the items and lots into Excel where you can fill in your response. – Import from Excel: Uploads your response to Excel. – Save: Saves your response, but it does not submit it to the buyer. – Submit Response to Buyer: Submits your response. You can change your response before timeout, and re-submit.
7. After submitting your response, the “Response submitted to Buyer” notification is displayed on a green bar for approximately 5-10 seconds.
8. To double-check if your response was received, check the History at the bottom of the page.
No. But you will get emails with requests to take part in sourcing events where a purchaser has added you to the list of potential suppliers.
Do not add a price if you do not want to participate in an event. However, if the field for the price is marked mandatory, you have to add a price.
When you receive an invitation to a follow-on event, you can respond from the notification. Select either I intend to Participate to notify the Buyer you will participate later, or View Event to go to the event page and enter your responses. The notification will also indicate the original event.
On the event page, you can review the follow-on event information. Under the Event Follow-On Information section is a link to the original event. To participate in the followon event, select I intend to participate in this event and accept the Terms and Conditions.
Once you select Send to Event Owner, you can select Enter Response below the Timeline section to view the Buyer Attachments, Forms, Material Qs, and Items and Lots for the event. Your response from the previous event is automatically carried over as a draft.
You can edit your previous response and submit.
For supported browsers, see the documentation for the relevant Coupa release. Coupa Sourcing works best with Google Chrome.
Ask the buyer to disqualify your incorrect bid. When the buyer disqualifies your bid, you can see a notification dialog.
Note! The buyer can disqualify only your most recent bid.
If your new bid is less than 50% of your previous bid, you receive a warning dialog: “Your current bid is 50% or better than your previous bid. Are you sure you want to submit this bid?”
If the event owner/creator has made changes to the event, you need to accept changes before you can submit your bid. The checkbox to accept changes is above the Submit button.
If a buyer is changing an event, the event closes for editing. If you want to view the event, you can see the following notifications:
“Event is being edited This event is closed while the organizer makes changes to it. We’ll notify you when the event starts up again.”
When the buyer finishes making changes and submits the event, a new revision of the event is created and you receive an email notification.
Clicking on the View Event button directs you to the revised event. When you access the event, you have to accept the changes made by the buyer while entering your response. If you want to upload your response to the revised event using Excel, you have to export the Excel file and import it back with your response.
Export to Excel, enter your response, and import the file. This helps you enter your responses offline.
Note! If the event is closed for editing, the originally downloaded file cannot be uploaded and you have to download the file from the revised event.
The file size limit is 250 MB per upload. The recommended number of attachments is 20 – 40.
You receive emails periodically reminding you that an event is about to end. If you haven’t submitted your response, you need to respond within the last day of the event. If you have responded, ignore the reminder emails.