Welcome to our Coupa procurement training video.
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This video is part of a comprehensive training series that introduces and explores Coupa, a cloud-based procurement system being implemented to streamline purchasing processes for indirect materials, goods, and services. Throughout this detailed walkthrough, you’ll learn how to navigate Coupa’s requisition system, approval workflows, and supplier management, along with the specific processes that ensure efficiency and transparency in procurement.
Key Topics Covered:
– Introduction to Coupa and Its Key Features: A deep dive into how Coupa works and what benefits it brings to the procurement system.
– Creating Requisitions: Step-by-step instructions on how to submit requisitions, and how they flow through automatic approvals based on your company’s spend matrixes and delegation of authority.
– Purchase Orders and Invoice Management: Understanding how purchase orders are generated, routed to suppliers, and how invoices are managed within Coupa.
– Reporting and Approvals: A detailed look at Coupa’s reporting capabilities, as well as how to approve requisitions through various channels including email and the mobile app.
– Supplier and Contract Management: Insights into adding new suppliers and creating contract requests within the Coupa platform.
– Real-life Use Cases: Practical examples that illustrate the power of Coupa, with scenarios on managing everything from office supplies to professional services procurement.
This video is ideal for procurement professionals and business users looking to enhance their understanding of Coupa, as it covers everything from system navigation and account management to approvals and reporting.
📌 Timestamps:
0:00 – Introduction to the Coupa Procurement System
2:24 – Support from the Implementation Team
3:40 – Training Objectives
4:24 – High-Level Overview of Coupa
5:28 – Coupa’s Procure-to-Pay Business Process
7:34 – Accessing Coupa
8:03 – Key User Profiles in Coupa
9:59 – Navigating the Coupa Home Page
12:44 – Account Administration
15:23 – Purchase Requisitions Overview
17:05 – Creating Purchase Requisitions
26:07 – Using Hosted Catalogs
28:54 – Purchasing via Punchout Catalogs
34:07 – Creating Free-Form Requests
42:57 – Reviewing and Submitting Cart
55:04 – Cost Center Example for XA Users
57:53 – Purchase Requisition Statuses and Actions
1:02:24 – Purchase Orders Overview
1:06:10 – Requesting PO Changes
1:16:35 – Receiving Process in Coupa
1:31:10 – Invoicing in Coupa
1:38:05 – Approval Processes
1:54:00 – Reporting in Coupa
2:06:00 – Using Forms in Coupa
2:09:36 – Q&A Session
This training session is essential for all team members involved in the procurement process as we transition to the Coupa system. By the end of this video, you will have a solid understanding of how to use Coupa for all your indirect procurement needs, ensuring a smooth and efficient purchasing experience.
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