OBJECTIVE: This article provides information on the Help at Home Supplier Onboarding process as well as instructions on how to complete the Supplier Request Form.
Supplier Overview
Reference: Coupa: Reference Guide for Employees
See attached information.
Supplier Request Form
1. Log in to Coupa and click the Forms drop down arrow. Select Onboard New Supplier.
2. Complete the form by providing all required information. You will need the following to complete this form:
- W9 from your supplier/vendor
- Point of Contact for supplier/vendor
- First name
- Last name
- Email (no distribution emails)
- Contact phone number (no 1-800 numbers without extension)
- ACH information for direct electronic funds payment
- Determine which service or product will be utilized and enter into the commodity code line
- Please ensure your notifications (email and online) are setup therefore you are notified of any activities on your requests.
NOTE: It is critical to include the vendor's email address as they will be sent an email to begin the onboarding process into the system. Once you complete the form, the Procurement Manager will work on completing the supplier's onboarding process.
3. Click Save as Draft to complete the request at a later date or click Review to continue.
4. Submit the form once all details and information have been provided. The request will move through the approval process and you will be notified once the Supplier is has been added to Coupa.
Please contact coupa@helpathome.com with any questions or issues.
Source: Operations & Facilities