Supplier Portal (CSP)
After reviewing this section, you will be able to:
- Create an account on the Coupa Supplier Portal
- Create a customer account and update your information
- Navigate to your Chubb purchase orders and take actions
Overview
Moving forward, Chubb will be handling all vendor information electronically via the Coupa Supplier Portal (CSP). This section will walk you through essential processes, including creating your account on the portal, filling out relevant information to setup your profile, and navigating to purchase orders, invoices, and credit notes.
This section includes:
- How to create or merge an account on the CSP
- Filling out the customer setup form
- CSP Navigation
Creating a CSP Account
1. Look out for a Coupa Supplier Portal (CSP) onboarding email.
Click Log In at the bottom.
If you do not receive a welcome email, reach out to procurement@chubb.com
2. On the CSP landing page, click CREATE AN ACCOUNT.
3. Fill out the account registration form and click Create an Account.
Merging a CSP Account
1. Already have a CSP account with another customer? You can merge your accounts. Click the Setup tab in the top banner.
2. Click on the Admin tab.
3. In the menu on the left, click on Merge Requests.
4. In the Initiate Merge Request form, enter the email you want as the parent email in the merge and click Request Merge.
Location Addresses
Now that you are in the Coupa Supplier Portal, there will be a pop-up prompting you to confirm location addresses. You can also access this pop-up by navigating to Setup > Customer Setup.
1. Primary Address:
Your company’s primary business address.
2. Invoice-From Address:
The address your business issues invoices from.
3. Pay-To (Remit-To) Address:
The address where payments should be sent.
4. Ship-From:
The address where goods are shipped from.
Supplier Information
After filling in customer setup settings, you will next receive an email to update profile information:
Click Update Profile and then you will be taken to fill out the supplier information form, or SIM form, with all of your business information:
Click here to go to the Supplier Information Management (SIM) section for click-by-click instructions on how to properly fill in information.
CSP Navigation
1. Purchase Orders
In the top banner, click on Orders to view different purchase orders (POs).
2. Create an Invoice
You will be able to create invoices from the purchase orders page by clicking on the gold stack of coins in the actions column or clicking the PO number > Invoices.
3. Create a Credit Note
You will be able to create a credit note from the purchase orders page by clicking on the red stack of coins in the Actions column.
1. Credit notes can be full or partial
2. If a credit note is created, the supplier should not cancel/alter the invoice
