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  • Create A Punchout Catalog - Coupa

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    sdutta1980
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    The document outlines the basic 7-step process for creating a punchout catalog between a customer and supplier on the Coupa platform. It involves an introductory email from the customer, providing documentation from Coupa, the supplier completing a questionnaire, a kickoff meeting, creating test scripts, configuring the supplier record and contract in Coupa, and finally testing the end-to-end process.

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    Create a Punchout Catalog _ Coupa

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    The document outlines the basic 7-step process for creating a punchout catalog between a customer and supplier on the Coupa platform. It involves an introductory email from the customer, providing documentation from Coupa, the supplier completing a questionnaire, a kickoff meeting, creating test scripts, configuring the supplier record and contract in Coupa, and finally testing the end-to-end process.

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    7 views2 pages

    Create A Punchout Catalog - Coupa

    Uploaded by

    sdutta1980
    The document outlines the basic 7-step process for creating a punchout catalog between a customer and supplier on the Coupa platform. It involves an introductory email from the customer, providing documentation from Coupa, the supplier completing a questionnaire, a kickoff meeting, creating test scripts, configuring the supplier record and contract in Coupa, and finally testing the end-to-end process.

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    © All Rights Reserved
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    of 2

    30/01/2024, 20:51 Create a Punchout Catalog | Coupa

     

    What can we help you find?  Products  Coupa Product Documentation  Supplier Resources  For Customers
     Supplier Enablement Toolkit  Manage Catalogs  Punchout Catalogs  Create a Punchout Catalog

    Create a Punchout Catalog


    Creating a punchout requires three basic steps shown below.

    Roles & Supporting


    # Activity Deliverables
    Responsibilities Documents

    1 Customer sends Customer Email introduction Template email


    introduction email to supplier
    to the supplier,
    including high level
    timeline.

    2 Coupa sends Coupa Supplier Punchout email and Punchout question


    Punchout email to Enablement lead related naire
    supplier, providing documentation
    details of project,
    timeline and
    deliverables

    3 Supplier reviews Supplier Completed


    material and
    Punchout
    returns completed
    the questionnaire questionnaire
    and requested data
    Unit of
    Measure list

    UNSPSC list

    Cxml
    enablement
    links &
    credentials

    4 Kick-off meeting Coupa Supplier Clear steps to Minutes of meeting


    Enablement lead, complete setup and
    supplier and testing of punchout
    customer & cxml
    participate transmission of
    PO/Invoice if
    applicable
    s this page helpful?

    https://compass.coupa.com/en-us/products/product-documentation/supplier-resources/for-customers/supplier-enablement-toolkit/manage-catalogs/punchout-cata… 1/2
    30/01/2024, 20:51 Create a Punchout Catalog | Coupa

    s this#page helpful? Roles & Supporting


    Activity Deliverables
    Responsibilities Documents

    5Yes Create test scripts Customer Updated test


    scripts

    No
    6 Configuration: Customer Admin
    1. Create/update
    Next
    supplier record
    in Coupa

    2. Create
    contract

    3. Create
    punchout site

    7 Testing carried out Customer/Supplier Successfully


    completed end-2-
    end test of
    punching out to
    supplier site and
    returning the basket
    content to a
    requisition in Coupa

    Contact Us

    © 2024 Coupa Software Inc. All Rights Reserved. | Privacy Policy | Cookie Policy | Cookie Preferences | VALUE-
    AS-A-SERVICE

    https://compass.coupa.com/en-us/products/product-documentation/supplier-resources/for-customers/supplier-enablement-toolkit/manage-catalogs/punchout-cata… 2/2

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