Supplier Actionable Notification (SAN)
After reviewing this section, you will be able to:
- Set up supplier actionable notifications in Coupa
- Respond to different types of notifications
- Streamline communications between you and Chubb
Overview:
Supplier Actionable Notifications (SAN) are a key feature of the Coupa platform. They are designed to streamline communication between buyers and vendors through automated, actionable alerts. This section will walk you through the process of setting up, accessing, and responding to these notifications. By utilizing SAN, you'll enhance your responsiveness, reduce manual tasks, and improve overall collaboration with Chubb in Coupa.
This section includes:
- Notification Types and Set Up
- Configuring Notifications
- Adding Users for Notifications
Notification Types
If you have identified SAN as your enablement method with Chubb, notifications are automatically set up upon onboarding in the Coupa Supplier Portal. Coupa is set to send notifications for key events such as purchase order notifications, invoice status updates, and payment notifications.
Purchase order notifications
- Notifies you about new POs
- Click on View Order to take action in the CSP.
- Notifies you about changes in your submitted invoices’ statuses, such as “approved,” “rejected,” or “disputed”.
Payment notifications
- Notifies you when a customer has processed a payment, typically including the amount, date, and related invoice numbers.
Configuring Notifications
Navigate to your profile in the right-hand corner
- Click on “Notification Preferences”
Select your notification preferences
- Every notification type in Coupa is customizable
- The most important notifications you will want to configure are for invoices & orders
- You can also add your mobile number for SMS notifications on-the-go
Adding Users for Notifications
Want more than one person from your team to receive the latest updates from the supplier portal? Let’s walk though the steps of inviting users to your account.
Navigate to the Setup tab
- Under Admin, select the Users tab and click Invite User.
- You can also configure their permissions within the CSP
- Click Send Invitation and they will receive an email prompting them to create an account. From here, they will receive actionable notifications via email.
You have completed review of this section!
What's Next?
- You now know how SAN functions and streamlines communication in Coupa
- Refer back to this section as you need refreshment on accessing notifications and their required actions