FOR SUPPLIERS: How to Complete the NFI New Supplier Onboarding

FOR SUPPLIERS: How to Complete the NFI New Supplier Onboarding

Initial Setup Email and Creating Coupa Account

When a supplier is approved to begin onboarding with NFI they will receive an email from Coupa to create an account on the Coupa Supplier Portal.
1. To begin the process, click "Respond and Join"


2. This will bring up the Create an Account screen in the CSP. 
3. Fill in all of the necessary information and create a password. 
4. Click "Create an Account" 
IF your company already has a Coupa Supplier Portal account, you can select "Log In" at the bottom of the page instead. This will connect your existing Coupa account with NFI



5. Complete the email verification by inputting the code that you received via email and clicking " Next"



6. Coupa will give you the option to try and locate other accounts that are potentially already setup and associated with your company. 
      a. This is an optional step and not required, but it is helpful if you want to connect to an existing supplier account you may have for another customer already. 
      b. You can either join an existing account or select "No continue creating new account" to make a brand new account. 



7. A new account has now been created in the Coupa Supplier Portal. 


Navigating to the NFI New Supplier Onboarding Form

From the homepage there are 2 ways to navigate to the New Supplier Onboarding Form. 

Option 1: 
      1. Hover over notifications in the top right of the page
      2. Click " An Information Update Request is Received"


Option 2: 
      1. Click "Profile" in the top menu bar
      2. Click "Information Requests"
      3. If you have multiple customer connections click the "Profile" drop down and select "NFI Industries, Inc"







Notes on Completing the NFI New Supplier Onboarding Form











Once the form has been submitted you should see "Pending approval" at the top of the page



Setting up a Remit to Address in Coupa

1. From the supplier onboarding form you will be directed to create a new remit to address by clicking the gray add remit to button



2. Click "Create new remit to address"


3. IF it prompts you to do so, setup multi factor authentication (See next section for instructions on how to setup


4. Once multi factor authentication is complete, continue filling in the remit to information as prompted. 








Setting up Multi-Factor Authentication in Coupa

The multi factor authentication screen can be reached 2 ways. 

Option 1:
      1. From the New Supplier Onboarding Form in the remit to section click "Create new remit to address"


      2. On the next screen select "enable multi factor authentication


Option 2:
      1. Hover over your name in the top corner
      2. Click "Account settings"
      3. Click "Security & Multi Factor Authentication"


2. Once you have navigated to the Multi Factor Authentication page, follow the instructions provided to complete setup. 


3. once you have setup an authenticator app, enter the code provided
4. Click "Enable"
5. Coupa will then provide backup codes, make sure to save these somewhere secure. 


If you have any questions please reach out to strategicsourcing@nfiindustries.com


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