FOR SUPPLIERS: Catalog Management in Coupa

FOR SUPPLIERS: Catalog Management in Coupa

Creating a Catalog in Coupa

1. Login to your Coupa Supplier Portal account
2. Click "Catalogs" 
3. Click "Create"


4. Update the name of the catalog
5. Select both the start and end date for the catalog
6. Click " Create" in the "Items Included in Catalog" section


7. Fill in each item marked by the red * 
8. You can also fill in the additional non-mandatory fields to provide more details
9. You can select a photo to add to the item listing
10. Once you fill in all of the necessary information click "Save"

Notes
You can add as many items as you would like to your catalog using the same instructions above



11. Once you have your catalog configured how you would like, click "Submit to buyer" 



Editing/Deactivating a Catalog 

Notes
Coupa is setup so that once an item from a catalog has been purchased you are unable to edit that catalog. You will need to deactivate that catalog and create a new one with the items you would like included.

Deactivating the Catalog

1. From the Coupa homepage click "Catalogs"
2. Select the next to the catalog you would like to delete. 

3. once you delete the catalog, you can create a new catalog with your desired items. 

Bulk Loading Items into a Coupa Catalog via Excel

1. From the Coupa homepage, click "Catalogs"
2. Open the catalog you are trying to add items to or create a new one following the instructions above

3. Scroll down to the "Items Included in Catalog" section
4. Click "Load From File"

5. You can download the template by clicking the "Download" drop down and selecting "CSV for Excel"



6. Open the downloaded excel file
7. You must fill in the columns with * on them. (A,C,D,E,F,G,H)



Notes
Notes: Currency should be either USD or CAD
            UOM code is referring to unit of measure (ex. ea)
            Active should be "Yes"
8. Save file as CSV or CSV UTF8
9. Return to Coupa
10. Click "Choose file" and select the excel file you just saved
11. Click "Start Upload"

12. You will be brought to the next screen to verify the data. The orange highlights what is new or changed. 
13. Scroll down to the bottom and click " Finish Upload"

14. Once the upload is complete it will bring you to the "Upload completed successfully" page 
Warning
  IF there was an error it will populate here and tell you what line failed and why




14. You will now see your new uploaded values in the "Items Included in Catalog" section



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

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