Coupa registration guide

Actions

1. From the Coupa registration email, please click Join and Respond
2. Your designated email address will appear automatically in the box, please enter a password and click Get Started
   
3. Please complete your company address and click Next
4. Please ignore this next screen and click Next
   Note: Please ignore the Payment Discount Preferences screen; this is not enabled for John Lewis Partnership
   
5. To get to the main registration form click Take Me There
   
6. General Information fields
   

   Company Name	Display Name	Company Registration Number
   This should match your company name registered on Companies House and VAT registration number (if applicable)	As per company name	Enter Company Registration number or Not Registered

7. HMRC Construction Industry Scheme (CIS)

    

   For further information on HMRC Construction Industry Scheme (CIS) click here
   If you respond No, please move to the invoicing section (starting with currency field)
   If yes, please complete the fields below, Depending on your supplier type: 

   CIS Supplier Type	National Insurance number (NI Number - All capital letters, no spaces)	Unique Tax Reference number (UTR number - 10 Digits)	Partnership UTR number	Partnership Name
   Company		Required
   Sole Trader	Required	Required
   Partnership	Required	Required	Required	Required

8. Invoicing fields
   

   Currency - Please select invoicing currency agreed with your JLP Business contact
   Self Billing: 
   If No, please select e-invoicing method (Coupa or Tungsten)
   If Yes, please download and complete and sign the Self-Bill agreement and upload under Attach Self-Billing agreement
9. Certificates
   

   If none of the below apply to you, please move to the next step.
   If any/all of these apply to you, please complete an expiration date and upload each certificate
   - Employer Insurance Certificate, 
   - Professional Indemnity Insurance Certificate 
   - Public Liability Insurance Certificate
10. Company Contact and Address
    

    Please complete, First Name, Last Name, Email Address, Telephone number and Company Address section
    Note: There can only be one Primary Contact held on your account
11. Remit-to Section
    

    Select Yes, if you are registering a new supplier account
    Select No, if you are updating details on an existing supplier account. Click here for guide to updating existing supplier account details.
12. Scroll down and click Add Remit-To
13. Enter Legal Entity Name and Country/Region then click Continue
    Note: This is the official name of your business that is registered with the local government and the country/region where it is located
    
14. Enter Type of Company and Board of Directors (if applicable) and press Save & Continue

    Note: Conducting business in certain countries/regions requires your invoice to contain specific information about your company
    

15. Which customers do you want to see this? Ensure you have selected John Lewis Partnership
16. Please fill an ‘Invoice From’ address (Legal Entity Address) and select whether this is the same address for your Remit-To and Ship-From

    Note: Enter the registered address of your legal entity. This is the same location where you receive your government documents.
17. Vat Details
    

    If registered, Complete Tax ID ensuring you include the prefix in capitals, click Save & Continue
    If not registered, select I don’t have a VAT/GST Number, click Save & Continue
18. Payment type - Please select Bank Account
19. Bank details
    

    Currency - should be the same as currency entered in Invoicing section
    Complete all applicable fields - Bank Name, Branch Name, Bank Account number, Sort Code, IBAN/Swift/BIC Code and Bank Country/Region.
    Note: Overseas suppliers with no sort code should enter 000000
20. Bank Branch Address; Enter your Bank’s Branch address then click Save & Continue
    
21. On the next screen, click Next, then click Done and then Add Now to complete the setup
22. The ‘Create-Remit to’ form will then appear
    Note: You can only have one active Remit-to Address on your JLP Customer profile. If your form contains multiple, please ensure you select Inactive from the drop down at the bottom of the Remit-to section that no longer applies.
23. Please re-confirm VAT details
    

    Enter VAT Country
    Respond to Group VAT question and Enter group VAT Certificate(if applicable)
24. Please re-confirm Bank details
    

    Enter Branch Name & Bank Account Name
    Note: If Address line two has not populated you will need to complete this
    Enter Intermediary Bank details if applicable
    Enter a Remittance Email Address
25. Please read and tick to confirm you accept responsibility for data security and click Submit for approval
    
26. At the top of the page, the submitted form will now show as Pending Approval, once this has been approved by JLP the status will change to Applied, at this point the Withdraw button will be replaced with Update Info. 
    Note: If you have entered any details incorrectly you can amend these by selecting Withdraw, this will allow you to make amendments and resubmit for approval as above.