WEBVTT NOTE language:en-US NOTE Confidence: 0.8187559843063354 00:00:00.680 --> 00:00:04.671 Hello everyone, this is the Coupa Supplier portal or CSP NOTE Confidence: 0.8187559843063354 00:00:04.743 --> 00:00:06.240 training with DaVita. NOTE Confidence: 0.8089383840560913 00:00:06.920 --> 00:00:09.195 The Coupa Supplier portal is a free tool for you NOTE Confidence: 0.8089383840560913 00:00:09.242 --> 00:00:10.759 to conduct business with DaVita. NOTE Confidence: 0.8707068562507629 00:00:11.320 --> 00:00:13.818 In order to get started on the Coupa supplier portal, NOTE Confidence: 0.8707068562507629 00:00:13.865 --> 00:00:16.599 DaVita will send e-mail notifications to connect with you. NOTE Confidence: 0.9624337553977966 00:00:17.520 --> 00:00:19.920 The e-mail notification will look like this. NOTE Confidence: 0.9082279801368713 00:00:21.080 --> 00:00:22.400 For the purposes of this demo. NOTE Confidence: 0.8400468826293945 00:00:22.400 --> 00:00:25.299 You will see the e-mail notification comes from DaVita, Inc NOTE Confidence: 0.8400468826293945 00:00:25.348 --> 00:00:25.840 Dash test. NOTE Confidence: 0.8813720345497131 00:00:26.239 --> 00:00:29.161 However, in production you can expect to receive the e-mail NOTE Confidence: 0.8813720345497131 00:00:29.211 --> 00:00:30.399 from simply DaVita, Inc. NOTE Confidence: 0.862917959690094 00:00:31.400 --> 00:00:34.022 Please note the CSP account is based on a specific NOTE Confidence: 0.862917959690094 00:00:34.074 --> 00:00:36.120 e-mail address that DaVita has on file. NOTE Confidence: 0.9141748547554016 00:00:36.760 --> 00:00:39.994 Your company should have received a communication from DaVita requesting NOTE Confidence: 0.9141748547554016 00:00:40.039 --> 00:00:42.555 an e-mail address that the invitation to connect will be NOTE Confidence: 0.9141748547554016 00:00:42.600 --> 00:00:42.959 sent to. NOTE Confidence: 0.8217301964759827 00:00:43.880 --> 00:00:47.109 If you do not yet receive an e-mail invitation, please NOTE Confidence: 0.8217301964759827 00:00:47.169 --> 00:00:49.919 reach out to DaVita coupasuppliers@davita.com. NOTE Confidence: 0.9368627667427063 00:00:50.200 --> 00:00:53.911 As seen here, this invitation can also be forwarded to NOTE Confidence: 0.9368627667427063 00:00:53.980 --> 00:00:57.760 another employee if the recipient is not the CSP admin. NOTE Confidence: 0.8790685534477234 00:00:59.280 --> 00:01:02.236 Once on the invitation, Scroll down to the bottom and NOTE Confidence: 0.8790685534477234 00:01:02.291 --> 00:01:03.240 click Join Koopa. NOTE Confidence: 0.9271631240844727 00:01:04.280 --> 00:01:06.080 The screen will look like this. NOTE Confidence: 0.8783816695213318 00:01:06.520 --> 00:01:09.333 You can log in with your existing Koopa credentials or NOTE Confidence: 0.8783816695213318 00:01:09.385 --> 00:01:10.480 create a new account. NOTE Confidence: 0.805232048034668 00:01:11.080 --> 00:01:13.265 Once you complete either side, you will be brought to NOTE Confidence: 0.805232048034668 00:01:13.306 --> 00:01:15.079 the home page of the Koopa Supplier Portal. NOTE Confidence: 0.7967507839202881 00:01:16.720 --> 00:01:18.911 On the home page you can see an overview of NOTE Confidence: 0.7967507839202881 00:01:18.962 --> 00:01:22.122 your company profile and all customers you are connected with, NOTE Confidence: 0.7967507839202881 00:01:22.173 --> 00:01:23.039 including DaVita. NOTE Confidence: 0.8662309050559998 00:01:24.319 --> 00:01:26.961 The setup tab in the right hand corner includes many NOTE Confidence: 0.8662309050559998 00:01:27.012 --> 00:01:29.399 different functionalities for your CSP account. NOTE Confidence: 0.6562759876251221 00:01:30.080 --> 00:01:30.920 Click Setup. NOTE Confidence: 0.8487887382507324 00:01:32.640 --> 00:01:34.865 Under the setup list, there are items you need to NOTE Confidence: 0.8487887382507324 00:01:34.911 --> 00:01:35.320 complete. NOTE Confidence: 0.8112865686416626 00:01:35.320 --> 00:01:39.280 For your company profile click Legal Entity Setup. NOTE Confidence: 0.8490504026412964 00:01:41.160 --> 00:01:43.509 Here you will see different legal entities you may set NOTE Confidence: 0.8490504026412964 00:01:43.553 --> 00:01:45.120 up and are linked to your customers. NOTE Confidence: 0.8816182613372803 00:01:45.480 --> 00:01:48.620 Click Add Legal entity on the right hand side and NOTE Confidence: 0.8816182613372803 00:01:48.684 --> 00:01:51.759 input all required fields to set up this entity. NOTE Confidence: 0.8462650179862976 00:01:52.400 --> 00:01:55.840 You may select your legal entity as a remittance address NOTE Confidence: 0.8462650179862976 00:01:55.901 --> 00:01:58.665 or add a separate remit to under the Remit to NOTE Confidence: 0.8462650179862976 00:01:58.727 --> 00:01:59.280 tab here. NOTE Confidence: 0.7851291298866272 00:02:01.320 --> 00:02:04.602 No, you must Add all company remit to information and NOTE Confidence: 0.7851291298866272 00:02:04.663 --> 00:02:08.255 save it to your Coupa profile before you begin transacting NOTE Confidence: 0.7851291298866272 00:02:08.317 --> 00:02:09.679 with DaVita Remaining. NOTE Confidence: 0.8025727868080139 00:02:09.680 --> 00:02:12.240 Under the Setup tab, click on Users. NOTE Confidence: 0.899170994758606 00:02:13.320 --> 00:02:15.536 The CSP allows you to invite different users at your NOTE Confidence: 0.899170994758606 00:02:15.578 --> 00:02:17.880 company to link to your Coupa Supplier portal account. NOTE Confidence: 0.9211759567260742 00:02:18.520 --> 00:02:21.400 By clicking Invite User, you have the ability to input NOTE Confidence: 0.9211759567260742 00:02:21.453 --> 00:02:24.760 the user information and edit the permissions they have within NOTE Confidence: 0.9211759567260742 00:02:24.813 --> 00:02:25.880 the company account. NOTE Confidence: 0.9379838705062866 00:02:28.520 --> 00:02:31.960 Another key administrative setting includes notifications. NOTE Confidence: 0.9446854591369629 00:02:32.400 --> 00:02:34.240 You can navigate to the notifications here. NOTE Confidence: 0.9294662475585938 00:02:34.320 --> 00:02:40.480 In the top right hand corner, click Notification Preferences. NOTE Confidence: 0.9427662491798401 00:02:43.040 --> 00:02:45.001 Make sure your account is set up to receive all NOTE Confidence: 0.9427662491798401 00:02:45.043 --> 00:02:46.880 the notifications you would like to receive. NOTE Confidence: 0.9115832448005676 00:02:47.400 --> 00:02:51.960 The two most critical notifications includes invoices and orders. NOTE Confidence: 0.8268553018569946 00:02:53.600 --> 00:02:57.082 No, you may turn on online e-mail or SMS or NOTE Confidence: 0.8268553018569946 00:02:57.163 --> 00:03:00.079 all of the above type notifications. NOTE Confidence: 0.9073944091796875 00:03:01.840 --> 00:03:04.240 Ensure you Scroll down to the bottom and click Save. NOTE Confidence: 0.8520216345787048 00:03:05.560 --> 00:03:07.200 Before you begin transacting with DaVita. NOTE Confidence: 0.9060637354850769 00:03:07.240 --> 00:03:09.738 You must ensure all company information that DaVita has on NOTE Confidence: 0.9060637354850769 00:03:09.781 --> 00:03:11.159 file is accurate and up to date. NOTE Confidence: 0.9329023957252502 00:03:11.600 --> 00:03:15.846 To review the information you previously provided to DaVita or NOTE Confidence: 0.9329023957252502 00:03:15.915 --> 00:03:19.819 to submit new information, navigate to the Profile tab on NOTE Confidence: 0.9329023957252502 00:03:19.887 --> 00:03:21.599 the top left hand corner. NOTE Confidence: 0.7166740298271179 00:03:25.320 --> 00:03:29.080 Click on the Sub tab underneath Profile of Information Requests. NOTE Confidence: 0.8033215999603271 00:03:31.000 --> 00:03:33.816 First, ensure that DaVita is the selected customer in the NOTE Confidence: 0.8033215999603271 00:03:33.865 --> 00:03:34.360 drop down. NOTE Confidence: 0.8358511924743652 00:03:36.240 --> 00:03:38.428 This will bring up a form that contains all DaVita NOTE Confidence: 0.8358511924743652 00:03:38.472 --> 00:03:39.960 supplier information requirements. NOTE Confidence: 0.8717195391654968 00:03:40.480 --> 00:03:43.144 If you have previously been onboarded at DaVita, the information NOTE Confidence: 0.8717195391654968 00:03:43.185 --> 00:03:45.266 they have on file will auto populate here for your NOTE Confidence: 0.8717195391654968 00:03:45.308 --> 00:03:45.599 review. NOTE Confidence: 0.9008859395980835 00:03:46.400 --> 00:03:48.373 If you are a new supplier of Davita's and do NOTE Confidence: 0.9008859395980835 00:03:48.418 --> 00:03:50.884 not see this form already filled out, you must complete NOTE Confidence: 0.9008859395980835 00:03:50.929 --> 00:03:52.319 this form prior to transacting. NOTE Confidence: 0.9315816164016724 00:03:53.400 --> 00:03:56.125 As you complete the form, note we've included instructions and NOTE Confidence: 0.9315816164016724 00:03:56.169 --> 00:03:58.279 hints for you to understand what is being asked. NOTE Confidence: 0.9362270832061768 00:04:01.360 --> 00:04:03.749 Please ensure you take your time filling out the remittance NOTE Confidence: 0.9362270832061768 00:04:03.789 --> 00:04:04.640 section of this form. NOTE Confidence: 0.8798540234565735 00:04:05.440 --> 00:04:08.198 Please note that ACH is the preferred payment method at NOTE Confidence: 0.8798540234565735 00:04:08.248 --> 00:04:08.599 DaVita. NOTE Confidence: 0.90788334608078 00:04:10.760 --> 00:04:13.309 If any portion of this form is inaccurate or incorrect, NOTE Confidence: 0.90788334608078 00:04:13.355 --> 00:04:15.812 DaVita has the right to reject your form and withhold NOTE Confidence: 0.90788334608078 00:04:15.858 --> 00:04:16.600 future payments. NOTE Confidence: 0.899520754814148 00:04:17.320 --> 00:04:20.769 Once you finalize all of your answers, Scroll down to NOTE Confidence: 0.899520754814148 00:04:20.834 --> 00:04:23.893 the bottom of the form and click the Submit for NOTE Confidence: 0.899520754814148 00:04:23.958 --> 00:04:24.999 Approval button. NOTE Confidence: 0.8344503045082092 00:04:25.880 --> 00:04:28.323 This will send your information to DaVita for review and NOTE Confidence: 0.8344503045082092 00:04:28.367 --> 00:04:28.760 approval. NOTE Confidence: 0.9515951871871948 00:04:29.120 --> 00:04:31.818 Please be on the lookout for e-mail notifications regarding the NOTE Confidence: 0.9515951871871948 00:04:31.861 --> 00:04:33.359 status of your company information. NOTE Confidence: 0.9087713956832886 00:04:34.120 --> 00:04:37.054 At any time you may need to update your information, NOTE Confidence: 0.9087713956832886 00:04:37.110 --> 00:04:39.988 you can use the Information Request Sub tab to edit NOTE Confidence: 0.9087713956832886 00:04:40.044 --> 00:04:42.639 this form and resubmit to DaVita for approval. NOTE Confidence: 0.8499671220779419 00:04:44.000 --> 00:04:46.729 Once your company information is approved at DaVita, it is NOTE Confidence: 0.8499671220779419 00:04:46.776 --> 00:04:48.000 time to begin transacting. NOTE Confidence: 0.7695488333702087 00:04:48.600 --> 00:04:51.840 Adhering to Davita's Ordering and Invoicing policy is a requirement. NOTE Confidence: 0.7937319874763489 00:04:52.200 --> 00:04:54.240 Beginning February 21st, 2022. NOTE Confidence: 0.9064881205558777 00:04:54.240 --> 00:04:56.878 DaVita has the right to reject any invoices that are NOTE Confidence: 0.9064881205558777 00:04:56.929 --> 00:04:57.640 non PO backed. NOTE Confidence: 0.7401325702667236 00:04:58.279 --> 00:05:00.902 To ensure payment, please work with our teammates to execute NOTE Confidence: 0.7401325702667236 00:05:00.945 --> 00:05:03.000 a Coupa purchase order before invoicing begins. NOTE Confidence: 0.8949211835861206 00:05:04.800 --> 00:05:07.878 To find purchase orders that DaVita has sent you, navigate NOTE Confidence: 0.8949211835861206 00:05:07.931 --> 00:05:10.319 to the Order tab at the top left hand corner. NOTE Confidence: 0.8556920289993286 00:05:12.080 --> 00:05:15.223 Make sure that you have selected DaVita in the drop NOTE Confidence: 0.8556920289993286 00:05:15.285 --> 00:05:18.552 down Here you'll find all orders that DaVita has sent NOTE Confidence: 0.8556920289993286 00:05:18.613 --> 00:05:19.599 to your company. NOTE Confidence: 0.9252707958221436 00:05:20.279 --> 00:05:24.294 If you click into each purchase order using the blue NOTE Confidence: 0.9252707958221436 00:05:24.371 --> 00:05:28.000 hyperlink here, you can view all order details. NOTE Confidence: 0.8816678524017334 00:05:28.480 --> 00:05:34.560 This includes requester name, e-mail, shipping, item description, and prices. NOTE Confidence: 0.8900609016418457 00:05:35.680 --> 00:05:38.199 If you think that the order's incorrect and you do NOTE Confidence: 0.8900609016418457 00:05:38.249 --> 00:05:41.020 not wish to proceed, please use the comment sections at NOTE Confidence: 0.8900609016418457 00:05:41.070 --> 00:05:42.280 the bottom of the order. NOTE Confidence: 0.8933520913124084 00:05:42.279 --> 00:05:46.156 Here you have the ability to send targeted comments to NOTE Confidence: 0.8933520913124084 00:05:46.228 --> 00:05:49.889 the DaVita requester by using the AT symbol and the NOTE Confidence: 0.8933520913124084 00:05:49.961 --> 00:05:50.320 name. NOTE Confidence: 0.8607069253921509 00:05:56.560 --> 00:05:58.572 You may need to follow up as this will not NOTE Confidence: 0.8607069253921509 00:05:58.620 --> 00:06:01.640 actually cancel or reject the order in Davita's Coupa instance. NOTE Confidence: 0.9181236028671265 00:06:02.960 --> 00:06:05.207 If you would like to proceed with the order from NOTE Confidence: 0.9181236028671265 00:06:05.253 --> 00:06:07.922 DaVita, you can acknowledge receipt of the order by using NOTE Confidence: 0.9181236028671265 00:06:07.969 --> 00:06:09.279 the Acknowledge button here. NOTE Confidence: 0.9203760027885437 00:06:11.920 --> 00:06:15.220 After fulfilling a DaVita purchase order, you can flip the NOTE Confidence: 0.9203760027885437 00:06:15.277 --> 00:06:18.123 PO into an invoice directly in the CSP by clicking NOTE Confidence: 0.9203760027885437 00:06:18.180 --> 00:06:20.399 Create Invoice at the bottom of the PO. NOTE Confidence: 0.9438880681991577 00:06:22.760 --> 00:06:26.311 Alternatively, if you navigate back to the Orders table on NOTE Confidence: 0.9438880681991577 00:06:26.372 --> 00:06:29.372 the right hand side, you may click the Gold coins NOTE Confidence: 0.9438880681991577 00:06:29.434 --> 00:06:30.719 to create an invoice. NOTE Confidence: 0.8833422660827637 00:06:32.000 --> 00:06:34.320 Either method will bring you to the invoice page. NOTE Confidence: 0.9090719819068909 00:06:34.960 --> 00:06:38.720 Begin filling out all invoice details, including unique invoice number. NOTE Confidence: 0.8740748763084412 00:06:39.839 --> 00:06:43.246 Note the green check mark verifying that the invoice number NOTE Confidence: 0.8740748763084412 00:06:43.304 --> 00:06:46.076 is valid or the red exclamation if it is flagged NOTE Confidence: 0.8740748763084412 00:06:46.133 --> 00:06:47.000 as a duplicate. NOTE Confidence: 0.9240227341651917 00:06:48.200 --> 00:06:51.316 Most line level details will auto populate from the purchase NOTE Confidence: 0.9240227341651917 00:06:51.368 --> 00:06:51.680 order. NOTE Confidence: 0.9555842280387878 00:06:52.680 --> 00:06:54.678 Double check the price and edit the amount if you NOTE Confidence: 0.9555842280387878 00:06:54.719 --> 00:06:56.595 do not wish to invoice the full amount at this NOTE Confidence: 0.9555842280387878 00:06:56.636 --> 00:06:56.840 time. NOTE Confidence: 0.913174033164978 00:06:58.000 --> 00:07:01.070 Once confirming all invoice details, you can submit the invoice NOTE Confidence: 0.913174033164978 00:07:01.119 --> 00:07:03.799 to DaVita by scrolling to the bottom and clicking here. NOTE Confidence: 0.9665104150772095 00:07:05.320 --> 00:07:08.277 Please be on the lookout for e-mail notifications regarding the NOTE Confidence: 0.9665104150772095 00:07:08.324 --> 00:07:09.920 status of your submitted invoices. NOTE Confidence: 0.9343332052230835 00:07:12.640 --> 00:07:15.551 In order to create credit notes in the CSP, navigate NOTE Confidence: 0.9343332052230835 00:07:15.607 --> 00:07:18.239 to the Invoices table at the top of the screen. NOTE Confidence: 0.9486866593360901 00:07:19.360 --> 00:07:22.000 Here you can directly click Create Credit Note. NOTE Confidence: 0.7883806228637695 00:07:22.920 --> 00:07:25.120 Alternatively on the orders people. NOTE Confidence: 0.8757354617118835 00:07:25.720 --> 00:07:28.431 On the right hand side, you can click the red NOTE Confidence: 0.8757354617118835 00:07:28.491 --> 00:07:30.480 coin icons to create Credit note. NOTE Confidence: 0.9275744557380676 00:07:31.880 --> 00:07:34.160 Either method will bring you to the credit note page. NOTE Confidence: 0.46191906929016113 00:07:35.040 --> 00:07:35.360 Note. NOTE Confidence: 0.9279641509056091 00:07:35.360 --> 00:07:37.760 This page looks very similar to the invoice page. NOTE Confidence: 0.9150887727737427 00:07:38.320 --> 00:07:41.922 However, you must ensure that you enter negative quantity for NOTE Confidence: 0.9150887727737427 00:07:41.981 --> 00:07:44.934 Coupa to understand that this is a credit note and NOTE Confidence: 0.9150887727737427 00:07:44.994 --> 00:07:45.879 not an invoice. NOTE Confidence: 0.9287886619567871 00:07:47.000 --> 00:07:49.916 Once all required fields are completed, you may submit the NOTE Confidence: 0.9287886619567871 00:07:49.966 --> 00:07:52.732 credit memo to DaVita by clicking Submit Credit Note at NOTE Confidence: 0.9287886619567871 00:07:52.782 --> 00:07:54.040 the bottom of the screen. NOTE Confidence: 0.8298635482788086 00:07:54.680 --> 00:07:57.221 As a reminder, as you continue using the Copa Supplier NOTE Confidence: 0.8298635482788086 00:07:57.268 --> 00:07:59.715 portal, Please ensure DaVita has the most up to date NOTE Confidence: 0.8298635482788086 00:07:59.762 --> 00:08:01.080 company information on file. NOTE Confidence: 0.9638993144035339 00:08:01.520 --> 00:08:03.360 We look forward to conducting business with you. NOTE Confidence: 0.9487289190292358 00:08:03.920 --> 00:08:04.440 Thank you.