Coupa Supplier Portal Onboarding
Build Your Company Profile – This information will be confirmed in the next stage of your profile page. *Some of your responses will be automatically populated.
Action Required
*These screenshots are intended as a guide for suppliers to access the next stage of their profile build.
Summary
Business Owner’s Full Legal Name
Your company’s full official and legal name (Example: Supplier Testing Inc. instead of Supplier Test) as stated on your legal tax document.
Do You Do Business Under a Company Name?
Does your business go by another name? If so, enter the name here. If not, you can leave this field blank. *Depending on where you are located, this may commonly be known as your company’s trading name, assumed business name, alternate business name. For US vendors, this DBA name must match the DBA name listed on your W9. If the DBA name on your W9 is blank, this field must be left blank.
Website URL
If you do not have a website, enter http://na.com. Please check for leading spaces and remove them if present as they can result in errors.
DUNS Number
If applicable, please enter your Duns & Bradstreet number. If you do not have one, please leave this field blank.
Addresses
Populate your full business address
If you have more than one address, please populate with your company’s invoicing address.
Fields: Street Address, City, State Region, Postal Code, and Country are the minimum requirements.
*Please follow your country’s address standard formatting.
*If your country does not utilize postal/zip codes, please enter 00000.
Banking Information
TCI Companies requires accurate banking information in order to transact with your organization.
The entity which vendors will be billing to is specified under “Bank Information”. It is the responsibility of the vendor to provide the correct Domestic or International banking information.
Important: TCI Companies standard payment method is ACH transfer. By nominating Wire Payments your organization may be subject to a Wire transfer fee by your Bank. This fee varies by Bank and it will be deducted from the payment made by TCI Companies. To avoid this fee, please provide ACH information and select Domestic Bank Transfer in the payment method dropdown.
As a security measure, verbal verification is required in order to submit banking details.
Payment Terms
TCI’s Standard Payment Term is NET30.
Tax Information
Country of Registration
Which country is your business located in? This country will determine the correct tax information and documentation to collect.
Tax Classification
*This is only for suppliers registered the United States. Select the tax classification that aligns with Box 3 of your Form W-9.
Legal Name
Confirm your legal name as indicated on your tax document.
DBA Name
Does your business go by another name?
Tax ID
*This is only for suppliers registered the United States. Enter the number that is indicated on your W9.
Federal Tax Form
*This screenshot is only for suppliers registered in the United States. Upload your W-9; this must be the latest form W-9 from the IRS website. Submitting an incomplete form, or submitting a form that does not match the information submitted above, will result in delay in onboarding.
Email Address for Purchase Orders
Purchase Order Email
Provide the name and email of the contact who will be receiving purchase order information
TCI Insurance
If you will be onsite, you are required to submit proof of insurance. This is a common policy for ensuring that all individuals or vendors entering a company’s physical premises are appropriately covered in the event of an incident or liability.
Certification
Once everything has been reviewed, check the “Submit for approval” button which will get routed to TCI Companies AP Department for Approval. In the case anything needs to be clarified or adjusted, the TCI Companies team will contact you for clarification.
