Supplier
support
support
Welcome to the supplier help site for our supplier portal, powered by Coupa. This guide consolidates all reference materials and frequently asked questions to help you complete key tasks quickly and confidently.
Getting started with Coupa
Welcome to our supplier portal, powered by Coupa. It’s where you manage your details and work with us through sourcing and onboarding activities. There is no cost associated with using Coupa for our suppliers.
This page helps you understand the basics so you can find what you need quickly.
We use Coupa to work with suppliers in a consistent, secure way.
Through Coupa, you can:
- access a secure, web-based supplier portal
- manage your company information in one place
- work with us through a consistent, structured process
- take part in sourcing events.
Using Coupa helps keep information accurate and reduces manual follow ups.
You access Coupa through the Coupa supplier portal.
To get started:
- use the invitation or link provided
- access Coupa using a standard web browser – no software installation is required
- sign in with your existing Coupa account or create one if you’re new.
If you’ve been invited to work with us, you’ll be guided through the access process.
Once you sign in, the dashboard is your starting point.
From here, you can:
- see tasks that need your attention
- open sourcing events you’ve been invited to
- update your supplier profile.
The main menu helps you move quickly between areas without searching.
- Open the Coupa supplier portal using the link provided.
- Select ‘Create an account’.
- Follow the prompts to confirm your details and set up your account.
Once signed in, you’ll land on your supplier dashboard. For more details, please see the information in the Registration form section below.
- Use the main menu to access orders and tasks.
- Check your dashboard for actions that need attention.
- Select any item to view details or act.
Most suppliers use Coupa to:
- review and acknowledge tasks
- submit supporting documents
- update company or banking details
- respond to sourcing events.
To help you complete these actions, you’ll find step-by-step quick reference guides under each section heading below.
What is Coupa?
Coupa is our supplier portal. It’s where you manage your company details and engage with us through structured sourcing and onboarding activities.
We’ve enhanced how we run sourcing activities through Coupa. There’s no change to how payments are handled – you’ll continue using the same processes you use today.
Do I need to install any software?
No. Coupa is web-based and accessed using a standard internet browser.
Who should use Coupa?
Suppliers working with us use Coupa to manage transactions and sourcing activities.
Is my data safe?
Yes, your data is secure. It will only be used for supplier registration, due diligence, and compliance purposes. We apply strict security and confidentiality controls, and access is limited to authorized personnel only.
Is there any cost associated with Coupa?
No. Coupa is free to all suppliers. There are no costs or fees associated with using this platform.
Registration form
You must complete the supplier registration form before you can transact with us in Coupa.
Registration helps us confirm your details and set you up correctly so we can work together efficiently.
You need to complete supplier registration if:
- you are a new supplier
- you have been asked to register as part of a sourcing or onboarding process
- your existing details are incomplete or no longer valid.
You’ll receive a registration link from us when registration is required.
The registration form collects standard business information, including:
- company details and primary contacts
- tax and compliance information, where required
- invoicing and payment details
- supporting documents, if requested.
Providing complete and accurate information helps avoid follow up questions later.
To complete registration:
- open the registration link provided
- enter all required information in the form
- upload any supporting documents requested
- review your details before submitting
- submit the form for review.
You can save your progress and return to the form if needed.
Once you submit the form:
- your information is reviewed by our team
- you may be contacted if clarification or additional details are needed
- you’ll be notified once registration is complete.
After approval, you’ll be able to transact with us in Coupa.
Why do I need to register?
Registration helps us verify your business details and ensures you’re set up correctly so you can start working with us without delays.
How long does registration take?
Timeframes vary depending on the information provided. Missing or incorrect details may result in delays.
Who reviews my information?
Your registration is reviewed by our team to confirm that all required details are complete and accurate.
Clear and accurate information helps avoid delays later.
Does completing the profile increase our chances of being invited to tenders?
Yes, completing your profile helps ensure your company is visible in our systems and considered for relevant opportunities.
Do we need to accept Worley’s terms and conditions to complete registration?
To complete registration, suppliers are required to review and accept our Supply Chain Code of Conduct.
Register with Worley
This instructional video shows you how to access the Coupa supplier portal, log in or create an account.
Submitting bank details
This section explains how to submit or update your banking information in Coupa, what details we require and how updates are reviewed and approved. It also highlights common reasons submissions may be rejected, so you know what to check before you submit.
Providing accurate and complete information helps avoid delays later.
You can submit or update banking details directly in Coupa.
To do this:
- sign in to the Coupa supplier portal
- open your supplier profile
- select the option to add or update banking details
- enter the required information
- upload any supporting documents requested
- submit your changes for review.
You can return to your profile at any time to check the status of your submission.
Banking updates typically require:
- bank name and branch details
- account name and account number
- additional regional information, where applicable
- supporting documents to confirm the account.
Make sure the details you enter match official bank records.
Once submitted:
- your banking details are reviewed by our team
- additional checks may be completed to confirm accuracy
- you’ll be notified if clarification or further information is needed.
Banking details are only used once the review is complete.
Updates may be rejected if:
- account names do not match bank records
- required fields are missing
- supporting documents are unclear, expired or incorrect
- information entered does not match uploaded documentation.
Review all details carefully before submitting to avoid delays.
Helpful tips
- Make sure account names and numbers match official bank records.
- Submit updates as soon as changes occur.
- Check confirmation messages after submission.
Completing Bank Details
This instructional video shows how to provide your banking details in the Coupa supplier portal, including setting up your remit to information and completing the required payment details.
Responding to a Coupa Sourcing Optimization (CSO) event
CSO events support more complex sourcing activities. They are used when multiple scenarios, options or constraints need to be considered as part of the sourcing process.
This section explains what these events involve and how to respond in Coupa.
A sourcing optimization event allows us to evaluate different sourcing scenarios at the same time.
These events may consider:
- multiple pricing or volume options
- different delivery or commercial scenarios
- trade offs between cost, capacity and other factors.
The goal is to understand the best overall outcome, not just a single response.
Sourcing optimization events are more detailed than standard sourcing events.
You may be asked to:
- respond to multiple scenarios
- provide structured data rather than free text responses
- submit pricing or capacity information in a specific format.
Because of this, it’s important to review the event carefully before you begin.
When responding to an optimization event:
- review all scenarios provided in the event
- read instructions and requirements for each scenario
- enter data carefully and completely
- save your progress as you works
- submit your response before the deadline.
Take time to check your entries before submitting to avoid errors.
Use these videos and resources to help you prepare before responding. They explain the sourcing optimization process and guide you through the key concepts and steps.
Responding to a CSO Event
This instructional video explains how you can access our Coupa Sourcing Optimization platform, set up or log in to your account, review event documents and confirm participation in a sourcing event.
Bid Submission and Communication
This instructional video shows how to download and complete the bid response template, upload pricing and supporting documents, track event timelines and communicate with our event team.
Subcontracts Event
This instructional video walks you through participating in a subcontracts sourcing event, including reviewing provided documents, uploading required response files and exchanging messages with our team.
Helpful articles from our partner, Coupa, for advanced sourcing events
World leading advanced Sourcing Optimization
This page explains how Coupa Sourcing Optimization supports advanced sourcing events using scenario analysis, mathematical optimization, flexible bidding and complex award constraints across categories such as logistics and direct materials.
All about Coupa sourcing events
This article provides an overview of sourcing event types in Coupa, including RFx and more complex event structures and explains how you can participate and respond within the platform.
If you’re unfamiliar with this type of event, review the guides before you start.
Responding to a Core Sourcing event
Core Sourcing events are used to request pricing, technical details or commercial information.
This section helps you understand how to access events, review requirements and submit responses correctly in Coupa.
When you’re invited to a sourcing event:
- you’ll receive a notification through Coupa
- the event will appear in your tasks or notifications
- select the event to view details and instructions.
Make sure you review the event as soon as possible to understand what’s required.
Each sourcing event includes:
- instructions and response requirements
- key dates and submission deadlines
- any supporting documents or attachments.
Take time to review all information before starting your response. This helps avoid rework later.
To submit your response:
- complete all required fields
- attach any requested documents
- save your progress as you go
- submit your response before the deadline.
Check your responses carefully before submitting to make sure all information is complete and accurate.
You can update or revise your response:
- before the event closes
- if additional information is needed
- if changes are requested before the deadline.
Once the event closes, responses can no longer be edited.
Use the resources below if you need additional support. These videos show you how to respond to sourcing events.
Supplier Responses
This instructional video provides an end-to-end walkthrough of how you can access a sourcing event in Coupa, reviews event details, completes responses and submits pricing and information to the buyer.
Supplier Response: Coupa Sections
This instructional video explains the main sections of a Coupa sourcing event response – attachments, forms and items and services – and how suppliers complete and submit their responses.
Supplier Response: Attachments
This instructional video shows you how to review, download and upload required documents in the attachments section of a Coupa sourcing event.
Supplier Response: Forms
This instructional video provides an overview of how to complete questionnaires and forms during a sourcing event. It details the process for responding to various question formats and submitting supporting documentation.
Supplier Response: Line Items
This instructional video explains how to enter commercial and pricing information for line items and services included in a Coupa sourcing event.
Supplier Response: Import Excel
This instructional video demonstrates how you can download an Excel template, complete responses offline and import line item and form data back into Coupa for high volume sourcing events.
All about Coupa sourcing events
This article provides an overview of sourcing event types in Coupa, including RFx and more complex event structures and explains how suppliers participate and respond within the platform.
These resources are designed to help you respond with confidence. Responding accurately and on time helps keep sourcing activities moving.
Support
Didn’t find what you’re looking for?
Start with the guides and resources on this site. They’re designed to answer the most common questions quickly and clearly. If you need additional support, your Worley contact can help guide you through next steps.
Helpful tips for using Coupa
- Keep your supplier profile up to date to avoid delays.
- Use the quick reference guides first for the fastest answers.
- Refer to your invitation email for additional contact information.
