Sourcing Events in Coupa
Tessera also uses Coupa for all sourcing events. The steps below describe how to access and participate in a sourcing event in Coupa.
01
Supplier Invitation - Notification of RFx (RFQ, RFI, RFP or Auction
Invitations to participate in Tessera's Coupa Sourcing Event will be emailed from the Coupa Domain (@tesseratx.coupahost.com).
Access the Sourcing Event by clicking on the event link provided in the invitation email.
From the email, vendors can indicate their intention to participate or click View Event for more information before indicating their intention.
02
Accessing a Sourcing Event
Log into Coupa to respond to an RFx. If you don't have an account, you can still access the Sourcing Event.
Secure links provided in the invitation email require one-time password (OTP) authentication for access.
An OTP is sent via email each time you attempt to access the Sourcing Event.
03
Participating in a Sourcing Event
Open the event email invite link to access the event directly.
On the Event Info tab:
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Accept the terms and conditions, if applicable, and click Send to Event Owner.
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Check I intend to participate in this event and click Enter Response for event details.
Note: Use the Messaging box if declining to participate.
04
Submitting Your Response
Click the My Response tab, next to the Event Info to enter your information.
Responses include Attachments, Questionnaires, and Items/Lots sections.
Mandatory attachments and questionnaire responses are denoted by asterisks (*).
Supplemental documents may be uploaded as attachments.
The event countdown clock indicates the time remaining to respond.
Responses can be entered in multiple sessions.
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Online: Use the Save button at the bottom of each section.
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Offline: Export the Sourcing Event to .csv file and import from Import from Excel.
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Download the .csv file Response Template and upload using Import from Excel.
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Click Submit Response when ready to submit your response to Tessera.
05
Vendor to Tessera Communication
Use the Messages box for communication with the Tessera Sourcing Event team.
Click the white arrow at the bottom left to expand the box, type your message, attach files, if applicable, and Send Message.
Helpful Tips
Data Saving: Enter responses offline using exported .csv files to prevent data loss from browser timeouts. Save changes frequently if filling in online.
Response Confirmation: Check the flash message or event history for confirmation of response submission.
Supported Browsers: Refer to the Coupa release document for supported browser information.
Document Upload: Upload documents under the Attachments section within the My Response tab.