1 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 1 Coupa User Guide Requestor Document version

2 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 2 2 Introduction – Coupa  Welcome to Coupa, a new tool to help save money!  Coupa is the new Land O’Lakes procurement system designed for requesting Indirect Goods and Services  Coupa features an easy to use Requisitioning tool, with requests for products and services being routed directly to the appropriate approvers for review and approval  Requisitions, once approved, are converted into PO’s and sent to the supplier for processing

3 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 3 3 Introduction – Coupa Concept Land O’Lakes has negotiated significant savings on indirect goods and services. The Coupa software platform provides a way to extend those savings to members on a voluntary basis. What are “Indirect” Goods and Services?  The initial offerings are MRO goods such as motors or safety suppliers, and IT hardware, software, and telecommunications. The product selection will be expanded to include: Fleet Facilities Packaging Office Supplies Additional IT and Telecommunications Utilities Capital

4 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 4 4 Coupa Icons and Terminology IconAction/Function Transaction Hyperlinks take you to the View page of the transaction Edit Billing Split Billing (Currently inactive) Save Copy Requisition for future uses Delete Export table to Excel Add (ie: comment, alerts)

5 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 5 5 Navigation - Coupa Home Screen 1.Home button: Will always take you back to the main dashboard. 2.Search bar: Where to start your search for a good or service. 3.Search / Browse / tabs: Different options for starting your search. Please do not use the Write tab. It is a disabled feature that will eventually give you an error 4.To-Do’s: List of items for you to take action on (click “View All” to access your complete list). 5.Additional links for Coupa support and announcements

6 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 6 6 Navigation - Requisitions Requisitions are requests for purchases that must be approved before they are converted to Purchase Orders. Once you identify the good/service required, you’ll be able to “check out” using the Cart screen. Here is a look at the information captured on a basic requisition. 1.Header Level: Basic information regarding the source and destination of the request. 2.Line Level: Details about the requisition including the types of items, quantities, shipping terms, and billing information. 3.Approval Chain: Details about the approval requirements, depending on the nature of the requisition 1 2 3

7 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 7 7 Creating Requisitions in Coupa Requisitions can be created in several ways: Catalog – Shopping for catalog items set up within Coupa Web Form – A form which enables you to answer specific questions about the item or service you are requesting After a requisition has been approved, it is automatically converted into a purchase order(s) and sent to the Supplier(s)

8 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 8 8 How to Create a Catalog Requisition in Coupa 1.Login to Coupa; if already logged in click the home icon in the top left. 2.Search for keyword (e.g.: “battery”) in the Search Bar or drag the mouse over appropriate catalog if the supplier is known and select it. 3.Select the desired catalog item(s) and update quantities. Click “Add to Cart“ when complete. 4.Click on "Review Cart" to go to Check Out, either by hovering over the “Cart” icon at the top of the screen or when prompted after selecting your final item. 5.Enter a Justification, if applicable (why you are buying this). 6.“Ship To” address should default based on who the order is for. Change this info if necessary by using the magnifying glass icon to search for another location. 7.You can add a “Need By” date at the requisition line, but the supplier will probably not see it. 8.Add any attachments that may be relevant at the Req Header or Line level (double click the line to access.) Suppliers will not receive these, but they might be handy for approvers or to store documentation with the requisition. 9.Click “Submit for Approval”. If you click “Save”, the items stay in the current cart. If you click “Save for Later”, Coupa will save your cart in draft status and open a new, empty cart. You can find the draft under My Account-My Spend History. Click on the pencil to edit.

9 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 9 9 The easiest way to access a catalog is by having the system automatically do it. Enter a description in the Search field and click the Find “ > ” icon. Catalog example-Search for Item

10 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 10 Catalog example-Search Results & Buying

11 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity Click the Home icon to find a second item. 1. Note updated Cart with number of items. Catalog example-Adding more items

12 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 12 Another way to access catalogs is by clicking the Catalogs link to see the available Catalogs and then selecting one. Catalog example-Supplier menu (Catalogs)

13 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 13 Items from that Catalog display. Click the Sort by field to control what displays first. Catalog example-Sorted Airgas sample

14 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 14 To checkout, either click on Cart icon or Review Cart button Getting to checkout

15 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity Justification: You may type the reason for the order here. There is also a place for Attachments. They will not be transmitted to the Supplier. 2.Ship To: Change for this order by clicking on Magnifying glass and selecting new location. 3.Line Detail: Review details of order, including shipping terms, here. 4.Approvals: If order needs approvals, it will be shown here 5.Comments: If needed, Comments can be added to requisitions to clarify, ask questions of people downstream, etc. Suppliers do not see this information. 6.Finish: When you are satisfied with the requisition, click “Submit for Approval.” Click Save to maintain current cart. Click “Safe for Later” to file a draft requisition and empty the cart. Once the requisition is approved, purchase orders will be created and sent to the Suppliers automatically Checkout

16 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 16 How to Create a Quote in Coupa 1.Some items do not have catalog prices. These are marked with the Quote flag 2.When you Add one of these to your cart, a questionnaire will open. 3.Complete the questionnaire. When you are done, click the “Save” button. 4.Add any other required lines, then click on the Shopping Cart icon to review the Cart. Note that Web Form fields are stored as additional fields at the end of the requisition line and will be forwarded to the supplier on the PO. 5.Enter a Justification if applicable (why you are buying this). 6.“Ship To” address should default based on who the order is for. Change this info if necessary by using the magnifying glass icon to search for another code. 7.Add any attachments that may be relevant at the Req Header or Line (double click the line to access) level. 8.Click “Submit for Approval.” Once the requisition is approved, the item will be sent to the appropriate supplier and someone will contact you to complete the order

17 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 17 Sample Questionnaire and output Data from this questionnaire creates an entry in the Cart

18 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 18 Tasks for New User Default Ship-to Address: Enter here to avoid an extra step on every order Select from a list at Manage Address Book You can override on individual orders Change Notification Preferences Change defaults to receive less Set/Reset password Change your password through My Account If you forget, you can get it ed through logon screen Customize your experience through the My Account section

19 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 19 Other My Account Options My Spend History One way to get to your orders My Inbox There are several views available Delete items or mark as read to manage list

20 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 20 Looking at To Do in My Inbox

21 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 21 Looking at Notification Preferences

22 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 22 Navigating My Spend History and Custom View My Spend History provides you access to the details of all requisitions you have created  Click the “My Account” hyperlinked text or mouse over and click the “My Spend History” link.  This menu loads every requisition you have created in every status from Draft through Ordered (after being converted to a PO). The user can also create a custom view of the information 1. Click the “View” dropdown from the Spend History screen. 2. Select “Create view.” 3. Select viewing criteria from the “General” and “Conditions” dropdown menus. 4. Drag any desired fields from the “Available” columns to the “Selected” columns to construct the custom view. 5. Specify “Default Sort Order” from drop down. 6. Click “Save.”

23 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 23 My Spend History is a link found under My Account. Sample of Spend History

24 Copyright © 2010 Deloitte Development LLC. All rights reserved. Confidential This document is intended solely for the internal use of Land O’Lakes and should not be used or relied upon by any other person or entity. 24 Spend History Views