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Q. How do I upload a certification required by my customer?: 000003604

Article Number: 000003604

Note - This feature may not be available in your portal.

Some customers require their vendors to upload current certifications, such as ISO9001 and/or TS16949 Certifications or proof of insurance. You can send this information to your customer by doing the following:


To add/update your company certifications, follow the steps below:


1 - Log into the portal.

2 - Go to My Details and select Certifications.

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3 - 
If you have more than one vendor account for your customer,  you will be asked to select which customer branch to add the certificate to.

4 - Click on the Add New Certification link.

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5 - Enter the required details such as Certification type.

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6 - Click Attach File button and navigate to where the Certificate is saved on your computer and upload the file.

7 - Click Save.

The information you upload will be reviewed by your customer. If you have additional questions, please contact your customer directly.




Additional FAQs

How does Taulia handle my company certifications?

The certification information you see in Taulia (if you have one registered with your customer) comes directly from your customer's accounting system. Taulia is a data vehicle that relays this information to the platform that then allows you to see what certifications your customer has for your company. Some customers also allow their suppliers to update and add certifications through Taulia. The changes are then sent directly to your customer for review and approval.

I don't see the "My Details" option. What should I do?

First, check with your Taulia account admin to make sure that your user role is either Admin or Finance which allow rights to view or update certifications. Most of the time If the "My Details" option is missing, it means vendor master updates are not allowed by your customer through Taulia.


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TOP FREQUENTLY ASKED QUESTIONS

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I access or switch customer accounts?: 000003466

Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. Where can I see early payment rates on invoices I have submitted for early payment?: 000003507

Invoice early payment details can be viewed directly from the invoice details section.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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