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Q. How do I view my customer's PO image/attachment?: 000003593

Article Number: 000003593

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

If your customer has this feature enabled, you can view and download the PO image directly from Taulia. You can then save/print the image once it is opened in your web browser or from a local file viewer.


You can view the PO image by doing the following:

1 - Log into your portal and select your customer.

2 - Go to My POs.

3 - Search for your desired PO Number using the search function then Find Purchase Order.

4 - Under the Actions column, select the gear icon then View PO which will open the  PO image in your web browser.

5 - If you want to download the PO file locally, select Attachments and select the PO file to download.


User-added image

6 - You can also open the attached PO image through the purchase order details screen by selecting View PO or Attachments.

User-added image


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I download a PO report?: 000003597

You have the ability to download purchase order reports directly from the portal.

Q. How do I enter the correct tax value for my invoice?: 000003499

Tax is typically required for all invoices but this requirement depends on your customer.

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.

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