Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
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Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.
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Note - This feature may not be available in your portal.
When enabled by your customer, you can create Advanced Shipping Notices within the Taulia Supplier Portal to effectively receive and track shipments. Having an ASN can speed up the goods receipt process, allowing your customer to quickly approve your invoices.
ASNs are associated with specific POs. After creating an ASN in the portal, you can download and print it to attach to your package.
Do the following to create an ASN:
1 - Locate a PO for which you want to create an ASN. This can be done directly from the PO Details screen or the Actions menu. You can also click on Purchase Orders > Create Shipment Notice:
2 - Select ASN next to the PO you are creating the ASN for:
3 - Enter the ASN details:
4 - Edit the quantity you are confirming that is shipped. If there is a line item that you are not confirming, select the trash can icon to remove it form this notice. Select the pencil icon to add additional comments about your line item shipment:
5 - Select Submit ASN to generate the ASN. The ASN will then be routed to your customer's accounts payable system for confirmation.
6 - After submitting the ASN, you can check and print the ASN plus monitor the ASN status from the portal by going to Purchase Orders > My Shipments:
POSSIBLE ASN STATUS
7 - Look for the ASN you created. From the ASN line item, click Download PDF. You can then print the ASN and attach it to your shipment. The ASN will include all relevant information about your shipment, including a barcode for tracking purposes by your customer:
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Create an invoice against a PO through the portal.
Please note that only account admins have the ability to manage users and change user roles.
Branch permissions allow account admins to give access to specific data in the portal.
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.
You can manage your account users in the portal and provide different levels of access.
Check the status of your invoice.
