Loader

Taulia experience center

SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

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

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

I would like to:

What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

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.

We’re here when you need us.
Contact Support

Home /

Support Topic

Q. How do I search for a PO/purchase order?: 000003615

Article Number: 000003615

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

Because Taulia is connected to your customer's procurement system, purchase orders are immediately available in Taulia as soon as they are available. They typically arrive with New status. You may also see a historical list of your other purchase orders in the portal as configured by your customer. If you are not able to find a particular PO that you are expecting to be available, please contact your customer.


Follow the steps below to search for your purchase order:


1 - Log into the Home page of the portal and select your customer.

2 - Click on My POs in the Quick Access Link section. You can also select Purchase Orders from the top menu.

3 - Search for your PO by PO number or search by PO Status.  

  • See Q. What are the different PO statuses? to learn about what each PO status means
  • Some customer requires POs to be confirmed. See Q. How do I acknowledge/confirm or dispute a purchase order? for more information.
  • When searching for a PO, if a group of POs contains the same prefix, please add a (*) after the last character. This will pull up the list of POs with the same prefix. For example, if the PO number is 123456, enter 123* in the PO number field then hit Search. All POs starting with 123 will be returned in the result set.  This function also applies to invoice and payment searches.

4 - Select Find Purchase Orders.

User-added image

From the search results, you will see the following information PO information:

  • PO Number - PO number created by your customer. 
  • Status - The current status of your purchase order. Click here to learn more about each PO status.
  • Date - The date the PO was created.
  • PO Value - The total value of the PO.
  • Invoiced Value - The total value that has been invoiced against the PO.
  • Open Value - Remaining value (if any) available for invoicing.

If you have questions or concerns regarding the details of your purchase order, please contact your buyer. If you are not able to find your purchase order, see Q. My purchase order is missing. Who should I contact?.


Additional FAQs

Who creates the POs found in my account?

Your customer or buyer creates the PO details. Taulia will never create a PO on behalf of your customer. If you have questions or concerns regarding the details of your purchase order, please contact your customer directly.

Should I fulfill the purchase order received through Taulia?

It depends. Some customers use Taulia for invoicing or confirmation purposes only. Some customers expect their suppliers to fulfill orders received through Taulia. If you are unsure about the process, please contact your customer.


Was this article helpful?

   

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

Create an invoice against a PO through the portal.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

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 add or deactivate users?: 000003731

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

Q. How do I check the status of my invoice?: 000003536

Check the status of your invoice.

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

Important Message
Got It