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SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
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The Taulia platform generates email notifications against certain activities from your account. You might receive an email notification when there is a new PO available if there is a new payment, when there is an offer to get paid early, and more! The good news is that you can control most of the email notifications that come from Taulia. The only ones you can't control are notification types necessary to the operations of your account.
You can manage your email notifications by doing the following:
1 - Log onto the Home page of the portal.
2 - Go to User Action Menu > Notifications from the top right menu.
3 - You will see the Notifications Preferences section, where you can manage your email notifications. The available notifications you see are the email types* you can control:
*available email types depend on the features available to you on the platform
AR Financing Email Definitions:
Note: The AR Financing section and associated email types are only available to companies with a Taulia AR Financing program.
Customer Invoicing Email Definitions:
Some options may not be available. Setting availability depends on your customer.
Note: The Customer Invoicing section and associated email types are only available to companies with a Taulia early payment program through their customer. Some email types may not be available: Setting availability depends on your customer.
4 - Choose the email notification to activate/deactivate.
If you use the portal for more than one customer or you have multiple supplier accounts from your customer, you can also opt in/out of email notifications from each of the supplier branches/accounts you have:
1 - From the Notifications Preferences page, you will see a list of your customers.
2 - Select the customer for whom you want to manage the email notifications. You will then see what branches within your customer you have access to:
3 - Choose to activate/deactivate the email notifications from each branch. If you turn off the notification from the branch section, you will not receive any notification emails for that branch based on the settings you have from the Notifications Preferences section. For example, if you have a New Purchase Order notification disabled, you will not be notified if there is a new purchase order from the customer branch you disabled.
If you have other questions or issues related to email notifications, please contact Taulia Support.
Additional FAQs
I disabled all my email setting options but I am still receiving notifications. Why?
There are email notifications that you cannot control/disable for as long as your account is active. These are email notifications that are important to your account. Some samples of the email notification types you can't disable are:
What email notifications should I enable?
You should enable email notifications based on your needs. If you work in fulfillment, you may want to have New Purchase Order notifications enabled. If you work in AR, you may want to have Invoice Rejected notifications enabled. The email notification types available to you in the platform depend on the features your customer offers through Taulia.
Do I need to do anything when I receive an email notification?
The purpose of the email notifications is to inform you of the activities in your account. You have the choice to disable these notifications. What you do with certain email notifications depends on your customer's business processes. For example, some customers only deliver POs through Taulia for invoicing purposes. This means suppliers don't fulfill new PO notifications they receive through Taulia. On the other hand, some customers use Taulia for fulfillment and invoicing purposes. Suppliers use Taulia to get notified of new POs and use Taulia to electronically invoice against a PO.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Define what each PO status mean 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.
Create an invoice against a PO through the portal.
You can update the email address that you use to access Taulia.
Managing your company tax ID numbers through the platform.
Branch permissions allow account admins to give access to specific data in the portal.