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Q. How do I update my company name?: 000003500

Article Number: 000003500

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


To add or change your company information, follow the steps below:

1 - Log onto the Home page of the portal.

2 - Go to My Details > Address (if you have more than one vendor account you will need to choose which account you want to view).

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3 - Select Change Address. This will bring up another window with the option to update your company name and address. 

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4 - Update the company name section then select Upload Required Document.

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5 - You will need to attach a document to show your new company information. 

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6 - Select Review and Save.

The information you provide will be sent to your customer. If you have additional questions, please contact your customer directly.


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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. How do I add or deactivate users?: 000003731

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

Q. I am new to Taulia. What should I do first?: 000008036

Quickly learn about Taulia and how to use it!

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 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 create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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

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

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