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.
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
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.
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.
6 - You can also open the attached PO image through the purchase order details screen by selecting View PO or Attachments.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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.
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.
You can update the email address that you use to access Taulia.
Use the "Send Message" option to quickly contact your customer through the portal!
Branch permissions allow account admins to give access to specific data in the portal.
