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 to create a supplier segment in Supplier Center through Buyer UI?: 000010561

Article Number: 000010561

Supplier Segments are a new system for grouping/tagging suppliers to make analyzing, reporting, and taking actions on them quicker and easier. You can create as many segments as you like. Suppliers can belong to any number of segments. Segmentation information is not disclosed to your suppliers.

Follow the instructions below to create a new supplier segment:

1 – Click on Suppliers > Segments.

User-added image

2 – Click on Create Segment.

User-added image

3 – Enter a segment name and a brief description and click on Save Segment.

User-added image

Now your segment is available in the Supplier Center. 

You can add suppliers to a new or existing segment through two different paths.

The first way of adding suppliers to segments:

You can add them directly from the segments page following the instructions below:

1 – Through the Segments screen, click on three dots on the right side of the row of the created segment and select Add Suppliers.

3 dots menu

2 –
 With this option, you can upload a CSV file with supplier numbers or copy and paste supplier numbers directly.

add suppliers

The CSV file must have supplier numbers in the first column. An example file can be downloaded HERE

3 – Before adding the suppliers, make sure the correct ERP system is selected. 

4 – If you are adding suppliers to an already created segment with already added suppliers you can replace all existing suppliers in this segment with the list of suppliers you have provided by marking the check box below. Please note this action cannot be undone. 

clearing option

The second way of adding suppliers to segments:

1 – Go to Supplier Center.

2 – Select the suppliers you would like to add to Segment by clicking on the check box on the left side of the row.

User-added image

3 – Click on the Add to segment button, select the segment name from the drop-down menu and after that Submit button:

User-added image

4 – You will see a pop-up screen confirming that suppliers are successfully added to the segment. 

You can easily pull up the list of suppliers in each segment by using the “Segments” search filter in the Supplier Center search. Additionally, when viewing a supplier, you can see all the segments they belong to.


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 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.

Two-factor authentication troubleshooting and possible issues.: 000009204

In this article you will find main possible issues about two-factor authentication.

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

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 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 start/stop receiving email notifications?: 000003472

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

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

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

Important Message
Got It