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SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
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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.
2 – Click on Create Segment.
3 – Enter a segment name and a brief description and click on Save Segment.
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.
2 – With this option, you can upload a CSV file with supplier numbers or copy and paste supplier numbers directly.
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.
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.
3 – Click on the Add to segment button, select the segment name from the drop-down menu and after that Submit button:
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.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
There are multiple ways to successfully log into the platform.
Contact support if you are not able to find the help information you need.
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