Taulia experience center
SUPPLIER SUPPORT SERVICES
Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.
No. The approval/rejection of invoices is owned by your customer.
An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.
Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.
It means your customer is reviewing your invoice. Contact your customer if you have questions.
Your customer/buyer does. Taulia is a platform that electronically delivers POs to suppliers. If you have concerns regarding the details of the PO, contact your customer.
POs are created by your customer/buyer. Report the issue to them. If an update is made, the updated PO is pushed back to Taulia.
We highly recommend using Taulia when invited by your customer to simplify your business transactions.
Your company must be invited by your customer. If you there is an existing account, ask your Taulia account admin to invite you as a user.
Taulia is connected to your customer's accounting system. This allows your customer to deliver PO, invoice, or payment data between their system and Taulia. You can then see this information through your Taulia account.
Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.
You can only deactivate previously active user accounts.
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.
The invitation for enrollment in Taulia is always sent to suppliers via email. A supplier may not receive this email for various reasons. Sometimes the supplier accidentally deletes the email, cannot find it in his/her inbox, or lands in their Spam folder. Perhaps there is a typo in the email address or the identified recipient no longer works in the supplier’s organization. Whatever the reason, Taulia has a mechanism to resend the invitation. The email address can also be adjusted if needed.
Instructions to check for info or steps to fix an issue
After the initial supplier invitation is triggered, you can no longer make adjustments to the supplier email or resend an invitation from your ERP system. Instead, you should log in to the Taulia Buyer UI to correct/resend the enrollment invitation.
You can resend the invitation to a supplier by doing the following:
1 - In the Taulia Buyer UI, select Suppliers > Supplier Center:
2 - Enter search criteria such as supplier name, supplier number, or email address to identify the supplier.
3 - Open the supplier by clicking on the supplier name or supplier number. The email to which the invitation was sent is displayed under the Contacts tab. Validate that this is the correct recipient for the enrollment invitation and that there are no typos. If you need to change this email address, skip to step 6.
4 - To resend the enrollment invitation to the same email listed under Contacts, click on the three dots and click Resend Invitation:
5 - A success message stating that the invitation was sent will appear at the top of the screen.
6 - If the enrollment invitation needs to be resent to a different email address, please select the exact supplier name and click on the user name, e-mail, or the three dots and click Edit.
7 - Enter the new or corrected email address for the invitation recipient under Email in the pop-up window and click Save or Save and Invite:
8 - A success message stating that the invitation was resent will appear at the top of the screen.
The supplier should receive the new invitation within 15 minutes. If needed, please check with your supplier to confirm the invitation was received. You may also suggest that the supplier check their spam folder.
Supplier users with status Active have already created an account and logged in to the supplier portal. For these users, you will neither be able to adjust the email nor resend their invitation email. The icons will be greyed out and the checkbox next to the supplier name cannot be selected.
Generally, the supplier’s admin user is responsible for creating additional users within the supplier domain. If a supplier’s admin user has already activated their account but has left the organization and there are no alternative administrators for the account, contact Taulia Technical Services to request a new admin user for your supplier.
Why can’t I see all of the features shown in the steps above?
You may not have the authorization to resend enrollment invitations. Only Taulia Buyer UI users with Admin, User, or Supplier Launch + Search roles have access to resend supplier enrollment invitations and adjust invitation email addresses. Please contact your Taulia Buyer UI administrator to perform the above procedure.
Can I resend several invitations at the same time?
Yes. You may search for all suppliers who have been invited but have not yet enrolled by selecting Invited via Enrollment State drop-down menu. Select the checkboxes next to each supplier to whom you want to resend invitations. Click the Invite Suppliers button:
Are any reminders sent to a supplier after the invitation is resent?
If the supplier does not activate their account, the system automatically generates a follow-up email every 7 days, until a total of 4 emails are sent. Enrollment Emails article.
What happens if the supplier name is empty?
If the Supplier Name field is empty on the Taulia Platform, the invitation process cannot proceed further. Address and supplier name information need to be successfully transferred to Taulia for a proper invitation to be generated. You can try to resend the supplier record from your ERP so that it will update. If that does not work, you can contact Taulia Technical Services for additional information.
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 manage your account users in the portal and provide different levels of access.
If you are not able to find a PO in the portal, please contact your customer.
Use the email notification settings feature to manage your email notifications.
Use the "Send Message" option to quickly contact your customer through the portal!