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Q. How do I view my customer's PO image/attachment?: 000003593

Article Number: 000003593

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.


User-added image

6 - You can also open the attached PO image through the purchase order details screen by selecting View PO or Attachments.

User-added image


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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 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 start/stop receiving email notifications?: 000003472

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

Q. How do I manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

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. What does each email notification setting mean?: 000007956

Definition of each email notification setting.

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