Taulia experience center
CUSTOMER SUPPORT SERVICES
There are settings and configurations located on the Taulia platform that affect the behavior of the platform for your suppliers. If you want to make changes to those settings, you should contact Taulia Technical Services describing the changes. Some changes can be completed quickly while others may require additional requirements gathering, testing, and can incur an implementation fee.
Please notify Taulia Technical Services a minimum of (5) business days before you intend to perform the SAP system refresh. Please provide the SAP system ID to be refreshed and (if applicable) the XMLRPC user ID configured in the POD.
Please check your ERP system to ensure that a duplicate document does not exist. If you do not find a duplicate document, please contact Taulia Technical Services for assistance.
We are excited to support you with your upgrade! Please contact Taulia Technical Services to get your upgrade started.
If your supplier has selected a new Admin for their account, they can send an invitation in the User Manager to the new admin. If the supplier did not appoint a secondary admin, please advise the supplier to contact Taulia Technical Services to assign a new admin. Note, Technical Services will require the new admin to authenticate themselves prior to being added to the account.
There are a couple scenarios which can cause your supplier to not receive their invitation, whether it is a delay in the email being received or even an issue with the email address. Please log into the Supplier Center in the Taulia Buyer UI and search for suppliers with Needs Attention in the Status filter. Here you can drill down to additional error types for resolution.
Taulia is unable to “un-invite” a supplier but there are self service options you may consider. You may log into the Supplier Center in the Taulia Buyer UI and edit the invited emails to invalid dummy emails to further prevent enrollment. If there are a large number of suppliers, you may correct this action in SAP by adding the suppliers to the Taulia blocklist.
There are a few reasons your suppliers may not see a Purchase Order. We initially suggest you trigger a retransfer of the Purchase Order from within SAP. Open the PO and select "Mark object for retransfer" via the Taulia Generic Object Services. If there are any errors, you can view them in the Connection monitor (/n/TAULIA/CONNECTOR). If this does not resolve the issue, please contact Taulia Technical Services for additional troubleshooting.
Log into the Supplier Center in the Taulia Buyer UI. Select Enrolled in the Status filter and search to see the list. If you do not have access to this feature, contact your Taulia administrator.
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.
Note - This feature may not be available in your portal.
Taulia makes it easy to view and manage your company information from your customer's accounting system. Updates made through the platform are sent to your customer for review and approval. Taulia does not change/manage your company information. The platform only relays information available in your customer's accounting system. Some customers also allow their suppliers to add and update their Address Data, Remit-to Address, Ship-from Address, or Ship-To Address through the Taulia platform.
To add/update your address information in the portal, follow the steps below:
1 - From the homepage, select your customer.
2 - Go to My Details > Address (if you have more than one vendor account you will need to choose which account you want to view).
Important - If you see Apply Change, this means your customer updated your company information in their system. You will need to select Apply Change to show the updated data in the platform. If the information applied is incorrect, just select Update to correct the information. If you complete the update but the old company information is pushed back to the platform, contact your customer directly.
2 - You can choose to add: Address Data, Remit-to Address, Ship-from Address, or Ship-To Address. If you just need to update the current address on file, select Change Address.
3 - Update the information that you need in the prompt.
4 - Click Next: Upload required documents.
5 - If updating your company name or address, click Attach File and add supporting documents such as letterhead or other documents that reflect the new company name or address. (which must be in PDF Format)
6 - Click Review and Save.
7 - Click Complete and Save.
How does Taulia receive and handle my company information?
The company information (address, company name, etc.) you see in Taulia comes directly from your customer's accounting system. Taulia is a data vehicle that relays this information to the platform which then allows you to see the company information your customer has for your company. Some customers also allow their suppliers to edit their company name and address through Taulia. The changes are then sent directly to your customer for review and approval.
I changed my company address in Taulia but an old one keeps appearing. What should I do?
Because Taulia only relays information from your customer, if you keep seeing your customer apply an old address back to the platform, you must contact your customer directly to confirm your address in their system.
How do manage ship-to addresses?
When creating an invoice through Taulia, some customers require that you select a ship-to address. You don't have to manually enter the ship-to address every time. You can manage a list of ship-to addresses in the Address configuration page.
Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
Information on how to address suppliers with Needs Attention status in the Buyer UI.
Summary of the Service Pack 02 version of the Taulia Add-on.
Description of how Taulia sends invitation emails to suppliers. Information about frequency and volume of invitation reminders.
Summary of the 5.0 version of the Taulia Add-on, released September 2023.
Vanessa, Technical Services Manager