Loader

Taulia experience center

CUSTOMER SUPPORT SERVICES

Quick tips and tidbits

What’s happening at Taulia?

ALL NEWS & RESOURCES

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.

Home /

Support Topic

Q. How do I upload a certification required by my customer?: 000003604

Article Number: 000003604

Note - This feature may not be available in your portal.

Some customers require their vendors to upload current certifications, such as ISO9001 and/or TS16949 Certifications or proof of insurance. You can send this information to your customer by doing the following:


To add/update your company certifications, follow the steps below:


1 - Log into the portal.

2 - Go to My Details and select Certifications.

User-added image

3 - 
If you have more than one vendor account for your customer,  you will be asked to select which customer branch to add the certificate to.

4 - Click on the Add New Certification link.

User-added image

5 - Enter the required details such as Certification type.

User-added image

6 - Click Attach File button and navigate to where the Certificate is saved on your computer and upload the file.

7 - Click Save.

The information you upload will be reviewed by your customer. If you have additional questions, please contact your customer directly.




Additional FAQs

How does Taulia handle my company certifications?

The certification information you see in Taulia (if you have one registered with your customer) comes directly from your customer's accounting system. Taulia is a data vehicle that relays this information to the platform that then allows you to see what certifications your customer has for your company. Some customers also allow their suppliers to update and add certifications through Taulia. The changes are then sent directly to your customer for review and approval.

I don't see the "My Details" option. What should I do?

First, check with your Taulia account admin to make sure that your user role is either Admin or Finance which allow rights to view or update certifications. Most of the time If the "My Details" option is missing, it means vendor master updates are not allowed by your customer through Taulia.


Was this article helpful?

   

TOP FREQUENTLY ASKED QUESTIONS

Q. What is 2FA authentication and how do I enable/disable two-factor authentication?: 000010637

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.

Q. How to add a supplier admin for vendor account through Buyer UI?: 000009220

In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.

Q. What invoice status information can my suppliers see?: 000008758

Information about the various invoice statuses and how a supplier can see a detailed status description.

Taulia Add-on for SAP integration suite, managed gateway SP04 Release Notes: 000010715

Summary of service pack 04 for the Taulia Add-on for SAP integration suite, managed gateway, released November 2024.

Q. How to see invoices currently netted against outstanding credit notes?: 000010712

Use Taulia portal to check if an invoice is blocked or netter for early payment.

Q. Will existing invoices update if the EP Rate group is changed in SAP?: 000008760

This article explains what happens to existing invoices in case you adjust a supplier’s Early Payment rate group in SAP. This article is applicable if you use SAP and the Taulia Dynamic Discounting solution.

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

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

“Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Sed et ligula non.”

Vanessa, Technical Services Manager

Important Message
Got It