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

Article Number: 000009220

It sometimes happens that a supplier loses access to the only account that they have enrolled on the Taulia supplier portal. Now you can add a new user to the supplier record either one by one or at bulk using a CSV file. Please find below instructions on how to add a new admin user:

Adding individual users: 

1 - Log into the Taulia Buyer UI with your buyer admin account, at https://login.na1prd.taulia.com/login (NA platform) or https://login.eu1prd.taulia.com/login (EU platform).

2 - Click on Suppliers.

 supplier main page

3 - Click on Supplier Center (beta).

 User-added image

4 - Please select the Supplier Name or Supplier Number and the UI will guide towards an overview of the supplier data on Taulia. 

 User-added image

5 - Please select the exact supplier.

User-added image

6 - Click on Add a Contact and enter email, first name, and last name. You can just Save the contact or save and send an invite to the new user by clicking on the respective buttons.

User-added image

Adding multiple users for different vendors at once using a CSV file:

1 -
Log into the Taulia Buyer UI with your buyer admin account.

2 - Click on Suppliers.

User-added image

3 - Click on Supplier Center (beta).

User-added image

4 - Please select Upload Contacts

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5 - 
Download the template, enter the needed contacts and upload the file.


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The fields in the file:

ColumnUse
SupplierNumber_RequiredEnter the existing vendor number already enrolled Make sure to add leading zeroes to make the vendor number 10 long. You can do this in Excel by starting the field value with a ',

e.g. '0000123456
EmailAddressEmail address for the new supplier admin
FirstNameFirst name for the new supplier admin
LastNameLast name for the new supplier admin
PhoneNumberoptional
MobileNumberoptional
FaxNumberoptional
Departmentoptional
RoleSet to Admin
Notesoptional
ErpClientIdLeave blank
Note: The first row (header) is used to read the csv and needs to remain in the csv.Just a note


6 - The results will show if the uploaded records were processed correctly or not.

 User-added image

If any records are Ignored you can check why by downloading the detailed results.

7 - Search the supplier in the Supplier Center (beta) and click on the supplier name to open up the supplier details.

8 - At the bottom of the screen, find the added supplier user and click on the Invite button on the right.


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TOP FREQUENTLY ASKED QUESTIONS

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

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

Q. How do I retransfer data in bulk from SAP to Taulia?: 000008750

Information on how to mass retransfer supplier masters, purchase orders, invoices, workflow invoices and payment documents from SAP to the Taulia Platform.

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.

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.

Q. How can I add or remove users in the Buyer UI?: 000008765

New users can be added to the Buyer UI or existing users can be deactivated at any given point in time. This can be done by any Admin user that has access to the Buyer UI.

Q. How can I add missing supplier data and transaction details on the Buyer UI?: 000008738

Information on how to troubleshoot missing supplier data and transaction details such as invoices, purchase orders and payments.

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