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.
Supplier Segments are a new system for grouping/tagging suppliers to make analyzing, reporting, and taking actions on them quicker and easier. You can create as many segments as you like. Suppliers can belong to any number of segments. Segmentation information is not disclosed to your suppliers.
Follow the instructions below to create a new supplier segment:
1 – Click on Suppliers.
2 – Click on Segments and click on Create Segment.
3 – Enter a segment name and a brief description.
Now your segment is available in the Supplier Center.
You can add suppliers to a new or existing segment through two different paths.
The first way of adding suppliers to segments:
You can add them directly from the segments page following the instructions below:
1 – Through the Segments screen, click on three dots on the right side of the row of the created segment and select Add Suppliers.
2 – With this option, you can upload a CSV file with supplier numbers or copy and paste supplier numbers directly.
The CSV file must have supplier numbers in the first column. An example file can be downloaded HERE.
3 – Before adding the suppliers, make sure the correct ERP system is selected.
4 – If you are adding suppliers to an already created segment with already added suppliers you can replace all existing suppliers in this segment with the list of suppliers you have provided by marking the check box below. Please note this action cannot be undone.
The second way of adding suppliers to segments:
1 – Go to Supplier Center.
2 – Select the suppliers you would like to add to Segment by clicking on the check box on the left side of the row.
3 – Click on the Add to segment button, select the segment name from the drop-down menu and after that Submit button:
4 – You will see a pop-up screen confirming that suppliers are successfully added to the segment.
You can easily pull up the list of suppliers in each segment by using the “Segments” search filter in the Supplier Center search. Additionally, when viewing a supplier, you can see all the segments they belong to.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
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.
Easily group different suppliers for analyzing or reporting purpose.
Information on how to address suppliers with Needs Attention status in the Buyer UI.
Information on how to troubleshoot missing supplier data and transaction details such as invoices, purchase orders and payments.
Information on Taulia’s supplier deactivation policy.
Vanessa, Technical Services Manager