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Q. How to create a supplier segment in Supplier Center through Buyer UI?: 000010561

Article Number: 000010561

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.

User-added image

2 – Click on Segments and click on Create Segment.

User-added image

3 – Enter a segment name and a brief description.

creating segment

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.

3 dots menu

2 –
 With this option, you can upload a CSV file with supplier numbers or copy and paste supplier numbers directly.

add suppliers

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. 

clearing option

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:

add suppliers 2

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.

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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. 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 to create a supplier segment in Supplier Center through Buyer UI?: 000010561

Easily group different suppliers for analyzing or reporting purpose.

Q. I have suppliers with Needs Attention status in the Taulia Buyer UI. How do I enroll them in the Taulia Platform?

Information on how to address suppliers with Needs Attention status in 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.

Q. How can I deactivate a supplier or a list of suppliers?: 000008755

Information on Taulia’s supplier deactivation policy.

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