Taulia experience center

Article Number: 000008467

Congratulations, your customer has invited you to use Taulia! It's now easier than ever to transact with your customer!

If you received an email titled "You've been invited as a new supplier", this means your customer would like to invite you to use Taulia, but they need additional information about your company to complete the pre-enrollment steps on their end in order to create an account for you. Thus - they have invited you for "Supplier Launch" (a pre-enrollment form for information).

Please follow the instructions below to complete that:

1 - Click on Start Supplier Launch in the email you received to start the process.



2 - In the Intro section, it will show the invitation code, your email address, and your preferred portal language. You will need to create a password and accept the terms and conditions of using Taulia in order to continue.  Your email address and password are what you will use to log in, should you need to edit information in the form.

Note - If the email address shown is not the correct/preferred email address, you can contact your customer and ask them to send a Supplier Launch form to the correct one. Alternatively - you can provide the correct email that is to be invited in the account, in the respective field in the form. 



3 - Enter your contact information in the Contact Info section. Fields with a red * are required. Complete the following areas:

• Contact Information

• Address

4 - In the Bank Info section, Enter the company bank account information that payment from your customer can be sent to. Fields with a red * are required.

• You may be required to upload supporting bank documentation (e.g. a bank statement or a voided check)

Note - The system will verify the routing and account number in real time. Make sure that you enter the correct information.



5 - In the Tax Info section, enter your company tax identifier. Fields with a red * are required. You may be asked to upload supporting tax documentation (e.g. W-9)

Note - The information entered here may also be verified in real time (e.g. in the IRS records). Make sure that you enter the correct information.



6 - In the Additional Information section, your customer may ask for additional information. Follow the request as needed.



7 - In the Review section, confirm that you have entered the correct information. Select Continue to send the filled in form to your customer.



Your customer will receive a notification that you have submitted your information. When they review and approve it, this will start the process of creating your account in their system. When this is completed, you will be sent an invitation to the account. 

• If your information is accepted - upon logging in, you may see a notification that your information is Approved.

• If your information is not accepted, you will receive a rejection notification with the reason why and a link to correct it.