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.
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:
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.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
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.
Information on how to address suppliers with Needs Attention status in the Buyer UI.
Summary of the Service Pack 02 version of the Taulia Add-on.
Installation guide for Taulia add-on for SAP integration suite and managed gateway.
Description of how Taulia sends invitation emails to suppliers. Information about frequency and volume of invitation reminders.
Vanessa, Technical Services Manager