The Transcepta Supplier Portal allows you to manually create documents, view previously submitted documents, and manage your account information. Transcepta is continuously making updates and enhancements to the portal to improve your user experience.
Through the Home tab, you can access direct links to input your document information, as well as view any outstanding requests, recent invoices, and recent purchase orders. You can also view a running tracker for the number of invoices processed since the start of your partnership with Transcepta.
The "Documents" tab is the Transcepta Supplier Portal’s central feature, as it allows you to input data to build out your invoices or other documents. You will be permitted to submit document types based on the preference of your customer. If you have multiple customers using Transcepta, this may change as each customer preference may be different.
You can also use this section to search previously submitted documents and view their status or revise and resubmit documents with exceptions. Copying the data within an invoice is also possible, and can be helpful for those with repeat orders. To perform this action, you can choose to "Create a Copy" within an invoice form to create a duplicate document. Then, you can change the date and any other necessary information before submission.
In the "Settings" section, which can be accessed by selecting your username in the upper right-hand corner, you will be able to manage both account and supplier specific functionalities:
- Edit Account Profile
- Edit Configuration Settings
- Early Payment Settings
- Manage Users
- Change Password
- Manage Customers
- Manage Invoice Profiles and VAT
- Manage PO/POA Profiles
- Manage ASN Profiles
- Manage Remittance Instructions
- Download the Virtual Printer
Through these, you can perform actions like updating account information, managing users, and adding other customers for your account. To learn more about using the Transcepta Supplier Portal, click here.