Video Guides

This section includes several video guides about how you can activate your Tradeshift account and get started on the platform.

Activating your account

This video demonstrates how you can activate your Tradeshift account from the invitation email sent by your Buyer. If you are not the correct person from your company to receive this link, you can do the following: Forward the link to the correct contact from your company Use the exis...

17671 6 Created on 2020-10-21 13:02:39; Last updated on 2022-05-27 06:00:40

How to create and send an invoice

The below video will take you through the process of creating an invoice on Tradeshift. Oh no! It looks like your browser does not support the video tag. Please note that some suppliers require Purchase Orders (POs) in ...

20139 2 Created on 2020-10-21 13:03:26; Last updated on 2022-05-27 06:00:40

How to view a Buyer`s invoicing requirements

Your Buyer has certain invoicing requirements that ensure your documents will get through to them. These are called validation rules or Business Firewall Rules (BFR). You can find all of this information, and many more, on your Buyer's dedicated Landing Page and Knowledge Base. Here is how ...

19155 2 Created on 2020-10-21 13:04:16; Last updated on 2022-05-27 06:00:40

How to invoice against a Purchase Order (PO flip)

The below video will demonstrate how you can invoice your Buyer against a Purchase Order, a process also known as PO flip. Oh no! It looks like your browser does not support the video tag. ...

18432 2 Created on 2020-10-21 13:05:04; Last updated on 2022-05-27 06:00:40

How to view your documents (Document Manager app)

The Document Manager app is a powerful tool that gathers all of your documents in one place. Learn how to use it to view your documents from the below video: Oh no! It looks like your browser does not support the video tag. ...

16029 1 Created on 2020-10-21 13:05:47; Last updated on 2022-05-27 06:00:40

How to raise a support ticket

You can raise a support ticket if you have issues with using the platform, even after having read the information available on your customer's Landing Page and Knowledge Base, or if you are encountering any errors with your account or documents. This video will give you more details about how y...

19121 2 Created on 2020-10-21 13:06:58; Last updated on 2022-05-27 06:00:40

How to view documents prior to using Tradeshift (Engage)

If you are a Seller using Tradeshift Engage, watch the below video to learn how you can view your documents on Tradeshift:  Oh no! It looks like your browser does not support the video tag. ...

17212 0 Created on 2020-10-21 13:07:45; Last updated on 2022-05-27 06:00:40

How to automate your invoicing through integration with Tradeshift

You can automate your invoicing process by integrating your ERP system with Tradeshift. You can do so via the FTPS and SFTP file transfer protocols, or via API.  The below video presents an overview of how you can integrate with Tradeshift: ...

17793 0 Created on 2020-10-21 13:09:14; Last updated on 2022-05-27 06:00:40

How to access your user and notification settings

Your user settings, such as your email address and platform language, can be accessed by clicking on the icon with your initials at the bottom of the navigation bar. You can also access and customize your user notifications from the same page. These relate to the kind of email updates you recei...

15436 3 Created on 2020-11-06 15:02:39; Last updated on 2022-05-27 06:00:40

Matching 2.0 - Credit note handling process flow

This video will give an overview of the Matching 2.0 handling of credit notes. Oh no! It looks like your browser does not support the video tag. ...

13874 1 Created on 2021-01-20 16:27:54; Last updated on 2022-05-27 06:00:40

Matching 2.0 - Invoice process flow

This video gives an overview of the Matching 2.0 process. Please note that this is only applicable for customers who have it enabled. Oh no! It looks like your browser does not support the video tag. ...

14697 0 Created on 2021-01-20 16:36:38; Last updated on 2022-05-27 06:00:40

Pay - Partial Purchase Order (PO) flip

This video gives an overview of how you can do a partial PO flip within Tradeshift Pay. Oh no! It looks like your browser does not support the video tag. ...

14082 1 Created on 2021-01-20 16:43:31; Last updated on 2022-05-27 06:00:40

Adding team members to your account

If you have been listed as an email contact for your account, but are not responsible for doing business with your Buyer, then you can easily add the team members that are. Click here to learn how you can add more users to your account or watch the video below: ...

14639 0 Created on 2021-02-17 12:31:51; Last updated on 2022-05-27 06:00:41