TrueAuto

Planner Tasks: Demand, Forecast, Shipments, and Invoices

Buyer/Planner Quick Guide

A self-service guide for suppliers preparing TrueAuto and Master data ahead of Customer UAT

A Supplier's Guide to Configuring a New Trading Partner Relationship

Navigating customer demand for a new supplier to TrueAuto

A Supplier's Guide to Customer Demand

Create a customer shipment, structured packaging, barcode labels and verified ASN. (Advanced Shipment notification)

A Supplier's Guide to Creating a Shipment and Associated Labels

Create an Invoice from a Shipment and Work with Supplier Invoices

A Supplier's Guide to Creating and Sending Invoices

User Guides

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.