HSBC & Tradeshift e-Invoicing Receiving a

HSBC & Tradeshift e-Invoicing Receiving a Purchase Order

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Table of contents 1.

Viewing your Purchase Orders

2.

Viewing documents

3.

Document Manager

4.

Accepting Purchase Orders

5.

Further Support

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Viewing your Purchase Orders You can view the PO in the Tasks or Document Manager App within the Tradeshift platform 1

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2

Document Manager (1)

You can use filters within the Document Manager to make the management of documents easier… 4 | Confidential

Document Manager (2)

Applied filters can be removed here 5 | Confidential

Document Manager (3)

Click on a document to view

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In addition to filters, you can use text search to locate a specific document

Document Manager (4) 1

1. 2.

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Available columns can be adjusted The current filtered view can be downloaded (max 10,000 records)

Accept the Purchase Order

Review the contents . If you’re happy, Click the green “Accept” button to accept the order.

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For more information, Please visit: https://hsbc.support.tradeshift.com/

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