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Suppliers

Last updated: February 9, 2026

Suppliers are optional metadata in EvoKlar. They help with assignment and traceability across processing and export jobs.

Important

Suppliers are optional. Many workflows still work without suppliers.

Create one supplier

  1. Open Suppliers.
  2. Click Add Supplier.
  3. Fill in at least the Supplier Name.
  4. Choose Source Type: Local (EvoKlar) or External.
  5. Optional: add External Source and External ID.
  6. Optional: enable Default if this supplier should be used as default.
  7. Save the supplier.

No edit mode available

Suppliers cannot be edited right now. If data is wrong, delete the supplier and create it again.

Add suppliers with bulk import

  1. Open Suppliers > Bulk Upload.
  2. Select the organization and upload your file.
  3. Go to column mapping and map at least the name field (required).
  4. Optional: map external_id and set one external source for all imported rows.
  5. Review the preview and run the upload.
  6. Check the result summary afterward.

Reset or delete when changing privacy mode

If you switch between plain mode, hash mode, and encrypted mode, clean up and rebuild suppliers first.

Option 1: Reset suppliers

  • Sets all suppliers to inactive and removes default status.
  • Names are anonymized (reset/private status).
  • Job history is preserved.

Option 2: Delete all suppliers

  • Permanently deletes all suppliers.
  • Supplier references are cleared from jobs.
  • Job history is preserved, but without supplier references.

Caution for privacy-mode changes

After switching to hash or encrypted mode, do not continue using suppliers created under a different mode. Reset or delete them, then import again.

Use suppliers in workflows

In processing jobs

  • Supplier selection is optional.
  • If no supplier is selected, EvoKlar uses the default supplier (if available).
  • Only active suppliers are selectable.

In export jobs

  • You choose the supplier directly in export setup.
  • Only active suppliers are selectable.
  • If the export template contains a supplier field, a valid supplier must be available (selected or default).

Output responsibility

You are always responsible for reviewing and verifying output results. DO NOT use processed or exported files in production workflows until you have fully verified that everything is correct.