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Suppliers

Last updated: August 14, 2026

Suppliers are optional metadata in EvoKlar — not a required step for processing or export. They help label recurring sources, trace jobs, and store saved export mappings.

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.

What you can edit

Power users, admins, and Evomation users can edit the name, source type, and external identity directly. In hash mode, private values cannot be recovered: leave them unchanged or replace external source and ID together.

Active, inactive, and default

  • Power users, admins, and Evomation users can deactivate and reactivate suppliers.
  • Deactivation removes default status. Reactivation does not restore it automatically.
  • Each organization can have at most one default supplier, and it must be active.
  • Only admins and Evomation users can permanently delete an individual supplier.

Add suppliers with bulk import

  1. Open Suppliers > Bulk Upload.
  2. The import is assigned to your current organization. Choose the source system 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. Analyze the import. The preview shows new, updated, unchanged, and conflicting rows.
  6. Resolve every conflict in the file. You can apply the complete import only when none remain.

How duplicates are handled

A complete external source and external ID identify the same supplier and can update its core fields. A name alone is only a hint and produces a conflict when it may match. Bulk import never silently reactivates inactive suppliers.

Suppliers when changing privacy mode

When switching between plain, hash, and encrypted modes, all suppliers are reset in the same transaction. This prevents suppliers from different storage modes being reused together.

Automatic supplier reset

  • Sets all suppliers to inactive and removes default status.
  • Names are anonymized (reset/private status).
  • External identity, workflow preferences, and saved export mappings are cleared.
  • Job history is preserved.
  • Reset placeholders cannot be edited, reactivated, or reused.

Alternative: Delete all suppliers first

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

Caution for privacy-mode changes

The mode change and supplier reset happen together. Supplier identities, workflow preferences, and saved mappings are cleared while job history is preserved. Re-import suppliers afterwards.

Workflow section on detail

On supplier detail, set preferred processing and export templates, default VE unit, and manage saved export mappings.

Hub overview and quick start: Workflows.

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.
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