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Suppliers

Last updated: June 24, 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

Core fields such as name or external IDs cannot be changed in place yet — delete and recreate if wrong. Workflow preferences (templates, VE unit, saved mappings) are editable in the Workflow section on supplier detail.

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.

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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