Basic Settings
Suppliers
Manage supplier master data, portal login creation, and accounting defaults
Navigate to Suppliers in the top navigation to manage your supplier directory.
Supplier List
The supplier list shows all registered suppliers with their name, registration number, and status.
Use the search bar and filters to narrow results by name, status, or other criteria.
Adding a Supplier
- Click + Create.
- Fill in the required fields:
| Field | Description |
|---|---|
| Name | Legal company name |
| Supplier Type | Company, Self-Employed, or Natural Person |
| Registration Number (IČO) | Business registration identifier (must be unique) |
| Tax ID (DIČ) | Tax identification number |
| VAT ID (IČ DPH) | VAT registration number (optional) |
| Street | Street address |
| City | City |
| ZIP Code | Postal/ZIP code |
| Country | Country of registration |
| Phone | Contact phone number (optional) |
| Contact email (optional; required when creating a portal login) | |
| IBAN | Bank account number (optional) |
| SWIFT | Bank identifier code (optional) |
- Optionally fill in accounting defaults:
| Field | Description |
|---|---|
| Available Approval Lines | Approval workflows available for documents from this supplier |
| Default Accounting Centre | Pre-filled cost centre for documents from this supplier |
| Default Accounting Group | Pre-filled GL group for documents from this supplier |
| Default Line Item Text | Default text for line items on documents |
| External ID | Identifier used when exporting to accounting software |
- Click Save.
Creating a Supplier Portal Login
You can create a portal login for a supplier during creation or via the supplier edit form.
- Open the Create or Edit form for the supplier.
- Enable the Create Login toggle.
- Enter the supplier contact's email address, first name, and last name.
- Save the form.
The supplier receives a password-reset email so they can set their credentials and access the Supplier Gate.
Enabling and Disabling a Supplier
- To disable: open the supplier detail page, click the ⋮ (more actions) menu, and select Disable.
- To re-enable: use the same menu and select Enable.
Disabled suppliers cannot be selected on new documents but remain visible on historical records.
AI Agent Settings
Each supplier can have individual AI agent configuration:
| Field | Description |
|---|---|
| AI Agent Enabled | Enable the AI agent specifically for this supplier |
| AI Context Description | Description of the supplier's business area to guide the AI |
| AI Prompt | Custom prompt used when processing documents from this supplier |