Supplier Management (Lieferantenverwaltung)
Manage your suppliers with contact details, bank information, and VAT ID.
Contents
Supplier Management (Lieferantenverwaltung)
The supplier management in dVersum allows you to centrally maintain all your vendors, service providers, and business partners. The stored data is automatically linked to received invoices and is available for accounting.
Accessing Suppliers
In dVersum: Navigate to Finance > Suppliers, or go directly to /finanzen/lieferanten.
Creating a Supplier
Step 1: Open the Form
Click on Add Supplier in the top right corner. A side panel opens with the input form.
Step 2: Enter Master Data
The form is divided into five sections:
Basic Data
| Field | Required | Description |
|---|---|---|
| Name | Yes | Company name of the supplier |
| VAT ID (USt-ID) | No | VAT identification number (e.g., DE123456789) |
| Tax Number (Steuernummer) | No | Supplier's tax number |
| Contact Person (Ansprechpartner) | No | Name of the contact person at the supplier |
Tip: The VAT ID is particularly important for input tax deduction (Vorsteuerabzug) and correct allocation in the VAT pre-return (USt-Voranmeldung). Enter it as soon as it is available to you.
Contact Details
| Field | Description |
|---|---|
| Supplier's email address | |
| Phone | Phone number |
| Website | Supplier's website |
Address
| Field | Description |
|---|---|
| Street | Street and house number |
| Postal Code (PLZ) | Postal code |
| City | City |
| Country | Country code (default: DE) |
Bank Details (Bankverbindung)
| Field | Description |
|---|---|
| IBAN | Supplier's International Bank Account Number |
| BIC | Bank Identifier Code |
| Bank | Name of the bank |
Note: Bank details are helpful for matching payments to the supplier and verifying payment data on received invoices.
Notes
A free-text field for internal remarks about the supplier (e.g., payment terms, special agreements, contacts for different departments).
Step 3: Save
Click on Add Supplier to save the supplier. They appear immediately in the supplier list.
Searching and Filtering Suppliers
Using the search field above the table, you can search suppliers by the following criteria:
- Name -- Company name
- VAT ID -- VAT identification number
- Email -- Email address
- City -- Location
The search filters the list in real time as you type.
Supplier List
The supplier table shows all saved suppliers with the following columns:
| Column | Description |
|---|---|
| Name | Company name (bold) |
| VAT ID | VAT ID in monospace font |
| Address | Street, postal code, and city combined |
| Contact | Email address or phone number |
| Actions | Edit and delete buttons |
Editing Suppliers
- Click on the edit icon (pencil) in the supplier's row
- The side panel opens with the pre-filled data
- Make your changes
- Click on Save
Deleting Suppliers
- Click on the delete icon (trash) in the supplier's row
- The supplier is immediately deleted
Important: Deleting a supplier has no effect on existing received invoices. The invoice data (supplier name, address, etc.) is stored in the invoice itself.
Linking with Received Invoices
Suppliers are automatically linked to received invoices:
- When uploading a received invoice, the supplier name is extracted from the invoice
- If a matching supplier exists in the database, the link is established
- On the received invoice detail page, the supplier information is displayed
In dVersum: Navigate from the supplier management to Received Invoices (/finanzen/eingang) to view a supplier's invoices.
dVersum Tip
Proactively create your most important suppliers before the first invoice arrives. This way, uploaded received invoices are immediately correctly assigned. Pay special attention to complete entry of VAT ID and bank details -- this data is essential for input tax deduction and payment processing.
Last updated: 4/6/2026