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Version: Current

Supplier default coding

Zudello saves you time by automatically coding purchasing documents with predefined values for each of your suppliers. This guide explains how to set up and manage default coding for your suppliers.

Best practices​

  • Review default coding settings regularly to ensure they match your business requirements
  • Ensure supplier defaults are consistent between Zudello and your ERP
  • Consider the impact on existing processes before making changes
Note

This article focuses on supplier default coding only.
For guidance on configuring supplier default document types, see Supplier default document types

Understanding default coding​

Default coding in Zudello automatically applies predetermined values to specific transaction fields whenever:

  • A document is uploaded and the supplier is successfully matched
  • A supplier is manually matched to a document
  • You click Apply Trained Rules for a document with a matched supplier

Setting up default coding​

You can configure default coding in two ways:

ERP integration​

If your ERP supports default coding rules:

  1. Set up the rules in your ERP
  2. Zudello pulls these rules when fetching supplier records
  3. Rules are automatically saved in Zudello

To check whether supplier default coding are pulled from your ERP, contact your organisation administrator or Zudello support.

Supplier card configuration​

To set or modify default coding directly in Zudello:

  1. Open the supplier card:
    • From a document: Click View next to the matched supplier
    • From the CRM module:
      • Click the Supplier submodule
      • Find and open the relevant supplier

  1. Locate the default coding section

  1. Select your desired default coding values for each relevant field

  1. Click Save

Consolidate lines​

The Consolidate lines setting is available on each supplier record. When turned on, Zudello automatically replaces all extracted line items on incoming documents from that supplier with a single consolidated line.

The consolidated line is created with the following values:

  • Description: "Document Total"
  • Quantity: 1
  • Unit price: Equal to the document total
  • Total: Equal to the document total

Zudello then applies any default coding to this single line.

This is useful for suppliers where you don't need line-level detail, such as:

  • Utility bills
  • Phone bills
  • Simple service invoices where only the total matters
warning

Turning on Consolidate lines permanently removes the original line item detail from the transaction in Zudello. Do not use this setting if you need line-level detail for matching, approvals, reporting, or ERP integration.

Importing supplier default coding​

Zudello's importing feature allows you to update your supplier default coding in bulk. With a few simple steps, you can export a list of your suppliers, add default coding in bulk, and import the changes back into Zudello.

To learn more about the process, see Importing Supplier Default Coding.

Need help?​

Contact your organisation administrator or Zudello support for assistance with default coding configuration.