Help Center
How Vendria and Dri work, explained by the people who build them. These are the same guides Dri uses to answer on WhatsApp.
For buyers
- The product pageFor the buyer: what a product page shows, how to read the discounted price, the packaging and the availability, and how to add it to the quote.For: all roles
- Track an order you sentWhere to see the status of an order sent through Vendria: number, status, dates, items, totals and what each stage means.For: all roles
- Search, filter and scan barcodes in the catalogSearch products by code or description, filter by price, stock and brand, sort the list and scan the barcode with your phone's camera.For: all roles
- Purchase: when one order becomes severalFor the buyer: why a cart with products from different stores becomes several orders and how to track each one on the purchase page.For: all roles
- Review the supplier's proposal, and how to accept, ask for a change or declineFor the buyer: what to check in the supplier's proposal and how to accept, ask for a change or decline by replying to the seller.For: all roles
- Confirm your invitation through the linkConfirm your Vendria invitation with the six-digit code, create a password if you want, and ask for a new code when the previous one expires.For: all roles
- Check price and stock with DriSend Dri the product code and get the price with your company's terms and the stock. See how to read the card and what to do when she can't find it.For: all roles
- Talk to Dri on TelegramFor the buyer: turn on Telegram in My Account and send Dri orders, photos and spreadsheets there, just as you would on WhatsApp.For: all roles
- Place an order from the catalogHow to place an order from the Vendria catalog: find the product, add it, review it in the cart and send it to the supplier.For: all roles
- My account and passwordFor the buyer: change your name, email and phone, create a password login, change or reset the password and connect Dri in other apps.For: all roles
- My Company: the buying company's registration dataFor the buyer: what appears in My Company, with registration data, commercial terms and the assigned seller, and how to ask for a correction.For: all roles
- I can't sign in to my accountSign in to Vendria with the WhatsApp code or link, or with email and password, and solve an expired link, an invalid code and a message that doesn't arrive.For: all roles
- The buyer's cart: review, notes, PO and sendFor the buyer: review the cart, write notes, deal with closed boxes and minimum order, save the quote and send it for approval.For: all roles
- Where I see my ordersFor the buyer: where to see the orders you placed, what each status means and how to ask Dri where an order stands.For: all roles
- Order sent: what happens nowFor the buyer: what happens after Send for Approval, how to track the order's status and whom to ask for a change.For: all roles
- Order through Dri on WhatsAppSend Dri the order with code, quantity and unit, see the quote on the site and learn how to send it to the seller for approval.For: all roles
For sellers
- Dri learns how each customer ordersHow Dri learns each customer's vocabulary from your corrections on the quote, and why a code alias only counts after it is approved.For: Seller and Administrator
- Dri on WhatsApp: everything she doesDri is Vendria's AI assistant on WhatsApp, Telegram and Dri chat: she builds quotes and looks up prices, stock, orders and customers.For: Seller and Administrator
- The quote line: quantity, price and discountFor sellers: change the quantity, type an additional discount, base price or fixed price, reorder and delete quote lines in Vendria.For: Seller and Administrator
- The seller's quote list: what shows up, the filters and the searchFor sellers: Vendria's Quotes and Orders list, what each card shows, how to filter and search, and how to find a quote that went missing.For: Seller and Administrator
- The purchase page: confirm, reject and add stores all at onceOn a purchase page with several orders: confirm or reject everything at once, add another store and set the purchase's customer and seller.For: Seller and Administrator
- The quote page, part by partWhat each part of the quote page does, from top to bottom, and the difference between a multi-store order and a group order by branch.For: Seller and Administrator
- The product page for sellers: stock, price and adding to the quoteFor sellers: the catalog product page, with net price, live ERP stock, pre-sale, what is on the way and Add to Quote.For: Seller and Administrator
- Every action Dri knows how to doEverything Dri does in the conversation: product, quote, list, portfolio, the customer's history and boleto, files she reads and what uses credits.For: Seller and Administrator
- Follow the WhatsApp conversationsIn Actions, follow Dri's conversations, the imports and the estimate sends: what each column says, each Status and the useful filters.For: Seller and Administrator
- Adjust the list without redoing the whole requestAsk Dri to change the selection, the order, the columns or the format of a product list she already built, without repeating the whole request.For: Seller and Administrator
- Get notified when the order changes status in the ERPDri lets you know when the order is authorized, goes into picking, is invoiced, is not authorized or is canceled in the ERP. Set it up in Notices.For: Seller and Administrator
- Line notices: the Check badge, the drawer and the review panelThe Check badge on the quote line, the notices drawer and the review panel: how to decide item by item or in bulk, and what blocks sending.For: Seller and Administrator
- The bell notifications: what reaches the sellerFor sellers: what each bell notification means, from a changed quote to an item back in stock, and what to do with each one.For: Seller and Administrator
- Download the quote as PDF, Excel or CSV: the Export menu and the templatesDownload the quote or the order as PDF, Excel or CSV from the Export menu, with the company's shortcuts and templates, preview and the purchase's Download all.For: Seller and Administrator
- Boletos, overdue receivables and the customer's credit through DriAsk Dri whether a customer has an overdue boleto, how much credit is left, which invoice each receivable belongs to and how to send a copy of the boleto.For: Seller and Administrator
- Cancel an order or reject a quoteReject a quote or cancel an order with a reason, see who can do it and what to do when the ERP has already imported the order.For: Seller and Administrator
- Open cart and editing an existing quoteThe open cart before it becomes a quote, how to save or clear it, and how to edit and add products to a quote that already exists in Vendria.For: Seller and Administrator
- The customers in my portfolioFor sellers: the customer records and the ERP portfolio with filters, how to search by name, CNPJ or code and bring a customer over from the ERP.For: Seller and Administrator
- Code not found on the quote: search, save for future or discardWhat to do with a code not found on the quote: search the catalog, save it for future or discard it, and what the customer receives.For: Seller and Administrator
- How Dri finds the product the customer asked forHow Dri turns the code or description the customer wrote into a product from your catalog, and why some lines arrive as an open question.For: Seller and Administrator
- How a rep agency starts on Vendria: the Partner first, the team afterWho puts the rep agency on Vendria, why the first registration has to be a Partner with general powers, and how they add the rest of the team.For: Seller and Administrator
- How the price of a quote line is builtHow Vendria calculates the price of a quote line: price table, promotion, discounts that multiply, fixed price, base price and taxes.For: Seller and Administrator
- When one order becomes several: the multi-store purchase from the company's sideWhy an order with items from several stores becomes one order per store, when that happens, what belongs to each order and what Partial means.For: Seller and Administrator
- Commercial terms on the quote: payment, freight and deliveryFill in payment, payment terms, freight type and cost, carrier, expected date and delivery address on the quote, and see where the values come from.For: Seller and Administrator
- Check the quote against the document the customer sentOpen on the quote the file, photo, text or audio the customer sent and check codes, quantities, notes and the document's price.For: Seller and Administrator
- Rep agency settings: what the partner, the administrative staff and the seller changeWhat each rep agency role sees and changes: team, permissions, estimates and catalog, taxes, commercial rules, settings, usage metrics and plans.For: Rep agency team
- Confirm the estimate: directly or after the customer acceptedRelease or close the order with Confirm quote or record the customer's acceptance, what changes afterwards and why the button is grayed out.For: Seller and Administrator
- A quote for a slice of the catalog through DriAsk Dri for a quote with every product in a slice of the catalog, by brand, price, stock or new arrivals, with the same quantity of each item.For: Seller and Administrator
- A quote from a photo, PDF or spreadsheet on WhatsAppSend Dri the photo of the notebook, the PDF or the customer's spreadsheet and get the quote built with products from the catalog.For: Seller and Administrator
- AI credits: how much each action costs and how much was usedThe Plans and usage page and the plan's usage: balance, how much of each type of action was used in the billing period and who paid.For: Seller and Administrator
- A product's cost and margin through Dri: who sees it and how to askAsk Dri for a product's cost and margin, simulate a discount and see who on the team can see that number.For: Seller and Administrator
- Whose turn it is, and when the quote freezesWhen the quote is with the customer or with your company, why the sent proposal freezes and how to edit it again to revise it.For: Seller and Administrator
- Latent demand: what the customer asked for and did not getOn the Latent demand screen, see what the customer asked for and did not get, because of missing stock, being off the catalog or saved for later, and generate a quote.For: Seller and Administrator
- The detail of a Dri conversationRead the transcript of a conversation with Dri, the actions she took, the linked orders, and message the contact on WhatsApp from there.For: Seller and Administrator
- The detail of an importRead the detail of an import in AI actions: extracted and matched items, open questions, original files, the Partial state and the error of a failure.For: Seller and Administrator
- Duplicate and revise a quoteDuplicate a quote in any status to create another one as a draft, see what the copy brings and when to revise the proposal the customer already has.For: Seller and Administrator
- Send the proposal to the customer and record the acceptanceFreeze the proposal with Send estimate, deliver the PDF to the customer and record the acceptance with Customer confirmed, with the version they received.For: Seller and Administrator
- Send estimate: freeze and deliver the PDF to the customerFreeze the quote in a numbered version and deliver the PDF to the customer by download or through your WhatsApp.For: Seller and Administrator
- Which ERPs Vendria integrates withVendria integrates with Guarani (Trisoft), TOTVS and Bling. See who connects each one, which ones receive the order and what to do if your ERP is a different one.For: Seller and Administrator
- Choose the conversation's customer on WhatsAppTell Dri the quote's customer by name, CNPJ or ERP code, switch to another one and see what to do when she finds none or more than one.For: Seller and Administrator
- Stock on the quote: the shortage warning and the ways outRead the quote's Stock column, decide what to do with each item that is short and save the rest for a future order before confirming.For: Seller and Administrator
- Export the quote as Excel or PDF on WhatsAppExport the quote as Excel or PDF on WhatsApp with Dri: what the Export button does, who confirms the order and what to do with each warning.For: Seller and Administrator
- Export the filtered catalog as Excel or PDFExport the filtered catalog as Excel or PDF with the company's template, see the preview and understand why the file comes out with the table price.For: Seller and Administrator
- A customer's recordFor sellers: the customer's record in Vendria, with details, commercial terms, branches, related companies, latest quotes and buyers.For: Seller and Administrator
- A customer's record straight from the ERPLook up a customer's record straight from the ERP, with details, the group's branches and contacts, and bring the customer into Vendria with one click.For: Seller and Administrator
- The rep agency's order queue: take, pass on and returnFor the rep agency: take an order from the queue, pass it to a colleague, change the seller or return it to the queue, and the difference between seller and typist.For: Rep agency team
- Product photo without a code: how Dri recognizes it, and when she prefers to readHow Dri recognizes a product from a photo without a code, why that photo always becomes a quote and what to check on the recognized line.For: Seller and Administrator
- Generate a product list on WhatsAppAsk Dri on WhatsApp for a product list by name, price, stock, new arrivals or by your codes and get the file in Excel or PDF.For: Seller and Administrator
- Import a quote on screen: photo, PDF or spreadsheetImport the customer's order as a photo, PDF or spreadsheet with the Import Quote with AI button and get the quote built with products from the catalog.For: Seller and Administrator
- Taxes, Commercial Rules and the rep agency's identityFor the rep agency: choose whether quotes and the catalog highlight tax, the terms a quote starts with, and the logo and contact printed on the PDF.For: Rep agency team
- A line from another store in a purchase: which store is this item from?In a purchase with several stores, decide which store each line belongs to, move the item to the right order and understand the labels the screen shows.For: Seller and Administrator
- Build product listsAsk Dri for a product list in Excel or PDF for the customer, filtering by price, stock, new arrivals or curve, and review the history on the Sent lists screen.For: Seller and Administrator
- Ask about my customer portfolio on WhatsAppAsk Dri on WhatsApp who your customers are, who stopped buying, who owes a boleto, and get the ERP portfolio as a spreadsheet.For: Seller and Administrator
- My Team: who is on your rep agency's teamWho is on the rep agency's team, the Partner, Administrative and Seller roles, and who adds, confirms and removes members.For: Rep agency team
- My open pre-salesAsk Dri on WhatsApp which pre-sales you have open in the ERP, how to read the answer and what to do when she can't answer.For: Seller and Administrator
- My sales and my target: on WhatsApp and on screenAsk Dri on WhatsApp how much you sold this month, how much of the target you have reached and the commission on an order, and see the same numbers on the Dashboard.For: Seller and Administrator
- List file templates: whose layout is itFor sellers: which template defines the list file Dri sends (yours, the rep agency's or the organization's) and how to switch or ask for one by name.For: Seller and Administrator
- Catalog and exports: how your rep agency's file comes outFor the rep agency: choose the template in use for each list, build the Excel and PDF ones, inherit or customize the organization's and show templates to the team.For: Rep agency team
- Build a quote by text on WhatsAppWrite the customer's order in a message to Dri on WhatsApp and get the quote ready, with sample messages and how to adjust the items.For: Seller and Administrator
- Build a quote on screen: from the catalog to Save QuoteBuild a quote on Vendria's screen: search the catalog, add the products, choose the customer in the cart and click Save Quote.For: Seller and Administrator
- Change the order's terms on WhatsAppChange payment terms, payment method, freight, carrier, note and discount on the quote by talking to Dri on WhatsApp, without opening the screen.For: Seller and Administrator
- Ask Dri for the invoice (DANFE and XML) and the order copyAsk Dri for the invoice number and key, the DANFE as PDF, the XML and the order copy as PDF, right in the conversation.For: Seller and Administrator
- The life cycle of a quote: the statuses and what links one to the nextThe statuses of a quote, from Draft to confirmed order, what to do after Dri builds or exports it and how the order reaches the ERP.For: Seller and Administrator
- The quote's customer: identify, set and changeHow Vendria identifies the quote's customer from the document, how to set or change the customer, register a new customer in the ERP and what the price recalculates.For: Seller and Administrator
- The list file layout: format, grid and column orderChoose Excel or PDF, table or grid, photo and which columns come out, and in what order, in the product list file you ask Dri for.For: Seller and Administrator
- Does the confirmed order go to the ERP?Yes: in a store with sending turned on and an ERP that receives orders, the confirmed order is written to the ERP. See how to tell whether your store sends.For: Seller and Administrator
- The order as it ended up in the ERPSee the order as it ended up in the ERP: stage, details, items, payments with boleto and PIX, invoices, and what Vendria sent compared with what the ERP saved.For: Seller and Administrator
- What counts toward the AI plan, and what doesn'tThe AI plan counts what Dri does and what goes out on WhatsApp. Using the site without AI doesn't count, and the whole team uses the same plan, with no per-user cost.For: Seller and Administrator
- Notes and the customer's purchase order on the quoteUse the quote's Notes, Internal Notes and billing note, record the customer's purchase order and respect the ERP's limit.For: Seller and Administrator
- Where to talk to Dri: WhatsApp, her own chat and TelegramTalk to Dri on WhatsApp, in Dri chat on your phone or on Telegram: how to turn on each channel, get notifications and disconnect.For: Seller and Administrator
- Usage metrics: your rep agency's numbersFor the Partner and Administrative staff of a rep agency: Usage metrics shows the team's actions, the path from service to the ERP and who acted, by supplier.For: Rep agency team
- The Dashboard: how much the team is using VendriaFor sellers: what the Dashboard shows, with orders, revenue, target and top customers of the month, and where those numbers come from.For: Seller and Administrator
- Request the registration of a new customerFor sellers: bring the customer from the ERP, register them in the ERP from the quote, ask Dri for the registration and understand when she says she didn't find the customer.For: Seller and Administrator
- Ask Dri about a customer: last purchase, how much they buy and creditAsk Dri about one of your customers: last purchase, how much and what they buy, credit, boletos and the payment terms they usually use.For: Seller and Administrator
- Permissions: what the rep agency's team can doThe Partner decides what the Seller sends to the ERP, whether they see the queue and have their own templates, and whether the Administrative staff manages the team and changes permissions.For: Rep agency team
- The quote's validity period, and what happens when it expiresThe fixed 14-day validity of the sent proposal, when the quote expires on its own and becomes Expired, and how to edit or reject it again after the deadline.For: Seller and Administrator
- Check price and stock on WhatsAppSend Dri the code on WhatsApp and get the price with the customer's discount, ERP stock and arrivals. Several codes: one per line, with stock at the top.For: Seller and Administrator
- Send the negotiated price to Dri in the messageFor sellers: how to write the price agreed with the customer next to the item on WhatsApp, what Dri answers and why the price sometimes doesn't go in.For: Seller and Administrator
- When Dri asks, and how to answerWhich questions Dri asks in the conversation, how to answer with a button, number or name, how long the question waits and why reading issues are solved on screen.For: Seller and Administrator
- When the photo is refused before it is even readWhy Dri refuses the photo of an order before reading it, the six defects that block reading and how to take a photo that passes the test.For: Seller and Administrator
- When the confirmed order doesn't get into the ERPA confirmed order that didn't get into the ERP: what each state means, the order refused because the customer isn't in the ERP, when to resend and when to duplicate.For: Seller and Administrator
- Allocation: split a line's quantity among the customer's branchesSplit the quantity of a quote line among the customer's branches through the Grid, and see how the allocation shows on screen and in the ERP.For: Seller and Administrator
- Allocation on screen, step by step: destinations, Grid and delivery by branchSplit an order among the customer's branches on screen: Grid view, adding and identifying destinations, delivery address and billing by branch.For: Seller and Administrator
- Reactivating inactive customers: the queue of customers who stopped buyingFor sellers: the reactivation queue of customers who stopped buying, with a suggested quote, message, contacts, sending and recording the outcome.For: Seller and Administrator
- Start over, end and the conversation commandsThe commands of the conversation with Dri: new order, start over, end and undo, what is lost when you end and what the error messages say.For: Seller and Administrator
- Edit a sent proposal: reopen, revise and resendHow to edit a proposal that is with the customer again (just change it and confirm the warning), revise and resend the next version, and who can do each step.For: Seller and Administrator
- Ask for an order's status on WhatsAppAsk Dri for an order's status by number, by customer, by ERP number or by invoice, and get the invoice, the DANFE and the delivery.For: Seller and Administrator
- Change the product on a quote lineChange the product on a quote line, what happens to quantity, price and stock after the change, and how to leave the line as not found.For: Seller and Administrator
- How do I get back to a quote I already made, in the conversation with Dri?To work on a quote that is no longer open in the conversation, tell Dri its day or position, or open it from the link or from the Quotes list.For: Seller and Administrator
For account admins
- Actions: the conversations and imports of the whole teamFor the administrator: follow, in AI actions, the Dri conversations and imports of the whole team, with filters by channel, person and status.For: Administrator · Supplier
- Store Admins: who administers a specific storeFor the administrator: see, add and remove the administrators of a store on the Store Admins screen, and the pitfalls of the name and the password.For: Administrator · Supplier
- Extra catalog attributes: reapply without reimportingFor the administrator: fix brand, color, NCM and other extra product attributes by reapplying a spreadsheet already imported, without reimporting the catalog.For: Administrator · Supplier
- Update an existing catalog: add without removing anythingFor the administrator: update prices, stock and catalog products by spreadsheet without removing anything, and choose which table the price is saved to.For: Administrator · Supplier
- Register sellers and assign customersFor the administrator: register sellers in Vendria, link the ERP code, turn on WhatsApp and assign customers to each one's portfolio.For: Administrator · Supplier
- Register a customer: New Company, document or ERPFor the administrator: register a customer with New Company, a registration form, a spreadsheet, bringing it from the ERP or directly in the ERP, in one or several connections.For: Administrator · Supplier
- Register a user and grant accessFor the administrator: register sellers, administrators and buyers in Users, choose roles and stores, and add people who already have an account.For: Administrator · Supplier
- Order reading: what Dri knows about your catalogFor the administrator: what Dri knows about your catalog, the notes for Dri and the code prefixes, and where the import and the column mapping are.For: Administrator · Supplier
- Collections: group catalog productsFor the administrator: create collections to group catalog products, add products from the product page or through the import, and sort them by position.For: Administrator · Supplier
- How Dri answers with the company knowledge base: and what she does not doHow Dri uses your company's documents to answer on WhatsApp, on Telegram and in Dri Chat, why she declines and what she never answers.For: Administrator · Supplier
- Connect a store's ERPFor the owner: connect a store's ERP to Vendria, change the credentials, turn the connection off and see what changes right after.For: Administrator · Supplier
- Supplier settings: what the administrator changes, and whereThe map of the supplier administrator's settings: each screen, what it changes and the guide that teaches how to change it.For: Administrator · Supplier
- Settings: the organization's stores and the switches of each oneFor the administrator: the Settings screen, with the list of stores, how to reactivate a deactivated store and the switches that apply to the whole organization.For: Administrator · Supplier
- Knowledge base conflicts: when two documents disagreeFor the administrator: when two documents in Dri's knowledge base disagree, which one wins on its own, why she stops answering and how to settle the conflict.For: Administrator · Supplier
- Quotes in the administrator's view: everything in the company and the filtersFor the administrator: see all of the company's quotes and orders, filter by status, seller, store and ERP, and find what was left without a seller.For: Administrator · Supplier
- Create and manage price tablesFor the administrator: create price tables per store, rename, make default, mark as promotion, deactivate or delete a table.For: Administrator · Supplier
- Create a new store in the organizationFor the administrator: create a new store in Company Settings, with what it starts with and what to configure next.For: Administrator · Supplier
- The company details printed on documents: name, CNPJ, address and contactFor the administrator: fill in the company's name, CNPJ, address, phone and email that go in the header of the PDF, the spreadsheet and the review page.For: Administrator · Supplier
- Customer details on documents and learning of commercial patternsFor the administrator: choose which customer details go in the downloaded PDF and Excel, and decide whether the store learns each customer's payment terms, freight and discount.For: Administrator · Supplier
- Give a buyer access: catalog, WhatsApp and storesFor the administrator: create a buyer's access through WhatsApp or email, choose the stores they buy from and solve the most common errors.For: Administrator · Supplier
- The administrator's Dashboard: how to read each numberFor the administrator: how to read the Dashboard (actions, the funnel from service to the ERP, the team and the habit) and where to see the organization's AI usage.For: Administrator · Supplier
- After uploading: the processing and the details of a documentFollow the processing of a document sent to Dri, understand why it failed, read usage and triage, reprocess or delete it.For: Administrator · Supplier
- Deactivate or delete a customerFor the administrator: when to deactivate and when to delete a customer, what each option erases or keeps and why the deletion may be refused.For: Administrator · Supplier
- Deactivate, remove or change a user's passwordFor the administrator: deactivate, remove or change a user's password, and what happens to the person's access, portfolio and history.For: Administrator · Supplier
- Customer discount: the default one and the one for each storeFor the administrator: give a customer a discount on their profile, the default for all stores or one per store, and how it enters quotes.For: Administrator · Supplier
- Seller's maximum discount: the per-store concession capFor the administrator: set in Prices the maximum discount a seller can grant per line, store by store, and what happens above it.For: Administrator · Supplier
- Dri's questions: what she could not answerFor the administrator: answer the questions Dri could not answer for customers and save the answer in the knowledge base, minding the 24-hour window.For: Administrator · Supplier
- Edit or delete a catalog productFor the administrator: edit a catalog product's description, base price, stock and photo, manage variants in bulk and learn when it can be deleted.For: Administrator · Supplier
- Teach Dri: the company knowledge baseFor the administrator: upload documents so Dri can answer about delivery times, freight, payment and products, choosing the right type and source.For: Administrator · Supplier
- What the ERP brings on its own, and what stays manualFor the administrator: which sellers and customers the ERP brings into Vendria on its own, what stays manual and what to check before syncing.For: Administrator · Supplier
- Export orders: how the files come outFor the administrator: configure how order and catalog files come out, download an order as PDF, Excel or CSV and export through WhatsApp.For: Administrator · Supplier
- A rep agency's profile: mandate, members and portfolioFor the administrator: manage a rep agency's mandate, end the contract and follow members, customer portfolio and quotes.For: Administrator · Supplier
- Customer profile: edit details and commercial defaultsFor the administrator: edit the customer's details on the profile, change the responsible seller and set the default terms, payment method and freight.For: Administrator · Supplier
- A user's profile: ERP identity and rep agenciesFor the administrator: on the user's profile, link the ERP login and seller code and attach the person to a rep agency company.For: Administrator · Supplier
- A seller's profile and their customer portfolioFor the administrator: see a seller's profile, add, transfer and remove customers from their portfolio and check what comes from the ERP.For: Administrator · Supplier
- A customer's branches: register, deactivate and unlinkFor the administrator: register a customer's branches and delivery addresses, mark partial delivery, deactivate, delete or unlink a branch.For: Administrator · Supplier
- Freight and delivery: default freight mode and delivery timeFor the administrator: set the default freight mode, the delivery time in business days and the freight type lock for buyers.For: Administrator · Supplier
- Catalog import historyFor the administrator: the catalog import history, what each column counts, how to download the original spreadsheet and where to see the errors.For: Administrator · Supplier
- Import the catalog by spreadsheetFor the administrator: import the catalog by spreadsheet, choose between replacing or updating and prepare the code, price and packaging columns.For: Administrator · Supplier
- Import customers by spreadsheetFor the administrator: register or update many customers at once by importing an Excel or CSV spreadsheet, checking the column mapping.For: Administrator · Supplier
- Import the product photosFor the administrator: import product photos from a computer folder, Google Drive or OneDrive, naming each file by the product code.For: Administrator · Supplier
- Import a new catalog: the step-by-step wizardFor the administrator: import the full catalog by spreadsheet with the wizard and review the mapping of columns, tabs, variants and price tables.For: Administrator · Supplier
- Taxes and tax settingsFor the administrator: choose where each store shows IPI and ST (quotes and orders, lists, product page) and find out why the tax does not show.For: Administrator · Supplier
- The administrator's Customers list: columns, filters and bulk assignmentFor the administrator: search and filter customers, understand the ERP badges, bring customers from the ERP and assign a seller to many at once.For: Administrator · Supplier
- Product lists: what the administrator configuresFor the administrator: besides asking Dri for product lists like the seller, they configure the layout, photos, order and tax of the team's lists.For: Administrator · Supplier
- Store integrated with the ERP: what changes day to dayFor the administrator: what changes day to day with the store integrated with the ERP, such as credit, last paid price, stock and order sending.For: Administrator · Supplier
- Mark a quote as a testFor the administrator: mark one or more quotes as a test to remove them from billing and from the quote list, without deleting anything.For: Administrator · Supplier
- Members of a rep agency: add, confirm the account and removeFor the administrator: add members to a rep agency company, choose the role, ask for account confirmation by email and remove people who left.For: Administrator · Supplier
- Extraction Memory: what Dri learned about each customerFor the administrator: the Extraction Memory, what Dri learned about the way each customer and each store orders, and how to correct what went wrong.For: Administrator · Supplier
- Catalog list export templates: columns, layout and visibilityFor the administrator: build the Excel and PDF templates of the product list, with columns, table or grid and which ones the team sees.For: Administrator · Supplier
- Order and quote export templates: default, custom and shortcuts ★For the administrator: configure the default PDF, Excel and CSV order templates, create custom templates and shortcuts in the Export menu.For: Administrator · Supplier
- Payment terms templates: ready-made terms ladders for the sellerIn a store whose ERP records payment terms in installments, the administrator creates ladders such as 30/60/90 or dates of the year to apply in the quote with one click.For: Administrator · Supplier
- What the catalog import does with each productFor the administrator: how the import recognizes each product by its code, what it deactivates, what it keeps and what it does with the price tables.For: Administrator · Supplier
- Which documents to send to Dri and how to write themFor the administrator: which documents to send to Dri's knowledge base, the accepted formats, the right type and how to write them.For: Administrator · Supplier
- What syncs with the ERP, and whenFor the administrator: what Vendria reads and copies from each store's ERP, such as stock, catalog, images, sellers and customers, and when each one arrives.For: Administrator · Supplier
- Can the seller set the price? Base price and fixed priceFor the administrator: decide, store by store, whether the seller can type the base price, the fixed price, both or neither in the quote.For: Administrator · Supplier
- Default order and new-arrivals window of the WhatsApp listFor the administrator: set the order in which Dri builds the WhatsApp product list and for how many days a product counts as new.For: Administrator · Supplier
- Payment: installments, default terms and payment methodFor the administrator: configure installments, minimum installment amount, the store's default terms and payment method, and lock them for the buyer.For: Administrator · Supplier
- A store's page: details, default discount and deactivationFor the administrator: a store's page in Vendria, with name, default discount, service channels and how to deactivate or reactivate the store.For: Administrator · Supplier
- Vendria's roles: what each one sees and doesVendria's roles in one table: what the owner, administrators, seller, buyer and rep agency team see and do.For: Administrator · Supplier
- Orders and stock: approval, minimum order, stock and packagingFor the administrator: set the minimum order per store, stock control, hiding out-of-stock products, packaging multiples and items for later.For: Administrator · Supplier
- Document price: the price the customer wrote next to the itemFor the administrator: decide whether the price the customer wrote next to the item goes into the quote on its own, as base price or fixed price.For: Administrator · Supplier
- Load price table prices by spreadsheetFor the administrator: upload the price list of the tables by spreadsheet, one column per table, and avoid deactivating the tables that were left out.For: Administrator · Supplier
- Code prefixes: when the customer writes the code without the prefixFor the administrator: register code prefixes so Dri finds the product when the customer writes only the number, such as 8020 instead of DV8020.For: Administrator · Supplier
- First access: how the people you registered sign inFor the administrator: how the people you registered in Vendria sign in for the first time, whether team members, buyers or rep agency members.For: Administrator · Supplier
- Administrator's first steps: the roadmap to get Vendria readyThe administrator's roadmap to get Vendria ready: company and stores, ERP, catalog, prices, rules, taxes, team and customers.For: Administrator · Supplier
- Knowledge base quality: test what Dri answersFor the administrator: follow how much Dri answers with the knowledge base, test a question and see why she declined.For: Administrator · Supplier
- Who can change Company SettingsFor the administrator: what the Owner, the Company administrator and the Store administrator can do in Company Settings.For: Administrator · Supplier
- Image recognition: update the photos' fingerprintFor the administrator: update the catalog's image recognition so Dri finds the product from the photo the customer sends.For: Administrator · Supplier
- Commercial rules and discountFor the administrator: the map of the Commercial Rules and Prices screens, how discounts combine, the seller's cap and what applies per store or across the organization.For: Administrator · Supplier
- Discount rules: store, customer, volume and paymentFor the administrator: create store, customer, volume and payment method discounts, and understand how they combine in the price.For: Administrator · Supplier
- Price rules: table and adjustment by region or by sellerFor the administrator: create price rules by region or by seller portfolio, with a table or a percentage adjustment, and learn which rule wins.For: Administrator · Supplier
- Columns, unit, branch and formatting of an order export templateFor the administrator: build the order export template, with columns, pieces or boxes, one line per branch, PDF orientation and formatting.For: Administrator · Supplier
- Sales reps and permissionsFor the administrator: register rep agencies, understand the mandate that grants access and what each rep agency member sees in Vendria.For: Administrator · Supplier
- Know whether the ERP integration is workingFor the administrator: check whether each store's ERP connection is on, understand the bell notices and redo the authorization when it expires.For: Administrator · Supplier
- Memory health and confusions per store: how to read the numbersFor the administrator: read the Memory health numbers and the per-store confusions table, the decayed weight and why a confusion becomes inactive.For: Administrator · Supplier
- A customer's price table: assign it on the profileFor the administrator: assign a price table to a customer, store by store, in the Discounts & Access tab of the profile, and see when it applies.For: Administrator · Supplier
- Promotional table: offer price with an expiry dateFor the administrator: create a promotional table with offer price and expiry date, decide whether it adds up with the customer discount and end the promotion.For: Administrator · Supplier
- Price tablesFor the administrator: what a price table is in Vendria, how each customer's price is chosen, default table, promotional table and changes.For: Administrator · Supplier
- The Users screen: tabs, columns and each person's menuFor the administrator: the Users screen, with the tabs per role, the ERP link filter, the columns and what each action in the person's menu does.For: Administrator · Supplier
- Customer order spreadsheets: the spreadsheet from another system that Dri fills inFor the administrator: what the customer order spreadsheet is, why it can no longer be registered through the screen and how the ones the store already had come out.For: Administrator · Supplier
- Carriers: registration and what comes from the ERPFor the administrator: register carriers in Vendria by hand, by spreadsheet or from the ERP, and see how they show up in the quote.For: Administrator · Supplier
- Change the seller of a quote or a purchaseFor the administrator: change the seller of a quote or a purchase, understand the customer portfolio lock and the difference between seller and typist.For: Administrator · Supplier
- Product unit, packaging and sales multipleFor the administrator: set the sales unit, the quantity per package and whether the price is per box or per piece, and require packaging multiples.For: Administrator · Supplier
- Several stores in the same organization: what belongs to each store and what is sharedFor the administrator: what is configured in each store and what applies to the whole organization when your company has several stores.For: Administrator · Supplier