The customers in my portfolio

Where to find it

In the menu, under Customers. When your store has a connected ERP and you have a portfolio in it, the side menu (the one that opens from the menu button, next to Latent demand) also has the Portfolio item, which opens the ERP portfolio tab directly. The screen has two tabs at the top:

• Registration: the customers registered in Vendria, with who serves each one. It is the list that opens first and the one the next sections describe.
• ERP portfolio: your portfolio read live from the ERP, with the same filters Dri uses on WhatsApp (who stopped buying, ranking, receivables, who bought a product). It has its own section further down.

In the Registration tab, what the list shows depends on who you are in the company:

• Typist: the list brings the customers of the whole company, not only yours. That is what lets you type an order for another seller's customer or a sales rep's.
• Sales rep: the list shows only the customers in your portfolio, and there is no filter on screen that shows others'. If you are part of a rep agency company, the portfolio belongs to the whole rep agency: every member sees its customers.

What each column of the list shows

• Name: the customer's name. Clicking the row opens their record.
• ERP registry: which ERP the customer is in and under which code, one line per connection (for example, "Casa Modelo 2396"). "—" means the customer has no link to the ERP.
• CNPJ: CNPJ or CPF.
• Seller: who serves them. In a rep agency portfolio the name of the rep agency appears; to be assigned means nobody on the team has been named yet.
• Service: Internal (the supplier's team) or Rep agency.
• Status: Active or Inactive. For the seller it is read-only.

On a phone, the same information appears in cards, one per customer.

How to search for a customer

1. Type in the Search by name, CNPJ or code... field and click Search (or press Enter).
2. The search accepts trade name, legal name, CNPJ and the customer's ERP code.
3. To narrow by the registration's source, use the source filter: All sources, ERP + Vendria (linked to the ERP) or Vendria only (exists only here). In a company with more than one ERP, the filter also has each connection and Missing in some, to find who exists in one database and not in the other.

The list title says how many customers the search found. While the list checks the portfolio in the ERP, Checking… appears next to it.

ERP customers not yet in Vendria

In an integrated store, the list also brings the customers in your ERP portfolio who do not have a Vendria record yet: the rows appear with a dashed border on the cards and added up in the title ("N registered + N in the ERP"). In the actions column of each one, one of these answers appears:

• Bring to Vendria: one click creates the record with the ERP data.
• Already registered — click to open: this customer already has a Vendria record.
• Only the default sales rep brings it: the ERP points to another sales rep as owner; they are the one who brings it.

Clicking the name on one of these rows opens the customer's data as it is in the ERP, without creating anything. See A customer's record straight from the ERP.

What the seller can and cannot do here

Can:

• see the list and open the record of any customer it shows;
• bring a customer from their own portfolio over from the ERP;
• check branches, buyers, quote history and commercial patterns on the record (see A customer's record).

Cannot. These are administrator tasks:

• register a new customer, import a spreadsheet or document of customers;
• edit registry data, delete, activate or deactivate;
• change the responsible seller or the portfolio.

Need a customer that does not exist? See Request the registration of a new customer.

Sales rep: register the customer in the supplier's ERP

In a rep agency company, there is one exception: registering the customer in the ERP of the supplier, on behalf of the rep agency. The Partner and the Administrative member always register; the Seller, when the Partner has enabled it in Permissions.

Whoever can sees, in Customers:

• the Register customer in ERP button, at the top of the screen, for a customer who is not in the ERP yet;
• on the row of a customer who exists in one of the supplier's ERPs and is missing in another, the Register in the other connections button. It opens the registration already filled in with the data from the ERP where the customer exists, and with the connections where they are missing already checked. If they are already in all of them, the screen warns "This customer is already registered in all connections.".

The customer is born in the ERP already in the rep agency's portfolio and appears in this list after the ERP approves the registration: the approval is a manual step by whoever handles the ERP. See Permissions: what the rep agency's team can do.

Who defines the portfolio

The assignment comes from two places: the administrator can name you as responsible, and the ERP itself can do so through your seller code there.

If a customer who is yours does not appear, talk to the administrator. And if that customer came from the ERP, the fix is in the ERP: Vendria refuses to change the seller of those and says so on screen: the sync brings the change later.

"Partial portfolio" in the quote's customer search

When choosing a quote's customer, the customer field opens with the portfolio already loaded. When it is large, the field warns Partial portfolio — type to search all your customers.: the open list is only the beginning, and typing the name searches the whole portfolio. If Portfolio search unavailable — showing only the customers already loaded. appears, the store's ERP service does not search the portfolio, and the filter works only among the customers that had already been loaded: someone who did not appear may exist anyway.

The ERP portfolio tab: the whole list with filters

The ERP portfolio tab shows your portfolio as the ERP sees it now, and lets you narrow, sort and page through the whole list. It is the same lookup Dri does in the conversation: what Dri answered on WhatsApp and what the tab shows come from the same place.

Differences from the Registration tab:

• the source is the ERP, not the Vendria registry; a customer who has not been brought into Vendria yet appears here normally;
• sellers and sales reps see only their own portfolio, including the typist, who in the Registration tab sees the whole company;
• the administrator sees the whole organization's portfolio, and the page says You see the whole organization's portfolio.;
• it is read-only: clicking a customer who has a link to the ERP opens their record as it is there (see A customer's record straight from the ERP).

When none of your stores has a connected ERP, the All customers view answers from the Vendria registry and says so below the total: Vendria registry (no ERP in this store). In that case the Group or chain and Stores filters do not apply, because the Vendria registry does not keep the customer's chain or store.

Arriving through Dri's link

Dri's portfolio answer usually ends with the line See all on the web, with filters and sorting: and a link. When Dri cannot build the link, the answer comes without it. It opens this tab already with the selection of your question: you asked who has not bought for 90 days in Sergipe, the tab opens in the inactive view, with Sergipe and the 90 days checked.

The link signs in with your account, works once and is valid for 30 minutes. Do not forward it: whoever opens it gets in as you and sees your portfolio, not theirs. Once expired, open the tab from the menu or ask Dri the question again.

View, search and order

The top bar has five controls:

1. Search by name or legal name: searches within the portfolio. To search by CNPJ, use the CNPJ root filter; by the customer's ERP code, use the Registration tab.
2. States: a searchable list of the states that exist in your portfolio, with how many customers there are in each. Choose one or more to narrow the list.
3. View: the question the list answers.

• All customers
• No purchase (inactive): who has not bought for a number of days.
• Bought recently: who bought in the chosen period.
• By activity status: active, lapsing, inactive, lost or with no invoice in the last 12 months.
• Visit route: the customers in the selection in order of amount bought, with those who did not buy in the period at the end.
• Financial status: overdue receivables, coming due, by amount, open or boletos only.
• With an open order: who has an open quote on Vendria. An order typed directly in the ERP does not count. Since the list comes from Vendria, the line below the total says Vendria registry (no ERP in this store) even in a store with an ERP, and Last purchase has no date.
• Buyer ranking: those who bought the most (or least), by revenue, number of invoices or most recent purchase, from top 10 to top 200.
• Who bought a product and Bought one product and not another: the tab asks for the product (SKU or code) before showing the list.

1. Sort by: name, city, state, code, longest without buying, most recent purchase and, depending on the view, highest amount, most invoices, highest outstanding balance or highest quantity.
2. Filters: opens the filter panel (below). The number next to the button counts how many filters are on.

In the Bought recently and Buyer ranking views and in the product ones, the Period is 90, 180 or 365 days, the same ones Dri measures. In No purchase (inactive) you type the range of days in Without buying for.

The filters

The Filters panel applies in almost every view. The exception is With an open order: since it reads Vendria quotes, it only accepts narrowing by store, and with another filter on the tab answers that it does not know how to narrow by it. The filters are:

• Regions and Cities. Cities are chosen from a searchable list, which shows how many customers in your portfolio there are in each;
• Stores, when you serve more than one;
• CNPJ root and Group or chain;
• Without buying for (from so many to so many days), with shortcuts for Active (up to 90 days), Lapsing (91 to 180), Inactive (181 to 365) and More than 1 year. It is the same measure as the activity status, which appears under its own name only in the views where it is the question;
• Bought in 12 months: the range of the customer's purchase volume, in reais, adding up the invoices of the last 12 months. Whoever bought nothing in the period counts as zero;
• Block in the ERP and Open order on Vendria;
• Outstanding receivable in the ERP: only those who have, or only those who do not have, an open receivable. It separates the customers without showing any amount, and applies in every view;
• Sales reps, only for the administrator, chosen from a list with each one's code and name.

Each filter turned on becomes a tag above the list, the same way as in the quote list: the panel's and also the view's (status, due date and amount of the receivables, boletos only, a non-default period). A range, like "from 90 to 365 days", is a single tag. Clicking the tag removes that filter; Clear removes all of them at once and keeps the chosen view. What the view requires to exist, like the product in "who bought", does not become a tag, because without it the list has no question.

The receivable numbers in the financial status

In the Financial status view, above the list, three numbers appear for the customers the filters left: Outstanding, Overdue and Coming due, each with the amount and the number of receivables. Clicking one of them opens the list of receivables already filtered the same way, with only the overdue ones, only the ones coming due or with all open ones. The All customers view does not show amounts: to separate who has an open receivable, use the Outstanding receivable in the ERP filter.

These numbers come from the receivables position Vendria keeps from the ERP, not from a lookup made at that moment. That is why the line right below them says when the position is from, for example "Receivables position as of 07:04". The customer list still comes from the ERP on the spot.

The Outstanding receivable in the ERP filter uses the same position. When it is not up to date for any of your stores, the page warns that it cannot separate the customers, instead of showing the whole portfolio as if it had filtered.

The numbers do not appear when there is no recent receivables position for your store, when the search is for one customer by name or CNPJ, when the days without buying filter is on, when one of the stores was left out of the result, or when a receivable filter (overdue, due date, amount) is on, because then the list stops being the whole set of the filters. In those cases the list's summary line shows the totals.

What the list shows

Each row brings the customer, the code and the CNPJ, city and state, and the Last purchase. Depending on the view one more column appears: Amount bought or Invoices in the ranking, Quantity in who bought a product, Outstanding balance in the financial status with Outstanding receivables (balance) turned on. Whoever serves more than one store also sees the Store column, and the administrator sees the Rep. column, with the sales rep. Badges mark a customer Blocked in the ERP and the activity status. On a narrow screen, each customer becomes a card.

Last purchase has three different answers:

• a date, with how many days ago;
• No purchase in 12 months: the reading of the invoices was complete and there are none;
• a dash, with no date: the page does not have the data (the reading stopped at the limit, or the customer has no link to the ERP). It does not mean they did not buy.

Below the total, a line says where the number came from: ERP portfolio checked just now, or checked a few minutes ago, when the page reused a recent reading.

Up to 2.000 customers per lookup

The tab reads at most 2.000 customers at a time. When the portfolio, or the selection, goes beyond that, the total appears as at least 2000 customers, a sentence below it warns that the number is a floor and not the count, and the pages go through only those 2.000.

To see the rest, narrow it down: a state, a region, a city or a store usually fit whole in the reading and bring the exact count. That is why Dri can tell you on WhatsApp the exact total of your portfolio (she asks the ERP for the count when you ask how many customers you have) while the tab, with no filter, says at least 2000: both things are true.

In the Financial status view the limit is different. With a receivable filter on (overdue, coming due, amount, open or boletos only), the tab looks up the receivables in the ERP customer by customer and stops at the first 20 of the selection; a sentence below the total warns that the number is a floor. Narrow by state, city or customer name for the list to fit in that reading. In a store that keeps a receivables position at fixed times, the broad answer may come from that position, complete, and the sentence below the total says what time it is from and how out of date it may be.

When the tab does not show the list

• Reading the portfolio in the ERP. The first read of a large portfolio takes a few seconds.: in a large portfolio, the first load can take more than half a minute. Wait; after it, changing page and order is usually quick.
• The ERP portfolio is taking longer than usual to respond.: the reading did not finish in time. Use Try again, or narrow by a state or a store so the reading is smaller.
• I couldn't load the portfolio right now.: the lookup failed. Try again repeats it; Clear filters removes the filters and keeps the view.
• The portfolio rejected a filter in this search.: a filter in the search was not accepted; the line below says which one and why.
• This portfolio link has a filter I don't know how to apply.: the link you opened has a selection the page does not recognize. See the portfolio without filters opens the tab clean.
• I didn't find a portfolio linked to your user.: your account has no customers assigned or has no seller code in the ERP. Talk to the administrator.
• I can't open your portfolio: your seller code in the ERP is deactivated...: your code exists in the ERP, but was deactivated (which usually happens when the person leaves the rep agency), or there is some problem in the ERP registry. Talk to your rep agency's administrative staff.
• No portfolio customers match these filters.: the selection came out empty. Remove one tag at a time to see which filter emptied the list.

Why the portfolio matters for WhatsApp

The portfolio is what lets Dri know whose message it is. A customer with no seller assigned arrives with no owner, and their order waits for someone to take it.

When it goes wrong

• "ERP connector is down — your portfolio cannot be checked right now, and that is why the list could not be loaded.": the list does not appear on purpose: without the ERP the screen does not know which customers are yours, and showing a possibly wrong list would be worse. It is not your portfolio that disappeared; try again in a moment.
• "You aren't linked to the ERP yet — talk to the admin to look up customers here.": the registered customers appear, but your ERP portfolio does not, because your account is not linked to your code there.
• "You do not have permission to see the customers in this store.": your account cannot see customers in the store chosen at the top of the screen; switch stores.
• "No buyer companies found.": the search found nothing in your portfolio. Try by CNPJ or by ERP code before concluding the customer does not exist.

Common questions

What is the difference between the Registry and ERP portfolio tabs? Registration is who is registered in Vendria and who serves each one; that is where you bring a customer over from the ERP and open the full record. ERP portfolio is your portfolio read live from the ERP, with Dri's filters (inactive, ranking, receivables, who bought a product), for lookup only.

Why did Dri say one number of customers and the tab shows "at least 2000"? The tab reads up to 2.000 customers per lookup, and to say how many customers you have Dri asks the ERP for the count. Both numbers are right. Narrow by state, region or store for the tab to bring the exact count and the whole list for that slice.

Dri's "See all on the web" link no longer opens. What do I do? The link is valid for 30 minutes and once. Open Customers in the menu and the ERP portfolio tab, or repeat the question to Dri and use the new link.

I am a typist and in the Registry tab I see all customers. Why does the ERP portfolio tab show fewer? Because it shows only your portfolio in the ERP. The Registration tab opens the whole company to the typist so they can type orders for other sellers' and sales reps' customers.

Can I export the filtered portfolio to a spreadsheet? Through Dri, yes: ask "send it as a spreadsheet" after the question, up to 2.000 customers (see Ask about my customer portfolio on WhatsApp). The ERP portfolio tab is for on-screen lookup.