When one order becomes several: the multi-store purchase from the company's side

Where to find it

In the Quotes list, a purchase that became several orders shows up as a Purchase card, with the orders inside. The card opens the purchase page; the name of an order inside it opens that order directly.

What you do on the purchase page (confirm, reject and add stores all at once) is explained elsewhere. See The purchase page: confirm, reject and add stores all at once. This page explains why the purchase exists, when it is born and what changes in your day to day.

What a multi-store purchase is

Your company can sell through more than one store, each with its own CNPJ, its own catalog and, often, its own ERP. When a customer's order has items from different stores, it becomes one order per store, and the orders are linked to each other as a purchase.

A purchase is the order seen from above: the sibling documents grouped in a single place. There is no "parent order" with items of its own: the purchase is the set of orders.

Why an order from several stores becomes several orders

An invoice has a single issuing CNPJ, and each store bills what is its own. That is why, with the Multi-store cart option turned on, an order with items from different stores becomes one order per store. The option applies to the whole organization, sits in the Company Settings and comes turned on.

With the option turned off, each order stays in a single store:

• on screen, when you put a product from another store in the cart, the Change the cart's store? window warns that the current cart will be cleared;
• when importing an order (on screen or through WhatsApp), when the codes point to a store, Dri builds everything in it, the one that matches the most codes on the order, and the items from the other stores stay on the quote as an issue. When the codes do not decide it, on WhatsApp it asks which store the quote is for.

After the split, no order carries an item from another store. Each one has its own number, and in the purchase each order is identified by the store's name.

How a purchase is born on the seller's side

With Multi-store cart turned on, a purchase is born in four ways:

• Importing an order (on screen or through WhatsApp) whose codes match products from different stores: Dri splits it into one order per store. Upper or lower case in the code changes nothing: ab10298 finds AB10298. A code that did not find a product only goes to the store whose code pattern it follows without doubt; in the other cases it stays in the first order, flagged as having a store to be defined. See A line from another store in a purchase: which store is this item from?.
• Building the quote in the catalog with products from different stores: the Product from another store window warns that the cart will be split, and on saving one order per store is born, all in the same purchase. When the window offers Save quote and start another, it closes what is already in the cart as a quote and the new product starts the next one, without splitting.
• Adding another store to a purchase that already exists, from the purchase page.
• By the customer themselves, when they build the cart in the portal with items from several stores: on sending, the cart becomes one order per store.

Items added through WhatsApp to a quote that is open in the conversation do not split anything: they go into that quote's store, even if they are from another store, and show up there as an issue. For Dri to split by store, send new order (or tap New quote, when it offers it) before sending the items. See Build a quote by text on WhatsApp.

What belongs to each order and what belongs to the purchase

Each order in the purchase is resolved by its own store:

• the price table, the discount and the taxes are that store's: the same product can come out with a different price in sibling orders, and that is correct;
• the minimum order is checked store by store;
• sending to the ERP is separate: each order goes to its store's ERP, and each one can have a different outcome;
• a line's issues are resolved inside the order it is in.

What is born the same in all of them is what belongs to the purchase: the customer and the conditions agreed at the moment of the split: payment, freight, delivery address, note and the customer's purchase order.

When your company turns on Independent orders per store, this changes after the split: each order gets its own customer, its own seller and its own confirmation, and the purchase page no longer confirms everything at once. See The purchase page: confirm, reject and add stores all at once.

The status of a purchase

The status of a purchase is read from the orders, not saved separately. If all the orders are in the same status, the purchase shows that status. If they are in different situations (one confirmed and another still in draft, for example), the purchase shows as Partial.

Partial is not an error: it only means the orders did not move together. Open the purchase to see where each order stands.

On the purchase page, an order with no items also counts. If you added a store to the purchase and never put items in its order, the purchase stays Partial even after confirming the other orders, because Confirm all leaves out the empty order. Open that order from the purchase page, add the items and confirm it. If the store is no longer part of it, reject that order; the purchase stays Partial, because confirmed and rejected are also different situations.

Building a purchase in the editor: one group per store

In the quote editor, when the items are from more than one store, the table splits into groups, one per store, each with the store's name, its own total with taxes and that store's minimum order notice.

Each group is a different document. That is why everything the line shows (the stock, the packaging multiple notice, the store's ERP information and the reading open questions) belongs to that order: a decision made in one group does not apply to the other.

When editing a quote that already exists, with Multi-store cart turned on, the table does not split: a product from another store does not go into that quote. The Add product from another store? window warns that, on saving, it becomes an order from that store inside the same purchase; in some cases it also offers Create separate quote, which creates a quote just for it and leaves the one you are editing as it is.

The multi-store purchase on WhatsApp

When the quote Dri built has items from several stores, the reply opens with ✅ 2 quotes created! (or whatever the number is; when something needs review, such as many items not found or a subtotal that looks wrong, the line starts with ⚠️), shows each store with the quote number, its items and its total, and brings a single link, See the full purchase, to the page of the whole purchase.

When you ask for the status of an order that is part of a purchase, Dri answers about the purchase: "This purchase has 3 documents:" and one block per order. On a very large purchase it shows the first six and ends with "(and N more documents in this purchase)". Orders you do not have permission to see are simply left out of the reply. See Ask for an order's status on WhatsApp.

Common questions

Why did I send items from two stores and Dri built a single quote? There are three common reasons: your company's Multi-store cart option is turned off, and then Dri builds everything in the store that matches the most codes; there was a quote open in the conversation, and the items went into its store; or only the codes from one of the stores found a product. Send new order and the items again; if the option is turned off, talk to your company's administrator.

Why does the same product have a different price in two orders of the purchase? Each order follows its store's price table and discount.

Why did one order of the purchase get into the ERP and the other did not? Sending is per store; resolve it on the order that was left out. See When the confirmed order doesn't get into the ERP.

Why is the purchase Partial? The orders are in different situations, or one of them was left without items; open the purchase to see each one.

What do I do when an item landed in the wrong store's order? Move the line to the right store. See A line from another store in a purchase: which store is this item from?.