Settings: the organization's stores and the switches of each one

Where to find it

In your account menu, under Company Settings. The page is called Settings and is a single page, with no tabs. From top to bottom:

1. the New store button, next to the title;
2. Company Details: name, CNPJ and Identity on documents;
3. the organization's switches, one per card: Multi-store cart, Independent orders per store, Companies from different groups in the same order, Pre-sale counts as stock and Default unit when the quantity comes without a unit;
4. Order extraction hints;
5. Order status notice: the time limits, in days, for each order stage;
6. ERP Integration: only for the company Owner;
7. the list of Stores and, if there are any, Deactivated Stores.

Who sees what depends on the role: see Who can change Company Settings.

The list of stores

At the end of the page, Stores shows the organization's active stores, each with its count of sellers, products and customers. Clicking a store opens its page (see A store's page: details, default discount and deactivation).

⚠️ Only the number of products belongs to the store. Sellers and customers are records of the whole organization, so they show up the same on every row.

New store, at the top, registers another store. See Create a new store in the organization.

Reactivate a deactivated store

Below the list is Deactivated Stores, which only appears when there is one. An inactive store does not appear to sellers or buyers, and its record and history stay stored.

To bring it back, click Reactivate on its row. The message "… reactivated" appears, the store goes back to the Stores list and its products return to search.

The switches that change how orders behave

🚨 Mind the scope: these switches apply to the whole ORGANIZATION, not to one store. Settings for a specific store are on that store's page or in Commercial Rules.

Each switch saves on click and confirms with a message (for example, Multi-store cart turned on). There is no save button for them.

• Multi-store cart: lets buyers and sellers build a single cart with items from several stores. At checkout, the purchase is split automatically into one order per store.
• Independent orders per store: when the purchase is split, each order gets its own customer, seller and confirmation. The purchase page stops confirming everything at once and becomes the roster of orders.
• Companies from different groups in the same order: allows an allocated order to have companies unrelated to each other, each one invoicing under its own CNPJ. When off, the order only accepts branches of the customer itself.
• Pre-sale counts as stock: what the store has in pre-sale starts adding to physical stock when deciding how much can be sold, and whatever exceeds physical stock becomes a separate reservation order in the ERP. When off, only the shelf counts.
• Default unit when the quantity comes without a unit: decides whether a quantity without a unit ("10 AB10371") is read as Box or as Piece (unit). The Not set state is the usual one: Dri decides from the order itself. It applies only when the line carries no unit, and a product with no registered packaging never becomes a box.

The seller's preference sits above the Default unit

A seller can have their own preference, and it applies before this switch. When they send Dri, in a message on its own, I always order by the box (or by the unit), the unitless quantity that they type or say starts following that preference, whatever the organization's Default unit is. Photos, PDFs and spreadsheets keep following this switch, because the paper is almost always the customer's order.

The full order, from strongest to weakest:

1. the unit written on the line itself (10 boxes, 10 units);
2. the unit written on the other lines of the same order;
3. the preference the seller told Dri, only for what they typed or said;
4. the Default unit on this page;
5. with none of them, Dri decides from the order itself.

You can tell which of the two applied. In Dri's reply, the line 📦 No unit in the message ends with as you prefer when it was the seller's preference and with (your organization's default) when it was this switch. On the quote, the notice on the converted lines says as you prefer or which is the default configured for your organization. How the seller declares and undoes the preference is in Montar uma cotação por texto no WhatsApp.

Pitfalls of the organization switches

⚠️ Multi-store cart, Pre-sale counts as stock and Companies from different groups start out on: turning them off is a change, not an initial setup.

⚠️ Pre-sale counts as stock is turned off by itself when the organization connects its first ERP. It is a safeguard: without it, the first confirmed order could send the ERP a reservation nobody asked for. If your operation sells pre-sale, turn the switch back on after connecting (see Connect a store's ERP).

⚠️ Turning off Independent orders per store can be refused: if any purchase in progress already has a different customer or seller across its orders, the system blocks it and lists the purchases, because turning it off there would silently rewrite those differences. Resolve the listed purchases and try again.

Order extraction tips

A free text that guides order reading by photo or scanned PDF: vision reading. It applies to no spreadsheets or digital PDFs, and that is why a tip written here sometimes seems to have no effect: the file you tested did not go through vision. Write one instruction per line (for example, what your product codes look like) and click Save; the button is only enabled when the text has changed.

Order status notice

The Order status notice card defines for how many days an order can sit still in each stage before Vendria stops tracking it and notifying about it. There are three fields: Under review (until it is authorized), Authorized (until it goes into picking) and Being picked (until it is invoiced). Blank means the default applies: 45, 90 and 45 days. Each field accepts a whole number from 1 to 365, and the Save deadlines button saves all three at once.

⚠️ The new time limit also applies to orders already being tracked: any that are already past it leave tracking at the next check, and do not come back.

Every administrator sees the card, but only the Owner and the company Administrator change the time limits; the store administrator sees the fields locked. The notice itself is covered in Ser avisado quando o pedido mudar de status no ERP.

Company Details

It is the first block on the page: Company Name, CNPJ and, under Identity on documents, the issuer's phone, email and address: that part is what goes in the header of the PDFs, spreadsheets and the review page sent to customers. Unlike the switches, these fields only save with the block's Save button. See The company details printed on documents: name, CNPJ, address and contact.

ERP Integration

The ERP Integration card lists each store's ERP connections and is where the company Owner connects a new ERP. See Connect a store's ERP and Know whether the ERP integration is working.

When it goes wrong

• The list of Stores does not appear: either you are a store administrator (it does not appear for that role), or the organization has no active store yet.
• I changed a switch and it went back: someone else with access to the page may have changed it afterwards; the switches belong to the organization and any administrator can change them.
• The pre-sale switch turned off by itself: the organization connected (or reconnected) its first ERP.

Common questions

I set the Default unit to Box and a seller keeps getting pieces. Why? Most likely the seller told Dri they order by the unit, and their preference applies before the organization switch for what they type or say. Dri's reply shows as you prefer when that is the case. Another common cause: the unit was written on the line or on the other lines of the order, and that always wins. And a product with no registered packaging never becomes a box, whatever the switch.

Does the Default unit apply to orders by photo, PDF or spreadsheet? Yes. It is the seller's preference that does not apply there: in those files the Default unit on this page rules. See Cotação a partir de foto, PDF ou planilha no WhatsApp.

Does changing a switch here change only my store? No. Every switch on this page applies to the whole organization, in every store.

Do I need to click save after changing a switch? No. The switches save on click and confirm with a message. Only Company Details, Order extraction tips and Order status notice have a save button.

How do I bring back a store I deactivated? In Deactivated Stores, at the end of the page, click Reactivate on its row.