Customer details on documents and learning of commercial patterns

Where to find it

In your account menu, under Catalog and exports, on the Quotes and orders tab, near the end of the tab, in blocks that come collapsed and open when you click the title:

• Header: which customer details appear on documents (next to what appears at the top of the quote sent; right below comes the Totals block, for the footer);
• General settings, the last one on the tab: the Learn commercial patterns switch.

Both settings belong to the store you are in, and each change is saved immediately: the screen confirms with Saved.

Which customer details appear on the quote and the order

In Customer fields shown on screen and in export files, check what should appear in the customer block of documents: Legal Name, CNPJ, State Registration, Phone, Email, Email NF-e and Address.

The choice applies to the PDF and Excel the team downloads from the quote and the order. It applies immediately, including to documents that already exist: the next file generated already comes out with the new choice.

What goes to the customer follows another rule:

• the quote sent and the order copy follow the header of the quote template in use (the Sent estimate row, in the Templates list on the same tab). Legal name and CNPJ always appear, and the template turns address, contact and state registration on or off. The PDF of a version already sent to the customer stays as it was sent;
• the review page the customer opens through the link shows the details from their record, without the selection of this screen: they are the customer's own details.

The customer's trade name, the buyer and their WhatsApp always remain on the document: the setting decides what is shown in addition, it does not serve to hide whose order it is.

When the order is invoiced to a customer branch

If the order is invoiced to a branch with its own tax record, the document shows the legal name, CNPJ and state registration of the branch, instead of those of the head office. In the files the team downloads, the boxes checked here still decide which of these details appear.

Learn commercial patterns: what it is

The Learn commercial patterns switch makes the store remember the conditions the seller chooses for each customer. When it is on and the seller changes a condition on an order, the new value becomes that customer's default, and their next order is already born filled in that way.

What is learned:

• payment terms;
• payment method;
• freight type;
• the order's manual discount, which becomes a discount rule for that customer in the store.

When the store learns

The learning happens when the order is confirmed in Vendria.

What the learning never overwrites

• the conditions an administrator defined on the customer's profile: they were negotiated and stay as they are;
• the conditions locked for that customer;
• payment terms that are not among those allowed by the store's installment rules.

⚠️ When to turn the learning off

Turn off Learn commercial patterns if the conditions of each order are negotiated case by case and should not become a rule. With the switch on, an exceptional discount given on one order becomes that customer's discount on the next ones, and this appears as a customer discount rule. See Commercial rules and discount.

Turning it off does not undo what has already been learned: the defaults and discount rules that already exist remain on the customer's profile and in the commercial rules until someone changes them.

Common questions

• I checked CNPJ and it did not appear: the customer has no CNPJ on record.
• The new order came with a discount nobody gave: the learning is on and a previous order from that customer had a manual discount. Check the customer's discount rules.
• I configured it in one store and the other stays the same: both settings are per store.