Give a buyer access: catalog, WhatsApp and stores

Where to find it

In the menu, under Customers: open the customer and use the Buyers tabs (who gets in) and Discounts & Access (in which stores and at what price). It is the recommended path. You can also create a buyer in Users, with the New buyer button on the Buyers tab.

What a buyer is

A buyer is a person from one of your customers who buys on their own: they enter the Catalog, see that customer's prices, build the cart and place orders, on the site or chatting with Dri on WhatsApp. Access is always tied to a customer: the customer is what defines the stores, the price table and the discounts. A customer can have several buyers.

Create access via WhatsApp (the fastest)

1. In Customers, open the customer and go to the Buyers tab.
2. In the Access via WhatsApp card, click Create WhatsApp Access.
3. Check the WhatsApp (pre-filled with the customer's phone) and the Name. The number must be a WhatsApp number.
4. Click Create Access.

The buyer receives a welcome message on WhatsApp on behalf of your company and gets in without a password, through the WhatsApp link. When the customer's phone already belongs to a buyer, the card shows Access already set up with their name.

Create the buyer with email, WhatsApp or both

1. On the Buyers tab, click + New Buyer.
2. Fill in Name and at least one of Email and WhatsApp; the CPF is optional.
3. Click Create Buyer.

Nothing is sent. With email, the person logs in and creates the password in Forgot my password; with WhatsApp, they get in through the WhatsApp link. To send the welcome message, use Welcome on their row.

To link to the customer someone who is already a buyer of another customer of yours, use Link Existing.

In which stores the buyer buys

On the Discounts & Access tab, the Settings per Store card decides:

• Access to all stores checked: the customer buys in every active store of your company, including the ones you open later.
• Unchecked: only the Access column of each store applies. At least one store must stay checked.

The same table holds the customer's Price Table and Discount in each store, and above it the Default Discount ("Applied in every store that does not have a specific discount"). The buyer sees the catalog already with these prices. See Price tables and Commercial rules and discount.

⚠️ Besides being allowed here, the store must be active and have the web portal for buyers turned on. A store without the portal does not appear for the buyer, even when checked. On the store's page, in Service Channels, the Storefront row says whether it is active.

The actions on each buyer's row

• Edit: name, email, WhatsApp and CPF.
• Impersonate: opens a new tab already logged in as the buyer, so you see what they see. What you do there is real.
• Welcome: resends the welcome message via WhatsApp.
• Reset Password: sets a new password (minimum of 6 characters), with the confirmation Are you sure? The password will be changed.
• Unlink: removes the person from this customer. Their account keeps existing and the other links do not change.

The Access column shows how the buyer gets in: Email, WhatsApp or both.

Create through the Users menu

In Users, Buyers tab, New buyer opens the registration with the Customer (company) and CPF fields. After you choose the customer, the screen reminds you that store access is managed on the customer's profile.

⚠️ Always choose the Customer (company). Without a customer, the registration is not tied to anything and the buyer has nowhere to buy. That is why the customer's profile is the safest path: there the link is created along with it.

When it goes wrong

"This account has its own access to the platform and cannot be linked as a buyer.": the person is on the team of some company (administrator or seller). Team members do not become buyers through the customer's profile.

"Error linking buyer" in Link Existing: the most common reason is the same as above: the list offers people from your company, but only buyers can be linked.

"Invalid phone. Use the format +5511999999999.": check the area code and the number.

"Email already registered for another user.": an account with that email already exists. If it is the same person, use Link Existing.

The buyer gets in and does not see the store: check the Access column in Discounts & Access and whether the store has the web portal for buyers active.