A rep agency's profile: mandate, members and portfolio

Where to find it

In your account menu, under Sales reps, by clicking the rep agency's row. The top tells you right away where the relationship stands (Active mandate, Ended mandate or No mandate) and shows Serves other organizations when that rep agency also works for other companies. Below are five tabs: Details, Members, Mandate, Portfolio and Quotes.

The Details tab

It shows the Registration (trade name, legal name, CNPJ, email, phone) and the CORE registration (Law 4.886/65). You edit the fields by clicking them; the value is saved when you leave the field or press Enter.

Two cases are read-only:

• Rep agency that came from the ERP: the registration shows under Synced from the ERP, with a padlock: "Synced from the ERP. To change it, fix it in the ERP — the sync propagates it." The ERP codes are listed there. Only the CORE registration can be edited, under Vendria registration.
• Rep agency that serves other organizations: the registration is shared, and editing is done by the platform.

The ERP submission card shows, read-only, whether Sellers send orders to the ERP and whether Sellers see the queue of unowned orders. The rep agency itself decides this, because its registration applies to every company it serves. When sending is off, an order a Seller confirms stays waiting, and the one who sends it is the Partner or the Administrative staff.

The mandate is what turns access on and off

On the Mandate tab, the Contract (Law 4.886/65) card brings together:

• Commission rate (%);
• Zone exclusivity: No exclusivity, Partial or Total;
• Territory / zone;
• Open-ended: when off, Ends on shows up for the date;
• Exclusive rep agency (sells only for us).

If your company has more than one store, the Stores the sales rep serves card defines the reach. None checked means all the company's stores. Save with Save mandate.

⚠️ The term is informational: expiring does NOT end the mandate. Once the date passes, the contract stays active and the team keeps access; the screen only warns Contract expired on <date>. What cuts access is End mandate, and only that.

⚠️ Checking Exclusive rep agency on a rep agency that has an active contract with another company in Vendria makes the screen warn that the clause and the facts disagree.

Ending the mandate

1. Click End mandate.
2. If the rep agency has customers, choose the Portfolio destination, or No seller (reassign later).
3. If you want, write the Reason for ending and check Ending for just cause.
4. Confirm with End mandate.

The whole team's access to your company is cut immediately. Old documents stay assigned to whoever made them. Choosing another rep agency as the destination hands the customers to its company, not to the person the name suggests.

Once ended, the tab shows the ending and the button becomes Create new mandate: that's how you resume the relationship.

Members: how long you manage them

As long as the rep agency has no Partner who has confirmed their account, you are the one managing the team: you add, edit, request confirmation and remove. When the Partner confirms the account by email, management passes to them.

If it was your company that registered the rep agency, you can still add and edit for a few days (the screen shows until when), to finish the registration you started. If the rep agency already belonged to another company when you signed the mandate, that window doesn't exist.

The step by step to add, request confirmation and remove is in Members of a rep agency: add, confirm the account and remove.

The Portfolio tab

The Customers card adds up the rep agency's customers in Vendria and the ones the ERP already assigns to it; it shows "at least" when the ERP part hasn't been read in full yet.

Under Portfolio customers, Add customer opens the search. A customer of another seller or another rep agency asks for transfer confirmation. The trash icon on the row removes the customer from the portfolio, and they stay without a seller until a new assignment.

⚠️ The customer always goes to the whole rep agency, and every member reaches them, even when the window asks for a Responsible member. That's why the rep agency needs at least one member before receiving customers ("Register a member before building the portfolio.").

A customer whose assignment came from the ERP has the trash icon disabled: fix it in the ERP, and the sync propagates it.

The In the ERP (not on Vendria yet) block lists, read-only, the customers the ERP assigns to the codes of the rep agency and its members. A customer from there comes into Vendria when used in a quote, already assigned.

The Quotes tab

Here the split by person is the right one: the Quotes and Revenue cards, the By member table and Recent quotes. The customer belongs to the company and applies to all members; the quote belongs to whoever made it. That's why Portfolio and Quotes are separate tabs.

When it goes wrong

"An ended mandate cannot be changed.": create a new mandate instead of editing the old one.

"Portfolio destination cannot be a member of the ended mandate.": choose someone outside the rep agency that is leaving.

"Could not load the portfolio.": use Try again. Don't conclude that the portfolio is empty.