A customer's record straight from the ERP

Where to find it

This screen has no menu entry. Day to day you get to it by clicking the customer's name on the page of an order in the ERP. See The order as it ended up in the ERP. It also opens when someone clicks an ERP customer that doesn't have a record in Vendria yet, in an ERP portfolio list. A link pasted straight into the browser works the same way.

It is a pure lookup: while loading, the screen says "Querying the ERP…", and what shows came from the ERP at that moment, not from the Vendria record. That's why there is no editable field: whatever is wrong here is fixed in the ERP.

What shows at the top

The title has the customer's name and, below, the legal name (when it differs from the name) and the CNPJ. On the right are the store and the connection the reading came from and, when the ERP flags the customer that way, the Blocked badge.

The Back arrow takes you to the screen you came from.

The Details, Group branches and Contacts tabs

Details shows Address, City / State, ZIP code (CEP), Email, Phone, State registration, Last purchase and Seller in the ERP, the code of the seller the ERP has as default for this customer.

Group branches lists the companies that share this customer's CNPJ root, with the head office marked. It isn't the ERP's commercial group, which joins brands and not companies. Clicking a row opens each one's legal name, city and code in the ERP. On a customer without a 14-digit CNPJ (individual, incomplete record) the tab says "No branch in the group." because there was nothing to ask, not because the group is empty.

Contacts shows the people registered for the customer in the ERP, with job title, email and phone. The tab only exists under two conditions:

• the ERP of that connection can report contacts;
• the customer is yours. On another sales rep's customer it doesn't show: the people of a colleague's customer aren't yours to read.

Bring the customer into Vendria

A strip below the title says where the record stands:

1. This customer has a full record. (with Open full record, which takes you to their record inside Vendria).
2. This customer does not have a full record yet. (with Bring over this customer, which creates the record (head office and group branches, already linked to the ERP) and opens the new record in Vendria).

If bringing it over shows "Importing customers from the ERP is not enabled for this store.", it isn't your mistake or a typo: it is a door turned off in that store, and support is the one who turns it back on. If it shows "Couldn't bring over the customer. Try again.", try again in a moment.

Bringing the customer over isn't required to sell: they also enter Vendria on their own when you choose them on a quote through the ERP search.

Customer owned by another sales rep

When the customer is in your ERP portfolio but their default sales rep is someone else, the screen says "Customer owned by another sales rep — showing only the basic details, without actions." In this mode:

• only name, legal name, CNPJ, city/state and the group branches show;
• address, email, phone, state registration, last purchase and seller in the ERP don't come through;
• the Contacts tab doesn't exist and there is no Bring over this customer.

⚠️ The Blocked badge doesn't show in this mode either. Its absence here doesn't mean the customer is cleared. And it isn't a permission failure on your side: the customer belongs to another portfolio.

When it goes wrong

"Customer not found in the ERP." has more than one cause. The most common is the obvious one: the record left the ERP since the last time you saw the list. But the same sentence shows when the customer isn't in your portfolio on that connection, or when you have no seller code on that connection: whoever is out of your reach answers "not found", not "no permission". If you came from a link someone sent, that's the most likely case.

"Couldn't query the ERP. Try again." is almost always unavailability, and Try again usually solves it. If it always fails, on the same customer, the live reading may be turned off for that store: then the button will never get through. Talk to support instead of insisting.

Branches and contacts fail separately, without bringing down the record. They are three different sentences, and each one calls for a reaction:

• "Couldn't load this customer's contacts." (or "…the group branches."): a reading failure. Try again may work.
• "No person registered for this customer in the ERP." An answer: the ERP was asked and there is no one.
• "This connection's ERP doesn't report the customer's contacts.": that ERP can't answer. No retry solves it.

Common questions

Can I fix the customer's phone here? No. The record only reads the ERP; fix it there and the information shows on the next lookup.

Why don't I see the contacts? Either the ERP of that connection doesn't report them, or the customer belongs to another sales rep.

What's the difference from the customer's record in Vendria? That one is the Vendria record, with quotes, buyers and related companies. See A customer's record. This one is what the ERP says right now, with nothing stored.