Customer profile: edit details and commercial defaults

Where to find it

In the menu, under Customers: click the customer to open the profile. For the administrator the profile has tabs: Details, Branches (when the customer has a branch or head office registered), Buyers and Discounts & Access. This article covers the Details tab, which is the one that opens first.

The seller opens the same profile for viewing only. Editing is for the administrator.

How to edit a field on the profile

The fields on the Details tab are edited in place, with no save button:

1. Click the value (a pencil shows up when you hover over it).
2. Type the new value.
3. Press Enter or click outside the field. The Saved message confirms it.

Esc cancels the edit. An empty field shows as —.

The cards on the Details tab

General Information: Trade Name, Legal Name, CNPJ/CPF, Person Type, State Reg., External Code, Phone, Email, Invoice (NF-e) email, Segment, Price region and Tags (separate tags with commas).

Address: Street, Number, Address line 2, District, City, State and ZIP code (CEP).

Commercial: the responsible seller, the discount, the default terms and the locks, in the sections below.

External Code and Code in the ERP are not the same number

• External Code is your own free-form code, which you can edit.
• Code in the ERP shows up only on a customer linked to an ERP, is read-only and shows the customer's code in each ERP connection. What writes that number is the link to the ERP, not you.

Price region

The Price region is the abbreviation of a state (UF) (for example ES) and decides which regional price rule applies to the customer. When empty, it follows the state of the address: the profile shows the inferred value with (from address). Fill it in only when the customer should be treated as being from another region. See Price rules: table and adjustment by region or by seller.

⚠️ Fields that come from the ERP can't be edited here

On a customer linked to the ERP, Trade Name, Legal Name, CNPJ/CPF, State Reg., Phone, Email and the Address may come marked with the database icon: This field comes from the ERP — fix it there; the sync propagates it. They don't open for editing. If Vendria accepted the change, the next sync would undo it.

The other fields (External Code, Invoice (NF-e) email, Segment, Price region, Tags, Notes and the whole Commercial card) remain yours.

The responsible seller on the profile

On the Commercial card, Responsible Seller changes the customer's owner immediately (message Seller updated). No seller removes the owner.

• A customer served by a rep agency shows Served by the rep agency <name>. Choosing a seller there removes the customer from the rep agency: the screen asks for confirmation, because all its members lose access.
• When the seller comes from the ERP, the profile says The seller assignment comes from the ERP. Fix it in the ERP; the sync propagates it. and the change is refused.
• Changing the customer's seller doesn't rewrite existing quotes. See Change the seller of a quote or a purchase.

The customer's terms, payment method and freight

Payment Terms, Payment Method and Freight Type are the defaults an order for this customer starts with. Each has three situations:

• inherited from the store: the field shows — (inherited: <value>). The customer follows the store's default; change the store's, and theirs changes.
• the customer's own: you chose a value. Inherited from store: <value> shows underneath, with Clear override to go back to inheriting.
• None: neither the customer nor the store has a default.

With installment rules active in the store, the profile warns The store's installment rules are active. Payment terms are generated automatically. The terms options come from those rules. See Payment: installments, default terms and payment method.

⚠️ Payment terms that don't move forward in time (10/10/10 instead of 10/20/30) are refused on save, with the message showing the two possible readings. Choose the one that was negotiated.

Locking the customer's terms

Next to each term there is the Block checkbox. When locked, the default wins over the buyer's choice: in the order they place through the catalog, and also for terms written in an order message: the locked terms stay as registered.

• (by store): the lock comes from the store's settings.
• (custom): you locked or unlocked it just for this customer, and that wins over the store.

Locking without having a default makes the field come out empty in the buyer's order.

Requires buyer review

When checked, the default output for this customer's documents becomes Send estimate: the seller delivers the proposal PDF to the customer, and the acceptance comes in through Customer confirmed. Closing the order directly is still possible, but asks the seller for one more confirmation. Use it for customers who always want to approve first.

What automatic learning doesn't touch

If the store learns each customer's terms from their orders, the profile reminds you: Fields set by the admin are not overwritten by automatic learning. An inherited field (—) can be learned; a field you chose here cannot. See Customer details on documents and learning of commercial patterns.

Common questions

• I changed the customer's terms and the open quote didn't change. The customer's default only fills in what the document doesn't have yet; terms already filled in on a quote are not replaced. Change the terms on the quote itself.
• I can't edit the CNPJ. The customer is linked to the ERP and the CNPJ comes from there.
• "The price region is the state abbreviation (e.g.: ES)." Type only the two letters.
• "A field synced from the ERP cannot be edited here": the field comes from the ERP; fix it in the ERP.
• Where are the discount and price table? On the Discounts & Access tab. See Customer discount: the default one and the one for each store and A customer's price table: assign it on the profile.