A customer's branches: register, deactivate and unlink

Where to find it

In the menu, under Customers: open the customer and go to the Branches tab, card Group branches. For a customer with no branch yet, use the Add branches button at the top of the profile: it opens the same tab. When the customer is already a group, the top of the profile shows the badge Group · N branches.

Registering, editing and deleting branches is for the administrator. The seller sees the branches on the profile, for reference only.

What a customer's branches are for

A branch is a CNPJ or a delivery address under the customer. It's with them that an order can be invoiced to a specific store in the chain and that the quantity of a line can be distributed among the customer's stores. See Rateio: distribuir a quantidade de uma linha entre as filiais do cliente.

A branch is not another customer: it has no seller, buyers, table or discount of its own: all of that belongs to the customer.

The columns of the branch table

Code, Name, Legal name, CNPJ (no CNPJ in amber when missing), City/State and ERP (in which ERP connections that branch exists). The row badges:

• Head office: the customer's own CNPJ. The head office can't be deleted or deactivated.
• Delivery (DC/LO): delivery-only address, without its own invoicing.
• Inactive: deactivated branch; the row is faded.
• Does not accept partial: the branch doesn't take half deliveries.
• Linked manually: someone linked the branch to the customer by hand, because the ERP doesn't declare this relationship.

How to register a branch

1. On the Branches tab, click New branch.
2. Fill in at least one of Name, Legal name and CNPJ (the CNPJ is optional).
3. If you want, fill in State registration and Buyer code: the code the customer itself uses for that store (for example 003), not the branch number in your ERP.
4. In Type, choose Branch (billable) or Delivery (DC / logistics operator).
5. Leave checked or uncheck Accepts partial delivery.
6. Click Save. The message Branch created confirms.

The pencil on the row opens Edit branch with the same fields. On the head office, the Type stays fixed as branch.

Accepts partial delivery

When stock runs short on an order split among branches, someone decides who gets what exists. Unchecked, Accepts partial delivery says this branch is served in full or later, never halfway. Use it for a small store, or one that only receives on set days, and for those for whom a half delivery costs two checks and two freights.

Delete, deactivate or unlink a branch

• X (Delete): on a regular branch. Vendria asks Delete the branch "<name>"? first.
• Unlink: on a Linked manually branch. Undoes the link with this customer; the aliases the branch learned are lost.
• Reactivate: on an inactive branch, activates it again.

⚠️ Delete only erases when no order points to the branch. If any order uses the branch, it is only deactivated, and the screen warns Branch deactivated — it has orders pointing to it. A deactivated branch still occupies the CNPJ: that CNPJ can't come in as a customer of its own or as a branch of another. To free it, remove its items from the orders and remove it again.

There is no undo: a deleted branch only comes back if it's registered again.

Customer with branches from the ERP

When the ERP is what reports the customer's branches, invoiceable branches can't be created, edited or deleted here. The screen responds This customer's branches come from the ERP and can't be managed here.: register in the ERP and the sync brings them.

Two exceptions remain yours: addresses of type Delivery (DC / logistics operator), which the ERP never writes, and Linked manually branches, which are unlinked normally.

When the branch's CNPJ is already a customer

If the CNPJ typed is already a customer with its own record, saving is refused with This CNPJ is already the customer <name>. and a shortcut Open <name>. The right path is to use that customer (for example, as the order destination) and not duplicate it as a branch.

Branches are not related companies

Below the table, Related companies may appear: other customers linked to this one by CNPJ root, ERP group, manual link or by having already appeared together in an order. They have their own record and don't become branches. The list serves to suggest a destination in an order; Undo link erases only the recorded links (manual or learned).

When it goes wrong

• "Enter the branch's name, legal name or CNPJ.": fill in at least one of the three.
• "The head office can't be removed." / "The head office can't be deactivated.": the head office goes with the customer.
• "The head office must be of type branch.": the head office doesn't become a delivery address.
• I deleted it and the branch is still there, inactive: it has orders; see the deletion section above.