Build product lists

Summary

A list is a slice of the catalog you send to the customer in Excel or PDF. Ask Dri in the conversation, in your own words, saying what goes in: the product, the price range, the stock, the new arrivals or the curve. For example, "build a catalog of trays in stock" or "list with products from R$ 4,50 to R$ 7,00, as PDF". She shows how many products went in, you choose the format and the file arrives in the conversation. The price column has the catalog price; if you state the customer, their discount comes in an extra column, Price w/ X%. Every list stays in the history of the Sent lists screen.

What it's for

To send a customer a slice of the catalog: a campaign, a seasonal mix, what there is from a brand, what is in stock above a certain amount. They get a ready file, instead of looking product by product.

Two paths to the file: Dri or the Export button

• Asking Dri in the conversation (on WhatsApp, in the Dri chat or on Telegram): the price column has the catalog price; with a customer chosen in the conversation, the discount agreed with them comes in an extra column, Price w/ X%. The list is recorded in the history of the Sent lists screen. That's the path on this page.
• With the Export button on the Catalog screen: you filter the catalog on screen and download the slice you are seeing, in Excel or PDF, in the same list template. That file comes out with the table price and gets no entry in the Sent lists history. See Export the filtered catalog as Excel or PDF.

⚠️ How to ask Dri for the list

You ask her in the conversation, in your own words: "build a list of mugs that have stock". Also say which customer it's for: that's how the list is identified in the history later, and their discount comes in an extra column, Price w/ X%, next to the catalog price, which doesn't change.

Dri shows a preview with how many products went in and asks which format you want the file in: Excel or PDF. The file arrives right there, in the conversation, and that's what you forward to the customer.

The list comes with photos when you ask ("with photos", "add the photo"), when your company's template already has the Image column, or in the grid layout. It applies to Excel and to the table PDF; in the grid the photo always comes out. "Send it without photos" removes the column and keeps all the products; "the products without photos" is another request, which brings only the ones without a registered photo. See The list file layout: format, grid and column order.

If the photo came and some spaces are empty, read the delivery footer: "📷 3 of 40 items have no registered photo" means the photo doesn't exist in that product's record. Asking again doesn't fix it; whoever registers the products does. See Importar as fotos dos produtos.

A list with photos takes longer: she builds each product's image. Dri warns before starting; wait for the file instead of clicking again.

Examples of searches and filters

Requests that work, grouped by what you want to slice. You can combine several in the same sentence: "mugs in stock up to R$ 10, in a grid".

And the format in the same sentence, if you want: "as PDF", "in Excel, without photos", "in a grid, 4 per row", "with the NCM".

The codes, the store and the lines above are examples: use the ones in your catalog. All the slices, with the rules for each one (like how the ABC curve changes when there is another slice along), are in Generate a product list on WhatsApp. To change a list that already went out, see Adjust the list without redoing the whole request.

What the Lists screen shows

In the menu, under Sent lists. It is the history of what has been generated: one row per list, with Date, Buyer, Filters (the summary of the slice), Template (whose layout it was: your rep agency's or From the organization), Qty (how many products went in) and Limit (the maximum requested).

You see the lists you generated. The store administrator sees the whole team's.

You can do two things on each row:

• Format: download the generated file again, without searching for it in the conversation.
• Catalog → Open: opens the catalog already sliced the way that list was. It's the path to review a price or check a product without redoing the filter from memory.

⚠️ Sometimes the catalog can't reproduce one of the filters. When that happens, a warning says which, and what opens is broader than the list. Notice it before treating what's on screen as the same list.

Redoing a list

There is no duplicate button. To repeat last month's slice, use that row's filter summary as a script and ask Dri again, adjusting what changed.

The file is a snapshot of the day

It is built at the time of the request, with the stock and price of that moment. An old file forwarded weeks later shows old numbers; if the customer is going to buy from it, ask for a new list.

Common questions

Can I ask for the list in the Dri chat, not on WhatsApp? Yes. The request is the same on all three channels, and the file arrives in the conversation where you asked. In the Dri chat it shows as a bubble with the file name: tap it to open the preview, where the Download button is.

How do I send the Excel spreadsheet with the product images? Ask for it together: "in Excel, with photos". The photo goes in as a column, and a product without a registered photo comes out with an empty space, counted in the delivery footer.

The list arrived without photos. Why? There are three reasons. The photo wasn't requested and the company's template doesn't have the Image column (ask "add the photo"). The products have no registered photo, and then the footer with 📷 says how many. Or, in a table PDF with many columns, the photo didn't fit at a readable size and was left out of the file: the answer warns "I removed the photo column (it didn't fit at a readable size)"; ask again with fewer columns.

Is there a screen to export a list without going through Dri? Yes: the Export button on the Catalog screen, on what you filtered. That file comes out with the table price and doesn't go into the Sent lists history.

I want to export orders or customers, not products. Where is that? This page is about product lists. For orders, see Exportar pedidos: como os arquivos saem. For the customer portfolio in a spreadsheet, see The customers in my portfolio.