Catalog list export templates: columns, layout and visibility

Where to find it

In your account menu, under Catalog and exports, on the Lists tab, in the List templates card.

This card defines how the product list file comes out: the list the seller asks Dri for on WhatsApp and the file from the Export button on the products screen, in Excel and PDF. It applies to all the organization's stores.

The card has a single list, Templates, with the defaults first and then, under Extras, the templates created by the team. The defaults come in this order: one row for each list type, starting with the Default list (see below), and then the Default templates Excel and PDF, with the Base badge. Each template row shows a summary of the columns (for example, "5 columns · Code, Description…").

To create a template, click New template, at the end of the list. To start from one that already exists, use the Duplicate template icon on its row and adjust the copy; it's the fastest path when the team asks for a layout similar to one that already exists. The same icon, on a Default template's row (Duplicate the Default template), opens a new template with that format's rules; nothing is saved until Create template. In the template's column list, the ↑ and ↓ arrows change the order in which they come out in the file.

Editing (the pencil, or a click on a Default template's row) opens the template screen: the list disappears, the arrow at the top (or the browser's Back) returns to the list, and Remove sits at the top on created templates. The preview buttons are at the top, and the editor is split into blocks that open and close, each with a summary when closed: Columns (the first, already open), Filter and order (only on named templates), PDF page (on the PDF and on named templates) and Formatting. On the Excel Default template and on the PDF one there is also the Order card, with the list's default order (see Default order and new-arrivals window of the WhatsApp list). There is no save button: each change is saved on its own, and the footer says Saved automatically.

The default for each list type

At the top of the Templates list, before the Excel and PDF Default templates, there is one row for each list type: Default list, with the Used by default badge (it's what goes out when someone asks for a list without saying which), and ABC curve, Product registration and Stock, with the Default badge (they go out when asked for by name). Dri picks the type from the seller's request ("what sells the most" is the ABC curve, "the stock position" and "what's in stock" are Stock, "the product sheets" is Product registration); with no type stated, it's the Default list. Stock together with a product ("vases in stock") is a selection, and the list is still the Default list.

Each row shows the template in use for that type. Chosen by the supplier means the company chose a template; No template chosen means the format's Default template (Excel or PDF) goes out, and the Excel and PDF row says for which types that happens ("Goes out for ABC curve and Stock, which have no template of their own."). The row also counts how many rep agencies follow the company's choice and how many chose another.

If the template in use lacks columns that type usually has (for example, the stock column in the Stock list), the row warns you. It's only a warning: the template works anyway.

The buttons on each row:

• the eye (View the preview) shows how the list comes out, with sample products;
• the pencil edits that type's default: it opens the template in use for editing, or, with no template chosen, creates a new template that goes into use for that type right away. Clicking the row does the same when the template in use is the company's. Those who can't edit can click too: the template in use opens locked, view-only;
• the copy icon (Duplicate), on the company's template: creates a copy under Extras, not in use, and opens the copy.

Revert to default is inside the open template, at the top of its screen, when it is in use for a list type: it undoes the choice, and that type goes back to coming out in the format's Default template.

The Default templates of each format and the templates under Extras also have the preview eye.

When the requested type has a template in use, Dri sends the new list straight as a file, in that template, and then offers the Another template menu for the seller to switch template or format. With no template in use, Dri answers as always, with the Excel and PDF buttons.

The list's default templates: Excel and PDF

The list has two Default templates, Excel and PDF, at the start of the Templates list with the Base badge. There is no CSV for the list. They are what comes out of Dri's Excel and PDF buttons, the base for list types that have no template of their own, and what comes out of the Export menu on the products screen for those types. The Export menu shows one entry per list type (Default list, ABC curve, Stock…), already in the template and format in use for each; the standalone Excel (.xlsx) and PDF outputs only appear when reading the types fails.

As with the order, the Default template saves on its own: the card footer says Saved automatically with each saved change. Discard only appears when the server rejects the change, and goes back to what was saved. In the list, the PDF row also shows the Layout: whether it is in Table or in Prepack, and how many per row.

The columns the list can have

The fields come in groups, by what each column says. Under Product:

• SKU and Description: identify the product;
• Store: only comes out when the file covers more than one store;
• Image: the product photo. Under Show as, next to the label: Image (the photo inside the file, in Excel and PDF; the file gets heavier and takes longer to come out), Link (a "See photo" link that opens without login) or Image and link;
• Barcode (EAN): the item's code, what the store's checkout scans;
• Box code (DUN): the code of the closed box, what the receiver scans at receiving. It's empty for a product that isn't sold by the box;
• Barcode, which shows the EAN, or the DUN when the product has no EAN, is no longer offered for new templates: next to the two above it read as a third thing. A template that already has it keeps coming out the same;
• in the code columns, Show as chooses Number, Barcode (the drawn bar, in Excel and PDF) or Number and barcode;
• Packaging: how many come in the box (for example, "12 cx").

Under Quantity and price, the Price: the table price, and the Final price with taxes: the table price plus the list's taxes. It always adds IPI, and ICMS-ST only for a chosen customer, with the figure the ERP calculates for them, even if the template doesn't have the ICMS-ST column. With no customer, it's the table price plus IPI. It only appears when the list highlights tax. Under Taxes, the rate columns, such as IPI (%), one per tax the catalog has, and ICMS-ST (%) when the ERP calculates ST: it comes out filled for a customer or for a state, and for a state it is an estimate. When the ERP integrator returns the ICMS rate, ICMS (%) and ICMS (R$) come in too: the own ICMS, which is already included in the price and doesn't add to the Final price. They disappear when ICMS is hidden on the Taxes tab, or when ICMS-ST doesn't go out in lists, because ICMS comes along with it. In the template, these columns and the Final price with taxes carry the note Depends on the customer or the state, with an i that explains how to choose and lists the states. Under Stock: Stock (pieces), Stock (boxes) (how many closed packages the balance makes up), Pre-sale (pieces) and Pre-sale (boxes) (how many closed packages the pre-sale makes up).

Under Sales: Sales 90 days (pieces) and Sales 90 days (R$), what each product sold in the last 90 days according to the ERP. Sales no longer appear in the catalog: they are a column of the list. When generating from the site, an owner or admin chooses under Sales from whose figure it is: the Whole store, which comes pre-selected, or a rep agency. The sales rep gets their own sales, with no choice. The buyer never gets sales: the columns are dropped from their file. In Dri, the sales are those of whoever asks. When the list is the best sellers of a rep agency (opened from Dri's link, or asked of her), the column is that same rep agency's: the order and the figure come from the same place. The top of the file says whose figure it is, on the Filters line. A product the ERP hasn't measured yet comes out with an empty cell, never with zero.

Under Catalog attributes: the organization's product attributes, such as NCM, line or dimensions. A product that doesn't have the attribute comes out with an empty cell.

Hovering over a column button shows its description; the columns that change with the format show a hint below the name.

⚠️ Every list needs SKU or Description

A list template with neither SKU nor Description doesn't save: whoever receives the file would have no way to identify the product. That's why a new template is born with both, and the X of the last of them is locked.

Selection and order of a named template

In the Filter and order block, a template created by the team can fix what goes into the list asked of Dri: toggles such as In stock only, a range of Price from… to… (per piece or per box), a range of Stock from… to… (in pieces or in boxes) and At most so many products. In boxes, the range is converted by each product's packaging factor; a product without a registered factor is measured in pieces. Export on the products screen uses the screen's own selection.

Order offers Description, Price, Stock in pieces, Stock in boxes and the catalog's numeric attributes; text attributes, such as brand or NCM, don't sort. The direction is stated in the field's own terms: Most expensive first or Cheapest first for price, Most stock first or Least stock first for stock, A to Z or Z to A for description, From largest to smallest or the reverse for an attribute. With no order of its own, choose The Default template's.

Table or grid in the list PDF

Layout, in the PDF page block, appears when the template's Format is PDF, and has two options:

• Table — one row per product: carries all columns;
• Grid — cards with a large photo: the photo always comes out, the Description becomes the card title, the next three columns form the highlight strip and the rest comes out as "Label: value".

In the grid, Items per row accepts 2, 3 or 4. Whatever fits on the card: in practice, about 10 columns; the extra ones are left out and the card says how many. If you need all of them, use Table. The grid only exists in PDF: switching a grid template's Format to Excel turns the template back into a table, and the screen warns you. And a grid template chosen as the template in use for a list type doesn't build that type's Excel: the Excel comes out in the Excel Default template, when it has been configured, or in the System default.

List formatting

In the list, the Formatting block has Text case, Decimal separator, Decimal places and Thousands separator. In PDF the separators come out exactly as you choose. In Excel the cell stores a number and the comma or the period is drawn by the computer of whoever opens it; from there only decimal places and whether or not there is a thousands separator apply.

The list has no Unit or By branch: those fields belong to the order only.

Preview before saving

The Preview PDF and Preview Excel buttons, at the top of the template screen, generate a sample with products from your catalog, using what is on screen now, including what hasn't been saved yet. Choose with 10, 20 or 30 items next to the buttons.

The ★ decides who sees the list template

On templates created by the team, the ★ is not just a shortcut: it is the visibility for the team. In the editor there are two fields: Format (Excel or PDF, the format the template comes out in: in the Export menu, in Choose template… and in Dri) and Visible to the team (Yes or No). A new template comes with Yes.

With ★ (badge Visible · Excel or Visible · PDF), the template:

• appears as an option when the seller asks Dri for a list on WhatsApp;
• becomes a one-click item in the Export menu on the products screen, already in the chosen format.

Without ★ (badge Not visible to the team), Dri doesn't offer it and it doesn't become a menu item. While there is a template without ★, the card shows a notice with the count. Even without ★, the template can still be asked of Dri by name and chosen in Choose template…, on the products screen.

The Move up in the Export menu and Move down in the Export menu arrows order the templates with ★.

Rep agency templates

A rep agency can have its own templates for its organization, on its Catalog and exports screen. What it customizes applies only to its team; what it doesn't customize keeps coming from here. In its Templates list, each list type follows the company's choice until the rep agency chooses another template. In Dri and on the products screen, the rep agency's team sees its templates together with the organization's. See Catálogo e exportações: como sai o arquivo da sua representação.

Sellers' own templates

In Company Settings, the Sellers' own templates card decides whether in-house sellers can have personal templates for the list and for the quote document. It comes turned off.

Turned on, each in-house seller has the My templates page, with their own rows for each list type: they duplicate the company's template, adjust the copy and choose what they receive for each list type. Their choice beats the company's; with no choice, the company's applies. A seller's templates are theirs alone. The quote document can be theirs too: with the toggle on, the seller has their own quote document, which goes out on the quotes where they are the seller.

Turning it off doesn't delete the sellers' templates: they are kept and apply again if the card is turned back on. Rep agencies have an identical toggle, which each one's Partner decides. See Supplier settings: what the administrator changes, and where.

When it goes wrong

• I created a template and the seller doesn't see it on WhatsApp: the ★ is missing. Set Visible to the team to Yes in the template editor, or check the ★ on its row, to release it.
• "A list template needs at least SKU or Description": put one of the two columns back in the template.
• The list came out without photos: the template doesn't have the Image column, or it's in Table. In Prepack the photo always comes out.
• The tax doesn't appear on the list: check the Lists toggle in the Lists block of the Taxes tab (with no choice there, the list follows the Product page and search block, on the same tab). The template applies to all the company's stores, so the rate columns are offered when at least one store shows the tax, whichever store you signed in to. With the toggle off in all of them, they aren't offered, and those already in the template are struck through as no effect. In the list of a store with the toggle off, the column doesn't come out. The list of a rep agency that chose its own tax follows its choice, not this toggle (see Catálogo e exportações: como sai o arquivo da sua representação).