Frequently Asked Questions

Hello, great to see you in the FAQ! 🙂

This article was created to help customers and partners answer frequently asked questions about using Demander.

Remember: This section is constantly under construction. So, if you missed any questions, contact us!

• Are you encountering error messages or delays when entering an order in Demander?

If this happens, we recommend that you contact our support with images and/or videos of the situation. The team is prepared to assist you in resolving the problem, as the solution may vary depending on the error message presented.

• You can contact us via email support@demander.com.br or via WhatsApp (51) 3714-7050

• How can I monitor what is happening with each customer in my company?

In Demander, you can use the events module, integrated with the [Telesales] CRM (https://sistema.demander.com.br/dinamico/televendas). With it, the salesperson can record and update important information about events related to each customer, keeping the company always informed.

• To learn more about how this module works, access our article “Event Concepts”

• How do you know which customers are stopping buying?

To identify customers who are reducing the frequency of purchases or not purchasing at all, you can analyze consumer behavior data. An effective approach is RFM (Recency, Frequency and Value) Analysis:

> Recency: When was the customer’s last purchase?

> Frequency: How often did the customer usually buy? Is this frequency decreasing?

> Value: Is the total value of purchases reducing over time?

• In Demander, the Opportunities Module, which uses RFM Analysis, can help you track these metrics and identify potential drops in consumption. To learn more about how to use it, visit our article “Opportunities”

• How to identify the presence of the seller in the customer?

On Demander, you can use the Check-in feature to confirm that the seller is within the defined radius (in meters) of the customer, ensuring that they are in the correct location to place orders.

Once the seller’s position is identified, the system will display a list of all customers that meet the configured radius and range criteria. Initially, the system checks the data registered for the customer. If this information is not available, validation will be done based on the data registered for the seller.

• For more information on how to configure Check-in, visit our article: “Check-in Registrations.”

• How to increase team productivity?

At Demander, tools such as Reports, CRM and BI allow you to analyze crucial data to identify where your team is investing time efficiently and where there are opportunities for optimization.

With this information, it is possible to develop more assertive strategies to increase productivity, focusing on the points that really generate results and adjusting activities that may be consuming time without significant return.

• To learn more about how to use our tool, visit our YouTube channel and watch the video by “Relatorio BI”

• How can I set and track team goals effectively?

In Demander, it is possible to register Sales Expectations, that is, the team’s goals. These registrations can be customized by values, periods, sellers and additional criteria, such as products, brands, regions or customers, based on previously registered perspectives. To register the Sales Expectation Value, the Perspective and its Levels must be previously defined. Required fields include:

> Perspective: Select a previously created perspective.

> Effective Dates: Inform the beginning and end of the goal period.

> Value (R$): Record the expected value.

> Salesperson: Associate the goal with a specific salesperson.

-For more information on how to register Sales Expectations on Demander, visit the page “Sales Expectations”

• How do I know the item history of my orders?

On Demander, you can check the purchase history of a specific customer. In the application, you can search for the customer and access their registration. Within the register, there is a tab called “Orders”, where all orders made for that customer are listed. Simply access any of the orders to view the items sold.

• To learn more ways to check a customer’s purchase history, watch our video. In it, we explain how to perform this query on Demander Web and the Application: Demander - Viewing customer history.

• How to actively prospect for customers on Demander?

Active prospecting consists of identifying and connecting with potential customers, creating new sales opportunities. At Demander, this process can be carried out in a practical and efficient way using the “Telesales” and “Prospects” screens.

Here’s how to make the most of these features:

> Import prospect lists or register them manually: Organize your opportunities from the start for easy tracking.

> Identify potential customers during daily contacts: Take advantage of interactions to discover new sales possibilities.

> Schedule meetings and refer the customer to the external salesperson: After confirming an agenda, pass the prospectus to the external salesperson to continue the process.

• Want to know more? Check out our complete article on “Prospect Concept”, with valuable tips to optimize your prospecting on Demander.

• How can we define the customers who will be served on the day?

In Demander, routes represent a strategic organization of visits or deliveries, associated with specific sellers or regions. They allow you to plan and optimize customer service, ensuring logistical efficiency and control of activities.

Each route can be configured with:

> A unique identifier;

> Link to a seller;

> A list of customers organized in a personalized sequence;

> View routes on maps;

> Reorder them as necessary;

> Integrate them with Google Maps for more effective planning and execution.

• Want to know more? Check out our complete article on “Routing Concept”, with valuable tips for optimizing service to your customers.

• Are price lists and photos up to date?

On Demander, you can check whether prices are updated directly on the product price screen. This information is obtained through integration with Table 13 - Product Price, ensuring faithful correspondence with ERP data as integrations are carried out.

Product photos can be updated through uploads carried out by companies, using the system’s image bank. This bank is constantly updated as new photos are added.

The system offers features such as:

>Real-time updates;

>Automatic validations;

>Blocking orders with outdated information.

• All of these features are customizable, ensuring that the process is always aligned with business needs.

• How to control discounts and surcharges on Demander?

At Demander, there are several options to control discounts and additions efficiently. Below are the main available settings:

> Discount on Payment Terms or Payment Method

The system can automatically add interest or discount to the total order value, depending on the condition or payment method. This discount is automatically applied to the list price of all products, without the seller being able to choose not to grant it.

>Price PoliciesAllows the seller to apply or not apply the discount, according to the policies defined by the company. It is also possible to configure the discount to be mandatory. The discount can be applied by order type or directly to the item. This functionality needs to be configured via integration.

• For more information, check out the article: Pricing Policies - Module

>Discount on Discount

In this model, the discount is applied to the net value of products already at a discount, characterizing a “discount on discount”.

• Find out more: Check out the article Discount on Discount

> Discount highlighted in order

The Highlighted Discount is applied at the end of the order and is not prorated across items, only changing the total order value.

If the seller applies a highlighted discount next to another discount, the system adds the values ​​and checks whether they exceed the limit allowed by the company. If it exceeds, the system notifies the seller.

Important rule: the value of the highlighted discount must be greater than zero, as negative values ​​will be considered as increases.

• Find out more: Check out the article Discount Highlighted on Order

> Discount for Order Value

A discount is configured based on the total order value, informing an initial value and the corresponding percentage.

The system first validates the discounts associated with the customer and then the discount for the order value.

• For more information, check out the article Order Value Discount Concept

> Discount at Item Level and Order Level

Discount at item level: Must be sent using the product price, validated when placing orders.

Order-level discount: Configured on the [Company Settings] screen (https://sistema.demander.com.br/dinamico/configuracoes-da-empresa), in the Order tab.

With these options, Demander offers flexibility to manage discounts and additions, ensuring control and customization according to the company’s needs.

• Blocking sales for defaulting customers

In Demander, it is possible to configure an automatic block for issuing orders from defaulting customers. This block considers a specific period of days after the maturity of a security.

To configure sales blocking for defaulting customers, follow the steps below:

Access the menu: Settings → Company Settings → Salespeople.

Check the option: “Block issuing orders to defaulting customers”.

If desired, fill in the field: “Period of default tolerated (in days)” to define the period allowed before blocking.

• With this configuration, the system will help ensure greater control over the company’s sales and financial health.

• How can I control the expiration date of batches and products?

In Demander, it is possible to assign batches to products, allowing this information to be available in the Android application for sellers to consult.

Important Points:

> To use the batch functionality, the product must already be registered.

> Batch data is informative in the system, that is, the seller can consult the information, but cannot select a specific batch.

> This functionality requires integration to be activated and used.

• Want to know more? Access our article “Product Lots” with valuable tips.

• What is product disruption?

At Demander, the out-of-stock solution tells sellers which items are unavailable for sale.

Product outage is a term used in inventory management and commercial operations to describe the situation in which a product is not available at the time the consumer wants to purchase it, directly impacting sales and customer satisfaction.

• Want to know more? Access the article “Product Restriction Policy” to understand how this solution works.

• You can customize the Demander to fit your needs.

Yes! Demander’s White Label allows complete customization of the platform, adapting it to your company’s visual identity. This includes:

> Logo customization;

> Color definition;> Other visual elements, ensuring an experience fully aligned with your brand.

• For more information, contact us via email support@demander.com.br or via WhatsApp (51) 3714-7050.

• What platforms is the Demander app available for? Does it have automatic updates for sellers?

The Demander app for sellers (used to record orders, access customer information, and perform other sales-related tasks) is available on the following platforms:

> Google Play Store (Android)

> Apple App Store (iOS)

When a new version of the application is published in these stores, sellers who already have the application installed receive the update automatically, depending on the device’s update settings.

• For more information, visit Demander Versions and learn about available updates.

• How to configure Demander so that sellers only view specific products?

In Demander, you can restrict sellers from viewing products in the app through two main mechanisms:

> Price List Associated with the Seller: Each seller can be linked to specific price lists, determining which products will be available in the application. This way, he will only access the items released for his activity profile, guaranteeing a personalized and controlled offer.

> Price List Linked to the Customer: In addition to association with the seller, the price list can be linked directly to the customer. This ensures that the seller only sees authorized products for each customer, ensuring greater compatibility and avoiding errors in the offer.

In addition to these options, it is possible to link products to product groups and define which sellers will have access to each group, as well as classify products by segments for even more efficient management.

• For more details, go to “Product Concept“ and learn more about how this configuration works.

• What are the requirements for Demander servers?

Demander is a cloud system, so there is no need to worry about physical servers. It runs on Amazon Web Services (AWS), a secure platform that takes care of the entire infrastructure.

How it works:

> EC2: Processes information.

> RDS: Stores the data.

> S3: Stores files and documents.

> ELB: Distributes traffic to ensure the system does not slow down.

> CloudFront: Accelerates content delivery.

> IAM: Controls who can access the system.

Security and Scalability: The system is secure, with data protection, and automatically adapts to increased use.

• Can I configure an option for the customer to self-register in the B2B Store?

Yes! On Demander, it is possible to activate self-registration in the B2B Virtual Store. With this configuration, the user can automatically create their own customer record to access the store.

It is worth noting that there are some variabilities that may occur during the process.

• Therefore, we recommend accessing our article “B2B Virtual Store”, which contains valuable tips and complete guidance on this functionality.

• In the B2B Virtual Store, is it possible to apply a different price to my customer?

Yes! In the B2B Virtual Store, you can configure different prices for specific customers. There are two options for this:

> Special Price List: Create a specific price list and link it to the customer registration. Thus, other customers continue with the store’s standard price list, and customers with special lists receive personalized prices.

> Price per Customer: Configure a specific price for the customer within the standard price list, applying individualized values ​​directly to the customer record.

• For more information, visit our article “B2B Virtual Store”. If you have questions or need help, contact us by email at support@demander.com.br or via WhatsApp (51) 3714-7050.

-Does Demander accept more than one price list on an order?

No, on Demander, each order must be linked to just one price list. When creating an order, the seller needs to select the applicable price list, and all products added will follow the values ​​defined in that list.

However, each customer can have more than one associated price list, according to the configured business rules. When issuing the order, it will be possible to choose only one of these lists to apply to the order.

• For more details, access the article: “Price List”.

• How can Demander be used in the retail market?

Demander B2B speeds up retail service, functioning as a digital catalog and allowing pre-registration of orders, reducing queues and optimizing the purchasing process.

> Interactive catalog – Customers view products with photos, descriptions and updated prices.

> Autonomous orders – Buyers place replenishment orders without needing a salesperson.

> Integration with ERP – The order is automatically sent to the cashier for completion.

• For more information, visit: “B2B Virtual Store”

• How does Demander make distributors’ jobs easier?

Demander simplifies the daily lives of distributors, allowing efficient management of orders and operations. With multiple sales channels, distributors have more flexibility and control, being able to monitor stocks, commercial conditions and delivery status directly on Demander Web.

• For more information, access our Knowledge Base with valuable tips!

• How does Demander help sell out-of-stock products with smart strategies?

> Promotions: Products with discounts appear to the seller in the system.

> “Don’t Forget” function: Strategic items are added to the order with a zero quantity, reminding the seller to offer them.

> Stock and Turnover Reports: Identifies low-moving products to adjust sales strategies.

• Contact us by email at support@demander.com.br or WhatsApp (51) 3714-7050.

• How can I use Demander to control my bonuses?

On Demander, you can manage sales bonuses and control your limits using two main features: Flex Balance and Ready-to-Deliver Stock.

>Flex Balance allows you to define a bonus limit per order or per customer, ensuring that the seller grants discounts without compromising the company’s margin.

>Ready Delivery Stock is ideal for those who prefer to control the bonus by quantity, keeping products separate and limited according to what is available in stock.

• For more information, access: Flex Balance and Ready Stock.

• Should the Key Account only record orders or build customer loyalty to ensure repurchases?

In Demander, it is possible to manually access various information essential for monitoring each customer.

The role of the Key Account (Account Manager) goes far beyond just registering orders — he is responsible for maintaining the relationship with the customer, ensuring repurchases and strengthening the long-term partnership.

> Register Customers: In Demander, it is possible to enter basic data such as name, CNPJ and contact, as well as additional information such as segment and purchase history.

> Record Interactions: Record each contact made (phone, email or visit), including the topics discussed and the next steps.

> Track Purchases: Consult sales history to better understand customer behavior and suggest products strategically.

• For more information and valuable tips, visit our Knowledge Base.

• How to configure Demander for multi-company and multi-branch, adjusting products, prices and tax rules per business unit?

Demander supports multi-branch configuration, allowing you to define products, prices and tax rules by business unit (branch) within the application.Regarding the registration of multiple companies, it is currently not possible to link them together. However, it is possible:

• Create separate companies within Demander, or
• Manage branches within a single main company.

During the implementation process, these rules are analyzed and configured according to the specific needs of each business. Integration with the ERP also respects these definitions, ensuring that each branch operates with its own configurations

• For more information and valuable tips, visit our Knowledge Base.

• I don’t have an external salesperson, how does Demander help me?

Demander offers ideal solutions for companies that do not have external salespeople, allowing internal staff to assume commercial functions efficiently and strategically.

With the tools available, it is possible to centralize sales management, monitor indicators and maintain relationships with customers in a practical and organized way.

>Demander Solutions for Commercial Management and Account Manager (Account Manager) The application provides all the information necessary for the account manager to act proactively, even without a field team, ensuring close monitoring of customers and boosting repurchases.

• For more information and valuable tips, visit our Knowledge Base.

• How can I carry out a field survey with each request or occasionally?

Demander allows you to collect information directly at the point of sale through field surveys, which can be carried out automatically with each order or whenever necessary.

For sellers to record information during visits, you can customize auxiliary fields according to the type of data you want to collect:

📝 Text: Customer name, observations, comments.

📷 Image: Photos of the location, shelves, product display.

📅 Dates: Visit dates, product expiration dates.

✅ Other formats: Checkbox, drop-down lists, among others.

• To find out more, visit: Auxiliary Fields

• How to overcome the challenges of getting time with the buyer in large cities or when serving large clients, faced with obstacles such as busy schedules, high competition and difficulties with access or parking?

In large centers and when serving large customers, gaining space on the buyer’s agenda can be a major challenge. The busy schedule, fierce competition and even logistical issues — such as heavy traffic or lack of parking — make in-person visits increasingly difficult.

With this in mind, Demander offers solutions that optimize service and increase the efficiency of sales teams, connecting several sales channels in one place:

> B2B application: allows customers to place orders quickly and independently.

> B2B e-commerce: online platform for orders without the need for direct contact.

> Telesales: internal team can assist in closing orders.

• Contact us by email at support@demander.com.br or WhatsApp (51) 3714-7050.

• How can the seller automatically calculate taxes at the time of sale?

For the seller to have complete transparency about the taxation of products, it is essential that taxes are calculated at the time of sale.

At Demander, during the sales process, applicable taxes — such as IPI, ICMS ST and others — are automatically calculated and presented to the seller. Thus, he can visualize the values ​​in real time and pass on the information both to the client and for his own decision making.

Main benefits:

> Fiscal accuracy: the seller has access to correct values, reducing errors in negotiation.

> Transparency for the customer: allows you to inform taxes whenever relevant.

> Ease of sale: speeds up the process by eliminating manual calculations and external consultations.

With this functionality, the seller acts more safely and efficiently, ensuring that all tax information is clear at the time of ordering.

• To find out more, visit:Taxation Module
• What opportunities do we have with telesales?

At Demander, the Telesales module allows you to monitor and direct the performance of sales made over the phone, offering a strategic view of commercial opportunities.

With it, it is possible to identify customers with repurchase potential, detect products with low output and reinforce sales campaigns, making the service process more assertive.

This functionality facilitates active contact with customers, contributing to increasing the average ticket and strengthening commercial relationships.

Benefits:

> Centralization of sales information by telephone.

> Identification of repurchase opportunities.

> Increase in average ticket and commercial efficiency.

> Agile and results-focused operation.

The entire process can be carried out in a practical and efficient way using the Telesales screen, which brings together the information necessary for the team to act quickly and focus on results.

• To find out more, visit: Telesales

.

• How does Demander record in-person sales visits from the seller?

Demander allows the seller to register the order directly in the application during the customer visit. The system automatically records the date, time and location (GPS) of the sale, ensuring full traceability of the operation.

This information makes it possible to verify in-person visits, monitor the pace of service and evaluate the performance of the external team.

Benefits:

> Proof of in-person visit.

> Efficient control of presence and routes.

> Improved analysis of productivity and commercial coverage.

• For more information, visit our:Knowledge Base

• How does Demander serve distributors?

Demander was developed especially for distributors who deal with high volume of orders, multiple price ranges, different commercial policies and teams of external salespeople or telesales.

The system integrates with the company’s ERP, ensuring that all information — such as customer registration, payment terms, price tables, stock and billing — is always up to date and synchronized.

With this, the distributor gains:

> Agility in the commercial process;

> Greater control over discounts and credit policies;

> Reduction of errors and rework at all stages of the operation.

For more information, visit our: Knowledge Base.

• Do you want to avoid sales to defaulting customers and save time in the commercial process?

Demander integrates directly with the company’s ERP, automatically checking the customer’s financial situation when registering the order.

If the customer has outstanding securities, has exceeded the credit limit or is blocked in the ERP, the system prevents the sale from being finalized or forwards the order for approval, according to the rules configured by the company.

💡 This automatic validation:

> Prevents the seller from wasting time on orders that cannot be invoiced;

> Reduces the risk of default;

> Ensures greater security and financial control of the commercial process.

• For more information, visit our article: Financial Securities

• How can I make certain sellers only view certain products on Demander?

You can control which products each seller sees on Demander through price lists.

💡 How it works:

> Each price list can contain a specific set of products;

> Each seller is linked to one or more price lists;

> When accessing the system, the seller only sees the products present in the lists to which he has access.

Therefore, in addition to allowing the definition of different values ​​by customer, region or commercial policy, the price list also acts as a product visibility filter within Demander.

• For more information, visit our: Knowledge Base, with valuable tips.

• How to limit the brands that each seller can view on Demander?With Demander, you have complete control over which brands and products each representative can view. This configuration can be done in two simple ways:

By product group:

> Each product belongs to a group or brand;

> When defining, in the seller’s registration, which groups he can access, the system will only display authorized products.

By price list:

> Each price list may contain only the products or brands available to that seller;

> Thus, when accessing Demander, the seller only sees what he can actually sell.

These definitions can be made directly in the system or automatically integrated into your ERP, ensuring flexibility and security in commercial management.

• For more information, visit our:Knowledge base

• The company carries out street sales of bulk products and uses its own containers for delivery — how to control these containers and avoid losses?

In the case of companies that carry out street sales of products in bulk, it is common for the products to be delivered in the supplier’s own containers. To ensure control of these containers and avoid losses, it is important to record all information directly in the order generated in Demander.

💡 Configuration proposal using Auxiliary Fields in the request:

> Type of container delivered (required)

> Number of containers delivered (required)

> Type of container collected (optional)

> Number of containers collected (optional)

> Digital signature of the customer, to validate delivery.

These fields allow you to accurately track the containers used and returned, providing more operational control and security in deliveries.

• To find out more, visit: Auxiliary Fields

• How to configure the system to display only products corresponding to the customer segment?

Demander allows you to restrict product viewing according to customer segment, ensuring that each seller only sees items relevant to that audience.

To configure: > Link the segment both in the customer registration and in the product, within the ERP. > Ensure the integration of this information with Demander through the integrator. > Activate the segment visibility rule in Demander, so that only products compatible with the customer segment are displayed.

💡 Tip: If you want to display only specific products after identifying the customer, create a custom price list with the desired items and associate it with that customer. This way, Demander will exclusively display products from that list.

• For more information, visit our: Segments

• Does the system respect the commercial policy established by the company?

To ensure that all orders follow commercial policy guidelines, Demander allows you to configure automatic rules that guide and control sellers’ actions.

Among the main possible configurations are:

• Minimum order value
• Linked payment terms, with defined average terms
• Specific restrictions, depending on the customer, region or segment

These rules are defined in the ERP (or integrated system) and automatically synchronized with Demander.

During the issuance of the order, the system issues alerts or blocks shipping if any commercial policy criteria are not met.

💡 Benefits:

> Reduction of manual errors

> Automatic compliance with business rules

> Greater control and agility in sales

• For more information, visit our: Knowledge Base

• How does Demander deal with prices that vary depending on the quantity purchased, as in the wholesale model, allowing the unit price to be adjusted for larger purchase volumes?

In the wholesale model, the unit price decreases as the quantity purchased increases. Demander has the Quantity Pricing Module, developed precisely for this type of operation.This module allows you to define price ranges according to the quantity or weight of the product. In addition to the list price, it is also possible to configure discount percentages or maximum increases depending on the volume purchased.

💡 Benefits:

> Flexibility to work with different price ranges

> Automation of trading rules by volume

> Accuracy and agility in negotiation

• To learn more, visit:Quantity Pricing Module

If you still have questions, please contact us: 📧 support@demander.com.br | 💬 WhatsApp (51) 3714-7050