Additional Company Settings

If you need to change some of your company’s settings, such as application buttons for sellers, specific settings, restrictions and releases of some features, consult the topics below.

Don’t forget to use the help settings, just click on the “Question” highlighted below. Some important information can be seen here.

Captura da tela 1

In Demander Web select: Company Settings Captura da tela 2 Additional settings.

Demander mobile buttons

Its purpose is to manipulate the visibility of the Demander mobile buttons, which are:
- Make the Reports button visible on Demander mobile - It can be hidden or left visible.
- Make the Logout button visible on Demander mobile - It can be hidden or left visible.
- Make the Financial Securities button visible on Demander mobile - It can be hidden or left visible.
- Make the Visit without sale button visible on Demander mobile - It can be hidden or left visible.
- Make the Events button visible on Demander mobile - It can be hidden or left visible.
- Make the Goals button visible on Demander mobile - It can be hidden or left visible.
- Make the Products button visible on Demander mobile - It can be hidden or left visible.
- Make the Customers button visible on Demander mobile - It can be hidden or left visible.
- Make the Prospectus button visible on Demander mobile (Enables the module) - It can be hidden or left visible.
- Make the customer’s Inventory button visible on Demander mobile - It can be hidden or left visible.
- Make the Orders button visible on Demander mobile - It can be hidden or left visible.
- Make the Routes button visible on Demander mobile (Enable functionality) - Can be hidden or left visible.
- Make the New order button visible on Demander mobile - It can be hidden or left visible.
- Make the Flex Balance button visible on Demander mobile - It can be hidden or left visible.
- Make the Check-in button visible on mobile - It can be hidden or left visible.
- Make the graphics button visible on Demander mobile - It can be hidden or left visible.

Behavior in order values

Its purpose is to define the behavior of the values that will appear in the order, namely:
- Behavior of the unit value after applying interest on the condition and method of payment - Choose how the unit value of the items should behave after applying interest/discounts on the conditions and method of payment. This behavior applies to decimal places that are outside the value configured by the company in the “Order” tab of the Company Settings.
- Behavior of the final unit value - Choose here the Behavior of the unit value of the product, this behavior applies to decimal places that are outside the value configured by the company in the “Order” tab of the company Settings
  - EXAMPLE:
    - If the company’s configuration includes 3 decimal places, the value of 1.235 would be within the configuration, but if the value is 1.235 6 the highlighted number would suffer the effect of these configurations

General settings

Its purpose is to configure various settings, from changing the name of fields, to activating features, they are:
- What should the Segment field be called (Android)- It can be called Segment or Family.
- Only closes after the list is loaded- With this setting activated, it is not possible to exit before all data has finished loading.
- Name of additional tax rate- In this field you can define a “name” for the additional tax rate, this “name will appear in the application. Write the name of the rate you want.
- Enable for related orders (Bonus) to be deducted from the commission calculation basis in the main order- Use Yes to leave it enabled, or No to leave it disabled.- Add Addition/Deduction. in the order PDF- Use Yes to add the Addition/Desc, or No to leave it disabled.
- Defines whether to activate the Product Mix for use on mobile- Use Yes to leave it active, or No to leave it inactivated.
- Use branch data in headers (already implemented in: PDF request)- Use Yes to use, or No to not use.
- % of quality in photo conversion (UPLoad photos)- Write the rate in % of quality in photo conversion.
- Print data from the issuing seller in PDF- Use Yes to print, or No to stop printing.
- Ignore updating related sellers upon import- Use Yes to ignore, or No to use.
- Activate contribution margin validation and order release- Use Yes to activate, or No to leave it deactivated.
- URL of the company’s webservice- Write the URL of your company’s webservice.
- Ignore codFilial when it is empty when importing Table 09 - Price List- Use Yes to ignore, or No to use.
- Prevent sellers from registering already registered customers - Yes to prevent, no to allow.
- Enable document consultation (CPF/CNPJ)- Yes to consult and autocomplete customer data, No to enter information manually.

Settings regarding email sending

Aims to define the settings relating to your company’s email sending, they are:
- Email Sender - Defines the sender’s email.
- Email Host - Defines the email host.
- Email Port - Defines on which port the email will be sent.
- Email User - Defines the user’s email.
- Sender Name - Defines the sender name.
- Email Encryption - Defines the encryption that the email uses.
- Activate email sending via SMTP - Use Yes to activate sending, or No to stop using it.
- E-mail Password - Defines the password that the e-mail will use.
- Indicates the emails that will be used in the email response (Separated by “;”) - Defines the email addresses that will be used in the response.

Walking NFe issuance

Its purpose is to define the configurations of the NFes issued by the Demander, which are:
- Number of copies to be printed in NFe- Number from 0 to 10 that defines the number of copies to be printed.
- Number of copies to be printed from the Boleto- Number from 0 to 10 that defines the number of copies to be printed.
- Number of copies of the Auxiliary Document- Number from 0 to 10 that defines the number of copies to be printed.
- Defines whether NFe can be printed- Use Yes to allow, or No to prevent.

Order printing

It has the objective of defining additional settings for printing the PDF of the order, which are:
- Customer’s name to be printed on the order - Choose between printing the customer’s business name, company name or both.
- Print Logo in Order header - Use Yes to print logo, or No to print without logo.
- Print signature next to the order - Use Yes to print the signature next to it, or No to not use it.
- Block printed orders - Use Yes to block, or No to allow.
- Block (thermal) printing of unsynchronized order- Yes or No to block order printing on portable thermal printers.

Virtual Store

Its purpose is to define the settings of your Online Store, which are:
- Display previous orders in the Online Store- Defines the behavior as: Do not show, Only orders from the Online Store or Online Store + Demander.
- Show product stock in the Virtual Store- Defines the behavior as: Does not display stock, Only displays stock but not validity, Displays stock and validity or Does not display stock but validates.
- Show product price in the Online Store- Defines the behavior as: Do not show, Show only logged in or Show even if not logged in.- Hide out-of-stock products in the online store- If “No”, all products will appear. If “Yes”, only products with available stock appear (company stock is considered).
- Which product stock to show in the Virtual Store- Defines the stock that will be used, Physical Stock or Available Stock. Physical Stock is the stock that is registered in the product. Available stock will show the stock registered in the product minus the quantity that has already been sold, until the next integration.
- Google Analytics Configuration Key- Defines the Google Analytics configuration key.
- Smartlook configuration key- Defines the Smartlook configuration key.
- Smartsupp configuration key- Defines the Smartsupp configuration key.
- Use the logged-in customer’s price list- Use Yes to use, or No to stop using.
- Include Remarks field in store filter- Use Yes to include, or No to dismiss.
- Display mode of featured products- Defines the behavior as: Carousel of featured products or Featured products first.
- Display mode of related products- Defines the behavior as: Do not display, Products that the customer has previously purchased or Products from groups already added to the order.

Additional modules

Intended to define the configurations of additional modules, which are:
- Activate the grid functionality- Use Yes to activate, or No to leave it deactivated.
- Allows editing of orders after synchronization- Access the complete documentation here.
- Activate log when saving orders- Use Yes to activate, or No to leave it deactivated.
- Inventory control- Defines the behavior as: Validate company stock, Validate stock of order branch or Validate stock by order type X seller.
- Activate product photo registration module- Use Yes to activate, or No to leave it deactivated.
- Hide customers from the route for (in days)- Number of days that customers will be hidden.
- Enable price module by quantity- Yes or No to enable the module that allows you to define a product price according to the quantity sold.
- Enable billing recording module- Yes or no to enable the module that allows the seller to record receipts in Demander mobile.
- Allows you to edit or delete financial receipts after printing the receipt. (Billing record)- Yes to allow editing or No to restrict editing after printing the receipt.

Request

Its purpose is to define additional settings for orders placed on Demander, which are:
- Segment filter display configuration- Defines the configuration as: Demander Default, Apply filter and not show the field, Apply filter and show the field or Apply filter and show the field and record the segment.
- Filter order products by segment- Defines how to filter order products by segment by: Customer segments or Seller segments.
- Allow sales at zero price- Use Yes to allow, or No to prevent.
- Display the customer’s goal when issuing the order- Use Yes to display, or No to hide.
- Customer Maximum Discount Tolerance- Enter the maximum discount amount that the customer can receive.
- Calculate net weight and gross weight on order- Use Yes to calculate, or No to stop using.
- Calculate cubage on order- Use Yes to calculate, or No to stop using.
- Display stock calculated in order- Use Yes to display, or No to hide.
- Allow discount on products with locked prices- Yes to allow or No to prevent.
- Behavior of the Duplicate Order option- Defines the behavior as: Value of updated items or Original order.
- Consider shipping when calculating taxes- Use Yes to consider, or No to disregard.
- Suggest shipping on the order- Use Yes to suggest, or No to stop suggesting.- Hides the Resend order menu in Demander- Use Yes to hide, or No to display.
- Enable monthly flex balance control- Use Yes to enable, or No to disable.
- Makes it possible to change the customer in the order when coming from the route- Use Yes to make it possible, or No to make it impossible.
- Limit the size of the order observation on Demander mobile- Enter the value corresponding to the size you want the order observation field to be.
- Activate new requested PDF- Use Yes to activate, or No to leave it deactivated.
- Maximum percentage of the order linked to the main order- Enter the value corresponding to the maximum percentage of the order linked to the main order.
- List orders linked to the order- Use Yes to list, or No to stop listing.
- Keep the customer on route for types of orders that are not considered orders- Use Yes to maintain, or No to stop maintaining.
- Show observation of customer integration when issuing the order- Use Yes to show, or No to hide.
- Percentage of credit limit to alert seller- Enter the value corresponding to the percentage of credit limit to alert seller.
- Credit limit value for code zero customer (New customer)- Enter the value corresponding to the credit limit for the new customer.
- Average billing period for new customers- Enter the value corresponding to the average billing period for new customers.
- Only allows billing conditions with an average term shorter than that defined by the client- Use Yes to allow, or No to prevent.
- Contribution margin limit- Enter the value corresponding to the contribution margin limit.
- Consider the discount value of the main order for the bonus discount- Use Yes to consider, or No to disregard.
- Related sellers can see orders from all sellers on the Web Order- Use Yes to allow, or No to prevent.
- Activate order release control- Use yes to activate, or No to deactivate.
- Decimal places in the web order quantity field- Enter the number of decimal places in the web order quantity field.
- Flex Balance calculation type- Defines the calculation type as: Standard or Flex range by price list.
- Number of lines in purchase history- Defines the quantity as: One, Up to two, Up to three or Up to four.
- Allows you to link related orders that have already been synchronized- Use Yes to allow, or No to prevent.
- Hide the payment condition defined in the customer even if it is restricted by Order Type- Use Yes to hide, or No to display.
- Logic - Print customer note on note- Use Yes to print, or No to stop printing.
- Logic - Print order note on note- Use Yes to print, or No to stop printing.
- Allows you to change Order data with Items already added- Use Yes to allow, or No to prevent.
- Validate maximum increase per product- Use Yes to validate, or No to stop validating.
- Validate fractional sale of the product- Use Yes to validate, or No to stop validating.
- Enable discount on discount- Use Yes to enable, or No to disable.
- Order Prefix in the integration (Logic) - Enter the corresponding prefix of the order in the integration.
- Only display stock based on Order data- Use Yes to display, or No to hide.
- Activate discount module entered in the order- Use Yes to activate, or No to deactivate.
- Block orders for customers who are not on any route- Yes or No options.
- Prevent the same customer from being added to more than one route- Yes or No options.
- Hide products with no available stock balance in the ready-to-deliver control- Yes to hide, No to display.
- Enable calculated stock by Branch/Unit- Yes to enable, No to disable.

Web order

- It has the objective of defining additional settings for the web request, which are:

Address combo behavior - Defines the behavior as: Do not suggest or Suggest the first.
Use new PDF when printing the web order screen - Use Yes to use, or No to stop using.
Show prospective customers on the order screen - Use Yes to show, or No to hide.
Behavior of the Seller field (for users with a Company profile)- List active sellers related to the customer or list all active sellers.

Demander web customization

Its purpose is to customize the visual settings of Demander Web, which are:
- Header color in Demander Web - Enter the header color in hexadecimal.
- Sidebar color in Demander Web - Enter the sidebar color in hexadecimal.
- Color of the hover selector in Demander Web - Enter the color of the hover selector in hexadecimal.
- Font color in Demander Web - Enter the font color in hexadecimal.

Representative sync

Aims to configure representative synchronization, the settings that can be changed are:
From version 4.5 of Demander Android and 1.29 of Demander iOS this configuration is now done by Synchronization Time Policy
- Blocking end time in Demander synchronizations - Enter the blocking end time in synchronizations.
- Block start time in Demander synchronizations - Enter the block start time in synchronizations.
- Maximum interval allowed in minutes without synchronization - Enter the number in minutes that defines the maximum time allowed without synchronization.

Defines the behavior as: