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  • Sales Management Portal: Reference Guide
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CONTENTS

  1. Overview
  2. Example of Use
  3. Minimum Requirements
  4. Settings
    1. DBAccess
    2. Initial Settings (SETUPTGV)
    3. Appserver
    4. TOTVS Mingle
  5. Technical Data
    1. Login
    2. Initial Load
    3. Version Validation
    4. Exit
  6. Tables
  7. Entry Points
  8. Related Subjects
  9. What's New

01. OVERVIEW

Important

The Sales Management Portal is available from release 12.1.33 onwards.

Important

The Sales Management Portal is not available to the International Market.

Mingle

To configure TOTVS Mingle, the Appserver must have a public IP.


The Sales Management Portal (PGV) is a Web platform for TOTVS Backoffice Protheus Line users who use the Billing module (SIGAFAT) to manage their sales.


The sales representative can use it to query their Sales Indicators, their Customers (including financial status, credit risk, bills pending and delinquency percentage in Protheus), receive Notifications on their Sales Orders and manage their Sales Orders (Add, Edit, Delete and View).

 

Link to the Sales Management Portal: https://bopgestaodevendas.com/

02. EXAMPLE OF USE

Here you can view a practical example of the main features of the Sales Management Portal.


In the Sales Management Portal, you can configure privileges for a user. These privileges are useful to tell the system which PGV menu options the user will be able to access. You may configure them using the options of routine TGVA004, as explained below:

Important

Privileges are loaded to the portal after the sales representative logs in. If you change the privilege, the change is reflected by the PGV only from the next login of the sales representative onwards.

Important

The actions (Add, Edit and Delete) of the Sales Management Portal cannot be restricted.

Privileges

For further information on privileges, click here.

The Sales Management Portal lets you change the branch used after

Upon login, the system offers a Toolbar at the top. In it, you can find internet connection data (1st icon), notifications received (2nd icon) and logged sales representative (3rd icon).


Access Restriction

To make branch changes possible, the user of the logged sales representative must also have a sales rep link at the target branch.

When accessing the Home Page, you can view you Sales Indicators, which you can filter by period: Yearly or Monthly.



Indicators Filter

  • Upon selecting option Yearly, the Sales Representative can enter a period of up to ten years.
  • Upon selecting option Monthly, the Sales Representative can enter a period of up to twelve months.


  • For further information, click here to access the reference document of the routine.

When you access the My Notifications menu option, you can Query all your Notifications, which you may view in formats Table (Desktop Default) or Card (Mobile Default).



  • For further information, click here to access the reference document of the routine.

When you access the My Customers menu option, you can Query your Customers, viewing their Financial Status and other Details through the option View Details.



Some features become available only if you are Online.


  • For further information, click here to access the reference document of the routine.

When you access the My Orders menu option, you can Query all your Sales Orders and also Add a New Order.



Details

When you access the option View Details, besides Viewing the Sales Order Summary, you can also access options Edit and Delete.


  • For further information, click here to access the reference document of the routine.

When you access the My Quotations menu option, you can Query all your Sales Quotations and also Add a New Quotation.

By clicking View Details, you can view information on the quotation and also Create a PDF, Edit and/or Delete the quotation.

  • For further information, click here to access the reference document of the routine.

03. MINIMUM REQUIREMENTS

The Sales Management Portal requires Microsiga Protheus® Release 12.1.33 or higher and binary files with date of dispatch equal to or after October/2021.

The Sales Management Portal requires the latest package of the Continuous Dispatch of Billing, to keep its version up to date. 

REST 2.0

The Sales Management Portal uses the REST 2.0 Appserver configuration.

TOTVS Mingle Alias

To configure TOTVS Mingle, the Appserver must have a public IP.

04. CONFIGURATIONS

The Sales Management Portal is a web platform integrated with the Billing module (SIGAFAT) of Microsiga Protheus®. To perform this integration, your environment must be correctly configured with the requirements listed below:

License Server

We recommend the use of the License Server dated equal to or after 6/14/2022.


05. TECHNICAL DATA


06. TABLES

07. ENTRY POINTS


08. RELATED TOPICS

Risk Alert

Be careful when using the configuration parameter with the key "Security=0" because, that way, integrations (APIs) will not require authentication. Consequently, data from your environment can be queried without any authorization control.