Adding a Customer

By adding a new customer, the business agent can register basic information, and then fill out the customer register with the required information in the back office.

Procedures

Adding a new customer:

A window is displayed to add customers, divided into two folders:

Main Folder

In this folder, customer identification data are defined, such as: customer type, company name, trade name, telephone number, CGC, state registration, and e-mail.

If the CGC field is filled out with an invalid number, a message is displayed indicating invalid CGC or CPF while saving the customer register.

Customer Type Field

Selecting the Customer Type field acts directly on the type of document to be issued. It may be:

F - End Consumer

This definition is important to generate Sales Invoices to the End Consumer.

L - Rural Producer

This definition is important to generate Sales Invoices to the Rural Producer.

R - Dealer

This definition can be used in different tax cases, which define the calculation of taxes and fees. The taxation format is the type of inflow and outflow used in the Invoice issue.

S - Solidário

This definition is important to generate Sales Invoices with Tax Replacement, that is, with calculation of ICMS Solidário or Withholding Tax.

X - Export

This definition is important to generate Export Invoices.

Address Folder

In this folder, customer location data are defined, such as: address, district, postal code, city, and state.

A message is displayed for confirmation.

The system returns to the customer maintenance window.