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The client is the entity which has need of products and services to be provided by your company.

Keeping an updated Clients register is a very useful tool for various industries. From small businessmen to multinational companies, whenever a company sells a product or service, be it to the end consumer, resellers or producers, it needs to know and store the knowledge about what the entities with whom it does business are.

Clients may be classified as one of the following five types: End Consumer, Agricultural Producer, Reseller, Solidarist and Export. This division is due to tax calculation, which is different for each type.

In terms of concept, most of the time an Outbound Document is generated, the recipient is considered a client, regardless of the type or the role assigned by the company.

It is important that the clients register be as complete as possible, enabling maximum information to be provided and controlled by the system. The more comprehensive the register is, more features the user has on the system.

Some fields, whether mandatory or not, should always be filled in, since they enable the system to manage critical information.

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If the Schedule routine and the EAI Adapter are configured, integration between TIN (TOTVS Real State Enterprising) and Protheus is possible for sending and receiving XML files according to the XSD ratified by TOTVS®.

Reserve

It is possible through the Client Register export and update customer to the Reserve. This integration is through a XML file.

Requirement

• Configure parameters in the Config Wizard.

The integration happens as follows:

• Via Schedule: scheduling date and hour for initial load export execution in Reserver and later updated. If parameter MV_RESEXP is configured as 2 = Offline.
• Registers/Customers: If parameter MV_RESEXP is 1=Online or 3=Online and Schedule, the integration is real time.

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Integration with RM:

This routine features integration with RM System:

• RM Classis Net

For technical details about the procedures of Deployment, Usage, Table Synchronization among Bases and Parameterization for Generation, check the Protheus X Classis Integration Manual available on the TDN portal.

Also check the information about Education Management.

• RM - Nucleus

For further information, refer to topic Protheus x RM Integration of Store Control and Point of Sales.

Procedures:

Adding a client:

1. In Clients, select Add.

The add screen is presented, divided into tabs.

1. Fill out data of all tabs according to field help instructions.

     Filling out this register is mostly self-explanatory and is divided into tab. Pay attention to the following fields in each tab:

• Registration Data Folder
• Manag./Fin. Tab
• Taxes Tab
• Sales Tab
• Others Tab

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1. Check data and confirm the inclusion.

To bind a NIF to a customer:

NIF is the number offered by the foreign tax management organ indicating corporate entity or natural person. In case of sales, the NIF is bound to the customer service sold.

1. In Customers, select a record and click on Edit.
2. The Customers screen is displayed. In the Others tab, complete the field NIF with the desired content.
3. Click Confirm to save.

Procedures to Import Neoway files

The file import using Neoway are viewed on screen of this routine with respective CNAEs and contacts

Select one of the imported Suspects. Notice the field CNAE Codein this code.

To update imported data, use the option Update Contacts accessible by related Features.

An access login with Neoway is requested. After Authentication are shown current register information from the entity to the left and information returned from API Newoway query to the right.

Select information and click Save. The system displays the screen update successfully completed.

Procedures to import client files

This option is used to import spreadsheets from this file.

Procedures

1. 1.   Access Related Features, select Others/ Import.
2. 2.   View the screen displayed.
3. 3.   In the field File trigger the option to the right to locate the file to import.
4. 4.   After finding it, click Import. The System requests a confirmation, click YES.
5. 5.   The System displays a screen to confirm file import.

SubClients

This functionality allows to define which are the primary and secondary clients. Through this, it is possible to attach a matrix client (Primary Account) to its branches (Secondary Account). The accounts are shown in tree structure, where it is possible to run actions such as view, edit and quick actions, such as: generate opportunity, annotation and view contacts.

Handling these actions respects the business structure and access permissions. I.e., in case the account does not belong to a sales representative or is subordinates or the access is restricted, none or only a few actions can be made.

Procedures

1. In Update\Sales\Accounts, click Related Features\Subclients.
2. Field completion Primary Customer is made through a standard query and the content shown is filtered respecting the business structure. Therefore, are shown only client registers which can be defined as primary.
3. The field Primary store will be completed automatically after selecting the primary client.
4. To view actions/ quick actions, place the desired contact and click the right mouse button.
5. In the option Generate Opportunity, the System displays the screen to add opportunity already with data of the client positioned (code, store, sales representative, name).
6. Click Generate Appointment, the System displays the screen to add visit appointment, already with data of the client positioned (code, store, sales representative, name).
7. In Contacts, it is possible to view the contact screen related to the client. If the account is within the sales representative business structure, it is possible to add/edit data shown.
8. The Caption option display a screen with the explanation of icons shown in the structure, where:

• Primary Contact
• Secondary Contact
• Secondary / Primary contact

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See Also

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