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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

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OVERVIEW
OVERVIEW

...

Painel

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


Expandir
Expandir
titlePrivileges

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:

Informações
titleImportant

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.

Informações
titleImportant

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

Totvs custom tabs box
tabsPrivilege Register, Users Register, Adding the Privilege, Accessing the Portal
idsstep1,step2,step3,step4
Totvs custom tabs box items
defaultyes
referenciastep1

To configure it, just access the Privileges menu, found in the Configurator module (SIGACFG) → Users → Passwords → Privileges → Add:

  1. In Rules by Transaction/Routine, fill out the field Transaction/Routine with the code of routine TGVA004.
  2. In Features of Transactions/Routine, select whether the user (Sales Representative) will have access Allowed or Denied to Sales Management Portal menu items.


In this example, access to the My Notifications page will be denied.

Totvs custom tabs box items
defaultno
referenciastep2

Access the users register of the Configurator module (SIGACFG) and add the privilege to the user selected.

SIGACFG → Users → Passwords → Users → Find the user desired → Other Actions → Privileges


Totvs custom tabs box items
defaultno
referenciastep3

In Access Restrictions select the previously registered rule (Step 1).

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referenciastep4

Upon accessing the Sales Management Portal, the Sales Representative will neither have access to the page nor to the menu. In this example, the Sales Representative lacks access to the page My Notifications.



If the Sales Representative tries to access the page using the URL, the browser displays the screen below:



Informações
titleImportant

Access permissions are loaded only when accessing the Sales Management Portal.

Informações

If the user is already using the Sales Management Portal, they need to login again to receive privilege updates.

Informações
titlePrivileges

For further information on privileges, click here.

Expandir
titleBranch Change

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).


Totvs custom tabs box
tabsStep 1, Step 2
idsbranchChange1,branchChange2
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defaultyes
referenciabranchChange1

In the toolbar, click the button with the user icon.

The toolbar is located at the top of the page.

Then, access the menu option Change Branch.


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defaultno
referenciabranchChange2

When you access the menu Change Branch, the system displays a window in which the Sales Representative can select the Company and Branch desired.



When clicking Confirm, the Sales Representative is diverted to the Data Load page of the Sales Management Portal.


Informações

Only Companies and Branches the Sales Representative can access in TOTVS Protheus Backoffice® are listed.

Aviso
titleAccess Restriction

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

Expandir
titleSales Indicators

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



Informações
titleIndicators 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.
Expandir
titleMy Notifications

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.
Expandir
titleMy Customers

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.



Aviso

Some features become available only if you are Online.


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

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



Informações
titleDetails

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.
Expandir
titleMy Quotations

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.

...

Painel

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:

Aviso
titleLicense Server

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

Totvs custom tabs box
tabs01 - DBAccess, 02 - Appserver, 03 - TOTVS Mingle
idsconfig1,config2,config3
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defaultyes
referenciaconfig1

Para sincronizar os dados as APIs do Portal Gestão de Vendas utilizam o campo To sync data, the Sales Management Portal APIs use the field S_T_A_M_P_ como parâmetro de busca, sendo necessária a inclusão da chave UseRowStamp no as a search parameter, which requires adding the key UseRowStamp in TOTVS DBAccess.


Aviso
titleConfiguração ODBC Configuration

For environments using PostgreSQL database, we recommend configuring the ODBC as documented below.

How to create an ODBC data source to use with

Para ambientes que utilizem banco de dados PostgreSQL, recomendamos a configuração do ODBC conforme documento abaixo.

Como criar uma fonte de dados ODBC para uso com PostgreSQL

Bloco de código
firstline1
titleExemplo Example dbaccess.ini
linenumberstrue
[General]
Port=7890

[MSSQL]
environments=environment

[MSSQL/environment]
UseRowStamp=1
memoinquery=1
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defaultno
referenciaconfig2

Comunicação REST Communication

  • The Sales Management Portal communicates with the Protheus server through HTTP requests. For this communication to occur, you need to set some configurations in the APPServer.
  • For further information on REST, refer to the reference document of the routine
  • O Portal Gestão de Vendas efetua comunicação com o servidor Protheus através de requisições HTTP. Para que essa comunicação ocorra será necessário efetuar algumas configurações no servidor APPServer.
  • Para maiores informações sobre REST consulte o documento de referenciada da rotina.


Aviso
titleChave de SegurançaSecurity Key

If you do not enter the Security Key in Caso a Chave Security não seja informado no "appserver.ini" ou seja informado com o valor 0, não serão validados as permissões de acesso do usuário.Para maiores informações consulte o documento de referenciada da rotina clicando aqui, or enter the value 0 in it, your access permissions are not validated.

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

Aviso
titleChave PrepareIn Key

Caso a chave PrepareIn esteja apontando para empresas específicas, na funcionalidade de Troca de Filial, os usuários terão acesso apenas às empresas informadas nesta chave. Caso não seja necessário este tipo de restrição, mantê-la como If the PrepareIn key is pointing towards specific companies, in the Branch Change feature, you can only access the companies entered in this key. If you do not need this restriction type, keep it set to "All".

Para maiores informações, consulte a documentação clicando aquiFor further information, refer to the documentation by clicking here.

Informações
titleImportanteImportant

We recommend configuring REST as shown in the example belowRecomendamos a configuração do REST seguindo o exemplo abaixo

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titleexemplo example appserver.ini
[ENVIRONMENT]
	SourcePath=\TOTVS\apo\
	RootPath=\TOTVS\Protheus_data\
	StartPath=\system\
	RpoDb=Top
	RpoLanguage=multi
	RegionalLanguage=BRA
	RpoVersion=120
	dbserver=localhost
	dbdatabase=MSSQL
	dbalias=ENVIRONMENT
	dbport=7890
	TOPMemoMega=30

[Drivers]
	Active=TCP
	MultiProtocolPort=1	
	multiprotocolportsecure=0
	Secure=SSL

[HTTPJOB]
	ENVIRONMENT=ENVIRONMENT
	MAIN=HTTP_START

[HTTPREST]
	BUGS=0
	HSM=0	
	MaxQueue=10	
	Port=8282
	SECURITY=1
	SSL2=0
	SSL3=0
	State=0
	TLS1=0
	URIs=HTTPURI
	Verbose=0	

[HTTPURI]
	AllowOrigin=*
	CORSEnable=0
	Instances=1,2
	OnConnect=REST_CONNECT
	OnExit=REST_EXIT
	OnStart=REST_START
	PrepareIn=All
	URL=/rest/
	Stateless=1

[HTTPV11]
	ADVPL=0
	Enable=1
	Sockets=HTTPREST
	TimeOut=120
			
[HTTPSERVER]
	Enable=0
	Servers=HTTP_REST
​
[HTTP_REST]
	hostname=localhost
	port=9995
	locations=HTTP_ROOT
​
[HTTP_ROOT]
	Path=/rest/
	RootPath=root/web
	ThreadPool=THREAD_POOL
	​
[THREAD_POOL]
	Environment=ENVIRONMENT
	MinFreeThreads=1
	MinThreads=1
	MaxThreads=10

[OnStart]
	JOBS=HTTPJOB
	REFRESHRATE=120
Totvs custom tabs box items
defaultno
referenciaconfig3
Informações
titleAlias TOTVS Mingle Alias

Para configurar o To configure TOTVS Mingle, o servidor Appserver deve possuir um IP publico.the Appserver must have a public IP.

  • The Sales Management Portal platform is stored in a TOTVS cloud. For the application to be able to communicate with the Protheus server, you need to configure TOTVS Mingle, which plays the role of a gateway between the application and the Protheus server. Moreover, when you configure TOTVS Mingle, the application begins to use default Protheus Authentication data.
  • To configure TOTVS Mingle, the Appserver must have a public IP.
  • The system Administrator must request an Alias through the page TOTVS MINGLE and inform the app Sales Management Portal.
  • You will receive the access key by
  • A plataforma Portal Gestão de Venda é armazenada em uma nuvem TOTVS. Para que a aplicação possa se comunicar com o servidor Protheus é necessário efetuar a configuração do TOTVS Mingle, que executa o papel de um gateway entre a aplicação é o servidor Protheus. Além disso, ao configurar o TOTVS Mingle, a aplicação passa a utilizar os dados de Autenticação padrão do Protheus.
  • Para configurar o TOTVS Mingle, o servidor Appserver deve possuir um IP publico.
  • O Administrador do sistema deve solicitar um Alias, através da pagina TOTVS MINGLE e informar o app Portal Gestão de Vendas.
  • O Usuário deve receber a chave de acesso por e-mail.


Informações
titleEmpresaCompany/FilialBranch

Enter at least one company and branch in the Mingle register.Deve ser informado ao menos uma empresa e filial no cadastro do Mingle



  • O Alias recebido deve ser o mesmo utilizado para acessar a plataforma e deve ser inserido junto com os dados do Login do usuárioThe Alias received must be the same used for accessing the platform and you must enter it with your Login data.



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TECNICASTECHNICALTECNICAS
TECHNICAL

05.

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TECHNICAL DATA

Painel

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ENTRARENTERENTRAR
ENTER

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tabsEntrarEnter, Carga InicialInitial Load, VersãoVersion, SairExit
idsentrar1enter1,entrar2enter2,entrar3enter3,entrar4enter4
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defaultyes
referenciaentrar1enter1

To access the Sales Management Portal, the Sales Representative must enter the same User and Password used in TOTVS Backoffice (Protheus Line), besides entering the Alias used by the company.


Image Added


For further information on the Alias, access the minimum requirements session

Para acessar o Portal Gestão de Vendas o Vendedor deve informar o mesmo Usuário e Senha utilizado no TOTVS Backoffice (Linha Protheus), além de informar o Alias utilizado pela empresa.

Image Removed

Para maiores informações sobre o Alias acesse a sessão requisitos mínimos.

Totvs custom tabs box items
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referenciaentrar2enter2

After clicking the button Enter, the Sales Representative is diverted to the Initial Data Load page, which loads some settings used by the Sales Management Portal.


Image Added


This load is executed only in first access or if the user is changed

Após clicar no botão Entrar o Vendedor será redirecionado para a página de Carga Inicial de dados, está página carrega algumas configurações utilizadas pelo Portal Gestão de Vendas.

Image Removed

Esta carga é efetuada apenas no primeiro acesso ou caso o usuário seja alterado.

Totvs custom tabs box items
defaultno
referenciaentrar3enter3

When you log onto the Sales Management Portal, the system checks whether the Protheus server version is the same found in the User Portal. If the Sales Representative (user) receives the message below, it means the Repository (RPO) must be updated by applying the latest continuous dispatch package found HERE. The user will be unable to login until the repository is updated to its most recent versionAo realizar o login no Portal de Gestão de Vendas, é executada uma verificação para avaliar se a versão do servidor Protheus é a mesma que consta no Portal do Usuário. Caso o Vendedor ( usuário ) receba a mensagem abaixo, significa que o deve ser atualizado o Repositório ( RPO ) aplicando o último pacote da expedição continua que consta AQUI. O usuário ficará impossibilitado de realizar o login até que o repositório seja atualizado com sua versão mais recente.


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referenciaentrar4enter4

In the toolbar, click the button with the user icon.

The toolbar is located at the top of the page.

Then, access the menu option Exit

Na barra de ferramentas, clique no botão com o ícone de usuário.

A barra de ferramentas esta localizada na parte superior da página.

Em seguida acesse a opção de menu Sair.




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TABLES
TABLESTABELAS_UTILIZADASTABELAS_UTILIZADAS

06.

...

TABLES

Painel

...

  • Sales Representatives' Offline Filters Table
  • AQ5 - Sales Representatives' Offline Items Table
  • DA0 - Price List
  • DA1 - Price List Items
  • SA1 - Customers
  • SA3 - Sales Representatives
  • SA4 - Carriers.
  • SB1 - Generic Description of Product
  • SB2 - Physical and Financial Balances
  • SC5 - Sales Orders
  • SC6 - Sales Order Items
  • SC9 - Orders Released
  • SD2 - Invoices Sales Items  
  • SE1 - Accounts Receivable
  • SE4 - Payment Terms
  • SF2 - Outgoing Invoices Header  
  • SU5 - Contacts
  • SX5 - Generic Tables
  • SYA - Countries
  • SCJ - Quotations
  • SCK - Quotation Items

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ENTRY_POINTS
ENTRY_POINTS

07. ENTRY POINTS

Painel


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RELATED
RELATED

08. RELATED TOPICS

Painel

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07. PONTOS DE ENTRADA

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08. ASSUNTOS RELACIONADOS

Painel
HTML
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<style>
div.theme-default .ia-splitter #main {
    margin-left: 0px;
}
.ia-fixed-sidebar, .ia-splitter-left {
    display: none;
}
#main {
    padding-left: 10px;
    padding-right: 10px;
    overflow-x: hidden;
}

.aui-header-primary .aui-nav,  .aui-page-panel {
    margin-left: 0px !important;
}
.aui-header-primary .aui-nav {
    margin-left: 0px !important;
}
</style>

Aviso
titleRisk 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.