Relatório de Versão SIC - s127

SupraSys Gestão Inteligente

12 Aug 202416:57

Summary

TLDRThe video demonstrates new features and updates within a business system, including automated group commission settings, XML invoice imports, product code lookups, and sales order optimizations. It showcases how to use new functionalities, like batch updates for vendors, customizing customer data in sales orders, and importing product data using supplier references and barcodes. The updates streamline processes, from sales and commission tracking to fiscal note management and product procurement. Additionally, improvements in invoice handling, reporting, and order generation are highlighted, aimed at enhancing overall workflow efficiency.

Takeaways

🆕 A new screen has been implemented to define commission ranges automatically for product and seller groups.
📊 Users can generate commission definitions for multiple products at once, simplifying the process.
🔄 XML importation now includes an option to match products by barcode or supplier reference, enhancing accuracy.
🔍 Sales orders can now be searched by product code or barcode, allowing for quicker lookups.
📄 A new 'report' column has been added to the DFE consultation screen to track fiscal note issues.
📝 The option to select all products and update suppliers in bulk during XML imports has been added, optimizing workflow.
📦 The production order print layout now includes item sequence and quantity information for better clarity.
📅 When invoicing by load, the system now logs the due date used in payment calculations.
💼 A new column displaying the representative linked to a client has been added, aiding in identifying the responsible salesperson.
🚚 The dispatch name of the carrier is now included in additional data when using the redelivery feature, improving documentation.

Q & A

What is the purpose of the new 'Cadastrar Faixa' button introduced in the system?
-The 'Cadastrar Faixa' button allows users to define commission ranges automatically for groups of products or vendors. It simplifies setting up commission increments and penalties across various product and vendor groups.
How does the system handle importing XML invoices when matching products in the SIC system?
-The system now offers three options for product matching when importing XML invoices: by product code, supplier reference, and barcode. This flexibility improves accuracy when aligning invoice items with product data in the SIC system.
What are the improvements made in the external sales order when searching for a product?
-If a product is not found by its code, the system now automatically searches using its barcode, ensuring that the correct product is identified even when using different identification methods.
What functionality does the new 'Relato' column provide in the DFE consultation screen?
-The 'Relato' column indicates whether a note has a report attached, helping users track issues or important observations regarding imported or processed invoices. It streamlines the organization and follow-up of notes.
How does the system ensure the automatic filling of new customer data in sales and budget screens?
-When registering a new customer through the sales or budget screens, the system automatically populates the customer information in the corresponding order or budget. This is dependent on whether the 'Cadastro Obrigatório' parameter is active for budgets.
What enhancement was made to the XML purchase import process to save time when updating suppliers?
-A 'Select All' option was added to the XML purchase import screen, allowing users to update the default supplier for all products in a note simultaneously. This reduces manual effort when handling large invoices.
What change was made to the production order print layout to improve item visibility?
-The production order print layout now includes the item sequence number along with the total quantity in the order (e.g., 1 of 4, 2 of 4), making it easier to track items during the production process.
How has the system improved tracking of due dates in sales invoices when using the 'Database de Vencimento'?
-The system now registers the due date in the payment terms conditions and records it in the title occurrences screen. This allows users to verify when a specific 'Database de Vencimento' was applied to an invoice.
What new functionality was added to the 'Ultimas Compras' tab in product consultation?
-A new 'Valor Total' column was added to the 'Ultimas Compras' tab, showing the total value of purchases (quantity times unit price). Additionally, options to consult or reprint the related invoice were implemented.
What enhancement was made to the system's bank and cash register management?
-The system now allows users to import return occurrences (type 09) for bank and cash registers, providing more detailed tracking of transaction statuses, similar to how type 03 occurrences were handled before.

Outlines

00:00

🛠 New Feature for Commission Definitions

This section describes the new functionality for defining commission ranges automatically by product groups and vendor groups. A new button, 'Register Range,' allows users to define ranges similarly to how taxation definitions are set. The process is explained by selecting four products and applying settings for internal, external, and representative vendors, allowing real-time grid generation of commission ranges. The commission values, increments, and penalties are set, and the changes are applied across various groups and products.

05:02

📥 XML Import Enhancements

This part covers the updates made to the XML import screen for invoice maintenance. Users can now search products by product code, supplier reference, or barcode during the import process. The steps to import an invoice using the supplier reference are demonstrated, showing how the system correctly links the XML item to the product in the system. The example walks through importing a customer’s invoice and verifying the successful association with the system's database.

10:03

🛒 Product Search by Barcode

This section highlights the addition of automatic barcode search when a product code isn't found during external sales orders. After explaining how a product’s barcode and code are stored, a demonstration follows where the product is successfully searched first by its code and then by its barcode in a sales order screen. The system seamlessly switches between search methods without needing to change fields, streamlining the process.

15:04

📋 DFE Consultation: New 'Relato' Column

A new column called 'Relato' has been added to the DFE consultation screen, indicating whether a note contains a report. Users can now add notes or reports to explain the reason for non-imported invoices or other important observations. The demonstration shows how a report is added to an invoice and how this information can be viewed later in the invoice management screen. The feature helps in organizing and tracking important details related to the invoices.

🧾 Customer Auto-Fill in Sales and Quotes

An update now allows newly created customers in the sales or budget screen to be automatically filled into the order or quote. This feature is activated only when the 'mandatory registration' parameter is set to 'Yes' in the budget settings. The demonstration shows a customer being registered in the sales screen and automatically added to the quote when the parameter is enabled. This enhancement reduces the manual effort of filling in customer details.

📦 XML Purchase Import: Bulk Supplier Update

A time-saving feature has been added for XML imports related to purchase orders, where users can now bulk-select all products in a note to update the standard supplier. Previously, users had to select products individually, which was time-consuming, especially for notes with many items. The demonstration walks through the process of importing an XML, selecting all items, and updating the supplier in one go.

🖨 Enhanced Production Order Print Layout

This update improves the production order print layout by displaying the sequence number of items along with the quantity out of the total items. For example, instead of just showing 1, 2, 3, 4 for four items, the layout now shows '1 of 4', '2 of 4', etc. This enhancement makes it easier to see the item sequence in the order. A demonstration is provided showing the new printout layout for a sales order with four items.

📅 Database in Payment Due Dates for Load Billing

An improvement in the billing process for orders by load now records the due date in the payment database, allowing users to see the exact date used for calculating payments. The walkthrough shows the process of placing an order, adding it to a load, generating an invoice, setting a future due date, and verifying the correct data in the system’s payment records.

🔍 New Options for Product Inquiry: Last Purchases

In the product consultation screen, a new column displaying the total value (quantity multiplied by unit price) has been added to the 'Last Purchases' tab. Two new right-click options have also been introduced: 'Consult' to view the associated invoice and 'Print' to reprint the purchase's fiscal note. The demo illustrates how to access and use these new features, improving the ease of tracking product purchase details.

🏦 Bank and Cash Occurrence Import: New Types Added

An update to the bank and cash register maintenance now allows the import of reason codes for occurrence type 09 in return files, expanding the options from just type 03. The demonstration walks through the process of importing a return file and selecting type 09 for the occurrences. This feature improves the automation and accuracy of recording bank and cash register occurrences.

🚚 Dispatcher Information in Additional Data

When dispatch information is added, the system now includes the transport company’s name in the additional data, which was previously limited to the address and CNPJ. If available, the company’s phone number is also concatenated. The demo shows how the new dispatch information appears on the printed fiscal note, with the transport company’s details correctly displayed in the footer.

🗂 Representative Column in Client Information

A new column has been added to the client information screen to display the representative associated with a particular customer. This column is enabled by default. The demonstration shows how to associate a representative with a client, generate the updated information, and verify that the representative is correctly listed in the new column.

Mindmap

Keywords

💡Comissão por Grupo

This refers to the system of assigning commission rates to different groups of products or sellers. In the video, the speaker explains how a new screen allows for automatic definitions of commission ranges based on product groups and seller groups. This system facilitates managing commissions more efficiently, especially when dealing with multiple product lines and sellers.

💡Faixa de Comissão

A 'faixa de comissão' refers to the range or tier of commissions that are applied to sales. In the script, the user can define these ranges in bulk for various products, affecting how commissions are calculated for internal, external, and representative sellers. The ability to generate commission definitions in real-time based on pre-set ranges is an enhancement to the process.

💡Importação de XML

XML importation is a process where XML files, such as those for invoices, are uploaded into a system for automatic processing. The video demonstrates how invoices are imported using product codes, supplier references, or barcodes, streamlining the workflow of managing invoices by reducing manual data entry.

💡Pedido de Venda Externo

This term refers to external sales orders processed by a company. The script mentions an enhancement where, if a product is not found by its standard code, the system will automatically search using its barcode. This feature improves the efficiency of sales order processing by ensuring that products can be identified by multiple identifiers.

💡Relato

A 'relato' in the context of this video refers to a note or explanation added to a fiscal document or invoice. The implementation allows users to attach notes to invoices, which helps organize and track important information, such as reasons for issues during invoice importation. This feature is crucial for keeping records of actions or errors related to invoices.

💡Cadastro de Cliente

Client registration is a critical step in managing customer data for sales orders and budgets. The video explains how when a new customer is registered via the point-of-sale or budget screen, their information is automatically updated within the system, improving workflow by reducing the need for manual data re-entry.

💡Atualizar Fornecedor Padrão

This refers to the feature that allows users to update the default supplier for multiple products at once when importing an XML file. In the script, the user can now select all products and update their default supplier in one go, which greatly optimizes time when dealing with large invoices containing multiple products.

💡Ordem de Produção

The production order refers to a document or process that outlines the items to be manufactured. The script discusses an improvement where the number of items in the order is now printed alongside each product in the sequence, helping to make the production process clearer and more organized by displaying the total number of items next to each item.

💡Database de Vencimento

The due date database records and tracks payment deadlines for invoices or orders. In the script, the feature allows users to identify the due date used for calculations when consulting documents, which aids in better tracking of financial conditions, payment schedules, and outstanding balances.

💡Consulta de Produtos

Product consultation refers to the ability to view detailed information about a product, such as purchase history, in a system. The video describes how users can access product details like total value and perform actions like printing or consulting the fiscal note for that product. This feature helps users quickly access relevant data related to product transactions.

Highlights

Implemented a new screen for defining commission bands by group, allowing automatic configuration of product and seller groups.

Functionality to generate mass definitions for several products was introduced, simplifying the commission setup process.

Option to select multiple seller groups (internal, external, and representative) when generating commission definitions.

New feature allows searching products via supplier reference or barcode in XML importation for invoicing.

Updated product search in external sales order: If the product code is not found, it will automatically search by barcode.

Addition of a 'report' column in the DFE query screen, aiding the importation process by providing important notes and tracking non-imported invoices.

Feature added to automatically fill in customer data in both sales and budget screens after registering a new client.

New option for XML purchases grid: 'Select all' and 'Update default supplier,' optimizing time for importing large invoices.

Order printing improvement: Displays item quantity along with the sequence number, helping visualize the total number of items in the print.

Support added for calculating invoice expiration dates based on a database and registering this data in document occurrences.

In the product query screen, new columns showing the total value (quantity x unit price) were added, simplifying purchase details.

New feature in bank and cash register screen allows importing return occurrence reasons, improving system error logging.

Redesign of the dispatch process to include the transport company's name in additional data, making dispatch info clearer.

In customer registration info, a new column shows the associated representative for better tracking of sales responsibilities.

Simplified process for managing notes by linking fiscal records directly with suppliers through the supplier reference code.