Frequently asked questions about the Sales Management Portal

How can I access the Sales Management Portal?

The Sales Management Portal can be accessed directly using a browser on your desktop or mobile device.

To access the Sales Management Portal, just click here or use the address: https://bopgestaodevendas.com/

The Sales Management Portal follows the internationalization norms i18n; considering the browser's language as default, the portal is automatically translated into Brazilian Portuguese, Spanish or English.

For decimal or integer fields, the portal uses the browser's language to attribute the correct formatting, for example:

For some monetary fields, the dollar sign is added ($).

The Sales Management Portal uses the following licensing rule:

• 0217 - APP TOTVS Sales Management (TGV)
  • 3004 - BACKOFFICE SALES APP
    • 4001 - TOTVS I - Access to Portal, WS, BI, T-REPORTS, and others...

For more information about the license consumption on demand, access: License consumption on demand in Protheus' REST.

To access the Sales Management Portal, the User must be linked to a Sales Representative.

This link must be made using the Sales Representative File, by filling in the User Code (A3_CODUSR) field with the code of a user previously registered in the configurator module.

For more information, check the question "How do I link a Sales Representative with a Protheus user?"

The Sales Management Portal does not allow the access of users without permission to access sensitive or personal data. To access the portal, the user must contact the system administrator and request access.

This access can only be granted by an administrator user through the Configurator module (SIGACFG), where the parameters (192 - Personal data and 193 - Sensitive data) for the user or group must be enabled.

[HTTPREST]
	...  
	SECURITY=1
	...

To link a Sales Representative to a user in Protheus, follow the steps below:

Unlike the Sales Order routine (MATA410) of Protheus where the user can select the Type of Outflow (C6_TES) in each Sales Order item, the Sales Management Portal uses the Operation Type field on the General Data tab to define the type of outflow used when storing the Sales Order, using the Intelligent TIO routine (MATA089) to define the type of outflow.

The Sales Management Portal does NOT have a specific menu in Protheus, but it is possible to restrict access to the routines using the User privileges routine in Protheus.

• Use the routine TGVA004 to restrict access to the PGV's Menu.
• To restrict access to actions (Add, Edit and Delete) use Protheus routines (MATA410, MATA415, CRMA980), as shown below.

The Selection List fields (Combo) do not display records that were blocked for usage in Protheus.

It is not possible to customize the screens of the Sales Management Portal or change the fields displayed in the portal.

Yes, as long as this Sales Representative is registered at Protheus® and linked to a user.

When a new Sales Order is registered using the Sales Management Portal, the Source field (C5_ORIGEM) is filled in with the value "TGV.SALESORDER".

The Sales Management Portal allows only the inclusion, edition, or deletion of Sales Orders of the Regular type (C5_TIPO - N).

The Sales Management Portal has a limit time of 10 minutes to synchronize data.

The relationship between a Sales Representative and the Customer or Sales Order file happens only by filling the fields Sales Representative 1 (C5_VEND1) in the Sales Order and Sales Representative (A1_VEND) in the Customer File, thus not enabling sharing with other sales representatives in the Sales Management Portal.

Source: https://angular.io/guide/browser-support

While the tables used by the Sales Management Portal (PGV) are being processed, the message "The tables needed to access this routine are being processed exclusively in Protheus. Contact the system administrator". is displayed.

The fact that the keyboard lacks the comma character is due to the Region configured in the mobile device, because when the device region is set for countries other than Brazil, the keyboard adopts the period character by default. Thus, you must change the country setting of the device that is accessing the Sales Management Portal to Brazil, then the keyboard will adopt the local standard and display the comma key.

The feature to customize decimal places in numeric fields is not available in Sales Management Portal forms. 
Numeric fields containing decimal places use up to two decimal places.