How to read this pageEach field explains what it is for, what to enter and an example. If your company does not use a feature, that field may not appear for your profile.
1. What the Master Data module is for
Master Data is the foundation of the other operations. Sales, Purchasing, CRM, Finance, Services and other modules use the people registered here.
Search→Check whether it already exists→Create or edit→Complete contact/address→Use in the operation
Most important ruleSearch before creating. Duplicate records split sales, collections and history for the same person.
2. Person screen: field by field
Use this screen to create or edit a customer, supplier or another type of person.
Master Data → People → New record
| Field | What it is / why it exists | What to enter | Example / rule |
|---|---|---|---|
| CNPJ / CPF Optional | Brazilian corporate or individual tax identifier. It helps prevent duplicate records. | Enter the document that belongs to the person or company being registered. | Example: 12.345.678/0001-90 or a CPF. |
| Person type Optional | Indicates whether the record represents an individual or a legal entity. | Choose the type that matches the document and business relationship. | Individual / Legal entity. |
| Legal name / full name Required | Main name used in documents, searches and operations. | Enter the person's full name or the company's legal name. | Example: Alpha Distribution Ltd. |
| Trade name Optional | Commercial name used by a company in day-to-day operations. | Fill it in when the business uses a name different from its legal name. | Example: Alpha Distribution |
| State registration Optional | State tax registration, mainly used in ICMS-related operations. | Enter it when the legal entity has a state registration. | Do not guess; confirm the official tax record. |
| Municipal registration Optional | Municipal tax registration, common for service providers. | Enter it when applicable to the city and business activity. | Use the official number. |
| Roles When applicable | Defines how this person can be used in OIKVRA. | Mark Customer, Supplier or any other roles available to the company. | One person can have more than one role. |
| Final consumer Optional | Helps the system apply the appropriate commercial/fiscal treatment. | Choose Yes when the recipient buys for consumption rather than resale, according to the operation. | Ask the fiscal/tax owner if unsure. |
| Credit limit Optional | Maximum approved commercial exposure for the customer. | Enter the amount approved under company policy. | Example: 5000.00 |
| Payment terms Optional | Suggests the commercial payment condition used in customer sales. | Choose one of the registered terms. | Example: 30 days; 30/60; cash. |
| Notes Optional | Stores useful operational information that has no dedicated field. | Write only information that is necessary for service or operations. | Avoid unnecessary sensitive data. |
| Active record When applicable | Controls whether the record can continue to be used normally. | Keep it active while the relationship is active. | Deactivate instead of deleting historical records. |
| Customer blocked When applicable | Restricts new operations according to commercial policy. | Mark it only when the customer has been blocked by an authorized decision. | Do not use it as a substitute for deletion. |
Step by step
- Search by name, CPF or CNPJ.
- If the record does not exist, choose New record.
- Fill in Legal name / full name and the information required by your operation.
- Mark the correct roles.
- Complete address and contact information when shown.
- Save and review the summary.
How to know it workedThe record appears in search and can be selected in sales, purchasing, service or another compatible flow.
3. Address: field by field
Addresses are used for delivery, billing, documents and operational reference.
| Field | What it is / why it exists | What to enter | Example / rule |
|---|---|---|---|
| Type Required | Identifies the purpose of the address. | Choose the type used by the company. | Example: main, delivery, billing. |
| Street / address line Optional | Street, avenue, road or other address line. | Enter the full name. | Example: Main Avenue. |
| Number Optional | Building or property number. | Enter the number or equivalent identifier. | Example: 120. |
| Additional information Optional | Extra detail for the address. | Use for suite, block, unit or internal reference. | Example: Suite 4. |
| District / neighborhood Optional | Neighborhood or district. | Enter the correct area. | Example: Downtown. |
| City Optional | Municipality/city. | Enter the correct city. | Example: Anápolis. |
| State Optional | Brazilian state abbreviation with two letters. | Enter the official code. | Example: GO. |
| Postal code (CEP) Optional | Postal code of the address. | Enter the CEP. | Example: 75000-000. |
| Reference Optional | Extra physical-location guidance. | Use only when useful for delivery or visits. | Example: Next to the square. |
| Primary address When applicable | Marks the default reference address. | Mark only one as primary when your process requires it. | It can be changed later. |
4. Contacts: field by field
Contacts organize phone numbers, e-mails and reference people without mixing everything into one note.
| Field | What it is / why it exists | What to enter | Example / rule |
|---|---|---|---|
| Type Required | Indicates whether this is a phone, e-mail or another allowed contact type. | Choose the correct type. | Example: PHONE / EMAIL. |
| Value Required | The actual phone number, e-mail or contact data. | Enter the complete value. | Example: +55 62 99999-0000. |
| Description Optional | Explains what this contact is used for. | Use a short description when useful. | Example: Finance. |
| Contact name Optional | Name of the person associated with this phone/e-mail. | Fill it in when the contact belongs to a specific person. | Example: Maria Souza. |
| Job title Optional | Role of the contact person. | Fill it in when it helps service. | Example: Buyer. |
| Primary contact When applicable | Defines the preferred contact. | Mark the contact that should appear first. | Avoid marking several contacts as primary. |
5. CNPJ lookup
The lookup helps retrieve official business data and reduce typing errors.
- Enter a valid CNPJ.
- Use the CNPJ lookup button when it is shown.
- Review legal name, trade name and the returned data.
- Change returned information only when you have a more authoritative source.
- Save the record.
ImportantThe lookup is a filling aid. The user is still responsible for reviewing the information before saving.