OverviewRegister suppliersTrack invoicesCreate an invoice with AITrack due dates in the calendarCreate contractsCreate a contract with AITrack terms and renewalsControl who can access contractsTrack spendContract status and lifecycleTroubleshooting
TASKGuide

Register suppliers

Register the supplier before recording invoices, contacts, or contracts. Every invoice and every contract belongs to a supplier.

Create a category first

Every supplier needs a Categoria (category). In a new team, the category list starts empty — create the first one before registering the supplier.

  1. 1

    Open `Suppliers` in SRM and click `Novo` (New).

    The Criar novo fornecedor (Create new supplier) dialog opens with the Categoria field at the top.

  2. 2

    Click `Categorias` (Categories), next to the `Categoria` field.

    The Criar nova categoria de fornecedor (Create new supplier category) dialog opens on top.

  3. 3

    Fill in `Nome` (name) and `Descrição` (description) and click `Criar categoria` (Create category).

    result
    Message: Categoria criada com sucesso (category created). The category now appears in the Categoria field.

Categories are permanent

There is no way to edit or delete a category after it is created. Pick names the team will keep, such as Software, Telecom, or Services.

Create the supplier

  1. 1

    In the `Criar novo fornecedor` dialog, select the `Categoria`.

  2. 2

    Fill in `Nome` and `CNPJ`.

    The CNPJ (Brazilian company tax ID) has 14 digits and is formatted as you type. Razão social (legal name) and Descrição are optional.

  3. 3

    Click `Criar fornecedor` (Create supplier).

    result
    Message: Fornecedor criado com sucesso (supplier created). The supplier joins the Meus fornecedores list.
The Criar novo fornecedor dialog with category, name, CNPJ, legal name, and description fields.
The supplier registration.

Set the invoice due day

The Vencimento faturas (invoice due day) field records which day of the month this supplier's invoices usually fall due. It is what puts the supplier on the invoice calendar.

  1. 1

    Open the supplier in the `Meus fornecedores` (my suppliers) list.

    The whole row leads to the supplier page.

  2. 2

    Click the pencil icon next to the supplier name.

    The Editar fornecedor (Edit supplier) dialog opens.

  3. 3

    Fill in `Vencimento faturas` with the day of the month and click `Salvar` (Save).

    result
    Message: Fornecedor atualizado com sucesso (supplier updated). The supplier now appears in the calendar.

The field only exists when editing

Vencimento faturas does not appear in the creation dialog. Without it, the supplier never enters the Calendário de faturas (invoice calendar).

Add contacts

  1. 1

    On the supplier page, click `Criar` (Create) in the `Contatos` (contacts) section.

    The Criar novo contato (Create new contact) dialog opens.

  2. 2

    Fill in `Nome`, `E-mail`, and `Telefone` (phone) and click `Criar contato` (Create contact).

    result
    Message: Contato criado com sucesso (contact created). The contact appears in the Contatos section.

To fix a contact, click the pencil on its row, adjust the fields in Editar contato (Edit contact), and click Salvar. Suppliers and contacts cannot be deleted — keep records accurate by editing them.

Find suppliers later

The Meus fornecedores list is sorted by spend over the last 12 months and has no search field. To search, open the command menu and type at least 2 characters — the search matches name, CNPJ, and legal name. The receipt-icon button next to each row records an invoice without opening the supplier page — see Track invoices.

Next

Track invoicesTrack due dates in the calendarCreate contracts