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Information that Demander sends to ERP Omie

This article aims to present the information that Demander sends to ERP Omie.

To find out how to synchronize data with Omie, see the link below:

If you want to know the information that Demander seeks in ERP Omie, see below;

Customers:

Section titled “Customers:”

Attention: when exporting a customer with code ‘0’ (zero), a customer registered on mobile, this will automatically receive an incremental code based on the highest code in the customer registrations. This will only occur if the client is successfully exported to Omie.

The fields below will be exported to ERP Omie:

* Indicates that the field is mandatory.

  • *CPF/CNPJ;
  • *Corporate Name (Limited to 60 characters);
  • *Fantastic Name (Limited to 60 characters);
  • *Type of person:
    • Automatic, as CPF or CNPJ entered.
  • *RG/IE;
    • Only State Registration is mandatory if the client is a taxpayer.
  • Active;
  • Seller;
  • Telephone 1:
    • In Omie, it will be saved in the customer’s main information, automatically separating ddd (if any) from the phone number.
  • Telephone 2:
    • In Omie, it will be saved in “Phone and Email” as phone number 2, automatically separating ddd (if any) from the phone number.
  • *Buyer email:
    • In Omie, it will be saved in “Phone and Email” as “Email”.
  • Financial Email;
    • In Omie, it will be saved in “Recommendations” such as “Send the NF-e and Boleto to another email?”.
    • If this is not completed, we will send the buyer’s email, as it is mandatory for issuing NF-e/NFS-e on Omie.
  • Note:
    • In Omie, it will be saved in “Registrations, CNAE and Others” as “Internal Observations”.
  • Contact;
  • Fields below are mandatory for issuing NF-e/NFS-e on Omie.
    • *Address;
    • *Number;
    • *Complement;
    • *Neighborhood;
    • *CEP;
    • *City;
  • *Tax Client Type;
  • Credit limit;
  • Payment Condition;
    • In Omie, it will be saved in “Recommendations” as “Standard Number of Installments for Sales”.

Requests:

Section titled “Requests:”

The fields below will be sent to the Omie ERP:

  • Expected Billing Date;
    • The date of export of the order will be considered;
  • Payment Condition;
    • In Omie, this field indicates the number of installments.
  • Payment method;
    • In Omie, this field indicates the payment method.
  • Current Account;
    • Depending on the Current Account x Payment Method configuration.
  • Order items;
    • Description;
    • Amount;
    • Value;
    • Discount percentage and discount amount;
    • Item observations.
  • Seller;
    • Information according to the Seller’s registration.
  • Customer;
    • Information according to customer registration.

To find out how to synchronize data with Omie, see the link below: