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Registering financial securities

In Demander Web it is possible to register, edit and delete financial securities. To do this, follow the path indicated in the system and fill in the fields as needed.

Fields marked * are mandatory.

Data Tab

Section titled “Data Tab”
  • *Code: Unique identifier of the financial security. Each title must have a different number, even if it belongs to the same customer.
  • *Instalment number: Title installment number. It is possible to register several titles for the same customer and payment, as long as they have different installment numbers.
  • *Type of billing: Billing method, such as bill, check, payment slip, among others.
  • *Value (R$): Total value of the financial security.
  • *Date of issue: Date on which the title was issued.
  • *Maturity date: Date on which the title must be paid.
  • *Client: Client to which the financial security is linked.
  • *Active: Indicates whether the title is active. Inactive titles do not appear to sellers.
  • Fines and interest: Value of fines and interest applicable to the title. Some partners resend expired titles daily with updated values.
  • Paid off: Title status (open or paid off).
    • If opened and expired, you will be subject to fines and interest.
    • If quitado, you will not be subject to charges.
  • Seller:
    • If not informed: all salespeople who serve the customer will see the title.
    • If informado: Only the referred seller and their managers will see the title. It will not be displayed to other sellers from the same customer.

Financial Securities Visibility Rules

Section titled “Financial Securities Visibility Rules”

The display of financial securities on Demander depends on the user profile and how the securities were registered.

List of Titles

Section titled “List of Titles”

  • Seller Profile Only displays:

    • Titles that are not tied to any specific seller
    • Titles that are directly linked to it

  • Manager Profile (when selecting yourself) Only displays:

    • Titles that are not tied to any specific seller
    • Titles that are directly linked to it

  • Manager Profile (when selecting another salesperson on your team) Only displays:

    • Titles that are not tied to any specific seller
    • Titles that are linked to the selected seller

  • Manager Profile (when selecting “All”) Only displays:

    • Titles that are not tied to any specific seller
    • Titles that are linked to any salesperson on your team

  • Company Profile View all financial securities, regardless of the linked seller.

Other Modules

Section titled “Other Modules”

  • Default Module It follows the same rules as the title listing, respecting the user profile (seller, manager or company).

  • Credit Limit Module Always validates all financial securities for the customer, regardless of the linked seller.

Import via Integration

Section titled “Import via Integration”

To import financial securities via integration, see: Integration Layout: Table 19 - Financial Securities