products&Customer

Published On - 10 julio, 2012

Rigoberto Flores Factura Electrónica
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The catalogs of products and customers

Catalogos de productos y clientes
Catalogo de productos y clientes

 

Information already captured the basic catalogs. We can start working on the most commonly used catalogs of products and customers in our system.

Let’s start with product catalogs and customer FacturaT

As mentioned in our previous delivery system FacturaT, in the CATALOG folder, we have the system catalogs and can be divided as follows:

Basic catalog & Catalogs of products and customers

Basic Catalogue

  • Customs
  • Branches
  • Coins
  • Units
  • Taxation
  • Folios

Customers and products

  • Customers
  • Alternate Name
  • Products

In this issue we will see the catalogs of products and customers the most used:

Let’s start with the functionality, all customers and products:

  • To review FacturaT the following buttons at the bottom of each catalogs:
    • Save,
      • Modification to existing records
      • When we add a record to the catalog of Invoice,
    • Clean

the screen information to capture.

  • Leave
    • We leave the application FacturaT
  • The field that has selection (Fields with an arrowhead).
    • They have information that we can consult the catalog and choose to
  • Now we comment as works catalog customers:
    • The key to this catalog is the RFC and pror truth is the only required field in order to bill the customer. But let’s review the information we almcacenar in this catalog and as if on the bill.
    • RFC, if it occurs and reiterate is the only required
    • Name or corporation name, if it appears in the CFDI
    • Street, if it appears in the CFDI
    • Outside number, if it appears in the CFDI
    • Internal number, if it appears in the CFDI
    • Colony, if it appears in the CFDI
    • Location, if it appears in the CFDI
    • Reference if it appears in the CFDI
    • Municipality, if it appears in the CFDI
    • State, if it appears in the CFDI
    • Country, if it appears in the CFDI
    • Postal Code, if it appears in the CFDI
    • Contact is not listed as a reference customer
    • Email, e-mail which we send the electronic invoice
    • Cell is not displayed as a reference customer
    • Your office is not listed as a reference customer
    • Nextel is not listed as a reference customer
    • Nextel Go is not listed as a reference customer
    • Account Number, if it appears in the CFDI and is the account from which the customer pays. If know you can enter «not identified»
  • We will review the product catalog, we discuss each of their fields:
    • Product key is not shown on the invoice and the product ID. Is required
    • Unit Price is shown on the invoice and can be modified at time of invoice. Is required
    • Measuring unit is shown in invoice. Is required
    • Currency is shown on the invoice and can be modified at time of invoice. Is required
    • Product / Service, is the key does not allow duplicate the concept in the sample invoiced on the bill and can be modified at time of invoice. Is required

    To end and reflect any changes or insertion required, press the save button. We must ensure that success. So ended the catalog section of FacturaT.

    • If the system sends an error, we must solve the stated problem.

    We invite our friends to view the video on youtube

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