RF Representacoes

Author RICARDO COSTATotal Visits 14Visits in 7 Days 0

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A day-to-day sales workspace for a Brazilian commercial representation firm

RF Representacoes is a browser-based management system built around the routine of a commercial representative in Brazil. A dark sidebar links nine sections: a dashboard, a client registry, a quote (orcamento) builder, supplier price comparison, daily sales, sales and commissions, monthly goals, a monthly report and a visits log. The interface and all seeded sample data are in Portuguese, and the app can be used offline from the device. On the dashboard the user sees counts and money values such as clients (14 of 300), total sold (R$ 27.540,00), commissions to receive (R$ 934,90) and progress toward a monthly target of R$ 250.000,00. Other screens let the user register companies with CNPJ, state registration (IE) and buyer contacts, assemble multi-item quotes with photos and export them to PDF or WhatsApp, compare prices across up to ten suppliers, and review month-over-month performance per client.

Highlights

Live dashboard

Sales and commissions

Quote builder

Export quotes to PDF

Client registry

CNPJ, IE and buyers

Supplier ranking

Top three prices colored

Visit tracking

Log client visits

Monthly report

Export to PDF or CSV

How to Use

Start on the dashboard
Open the site and the dashboard lists clients, completed sales, unvisited clients, total value sold, commissions to receive and monthly target progress. Use the left sidebar to move between all nine modules at any time.
Register or find a client
In Cadastro de Clientes the table shows each company with its CNPJ, IE, purchase phone numbers, e-mail and buyer. Use the search box to filter by name, CNPJ or buyer, or press Novo cliente to add a new company with the same fields.
Build and share a quote
On the Orcamento page choose a registered client, enter a quote number and date, then add product rows with code, description, brand, unit, quantity and price. Totals and the letterhead preview update as you type; then use Salvar, Gerar PDF, WhatsApp, Compartilhar or Enviar to finish the quote.
Compare suppliers and track sales
Cotacoes places up to ten companies in columns and products in rows, highlighting the cheapest price in green and the next two in yellow and red. On Vendas and Venda Diaria you record sales per company with a commission percentage, and the screen totals the value and commission for the selected month.
Review the month and export
Relatorio Mensal compares each client's previous-month and current-month sales, shows the variation and commission, and marks visit status. Use Salvar / Imprimir PDF, Baixar CSV, Compartilhar or Enviar to take the report out of the app, and Iniciar novo mes to reset visit marks for a new month.