> For the complete documentation index, see [llms.txt](https://documentacao.aheadsistemas.com.br/ahead-sistemas/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentacao.aheadsistemas.com.br/ahead-sistemas/comercial/cadastros/clprpa001.md).

# Clientes

➔ **Quando se é cadastrado uma Pessoa no sistema ela pode assumir o papel de:**

* **Cliente**
* **Fornecedor**
* **Transportadora**
* **Representante**

E para classificá-la como um **Cliente** é necessário seguir os seguintes <mark style="color:red;">passos</mark>

{% hint style="info" %}
**Caminho até lá:** ![](https://1072149132-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MdvnqPlsYgAfYT8HNBG%2Fuploads%2FwV87eTKmfitoJomQtP4M%2Fimage.png?alt=media\&token=27faf816-71bc-4277-9ab6-fd79eb46df37) **Comercial** ➔ **Cadastros** ➔ **Pessoas** &#x20;
{% endhint %}

![](https://1072149132-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MdvnqPlsYgAfYT8HNBG%2Fuploads%2Fwq1Ty50gGqtBcsvFM7sW%2Fimage.png?alt=media\&token=e46f6270-d2a6-4198-95bc-b8bc1c74d40b)

**1)** Ir na pessoa que você deseja tornar <mark style="color:red;">**Cliente**</mark> e clicar em "**Editar**"&#x20;

![](https://1072149132-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MdvnqPlsYgAfYT8HNBG%2Fuploads%2Fj0kwQ0kkZCmv6XHk2LZ2%2Fimage.png?alt=media\&token=f961f70c-b845-4e9d-a58c-ceb93943edaa)

**2)** Ir em "<mark style="color:red;">**Cliente**</mark>" e marcar "**Sim**"&#x20;

![](https://1072149132-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MdvnqPlsYgAfYT8HNBG%2Fuploads%2FICVIlTieRUTHJN4Zvb8f%2Fimage.png?alt=media\&token=827c787f-11cd-4b32-b1a1-36be0a895ac3)

**3)** Clicar em "**Salvar**" e a **Pessoa** foi <mark style="color:red;">transformada</mark> em <mark style="color:red;">**Cliente**</mark> e aparecerá na **Relação de Clientes**&#x20;

![](https://1072149132-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MdvnqPlsYgAfYT8HNBG%2Fuploads%2F6LEaYOpMzZ5pEPGu6QCD%2Fimage.png?alt=media\&token=7aa57191-b7a3-4424-b37c-675bf42191df)

### **Criando um Cliente do zero**&#x20;

{% hint style="info" %}
**Caminho até lá:** ![](https://1072149132-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MdvnqPlsYgAfYT8HNBG%2Fuploads%2FwV87eTKmfitoJomQtP4M%2Fimage.png?alt=media\&token=27faf816-71bc-4277-9ab6-fd79eb46df37) **Comercial** ➔ **Cadastros** ➔ **Clientes**
{% endhint %}

![](https://1072149132-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MdvnqPlsYgAfYT8HNBG%2Fuploads%2FXZLbi3eYRA1CSvSwu8HY%2Fimage.png?alt=media\&token=0db8ad09-8e2a-4050-9c1c-0142c3cefaa9)

**1)** Clicar em **"Novo Registro"**&#x20;

![](https://1072149132-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MdvnqPlsYgAfYT8HNBG%2Fuploads%2FpXkzxayrD9AGDtK6r8ZC%2Fimage.png?alt=media\&token=71cd9f8d-f3c8-4c3b-a955-b018e9fd1d91)

**2)** Na aba "**Dados**" informar os **campos obrigatórios**<mark style="color:red;">\*</mark>

![](https://1072149132-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MdvnqPlsYgAfYT8HNBG%2Fuploads%2FbtiCupYqEk7aM757P2cy%2Fimage.png?alt=media\&token=9c38f638-8c15-468f-88de-0de6623a0af8)

{% hint style="info" %}
Ao clicar na ![](https://1072149132-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MdvnqPlsYgAfYT8HNBG%2Fuploads%2Fr0vdsfhb3CZvhQKslcvS%2Fimage.png?alt=media\&token=e02091f4-c67d-43aa-8b9f-d0ac6fd798de) no campo "**Cliente**", serão exibidas todas as pessoas cadastradas na "**Relação de Pessoas**"&#x20;
{% endhint %}

**3)** No grupo "**Fiscal**" informar a [<mark style="color:red;">Operação Fiscal</mark> ](https://documentacao.aheadsistemas.com.br/ahead_sistemas/controladoria/tabelas/fcprpa001)que será utilizada na <mark style="color:red;">**nota de serviço**</mark> (**NFS-e**)

![](https://1072149132-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MdvnqPlsYgAfYT8HNBG%2Fuploads%2FZAFtbk71s2v6zsZQUno6%2Fimage.png?alt=media\&token=e0a30b78-c21a-46e9-918a-15fd44fa28e1)

**4)** Na aba "**Financeiro**" informar **TODOS** os **campos**<mark style="color:red;">\*</mark>&#x20;

![](https://1072149132-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MdvnqPlsYgAfYT8HNBG%2Fuploads%2FAMWX2oiVoMfrlQj9VS3u%2Fimage.png?alt=media\&token=9291a057-1a99-483c-8f69-a60c9fb41e39)

**5)** Após seguir todos esses **passos**, apenas se lembre de clicar em **"**<mark style="color:red;">**Salvar**</mark>**"** e pronto!&#x20;

![](https://1072149132-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MdvnqPlsYgAfYT8HNBG%2Fuploads%2FOUx8jShjJxe5bbPnjnCM%2Fimage.png?alt=media\&token=0c455753-0052-479a-8937-c2796231643c)