{"id":138,"date":"2025-05-10T14:00:41","date_gmt":"2025-05-10T17:00:41","guid":{"rendered":"https:\/\/docs.jsfsolucoes.com\/?post_type=docs&p=138"},"modified":"2025-05-11T09:49:38","modified_gmt":"2025-05-11T12:49:38","password":"","slug":"cadastro-de-metas-no-sistema-ergon-safe","status":"publish","type":"docs","link":"https:\/\/docs.jsfsolucoes.com\/index.php\/docs\/cadastro-de-metas-no-sistema-ergon-safe\/","title":{"rendered":"Cadastro de Metas no sistema Ergon.SAFE"},"content":{"rendered":"

Cadastro de Metas – M\u00f3dulo Vendas<\/p>\n

Este tutorial orienta como realizar o cadastro de metas de vendas por per\u00edodo, vendedor e produto no sistema Ergon.SAFE<\/strong>.<\/p>\n

1. Acesse o menu de Metas<\/h2>\n

Navegue at\u00e9: Cadastros > Vendedor > Metas<\/strong>.<\/p>\n

\"Menu<\/p>\n

2. Criar uma nova meta<\/h2>\n

Clique no bot\u00e3o Incluir<\/strong> para iniciar um novo cadastro de meta. Preencha os seguintes campos:<\/p>\n

    \n
  • Descri\u00e7\u00e3o:<\/strong> Nome de identifica\u00e7\u00e3o da meta (ex: JUNHO).<\/li>\n
  • Data In\u00edcio:<\/strong> Data de in\u00edcio de vig\u00eancia da meta.<\/li>\n
  • Data Final:<\/strong> Data de t\u00e9rmino da meta.<\/li>\n<\/ul>\n

    \"Cadastro<\/p>\n

    3. Salvar a meta principal<\/h2>\n

    Ap\u00f3s preencher os dados principais, clique no bot\u00e3o Salvar<\/strong> para registrar a meta no sistema.<\/p>\n

    \"Salvar<\/p>\n

    4. Definir metas por Vendedor<\/h2>\n

    Acesse a aba Vendedor<\/strong>. Preencha os campos:<\/p>\n

      \n
    • Vendedor:<\/strong> Selecione o vendedor desejado.<\/li>\n
    • Data In\u00edcio e Final:<\/strong> Per\u00edodo de validade dessa meta para o vendedor.<\/li>\n
    • Valor $:<\/strong> Valor total em vendas para atingir a meta.<\/li>\n
    • Ticket M\u00e9dio $:<\/strong> Valor m\u00e9dio esperado por venda.<\/li>\n
    • Ticket M\u00e9dio Qtd:<\/strong> Quantidade m\u00e9dia por venda.<\/li>\n
    • Bonifica\u00e7\u00f5es:<\/strong> Percentuais de premia\u00e7\u00e3o se atingidas as metas (opcional).<\/li>\n
    • Fornecedor:<\/strong> Se a meta for ligada a um fornecedor espec\u00edfico.<\/li>\n
    • Observa\u00e7\u00e3o:<\/strong> Campo para observa\u00e7\u00f5es adicionais.<\/li>\n<\/ul>\n

      Finalize clicando em Incluir<\/strong> para registrar cada vendedor.<\/p>\n

      \"Cadastro<\/p>\n

      5. Definir metas por Produto<\/h2>\n

      Na aba Produto<\/strong>, defina metas espec\u00edficas por item. Preencha:<\/p>\n

        \n
      • Vendedor:<\/strong> Relacione a meta ao vendedor.<\/li>\n
      • Grupo:<\/strong> Categoria do produto.<\/li>\n
      • Marca:<\/strong> Marca do produto.<\/li>\n
      • Produto:<\/strong> Produto espec\u00edfico.<\/li>\n
      • Qtd:<\/strong> Quantidade da meta a ser atingida.<\/li>\n<\/ul>\n

        Clique em Inserir<\/strong> para gravar as metas por produto.<\/p>\n

        \"Cadastro<\/p>\n

        Observa\u00e7\u00e3o:<\/strong>
        \nAs metas cadastradas impactam diretamente no controle de desempenho dos vendedores. Utilize as bonifica\u00e7\u00f5es com crit\u00e9rio e mantenha os dados atualizados. Para metas vinculadas a comiss\u00f5es e regras fiscais, consulte o setor de contabilidade antes de definir valores.<\/div>\n","protected":false},"excerpt":{"rendered":"

        Cadastro de Metas – M\u00f3dulo Vendas Este tutorial orienta como realizar o cadastro de metas de vendas por per\u00edodo, vendedor e produto no sistema Ergon.SAFE. 1. Acesse o menu de Metas Navegue at\u00e9: Cadastros > Vendedor > Metas. 2. Criar uma nova meta Clique no bot\u00e3o Incluir para iniciar um novo cadastro de meta. Preencha […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_eb_attr":"","footnotes":""},"doc_category":[11],"doc_tag":[],"class_list":["post-138","docs","type-docs","status-publish","hentry","doc_category-cadastros"],"year_month":"2026-11","word_count":296,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin_1ruf7lr6","author_url":"https:\/\/docs.jsfsolucoes.com\/index.php\/author\/admin_1ruf7lr6\/"},"doc_category_info":[{"term_name":"Modulo Cadastros ErgonSAFE","term_url":"https:\/\/docs.jsfsolucoes.com\/index.php\/docs-category\/ergonsafe\/cadastros\/"}],"doc_tag_info":[],"yoast_head":"\nCadastro de Metas no sistema Ergon.SAFE - Base Conhecimento Jsf Solu\u00e7\u00f5es<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Cadastro de Metas no sistema Ergon.SAFE - Base Conhecimento Jsf Solu\u00e7\u00f5es\" \/>\n<meta property=\"og:description\" content=\"Cadastro de Metas – M\u00f3dulo Vendas Este tutorial orienta como realizar o cadastro de metas de vendas por per\u00edodo, vendedor e produto no sistema Ergon.SAFE. 1. Acesse o menu de Metas Navegue at\u00e9: Cadastros > Vendedor > Metas. 2. Criar uma nova meta Clique no bot\u00e3o Incluir para iniciar um novo cadastro de meta. 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