{"id":164,"date":"2025-05-10T16:22:47","date_gmt":"2025-05-10T19:22:47","guid":{"rendered":"https:\/\/docs.jsfsolucoes.com\/?post_type=docs&p=164"},"modified":"2025-05-11T09:45:53","modified_gmt":"2025-05-11T12:45:53","password":"","slug":"passo-a-passo-realizar-orcamento-ctrl-o","status":"publish","type":"docs","link":"https:\/\/docs.jsfsolucoes.com\/index.php\/docs\/passo-a-passo-realizar-orcamento-ctrl-o\/","title":{"rendered":"Passo a Passo – Realizar Or\u00e7amento (CTRL + O)"},"content":{"rendered":"
Dica R\u00e1pida:<\/strong> Utilize o atalho CTRL + O<\/strong> para abrir rapidamente a tela de or\u00e7amento.<\/div>\n
\n

1. Acesso ao Menu de Or\u00e7amento<\/h2>\n

No menu superior do sistema, clique em Vendas<\/strong> e em seguida selecione Or\u00e7amento<\/strong>. Voc\u00ea tamb\u00e9m pode utilizar o atalho CTRL + O<\/strong> diretamente para abrir essa tela.<\/p>\n

\"Acesso<\/p>\n<\/div>\n

\n

2. Preenchimento das Informa\u00e7\u00f5es Iniciais<\/h2>\n

Na tela de lan\u00e7amento de or\u00e7amento, preencha as seguintes informa\u00e7\u00f5es:<\/p>\n

    \n
  • Vendedor:<\/strong> Ser\u00e1 preenchido automaticamente, ou voc\u00ea pode alterar se necess\u00e1rio.<\/li>\n
  • Cliente:<\/strong> Informe o cliente para o qual ser\u00e1 feito o or\u00e7amento.<\/li>\n
  • Planos:<\/strong> Campo opcional para indicar condi\u00e7\u00f5es comerciais especiais.<\/li>\n
  • Data:<\/strong> Preenchida automaticamente com a data atual.<\/li>\n<\/ul>\n

    \"Tela<\/p>\n<\/div>\n

    \n

    3. Inclus\u00e3o de Produtos<\/h2>\n

    Para adicionar itens ao or\u00e7amento:<\/p>\n

      \n
    • Informe o Produto<\/strong> desejado.<\/li>\n
    • Preencha a Quantidade<\/strong>, Desconto<\/strong> e o Pre\u00e7o de Venda<\/strong> se necess\u00e1rio.<\/li>\n
    • Clique no bot\u00e3o Inserir<\/strong> para adicionar o item \u00e0 lista.<\/li>\n<\/ul>\n<\/div>\n
      \n

      4. Observa\u00e7\u00f5es e Condi\u00e7\u00f5es<\/h2>\n

      Utilize as abas superiores para complementar as informa\u00e7\u00f5es do or\u00e7amento:<\/p>\n

        \n
      • Observa\u00e7\u00e3o:<\/strong> Adicione coment\u00e1rios ou observa\u00e7\u00f5es importantes.<\/li>\n
      • Pagamento:<\/strong> Defina a condi\u00e7\u00e3o de pagamento.<\/li>\n
      • Dados de Entrega:<\/strong> Informe local e prazo de entrega.<\/li>\n
      • Servi\u00e7os:<\/strong> Caso existam servi\u00e7os vinculados ao or\u00e7amento.<\/li>\n<\/ul>\n<\/div>\n
        \n

        5. Conclus\u00e3o do Or\u00e7amento<\/h2>\n

        Ap\u00f3s inserir todos os produtos e preencher as informa\u00e7\u00f5es necess\u00e1rias:<\/p>\n

          \n
        • Verifique o Total<\/strong> do or\u00e7amento na parte inferior da tela.<\/li>\n
        • Clique em F12 – Concluir Or\u00e7amento<\/strong> para finalizar e salvar.<\/li>\n<\/ul>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

          Dica R\u00e1pida: Utilize o atalho CTRL + O para abrir rapidamente a tela de or\u00e7amento. 1. Acesso ao Menu de Or\u00e7amento No menu superior do sistema, clique em Vendas e em seguida selecione Or\u00e7amento. Voc\u00ea tamb\u00e9m pode utilizar o atalho CTRL + O diretamente para abrir essa tela. 2. Preenchimento das Informa\u00e7\u00f5es Iniciais Na tela […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_eb_attr":"","footnotes":""},"doc_category":[12],"doc_tag":[],"class_list":["post-164","docs","type-docs","status-publish","hentry","doc_category-modulo-venda-ergon-safe"],"year_month":"2026-11","word_count":236,"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 Venda Ergon.SAFE","term_url":"https:\/\/docs.jsfsolucoes.com\/index.php\/docs-category\/ergonsafe\/modulo-venda-ergon-safe\/"}],"doc_tag_info":[],"yoast_head":"\nPasso a Passo - Realizar Or\u00e7amento (CTRL + O) - 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=\"Passo a Passo - Realizar Or\u00e7amento (CTRL + O) - Base Conhecimento Jsf Solu\u00e7\u00f5es\" \/>\n<meta property=\"og:description\" content=\"Dica R\u00e1pida: Utilize o atalho CTRL + O para abrir rapidamente a tela de or\u00e7amento. 1. Acesso ao Menu de Or\u00e7amento No menu superior do sistema, clique em Vendas e em seguida selecione Or\u00e7amento. Voc\u00ea tamb\u00e9m pode utilizar o atalho CTRL + O diretamente para abrir essa tela. 2. Preenchimento das Informa\u00e7\u00f5es Iniciais Na tela […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.jsfsolucoes.com\/index.php\/docs\/passo-a-passo-realizar-orcamento-ctrl-o\/\" \/>\n<meta property=\"og:site_name\" content=\"Base Conhecimento Jsf Solu\u00e7\u00f5es\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-11T12:45:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/imagens.jsfsolucoes.com\/ErgonSAFE\/orcamento_ctrl_o\/1.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. tempo de leitura\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"ScholarlyArticle\",\"@id\":\"https:\\\/\\\/docs.jsfsolucoes.com\\\/index.php\\\/docs\\\/passo-a-passo-realizar-orcamento-ctrl-o\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/docs.jsfsolucoes.com\\\/index.php\\\/docs\\\/passo-a-passo-realizar-orcamento-ctrl-o\\\/\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\\\/\\\/docs.jsfsolucoes.com\\\/#\\\/schema\\\/person\\\/ba3f8fc055c9d5e9db1cd91c174108fa\"},\"headline\":\"Passo a Passo – Realizar Or\u00e7amento (CTRL + O)\",\"datePublished\":\"2025-05-10T19:22:47+00:00\",\"dateModified\":\"2025-05-11T12:45:53+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/docs.jsfsolucoes.com\\\/index.php\\\/docs\\\/passo-a-passo-realizar-orcamento-ctrl-o\\\/\"},\"wordCount\":245,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/docs.jsfsolucoes.com\\\/index.php\\\/docs\\\/passo-a-passo-realizar-orcamento-ctrl-o\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/imagens.jsfsolucoes.com\\\/ErgonSAFE\\\/orcamento_ctrl_o\\\/1.png\",\"inLanguage\":\"pt-BR\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/docs.jsfsolucoes.com\\\/index.php\\\/docs\\\/passo-a-passo-realizar-orcamento-ctrl-o\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/docs.jsfsolucoes.com\\\/index.php\\\/docs\\\/passo-a-passo-realizar-orcamento-ctrl-o\\\/\",\"url\":\"https:\\\/\\\/docs.jsfsolucoes.com\\\/index.php\\\/docs\\\/passo-a-passo-realizar-orcamento-ctrl-o\\\/\",\"name\":\"Passo a Passo - 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