How to Create a Commercial Record in OfficeGest

Evidence Summary

Route: /entidades/comerciais
Page title: OG - Business
Workflow run: create-business-20260519T032902Z
Created record: [15] AI Demo Commercial 20260519T032902Z
Final URL: /entidades/comerciais/view/MTU=
Evidence file: raw/playwright/workflows/latest-create-business.json

Verified commercial record creation workflow

When to Use This

Use this workflow for commercial/sales representative records shown under Entities / Business. These records appear in representative selectors, have entity contact data, can be linked to customers and sales zones, and use entity type code R in related entity/contact requests.

Step-by-Step

Open Entities / Business, or navigate directly to /entidades/comerciais.
Click New Commercial. OfficeGest opens modal nuevocomerciai with form form_nuevocomerciai.
Enter the required VAT Number.
Enter the required identity and address fields: Name, Address, Location, and Zip Code.
Confirm Country. The verified run used Portugal, stored as CodPais=PT.
Optionally enter Email, Phone, and Cell phone.
Click Save. OfficeGest posts createNovoComercial.
OfficeGest redirects to the commercial detail page. The verified final URL was /entidades/comerciais/view/MTU=.
Confirm the record through the Business grid. The grid uses DT_Select with table=represnt.

Required and Default Fields

Field	Verified behavior
VAT Number	Required. Stored as `NContrib`.
Name	Required. Stored as `Nome`.
Address	Required. Stored as `Morada`.
Location	Required. Stored as `Localidade`.
Zip Code	Required. Stored as `CodPostal`.
Country	Required. The modal defaulted to Portugal / `PT`.
Email	Optional in the visible form. The detail page retained the full address; the grid display truncated it to the visible column width/data payload.
Phone and Cell phone	Optional. Saved values include the country prefix, for example `+351.244000006` and `+351.969032902`.

Verified Created Record

Field	Value
Commercial id	`15`
Name	`AI Demo Commercial 20260519T032902Z`
VAT	`590329022`
Address	`Rua Comercial Demo 19`
Location	`Leiria`
Zip Code	`2400-006`
Email	`ai-demo-commercial-20260519t032902z@example.invalid`
Phone	`+351.244000006`
Cell phone	`+351.969032902`
Status	`Activo: T`

Backend Calls Observed

Action or endpoint	Purpose
`DT_Select&table=represnt`	Loads the Business grid. The verified list response contained row `CodRepres: 15`.
`loadForm`	Triggered when the modal opens. The full form is also present in the route DOM as `form_nuevocomerciai`.
`createNovoComercial`	Creates the commercial record. The payload included `NContrib`, `Nome`, `Morada`, `Localidade`, `CodPostal`, `CodPais`, `EMail`, phone, and mobile.
`entidades&option=entityContacts`	Loads contact cards on the created commercial detail page with `entity_type=R` and `entity_id=15`.
`Sel2_Select_arrays`	Resolves the commercial in the all-entities selector with `aent.tipo=R`.
`Sel2_Select_v2`	Resolves the representative selector with `table=represnt`, `id=CodRepres`, and `value=Nome`.
`NameEntidades`	Lookup probes with `tabla=Represnt`, `tabla=Repres`, and `tabla=Comercial` returned `[]`; representative data was verified through `DT_Select` and selectors instead.

Raw evidence: raw/playwright/workflows/create-business-20260519T032902Z.json. Screenshots: assets/screenshots/create-business-20260519T032902Z-01-business-list.png through assets/screenshots/create-business-20260519T032902Z-05-verified-list.png.

Detail View Context

After save, the detail page showed tabs/areas for General, Sales Zones, Customers, Extra Fields, Tags, Loyalty, Tickets, Attachments, and GDPR. The general area showed active state, name, VAT number, address, location, zip code, state, country, commission type, GDPR authorization fields, observations, and entity contact cards.