🧱 Quick Guide - Basic (base records)
The Basic menu gathers the records that the other modules use and that almost never change once set up. They are of two very different kinds, which is why the menu looks like a mix: on one side, the base for pest scouting (class, pest and group); on the other, the tax base for invoices (nature of operation, CFOP, CST and series). In between, the sector, which divides the branch into units.
The good news is that almost everything here is set up only once. After it is built at the start of the contract, you come back to these screens only a few times a year.
📍 Location in the system
Menu: Basic
🐛 The scouting base
1. Pest Class
Start here: the class is the drawer that organizes pests for people in the field ("Caterpillars", "Stink bugs", "Rust", "Broadleaf"), and it is a required field for the pest. Each class has a type (Pests, Diseases, Weeds or Evaluation) and an order, which sets the sequence it appears in on the phone.
2. Pest, weed and diseases
Before registering by hand, use the Import standard pests button on the Pest screen: it brings, from a library maintained by upCampo, pests with scientific name, class and counting method already set. Then adjust what the farm does differently, mainly the selection method in the APP (typed quantity, by sizes or by predefined levels) and the action thresholds per crop.
3. Pest group
If the decision to spray looks at the total of several species together ("defoliating caterpillars", "stink bugs"), set up the group. It adds up the counts into a single number and has its own action thresholds, which are what color the map and trigger the alert e-mail.
4. Trap group
If you work with traps, register the groups in Trap group, which appears both in the Basic menu and in the Crop menu.
🗺️ The sector
The sector divides the branch into units: "Boa Vista", "Nascente", "São João". It does not need to be created here: it is born when someone types a new sector in the Sector field of the Field record, and only then does it appear in this list.
The screen is auxiliary, and you open it for two reasons: to fill in the Grouping, which combines several sectors into a single view, and the Reference/Integration ID, when the farm exchanges data with an external system.
🧾 The invoice tax base
These four records exist so that issuing invoices no longer depends on case-by-case questions. The content is dictated by the property's accountant; the screen only stores what they indicated.
1. Nature of Operation
The phrase printed at the top of the invoice explaining why it exists: "Other outbound", "Sale of the establishment's production". Register it in Nature of Operation, with the NF-e (Brazilian electronic invoice) purpose and whether the invoice is inbound or outbound. The description is limited to 60 characters. It is asked for only in NFE Transmission: the regular Stock Movement screen does not show this field, and a few natures are usually enough.
2. CFOP
The four-digit code that classifies each item on the invoice for the Brazilian tax authorities. Register in CFOP only the ones the farm uses, usually between five and fifteen.
3. CST
The code that tells how each item is taxed, per tax. On the CST screen, first choose the tax in the ICMS / PIS / COFINS / IPI selector and only then click New: it is the selector that defines which tax the code belongs to.
4. Series
The invoice numbering sequence. Register in Series the series the branch uses, with the Last number field that prevents repeated invoices or gaps in the sequence.
🔗 Screens the Basic menu shares with other modules
- Trap group: also in the Crop menu, and documented under Pest Monitoring
- Active ingredient: documented under Inventory, which is where it is used in the product record
- Field scouting opens with the list ready and the right counting type
- The map colors the field on its own, because the action thresholds exist
- Invoices are issued by choosing from short lists, without typing codes from memory
- The branch can be viewed by unit, not only as a whole
❓ Frequently asked questions
Where do I start setting up the Basic menu?
With the pest class, then the pests (importing the standard ones) and, if needed, the groups. The tax part (nature of operation, CFOP, CST and series) can be done later, together with the accountant, and is only needed by those who issue invoices through the system.
Why are pests and invoice records in the same menu?
Because the Basic menu is not organized by subject but by the kind of record: they are the support tables that the other modules use and that practically never change once set up. In practice, each team uses only the half that matters to it.
Do I need to fill in the tax part if I do not issue invoices through the system?
No. CFOP, CST and series are only needed by those who enter invoices in Stock Movement or transmit NF-e through the web portal, and the nature of operation is only asked for in NFE Transmission. Those who use the system only for field operations can leave these four screens empty.