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Overview

The Customer Directory (Directorio de Clientes) is the central hub for managing all your business contacts. MotorDesk supports automatic data validation through API integration for Peruvian tax documents (RUC/DNI).

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Viewing Customers

The main customers page shows:
  • DOCUMENTO: Tax identification number (RUC/DNI/CE)
  • CLIENTE / RAZÓN SOCIAL: Customer or business name
  • CONTACTO: Phone and email
  • VEHÍCULOS: Number of associated vehicles (clickable badge)
  • ACCIONES: View, Edit, Delete buttons
Click the vehicle count badge (🚚 with number) to quickly view all vehicles owned by that customer.

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Registering a New Customer

1

Open Registration Form

Click the REGISTRAR CLIENTE button (with Plus icon) at the top-right of the Customers page.A modal titled Nuevo Cliente will appear.
2

Select Document Type

Choose the appropriate Tipo de Documento:
  • RUC: For companies or persons with registered businesses (11 digits)
  • DNI: For individuals/natural persons (8 digits)
  • CE: Carnet de Extranjería for foreign nationals
The document number field will automatically limit characters based on the selected type.
3

Enter and Validate Document Number

Type the Número de Documento in the text field.Automatic Validation (Recommended):
  • Enter a valid RUC (11 digits) or DNI (8 digits)
  • Click the Search icon button next to the document field
  • Wait for the API to retrieve official data from SUNAT/RENIEC
  • If successful, you’ll see a ✔ Validado (Validated) indicator
The system will automatically fill:
  • Nombre o Razón Social (Name or Business Name)
  • Dirección Fiscal (Registered Address)
The search button is disabled if:
  • Document number has fewer than 8 characters
  • A search is already in progress (spinning loader icon)
4

Complete Customer Information

Fill in or verify the following fields:Auto-filled from API:
  • Nombres o Razón Social: Individual name or company legal name
  • Dirección Fiscal: Official registered address
Manual Entry:
  • Teléfono: Contact phone number
  • Email: Email address for notifications
If the API search fails or isn’t applicable, you can manually enter all fields. The validation check is helpful but not required.
5

Save Customer

Click Guardar Cliente to save the new customer record.The customer will immediately appear in your directory and be available for:
  • Invoice creation
  • Vehicle registration (as owner or driver)

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API Document Validation

MotorDesk integrates with external APIs to validate Peruvian tax documents: Benefits:
  • ✅ Ensures data accuracy
  • ✅ Reduces manual entry errors
  • ✅ Gets official registered information
  • ✅ Speeds up customer registration
How it works:
  1. User enters RUC or DNI
  2. System calls fetchDecolectaData() function
  3. API returns official business/person data
  4. Form auto-populates with validated information
  5. Green checkmark (✔ Validado) confirms success
The API validation requires an active internet connection. In offline mode, you can still register customers manually.

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Editing Customer Information

1

Locate Customer

Use the search bar to find the customer by:
  • Document number
  • Name or business name
2

Click Edit Button

Click the Editar Datos button (Edit2 icon) in the Actions column.The modal title will change to Editar Cliente.
3

Modify Information

Update any fields that need changes. The form will be pre-filled with existing data.
You can re-run the API validation if the document number changed or was initially entered manually.
4

Save Changes

Click Actualizar to save your modifications.

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Viewing Customer Details

Click the Ver Expediente button (Eye icon) to access:
  • Complete customer profile
  • Associated vehicles list
  • Invoice history
  • Total sales statistics
  • Contact information
The customer details modal is great for getting a complete overview before creating a new invoice.

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Deleting a Customer

1

Click Delete Button

Click the Eliminar Cliente button (Trash icon) in the Actions column.
2

Confirm Deletion

A confirmation modal will appear asking you to confirm.
Deleting a customer may affect:
  • Associated vehicle records
  • Historical invoice references
  • Reporting data
Consider carefully before deleting. Inactive customers can be filtered instead.
3

Finalize

Click the confirmation button to permanently delete the customer.

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Search and Pagination

Search Functionality:
  • Real-time search as you type
  • Searches across: document numbers and customer names
  • Case-insensitive matching
  • Partial match support
Pagination Controls:
  • Mostrar [5/10/20/50] registros: Select records per page
  • Página X de Y: Current page indicator
  • Anterior/Siguiente: Navigate between pages
  • Mostrando X de Y registros: Shows current view count

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Understanding Customer Fields

FieldDescriptionSource
Tipo de DocumentoRUC, DNI, or CEUser selection
Número de DocumentoTax ID or national IDUser entry + API
Nombre/Razón SocialPerson or business nameAPI auto-fill or manual
Dirección FiscalRegistered addressAPI auto-fill or manual
TeléfonoContact phoneManual entry
EmailEmail addressManual entry
Total VehículosVehicle countSystem calculated

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Empty State

If no customers match your search:
  • 🔍 Search icon appears
  • “No se encontraron clientes.” message
  • Clear search or adjust filters

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Integration Points

Customer data connects to:
  1. Invoice Creation: Select customer for billing
  2. Vehicle Management: Assign as owner or driver
  3. Reporting: Sales by customer analytics
  4. History Tracking: View all transactions per customer

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Best Practices

  1. Always use API validation when registering Peruvian RUC/DNI documents
  2. Keep contact information current for communication
  3. Use complete business names to avoid confusion
  4. Verify addresses before creating invoices for delivery
  5. Check vehicle relationships before deleting customers
  6. Add email addresses for electronic invoice delivery
  7. Use the search function to avoid duplicate registrations

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Offline Customer Registration

When working offline:
  • API validation won’t be available (search button disabled)
  • You can still register customers manually
  • All fields except API-validated ones work normally
  • Data will be available immediately for local invoicing
  • Changes sync when connection is restored
The system tracks which customer records were created offline vs. online for data quality purposes.

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Next Steps

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