Businesses

What is the Businesses feature:

A feature developed by Pier Cloud that allows you to view registered companies, as well as edit, add new companies and segment areas.

How to use the Businesses feature:

1. Clicking on the user profile, in the “Settings” option, as illustrated below:

1. The system will display the side menu with some configuration options, where the “Businesses” option must be selected:

1. On the main screen, the system allows you to view registered companies and add new companies by clicking the "Add" button:

1. The screen for registering new companies will be displayed, where you will need to enter the following information:

• Business name: Provide the name of the company you wish to register

• Business address: Enter the company's business address, optionally

• Provider: Select the provider you want to use

• Business document type: Select the type of document that will be provided, by default we use CNPJ

• Business document number: Enter the document number

After entering the necessary information, clicking on the "Save" button, the data will be stored and the system will return to the main company screen.

1. By clicking the arrow next to the Add button, the system will display two options:

• Load data from CSV: When selecting this option, the system will display a screen to choose the CSV file, allowing you to drag and drop it or simply select it from the source directory.

• Fill data in the form: When selecting this option, the system will display a screen with the following fields to be completed, allowing you to register the Company Split:

  • Business name

  • Provider

  • Organization

  • Accounts

  • Currency

  • Emails

• Check imports status: When clicking the option to check the status, the system will display a screen containing the imports performed, the status of each one, the person responsible for the creation, and the error message (if any). It is also possible to apply filters by a specific status.

1. Filters:

On the main screen, the system allows you to apply some search filters:

• Name: It is possible to search by the name of the company you want to view

• Status: In addition to searching by company status, which are: All, Active and Inactive.

1. Actions:

The system also allows you to perform some actions for each registered company:

• Activate / Deactivate: By clicking on the "" icon, you can activate or deactivate the registered company.

• Context: By clicking the "" icon, the system will display a new screen allowing you to create the Context to enable the configuration of the Billings.

• Company Split: By clicking the "" icon, the system will display a new screen allowing you to perform the company split.

• Edit: The system will open the editing screen, allowing you to change information such as:

  • Company name

  • Business address

  • Company document type

  • Document number

• Delete: By clicking on delete, a confirmation screen will be displayed.

By checking the checkbox, the button to complete the action and return to the main screen will be enabled.