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Step one: Open the module
Access the Accounting Entities module to review documents, records, or transactions connected to this operation.
Module screenshot or visual resource
Main workspace for the module.
PIC Customers•Accounting Entities
Accounting Entities manual
Understand what Accounting Entities is for, how it fits into PIC Customers, and how users should operate it from the portal.
Prerequisites
Before using this guide, make sure the user has access to the module and the initial portal setup is consistent.
1. Process introduction
Accounting Entities is the workspace where users review, register, or follow information linked to the corresponding business process.
PIC Customers groups the modules that digitalize the relationship with your customers: pricing, catalog, sales, delivery visibility, and commercial follow-up in a connected operating flow.
2. Business value
Accounting Entities is not only about displaying data. It also helps reduce manual follow-up, improve visibility, and support a more structured operation across teams and participants.
When users understand this module inside the broader flow, they can make faster decisions and operate with less friction.
3. Step-by-step instructions
Open this module from the portal to review its reports, records, or available operations.
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Step two: Review key information
Check that the main information of the record matches the business context before continuing.
| Field | Description | Required |
|---|---|---|
| Accounting Entities | Main information required to operate inside the module. | Yes |
| Complementary data | Complementary data that helps validate the flow or document. | Optional |
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Step three: Confirm and continue
Once the information has been reviewed, continue with the expected action so the process remains traceable and consistent.
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