Manage Business
In this sub-module, user can setup the Business units and addresses of their organization.
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In this sub-module, user can setup the Business units and addresses of their organization.
Last updated
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Login to the GST Enterprise software using a valid 'User ID' and 'Password', enter valid then click on the “Sign In” tab.
You can make the system auto-fill your credentials by clicking on “Remember Me” next time you sign in.
Go to the "Configurations" Module from the left Navigation Panel. Click on the "Manage Business" tile.
Hover the mouse on the action button. Users can create business units using two ways:
Adding a business unit manually
Importing business unit data in an Excel sheet
To manually add a business unit, click on "+ Add". A sidebar will open, fill in the mandatory details and non-mandatory details (if applicable). Click Submit, the business unit will be created.
When details are filled, the "+ Add Warehouse" button will be activated. Click to Add a Warehouse. A sidebar will open, fill in the details and click submit, the warehouse will be created.
The business will be created and visible in the listing. From there, the user can edit the business details, refresh the GSTIN status of the business and delete the business as well.
The Business units' data can be exported using the Export button to download all data in Excel form.
Users can check the OTP status of their businesses. If not verified, the user can click on OTP status and an OTP will be sent, which will verify the OTP status. The user will be able to perform activities like "Get data", "Upload Data", "File Returns", etc.
To ensure that a business unit stays OTP verified, turn the switch ON for "OTP Automation."
When the OTP toggle is enabled, an OTP will be generated and sent to the support email address. Please connect with your support manager to receive it.
The user needs to enter the OTP in the verification box and OTP automation would thus start.
Note: Certain setting changes need to be made in the user's mailing account to initiate the OTP email forwarding.
Kindly follow the below process-
Under the advanced search option follow the below steps
Click on Add Forwarding Address
Click on add a forwarding address.
Click on Proceed
Important Note: Once you have set up forwarding, please generate OTP from our portal and check that the email has been delivered to both the client and our inbox.
From: AND Subject: Intimation of OTP Click on create a filter.
Write on this checkbox and click on next.
Enter an OTP that you received on and then click on verify.
