Business Entities Module

This module is used to create and manage business units identified by their GSTIN, PAN, and TAN. The entities created here are referenced across the platform — in Portal Integration for credential mapping and in Notices & Orders for entity-level filtering.

Main Listing Screen

Top Bar

Element	Description
Filter Toggle	Dropdown button labeled "Filter" with a chevron icon. Expands/collapses the filter section
Search by Business Name	Text input field — allows free-text search across business names
+ Add Button	Blue button in the top-right corner — opens the Add Business Entity form

Listing Table Columns

Column	Description
Sr. No.	Auto-incremented row number
Business Name	Name of the business entity
GSTIN	15-character GST Identification Number
PAN	10-character Permanent Account Number (auto-derived from GSTIN)
TAN	10-character Tax Deduction Account Number (optional; shown as -- if not provided)
Created Date	Date the entity was created (format: DD-MM-YYYY)
Actions	Three-dot menu for each row

Pagination is displayed at the bottom (e.g., "Total 74 items") with page navigation and page-size selector (default: 20/page).

Filters

When the Filter toggle is expanded, two filters are available:

1. Search by Business Name — text input for partial/full name matching.

2. Search by GSTIN / PAN / TAN — text input for searching by any of the three identifiers.

Add Business Entity

Clicking the + Add button opens the Add Business Entity form.

Input Fields

Field	Type	Required	Description
Business Name	Text input	Yes	Name of the business entity
GSTIN	Text input	Yes	15-character GSTIN
PAN	Text input (auto-populated)	Auto	Automatically derived from the GSTIN (characters 3–12). Not manually editable
TAN	Text input	No	Optional Tax Deduction Account Number

Buttons

• Submit — creates the business entity. On success, a popup appears: "Business unit created successfully", and the new entry appears in the listing table.

• Cancel — discards the form and returns to the listing.

Actions Menu

Clicking the three-dot icon in the Actions column reveals:

Action	Description
Edit	Opens the business entity in edit mode. All fields except auto-populated PAN can be modified. Also provides access to the Address Management sub-section
Delete	Deletes the business entity. A confirmation prompt is shown before deletion

Address Management (Warehouse Address)

Inside the Edit flow, an address section is available.

Add Address

1. Click the Add Address button within the Edit screen.

2. The address form opens with the following fields:

Field	Type	Required	Description
Address	Text input	Yes	Street/building address
City	Text input	Yes	City name
Pincode	Text input	Yes	6-digit postal code
State	Dropdown	Yes	Select from a list of Indian states

1. Click Submit — a pop-up appears: "Address created successfully".

2. The address is reflected in an address listing below the form.

Address Listing Actions

Each address in the listing has its own Actions menu:

• Edit — modify address details.

• Delete — remove the address.

After making any updates to addresses, click Submit on the main edit form to save all changes.