> For the complete documentation index, see [llms.txt](https://docs.mastersindia.co/notice-management/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mastersindia.co/notice-management/documentation/readme/business-entities-module.md).

# 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

<figure><img src="/files/2tZpFM0TzhIggUHlSEEJ" alt=""><figcaption></figcaption></figure>

**Top Bar**

<table><thead><tr><th width="304.00006103515625">Element</th><th>Description</th></tr></thead><tbody><tr><td><strong>Filter Toggle</strong></td><td>Dropdown button labeled "Filter" with a chevron icon. Expands/collapses the filter section</td></tr><tr><td><strong>Search by Business Name</strong></td><td>Text input field — allows free-text search across business names</td></tr><tr><td><strong>+ Add Button</strong></td><td>Blue button in the top-right corner — opens the Add Business Entity form</td></tr></tbody></table>

**Listing Table Columns**

<table><thead><tr><th width="201.50006103515625">Column</th><th>Description</th></tr></thead><tbody><tr><td><strong>Sr. No.</strong></td><td>Auto-incremented row number</td></tr><tr><td><strong>Business Name</strong></td><td>Name of the business entity</td></tr><tr><td><strong>GSTIN</strong></td><td>15-character GST Identification Number</td></tr><tr><td><strong>PAN</strong></td><td>10-character Permanent Account Number (auto-derived from GSTIN)</td></tr><tr><td><strong>TAN</strong></td><td>10-character Tax Deduction Account Number (optional; shown as <code>--</code> if not provided)</td></tr><tr><td><strong>Created Date</strong></td><td>Date the entity was created (format: DD-MM-YYYY)</td></tr><tr><td><strong>Actions</strong></td><td>Three-dot menu for each row</td></tr></tbody></table>

**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:

<table><thead><tr><th width="172.3333740234375">Action</th><th>Description</th></tr></thead><tbody><tr><td><strong>Edit</strong></td><td>Opens the business entity in edit mode. All fields except auto-populated PAN can be modified. Also provides access to the <strong>Address Management</strong> sub-section</td></tr><tr><td><strong>Delete</strong></td><td>Deletes the business entity. A confirmation prompt is shown before deletion</td></tr></tbody></table>

### 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:

<table><thead><tr><th width="148.66668701171875">Field</th><th width="154.00006103515625">Type</th><th width="121.1666259765625">Required</th><th>Description</th></tr></thead><tbody><tr><td><strong>Address</strong></td><td>Text input</td><td>Yes</td><td>Street/building address</td></tr><tr><td><strong>City</strong></td><td>Text input</td><td>Yes</td><td>City name</td></tr><tr><td><strong>Pincode</strong></td><td>Text input</td><td>Yes</td><td>6-digit postal code</td></tr><tr><td><strong>State</strong></td><td>Dropdown</td><td>Yes</td><td>Select from a list of Indian states</td></tr></tbody></table>

3. Click **Submit** — a pop-up appears: **"Address created successfully"**.
4. 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.


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