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How to Add Business Unit

Overview​

Create new Business Units when expanding to new locations, acquiring companies, or managing multiple legal entities. Each Business Unit requires a unique GST registration number and maintains independent accounting books.

Prerequisites​

Before adding a Business Unit:

  • User has "Create Business Unit" permission in BizAdmin
  • GST registration number for the new entity
  • Registered address details from GST portal
  • Bank account information for the entity
  • PAN number (usually inherited from Business Group)

Step-by-Step Guide​

Step 1: Navigate to Add Business Unit​

  1. Login to BizAdmin portal
  2. Click Organization from the left sidebar
  3. Select Business Units
  4. Click + Add Business Unit button (bottom right, teal button)
  5. The Add Business Unit form opens

Step 2: Enter Basic Information​

Fill in the essential business unit details:

Business Unit Name* (Required)

  • Enter a short, recognizable name for the unit
  • Used for internal identification and reports
  • Example: "HAL", "Mumbai Office", "Delhi Branch"

GST Number* (Required)

  • Enter 15-character GST registration number
  • Format: 09ABKCS2664L1ZP
  • System validates the GST number
  • Green checkmark appears when verified

Legal Name (Auto-populated)

  • Automatically fetched from GST portal after verification
  • Shows registered business name
  • Cannot be edited (comes from GSTIN database)
  • Example: "HINDUSTAN AERONAUTICS LIMITED"

Trade Name (Auto-populated)

  • Fetched from GST records
  • Trading name as per GST registration
  • Example: "M/S HINDUSTAN AERONAUTICS LTD"

PAN Number (Auto-filled from Business Group)

  • Inherited from Business Group
  • Pre-filled automatically
  • Can be different if business unit has separate PAN
  • Example: "ABKCS2664L"

Branch Code (Optional)

  • Enter internal code for the branch/location
  • Helps in identifying location in reports
  • Example: "DL01", "MH02", "BLR03"

BU Description (Optional)

  • Enter brief description of business unit operations
  • Useful for understanding unit's purpose
  • Example: "Manufacturing unit for aerospace components"
  • Supports multi-line text

Logo (Optional)

  • Upload business unit specific logo
  • If not uploaded, inherits from Business Group
  • Supported formats: PNG, JPG
  • Maximum size: 2MB
  • Click upload icon to browse files

Step 3: Add GST Number & Address​

Navigate to GST Number & Address tab (default tab):

GST Information Display:

The system shows:

  • GST Type: REGULAR (auto-detected from GSTIN)
  • GST Number: Your entered GSTIN with verification checkmark
  • Address: Section to add multiple addresses

Adding Address:

Click the + icon next to address section or edit icon on address card.

Add Address Details popup opens with these fields:

Address Type* (Required)

  • Select from dropdown:
    • Factory - Manufacturing facility
    • Head Office - Main office location
    • Office - Branch office
    • Store - Retail store
    • Warehouse - Storage facility
    • Registered Office - Legal registered address

Address Name (Optional)

  • Friendly name for the location
  • Example: "Lucknow Factory", "Delhi Warehouse"

Building Name (Optional)

  • Building or plot details
  • Example: "Plot No 21 and 21A, Unit No 142"

Street (Optional)

  • Street name or area
  • Example: "Amausi Industrial Area", "Sector-142"

City* (Required)

  • Enter city or district name
  • Example: "Lucknow", "Gautambuddha Nagar"

State* (Required)

  • Select state from dropdown
  • Must match GST registration state
  • Example: "Uttar Pradesh"

Country* (Required)

  • Select country (India default)
  • Pre-selected as India

Zipcode* (Required)

  • Enter 6-digit PIN code
  • Example: "226008", "201301"

Click Save to add the address.

Setting Primary Address:

  • Click star icon on any address card to set as primary
  • Primary address used for documents and invoices
  • Only one address can be primary

Adding Multiple Addresses:

  • Click + icon again to add more locations
  • Each address appears as a card with:
    • Address type icon
    • Business name
    • Location and state
    • Edit and star icons

Step 4: Add Bank Details​

Navigate to Bank Details tab:

The tab shows a table with columns: Beneficiary Name, Account Type, IFSC Code, Bank Name, Account Number, Action.

Adding Bank Account:

Click the + icon at the bottom of the table.

Add Bank Details popup opens:

Beneficiary Name* (Required)

  • Enter account holder name exactly as per bank records
  • Must match business unit's legal name
  • Example: "HINDUSTAN AERONAUTICS LIMITED"

Account Type* (Required)

  • Select from dropdown:
    • Current - For business transactions
    • Savings - For smaller units
    • Cash Credit - For working capital facility

IFSC Code* (Required)

  • Enter 11-character IFSC code
  • Format: HDFC0001234
  • Click Verify button to validate
  • System auto-fills bank name after verification

Account Number* (Required)

  • Enter bank account number
  • Used for payment processing
  • Example: "50200012345678"

Confirm Account Number* (Required)

  • Re-enter account number for verification
  • Must match the Account Number field exactly
  • Prevents data entry errors

Click Save to add the bank account.

Multiple Bank Accounts:

  • Add multiple accounts for different purposes
  • Each account appears in the table
  • Edit or delete using Action column

Step 5: Upload Attachments​

Navigate to Attachments tab:

Available Document Types:

Click Select a file dropdown to choose document type:

  • Company Pancard - PAN card copy
  • Certificate of Incorporation - Registration certificate
  • MSME Certificate - MSME registration (if applicable)
  • Others - Any other relevant documents

Uploading Documents:

  1. Select document type from dropdown
  2. Click + icon to browse files
  3. Select file from your computer
  4. File uploads automatically
  5. Document appears in the list with file name

Supported File Formats:

  • PDF, JPG, PNG
  • Maximum size: 10MB per file

Multiple Documents:

  • Upload multiple files of same or different types
  • Each document listed separately
  • Option to download or delete uploaded files

Step 6: Review and Submit​

Before saving, verify all information:

Checklist:

  • Business Unit Name is clear and identifiable
  • GST Number is verified (green checkmark visible)
  • At least one address is added
  • Primary address is marked (star icon)
  • Bank details are complete with verified IFSC
  • Relevant documents are uploaded

Action Buttons:

Cancel

  • Discards all entered information
  • Returns to Business Units list
  • Use if you want to abort the process

Update (or Add)

  • Saves the Business Unit
  • System validates all required fields
  • Success message appears
  • New Business Unit appears in the list
  • Redirects to Business Units page

Field Validation​

GST Number Validation​

Format Check:

  • Must be exactly 15 characters
  • First 2 digits: State code
  • Next 10 characters: PAN
  • 13th character: Entity number
  • 14th character: Z (default)
  • 15th character: Checksum

Real-time Verification:

  • System validates against GST portal
  • Green checkmark appears when valid
  • Error message if invalid or inactive

Bank Account Validation​

IFSC Verification:

  • Click Verify button after entering IFSC
  • System validates with banking database
  • Auto-fills bank name and branch if valid
  • Error shown if IFSC is invalid

Account Number Match:

  • Confirm Account Number must match Account Number exactly
  • Error prevents saving if mismatch
  • Ensures data entry accuracy

Common Issues & Solutions​

Issue 1: GST Number Not Verifying​

Symptoms: Red error message, no green checkmark

Solutions:

  • Double-check GST number for typos
  • Ensure GST registration is active
  • Wait 24-48 hours if recently registered
  • Contact GST helpdesk if persistent

Issue 2: IFSC Code Invalid​

Symptoms: Error message after clicking Verify

Solutions:

  • Verify IFSC from bank passbook or cheque
  • Check for typos (O vs 0, I vs 1)
  • Use bank's website to get correct IFSC
  • Contact bank if code not found

Issue 3: Cannot Save - Required Field Error​

Symptoms: Red error messages, save button doesn't work

Solutions:

  • Check all fields marked with * (asterisk)
  • Ensure at least one address is added
  • Verify GST number has green checkmark
  • Complete bank details if added

Issue 4: Address Save Not Working​

Symptoms: Address popup won't close after clicking Save

Solutions:

  • Fill all required fields (marked with *)
  • Select State from dropdown (don't type)
  • Enter valid 6-digit Zipcode
  • Ensure City field is not empty

Best Practices​

Recommendations

Verify GST number on GST portal before entering to avoid errors

Add head office or registered office as the first address and mark it primary

Configure bank details immediately to enable payment processing without delays

Upload incorporation certificate and PAN card for future reference and compliance

Use meaningful Branch Codes if managing multiple locations for easier reporting

Keep Business Unit Names concise but descriptive for easy identification in dropdowns

After Adding Business Unit​

Next Steps:

  1. Assign Users - Go to Subscription > Manage Users to assign team members
  2. Set Permissions - Configure role-based access for the new unit
  3. Configure Settings - Set up unit-specific system settings if needed
  4. Add Departments - Create department structure within the unit
  5. Start Transactions - Begin using the Business Unit for operations

Need help? Contact support at support@bizconnekt.com