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How to Edit Business Unit

Overview​

Update Business Unit information including branch codes, descriptions, addresses, bank accounts, and documents. Keep your business unit details current for accurate reporting and compliance.

Prerequisites​

  • User has "Edit Business Unit" permission in BizAdmin
  • Business Unit already exists in the system
  • Updated information ready (address, bank details, etc.)

Step-by-Step Guide​

Step 1: Navigate to Business Unit​

  1. Login to BizAdmin portal
  2. Click Organization from the left sidebar
  3. Select Business Units
  4. Locate the Business Unit you want to edit
  5. Click on the Business Unit Name to view details

Step 2: Open Edit Mode​

Method 1: From List View

  • Click anywhere on the Business Unit row
  • Click Edit Profile tab at the top

Method 2: From Detail View

  • Open Business Unit details
  • Click Edit Profile button (teal button near top)

The form opens in edit mode showing all current information.

Step 3: Edit Basic Information​

Editable Fields:

Business Unit Name

  • Modify the short identifier for the unit
  • Keep it concise and recognizable
  • Example: Change "HAL" to "HAL Lucknow"

GST Number (Cannot be changed)

  • GST number is locked after creation
  • Displayed but not editable
  • Shows with verification checkmark

Legal Name (Auto-populated, read-only)

  • Fetched from GST portal
  • Cannot be edited
  • Automatically populated from GSTIN

Trade Name (Auto-populated, read-only)

  • From GST registration records
  • Cannot be modified
  • Display only

PAN Number (Inherited from Business Group)

  • Usually cannot be changed
  • Shows the linked PAN
  • Contact support if needs update

Branch Code

  • Update internal branch identifier
  • Add or modify as needed
  • Example: Change from "DL01" to "UP01"

BU Description

  • Update the description
  • Add more details about operations
  • Supports multi-line text entry
  • Example: "Manufacturing and assembly unit for aerospace defense components"

Logo

  • Click upload icon to change logo
  • Click delete icon to remove existing logo
  • Upload new image (PNG/JPG, max 2MB)
  • Preview shows on right side

Step 4: Manage Addresses​

Navigate to GST Number & Address tab:

Editing Existing Address:

  1. Locate the address card you want to edit
  2. Click the edit icon (pencil) on the address card
  3. Add Address Details popup opens with current information
  4. Modify any fields:
    • Address Type
    • Address Name
    • Building Name
    • Street
    • City
    • State
    • Country
    • Zipcode
  5. Click Save to update

Adding New Address:

  1. Click the + icon in the address section
  2. Add Address Details popup opens
  3. Select Address Type from dropdown:
    • Factory
    • Head Office
    • Office
    • Store
    • Warehouse
    • Registered Office
  4. Fill required fields:
    • Address Name: Location identifier
    • Building Name: Plot/building details
    • Street: Street name or area
    • City: City name (required)
    • State: Select from dropdown (required)
    • Country: India default (required)
    • Zipcode: 6-digit PIN (required)
  5. Click Save to add

Setting Primary Address:

  • Click star icon on any address card
  • Selected address becomes primary
  • Used for documents and invoices
  • Previously primary address loses star

Removing Address:

  • Hover over address card
  • Click delete icon if available
  • Confirm deletion
  • Cannot delete if it's the only address

Step 5: Manage Bank Details​

Navigate to Bank Details tab:

Adding New Bank Account:

  1. Click the + icon at bottom of bank details table
  2. Add Bank Details popup opens
  3. Fill the required information:

Beneficiary Name* (Required)

  • Enter account holder name
  • Must match bank records exactly
  • Example: "HINDUSTAN AERONAUTICS LIMITED"

Account Type* (Required)

  • Select from dropdown:
    • Current
    • Savings
    • Cash Credit

IFSC Code* (Required)

  • Enter 11-character IFSC
  • Example: "HDFC0001234"
  • Click Verify button
  • Bank name auto-fills after verification

Account Number* (Required)

  • Enter full account number
  • Example: "50200012345678"

Confirm Account Number* (Required)

  • Re-enter account number
  • Must match exactly
  • Prevents entry errors
  1. Click Save to add bank account

Editing Existing Bank Account:

  1. Locate the bank account in the table
  2. Click Action menu (three dots or edit icon)
  3. Select Edit
  4. Modify details in the popup
  5. Click Save to update

Removing Bank Account:

  1. Click Action menu for the account
  2. Select Delete or click delete icon
  3. Confirm deletion
  4. Account removed from the list

Note: Keep at least one active bank account for payment processing.

Step 6: Manage Attachments​

Navigate to Attachments tab:

Adding New Document:

  1. Click Select a file dropdown
  2. Choose document type:
    • Company Pancard
    • Certificate of Incorporation
    • MSME Certificate
    • Others
  3. Click + icon to browse files
  4. Select file from computer
  5. File uploads automatically
  6. Document appears in the list

Viewing Uploaded Documents:

  • All documents listed with file names
  • Document type shown
  • Upload date visible
  • Download option available

Removing Document:

  1. Locate the document in the list
  2. Click delete icon or action menu
  3. Confirm deletion
  4. Document removed from attachments

Replacing Document:

  1. Delete the old document first
  2. Upload new version using same document type
  3. Or upload with different name to keep both versions

Supported Formats:

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

Step 7: Review and Save Changes​

Before saving, verify your updates:

Review Checklist:

  • Business Unit Name is updated correctly
  • Branch Code reflects current structure
  • All addresses are current and accurate
  • Primary address is marked correctly
  • Bank details are verified and active
  • Required documents are uploaded

Action Buttons:

Cancel

  • Discards all changes made
  • Returns to previous view
  • No data is saved
  • Use if you want to abort edits

Update

  • Saves all changes made
  • Validates all required fields
  • Updates the Business Unit record
  • Success message appears
  • Returns to Business Units list

What Can and Cannot Be Edited​

Cannot Be Changed​

Locked Fields:

  • GST Number - Cannot be modified after creation (create new Business Unit if GST changes)
  • Legal Name - Auto-fetched from GST portal, cannot be edited manually
  • Trade Name - Comes from GST records, cannot be changed directly
  • PAN Number - Usually inherited from Business Group, contact support to modify

Reason: These fields are linked to statutory registrations and cannot be changed without legal compliance.

Can Be Changed​

Editable Information:

  • Business Unit Name
  • Branch Code
  • BU Description
  • Logo
  • Addresses (add, edit, remove)
  • Bank Accounts (add, edit, remove)
  • Attachments (upload, download, delete)
  • Primary Address designation

Common Editing Scenarios​

Scenario 1: Update Branch Code​

Situation: Reorg anizing location codes for better reporting.

Steps:

  1. Open Business Unit in edit mode
  2. Update Branch Code field
  3. Example: Change "DL01" to "NCR01"
  4. Click Update to save

Impact: Reports and documents will show new branch code going forward.

Scenario 2: Add New Warehouse Location​

Situation: Company opened a new warehouse under same GST.

Steps:

  1. Navigate to GST Number & Address tab
  2. Click + icon to add address
  3. Select Warehouse as Address Type
  4. Fill address details (city, state, zipcode)
  5. Click Save in popup
  6. New address appears as card
  7. Click Update to save Business Unit

Result: Warehouse available for inventory transactions and document generation.

Scenario 3: Change Primary Address​

Situation: Head office relocated, need to update primary address.

Steps:

  1. Open GST Number & Address tab
  2. Add new head office address (if not already added)
  3. Click star icon on new address card
  4. Star moves from old to new address
  5. Click Update to save

Impact: All new documents will use new primary address.

Scenario 4: Add Second Bank Account​

Situation: Need separate account for exports/imports.

Steps:

  1. Navigate to Bank Details tab
  2. Click + icon in table
  3. Fill beneficiary name, account type, IFSC
  4. Enter and confirm account number
  5. Click Verify for IFSC validation
  6. Click Save in popup
  7. Second account appears in table
  8. Click Update to save Business Unit

Result: Both accounts available for payment processing.

Scenario 5: Upload Missing Compliance Certificate​

Situation: Auditor requested MSME certificate not previously uploaded.

Steps:

  1. Navigate to Attachments tab
  2. Click Select a file dropdown
  3. Choose MSME Certificate
  4. Click + icon and browse file
  5. Select certificate PDF from computer
  6. File uploads automatically
  7. Click Update to save Business Unit

Result: Certificate available for download and compliance verification.

Tips for Effective Editing​

Best Practices

Update Business Unit details immediately when business changes occur to maintain accuracy

Keep at least one verified bank account active for uninterrupted payment processing

Mark the most frequently used address as primary for faster document generation

Use descriptive Branch Codes and BU Descriptions for better filtering in multi-unit reports

Regularly review and update attachments to ensure compliance documents are current and valid

When adding multiple addresses, maintain consistent naming conventions for easier identification

Verification After Editing​

Check These After Saving​

Address Verification:

  • All active locations are listed
  • Primary address is correctly marked
  • Address details match official records
  • State matches GST registration

Bank Details Verification:

  • All active accounts are present
  • IFSC codes are verified (no errors)
  • Account numbers are correct
  • Beneficiary names match legal name

Documents Verification:

  • All required compliance documents uploaded
  • Files are readable and not corrupted
  • Document types are correctly labeled
  • Recent versions are available

Troubleshooting Common Issues​

Issue 1: Cannot Save - Validation Error​

Symptoms: Red error messages appear, Update button doesn't work

Solutions:

  • Check all required fields have values
  • Ensure at least one address exists
  • Verify address has all required fields (City, State, Zipcode)
  • Confirm bank account numbers match in both fields
  • Check IFSC code is verified (green checkmark)

Issue 2: Address Save Fails​

Symptoms: Address popup doesn't close after clicking Save

Solutions:

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

Issue 3: Bank Verification Fails​

Symptoms: IFSC Verify button shows error

Solutions:

  • Double-check IFSC code from bank statement
  • Ensure no spaces in IFSC code
  • Verify bank branch is active
  • Try again after some time if system issue
  • Contact bank to confirm correct IFSC

Issue 4: File Upload Not Working​

Symptoms: File doesn't upload after selecting

Solutions:

  • Check file size is under 10MB
  • Ensure file format is PDF, JPG, or PNG
  • Try different file if current one is corrupted
  • Check internet connection is stable
  • Refresh page and try again

Issue 5: Logo Not Displaying​

Symptoms: Logo uploads but doesn't show in preview

Solutions:

  • Ensure image format is PNG or JPG
  • Check file is not corrupted
  • Try uploading smaller file size
  • Clear browser cache and refresh
  • Use image with transparent background for best results

Impact of Changes​

Changes Affecting Transactions​

Primary Address Change:

  • New transactions use updated primary address
  • Existing documents retain old address
  • Invoices generated with new address going forward

Bank Account Addition:

  • New account available in payment dropdowns immediately
  • No impact on pending payments with old account
  • Can designate preferred account in payment screens

Branch Code Update:

  • Reports filter using new branch code
  • Historical data still accessible
  • No impact on existing transaction records

Changes Requiring User Action​

Address Addition:

  • Users can now select new address in transactions
  • Inventory locations updated if address marked as warehouse
  • Shipping options include new location

Logo Change:

  • New documents generated with updated logo
  • Email signatures update automatically
  • PDF exports show new branding

Description Update:

  • No immediate impact on transactions
  • Helpful for reporting and filtering
  • Visible in Business Unit selection dropdowns

Frequently Asked Questions​

Q: Can I change the GST number of a Business Unit?

A: No, GST number cannot be changed after creation. If GST number changes due to business restructuring, you must create a new Business Unit with the new GST number.

Q: What happens to old transactions if I change the primary address?

A: Existing transactions retain their original address. Only new transactions created after the change will use the new primary address.

Q: Can I delete all addresses and add new ones?

A: You must have at least one address at all times. Add the new address first, then delete old addresses if needed.

Q: How many bank accounts can I add to a Business Unit?

A: There is no limit. You can add multiple bank accounts for different purposes (operations, exports, etc.).

Q: Will editing Business Unit affect user access?

A: No, user permissions remain unchanged. Only the Business Unit information is updated. User access is managed separately in Subscription > Manage Users.

Q: Can I edit multiple Business Units at once?

A: No, you must edit each Business Unit individually. This ensures accuracy and prevents accidental changes.

Q: What if I made a mistake and want to undo changes?

A: If you haven't clicked Update yet, click Cancel to discard all changes. If you've already saved, re-open edit mode and manually correct the information.

Need help? Contact support at support@bizconnekt.com