How to View Business Unit
Overview
View complete details of your Business Units including GST information, registered addresses, banking details, and compliance documents. Access consolidated information for operational and compliance purposes.
Prerequisites
- User has access to BizAdmin portal
- User has "View Business Unit" permission
- At least one Business Unit exists in the system
Step-by-Step Guide
Step 1: Navigate to Business Units
- Login to BizAdmin portal
- Click Organization from the left sidebar
- Select Business Units from the menu
- Business Units list page opens
Step 2: View Business Units List
The main list displays all Business Units in your Business Group:
List View Columns:
| Column | Description |
|---|---|
| Business Unit Name | Short identifier for the unit (clickable to view details) |
| Trade Name | Trading name as per GST registration |
| Branch Code | Internal branch identifier (if configured) |
| BU Description | Brief description of business unit operations |
Quick Selection Panel (Right Side):
- Shows all Business Units with radio button selection
- Click any unit to view its details instantly
- Active unit highlighted with checkmark
Step 3: Open Business Unit Details
Method 1: Click on Business Unit Name
- Click any Business Unit Name in the list
- Detail view expands below the selected row
Method 2: Use Selection Panel
- Click Business Unit from the right-side panel
- Details load in the main content area
Step 4: View GST Number & Address Tab
The default tab displays GST registration and address information:
GST Information:
| Field | Details |
|---|---|
| GST Type | Registration type (Regular, Composition, SEZ, etc.) |
| GST Number | 15-character GSTIN with verification status |
| Address | Registered addresses linked to GST |
Address Display:
Each address shows:
- Address Type Icon: Factory, Head Office, Office, Store, Warehouse, Registered Office
- Business Name: Legal or trade name
- Location: City name
- State: State name
- Star Icon: Indicates primary address
Example Address Card:
<Building2 size={16} /> M/S HINDUSTAN AERONAUTICS LTD, Lucknow ⭐
Uttar Pradesh
Multiple Addresses:
- All addresses under the same GST displayed
- Can have multiple locations (factory, warehouse, stores)
- Primary address marked with star icon
Step 5: View Bank Details Tab
Click Bank Details tab to see banking information:
Bank Accounts Table:
| Column | Details |
|---|---|
| Beneficiary Name | Account holder name as per bank records |
| Account Type | Current, Savings, or Cash Credit |
| IFSC Code | Bank branch identifier |
| Bank Name | Name of the bank |
| Account Number | Masked account number (last 4 digits visible) |
| Action | View full details or edit options |
If No Bank Details:
- Message displays: "No bank details available"
- Click + icon to add bank account
Multiple Bank Accounts:
- List shows all configured accounts
- Each account on separate row
- Can have multiple accounts for different purposes
Step 6: View Attachments Tab
Click Attachments tab to see uploaded documents:
Attached Documents Display:
- List of all uploaded files
- Document type and file name
- Upload date
- Download option for each file
Common Document Types:
- Company Pancard
- Certificate of Incorporation
- MSME Certificate
- Others
If No Attachments:
- Message displays: "No attachments available"
- Option to upload documents
Step 7: View Additional Information
Header Section Shows:
Business Unit Name
- Editable identifier displayed prominently
GST Number
- Full 15-character GSTIN
- Displayed with verification status
Logo Preview:
- Shows uploaded logo on right side
- Displays placeholder if no logo uploaded
- "No preview available" text shown when empty
Other Details Visible:
Basic Information:
- Branch Code
- BU Description
- Legal Name
- Trade Name
- PAN Number
Understanding the View
Address Icons
| Icon | Address Type |
|---|---|
| Factory | |
| Head Office | |
| Office | |
| 🏪 | Store |
| Warehouse | |
| Registered Office |
Status Indicators
GST Verification:
- Green checkmark: GST verified successfully
- Appears next to GST Number field
Primary Address:
- ⭐ Star icon: Marks the primary/main address
- Used as default for documents
Quick Actions
From List View:
- Click Business Unit Name: Opens detail view
- Use Selection Panel: Quick switch between units
- Edit Button: Navigate to edit mode (if permissions allow)
From Detail View:
- Edit Profile: Modify business unit details
- Switch Units: Use right panel to view other units
- Download Documents: From attachments tab
Common Scenarios
Viewing Multiple Locations
Scenario: Your business unit has factory, warehouse, and office locations.
Solution:
- Navigate to GST Number & Address tab
- All addresses linked to the GST number are displayed
- Identify each by address type icon and location name
- Primary address marked with star
Checking Bank Details
Scenario: Need to verify bank account for payment setup.
Solution:
- Click Bank Details tab
- Review beneficiary name matches business unit
- Verify IFSC code and account number
- Check account type (Current/Savings)
Accessing Compliance Documents
Scenario: Auditor requests incorporation certificate.
Solution:
- Navigate to Attachments tab
- Locate "Certificate of Incorporation"
- Click download to get the file
- Share with auditor
Tips for Efficient Viewing
Best Practices
Use the right-side selection panel for quick switching between multiple Business Units
Bookmark Business Units page for quick access to GST and address information
Verify primary address has star icon to ensure it's used for document generation
Check bank details tab regularly to ensure accounts are active and verified
Related Actions
- Edit Business Unit - Modify business unit information
- Add Business Unit - Create new business unit
- Add Address - Add new location to existing unit
- Add Bank Account - Configure banking information
Need help? Contact support at support@bizconnekt.com