Business/Location/Users Creation

The Entities module enables users to create and manage various Businesses, Locations, and Child Locations within the system.

The Entities menu allows users to create various types of entities, each serving a different purpose based on specific requirements.

Users can manage one or multiple entities through this menu efficiently

1.   Manage Organization -> Entities

To manage the companies, locations and child locations. User needs to navigate to Manage Organization > Entities > Add Entity  

2. Entities -> Add Entity

General Steps:

1.    Users will be able to add new entity by clicking on “Add Entity” as per below.

2. By clicking on   , user will be redirected to Add Entity panel as per below screenshot.
3. To create Business/Company users need to select Entity Type as Business and provide Name.
   
   
   

4. To manage the Locations user need to select Entity Type as Location and provide the GSTIN.
   
   
   

1      User need to fill below information while creating new location.

1. Basic Details of Location
2. GST Notification
3. E-Way Bill Notification
4. EINV Notification

·         Basic Details of Location:

 

Ø  Below is the screen shot of Basic details of Location while adding new location.

 

Ø  User need to fill below fields in basic details while creating new location.

o   Location GSTIN

o   Location Name

o   Location Username

o   GST Email Address

o   GST Mobile Number

Ø  User can add new location for below purposes.

o   GST Return Filing

o   E-way Bill Generation

o   E-invoice Generation

Ø  Users will be able to create one location either for one purpose or for more than one purpose (all 3 or combination of 2 purpose) as per requirement.

Ø  Users need to define Profile type whether monthly or Quarterly.

Ø  While creating new Location, by checking , Location will be considered as Quarterly otherwise Monthly.

 

GSTN System Session:

a.    GST Session Expiry

 

b.    Generate GST OTP.

1      Users need to generate GST Session if user wish to push data of the location.

2      If GST Session is not available/expired, then Data cannot be pushed to GST Portal.

3      By clicking on Generate GST OTP , “Enter GST OTP” pop up would be displayed on the screen and OTP will be sent on registered mobile no. or email.

4      Clicking on Generate GST OTP icon, “OTP Sent Successfully” message will be displayed on the screen as per below screen shot.

5      After entering correct OTP, “OTP submitted successfully” message would be displayed on the screen.

6      By entering OTP, GST Session would be generated successfully.

7      Session would be generated successfully for the location.

8      If due to any issue, OTP is not sent on mobile or email then user can regenerate OTP by clicking on link displayed in “Enter GST OTP” pop up as per below screen shot.

 

 

Same steps as Table 4.

Log Out GST Sessione

1     If a user wish to log out GST Session of any location, then user will be able to do the same for each location for which session has been generated successfully.

2     By clicking on Log Out GST Session icon , pop up will be displayed on the screen as per below.

 

3     Clicking on Logout button, “GST Session logged off successfully” message would be displayed, and session of that location will be expired.

4     Log Out GST Session icon will be enabled only in case of location GST Session is active.

5     After expiration of the GST Session, if user wish to generate session again then user will be able to generate GST session again as per explained in Menu -> Generate GST OTP section.