Manage Entities

Overview: The Manage Entities feature offers you to handle multiple companies and locations for E-Invoice, E-Way Bill, and GST Returns, streamlining administrative tasks.

Benefits: It simplifies the management of various companies, locations, and user access, enabling comprehensive oversight and control over all GSTINs.

How to manage entities :

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

To create Business/Company user need to select Entity Type as Business and provide Name.

To manage the Locations user need to select Entity Type as Location and provide the GSTIN details and select the generation option, provide API Username and Password and click on Save.

Portal facilitates you to create a child location where in Parent Location GSTINs is considered as the parent location. To create child location , user needs to select location type as child location and provide necessary details and Save.

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• Manage Branches

  How to manage Branches : User can manage the branches by clicking on add branches , furnish code , name and address and click on Save.

• Manage Departments

  How to manage Departments : User can manage the departments by clicking on add departments , code and name and click on Save.

• Manage Users

  How to manage Users : Admin user can manage the users by clicking on add users and provide the basic details of users and click on Save.

• Manage and Assign Roles

  Overview: The Manage Roles feature allows precise control over user permissions, tailoring access according to specific needs. Benefits: By restricting access to only essential modules, this feature ensures users only interact with necessary ...