Onboard your Business Partner
Overview: The Cygnet Portal offers a seamless self-onboarding journey for business partners, gathering essential information such as PAN, GSTIN, MSME, CIN, and LDC.
Benefits: This module facilitates the efficient collection of vital information, helps in determining TDS percentages, sends critical notifications for E-Invoice, E-Way Bill, and GST, and ensures vendor compliance for accounts payable.
How to Onboard your Business Partner(Vendor/Customer) : To onboard your business partner or add business partner, user need to navigate to Settings Icon > Masters > Business Partner.
User can import the Business Partner detail in the import format or can add it manually from Actions.
Once the Business Partner details are uploaded in the system , it can be verified by syncing the details from GSTN by clicking on Verify & Auto-populate Details.
User can select the details they wish to be synced from GSTN.
Once the details are synced from GSTN, user will be able to view the status of synced records.
To download the vendor details click on Actions >Download Excel
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