You will see this screen when you create a new business 

Business Creation Guide

Why Business Setup Is Important?

Before using Wortal, you need to create your business profile.

This allows you to:

• Store your company details
• Add branches
• Add warehouses
• Add bank accounts
• Enable billing & GST
• Manage multi-branch textile operations

Business Profile Setup

2.1 Step 1: Go to Business Profile

Navigation Path:
Sales Module → Settings →  Business Profile

You will see three tabs:

• Business Profile
• Branch
• Bank Details

2.2 Step 2: Fill Business Profile Details

2.2.1 Upload Business Logo

Click on logo area
Upload your company logo

This logo will appear on invoices and Quotations.

2.2.2 Enter Business Information

Field — What to Enter

Business Name — Your registered company name
Industry — Select Textile / IT / Other
Currency — Default INR (change if needed)
Contact Number — Main business phone number
Email — Official company email
Website — Your website (if available)
PAN Number — Company PAN

After filling details, click Save.

Branch Setup

3.1 Step 3: Add Branch Details

If you have:

• Multiple offices
• Different godowns
• Different cities operations

You should create branches.

Go to:
Branch Tab → Click “+ Branch”

HQ will be a default system generated Branch, editable.

3.2 Fill Branch Details

3.2.1 Basic Information

• Branch Name
• Email
• Contact Number
• GSTIN (if applicable)

Fill all the details in HQ, as it will be reflecting in Quotations and Invoices.

3.2.2 Address Details

You must enter:

• Country
• State
• City
• Address Line 1
• Address Line 2 (optional)
• Landmark (optional)
• Pincode

Click Add New.

Warehouse Setup (Inside Branch)

Navigation Path:
Sales Module → Settings →  Business → Branch

4.1 Add Warehouse Inside Branch

After branch is created, you can:

• Add multiple warehouses
• Set one as Primary
• Activate / Deactivate warehouse

This is useful for:

• Textile stock Separation
• Separate godowns
• Multi-location inventory tracking

Primary Warehouse will be a default system generated warehouse, editable.

Bank Details Setup

Navigation Path:
Sales Module → Settings →  Business → Branch Details

5.1 Add Bank Details

Go to:
Bank Details Tab → Add New Bank

5.2 Fill Bank Details

Fields — Required

IFSC Code — ✅
Account Number — ✅
Account Holder Name — ✅
Account Type — ✅
Bank Name — ✅
Branch Name — ✅
UPI ID — Optional

You can:

• Multiple Banks can be added
• Different Banks can be added for different Branches
• Set one bank as Default Bank, to be used in quotation and invoices
• Edit or Delete later

This bank will be used in:

• Invoice printing
• Quotation documents

Final Checklist Before Starting Operations

6.1 Checklist

• Business Profile saved
• At least 1 Branch created
• At least 1 Warehouse added
• Default Bank added

Once done, you can:

• Add products/designs
• Start adding leads
• Create orders
• Generate invoices

Important Tips for Textile Businesses

• If you operate in multiple cities → Create separate branches
• If you only have one office but multiple godowns → Create multiple warehouses
• If you deal in GST billing → Ensure GSTIN is correctly added

Common Mistakes to Avoid

• Not setting Primary Warehouse
• Entering wrong GSTIN
• Skipping bank details (invoice will show blank)
• Using personal phone number instead of official number

How This Helps You

After proper business setup:

• Owner gets branch-wise reports
• Stock reports branch specific
• Orders are mapped correctly
• No confusion in billing
• Team access is controlled branch-wise