{% extends "ui/templates/base/layout.html" %} {% block content %}
Maintain Business Units, Client Branches and statutory registrations under one PAN/legal client.
Updates this existing Business Unit; linked records remain attached.
Updates this existing branch without changing its record ID.
The existing registration ID and linked credentials remain unchanged.
| Code | Business Unit | Trade Name | Nature | Status | |
|---|---|---|---|---|---|
| {{ row.business_code }} | {{ row.business_name }}{% if row.is_primary %} Primary{% endif %} | {{ row.trade_name or '-' }} | {{ row.nature_of_business or '-' }} | {{ 'Active' if row.is_active else 'Inactive' }} | {% if can_edit %}{% endif %} |
| No Business Units added. | |||||
| Code | Client Branch | Type | Location | Status | |
|---|---|---|---|---|---|
| {{ row.branch_code }} | {{ row.branch_name }}{% if row.is_primary %} Primary{% endif %} | {{ row.branch_type|replace('_',' ')|title }} | {{ row.city or '' }}{% if row.city and row.state %}, {% endif %}{{ row.state or '-' }} | {{ 'Active' if row.is_active else 'Inactive' }} | {% if can_edit %}{% endif %} |
| No Client Branches added. | |||||
| Type | Number | Trade / Unit Name | State | Status | Credentials | Actions |
|---|---|---|---|---|---|---|
| {{ registration_type_codes.get(row.id, "-") }} | {{ row.registration_number }} | {{ row.trade_name or row.legal_name or '-' }} | {{ row.state or '-' }} | {{ row.status|replace('_',' ')|title }} |
{% if can_open_credentials %}
{% if linked_credentials %}
{{ linked_credentials|length }} credential{{ '' if linked_credentials|length == 1 else 's' }} ▼
{% for credential in linked_credentials %}
{{ credential.title }}
{{ credential_category_labels.get(credential.category, credential.category|replace('_',' ')|title) }}
|
{% if can_edit %}
Edit
{% endif %}
{% if can_manage_credentials %}
{{ '+ Add Another Credential' if linked_credentials else '+ Add Credential' }}
{% endif %}
{% if can_edit %}
{% endif %}
|
| No registrations added. | ||||||