USER MANUAL

FOR
MSME SURVEY &
SUPPORT MOBILE
APPLICATION
 Login interface for MSME Survey & Support Mobile Application.
 After logging in, the interface will display various features, providing
users with easy access to key functionalities.
 The in-progress unit details shows various phases of unit details and
final submission.
 submitted unit details includes the feasibility of various business which
outlines the objectives of the units submitted

 after completion of survey enumerator has to submit thw Undertaking

which indicated that he has completed the survey of all the MSME
enterprises allotted to him/in his supervision
 The system provides an option to conduct the survey in offline mode when
there is no internet access. Once the device reconnects to the internet, the
offline data will automatically sync and update as In Progress or Submitted,
based on the survey status
A.1 Enterprise Details
Step 1: Udyam Registration
Do you have Udyam registration number?
o Select Yes if you have an Udyam Registration Number.
o Enter the number in the text box provided, and the system will automatically
fetch details from the Udyam Portal.if No proceed with further steps
Step 2:Do you have pan card
• Select yes or no, and proceed with the next steps based on your selection.
Step 3: Type of Constitution
Select the type of constitution for your enterprise.
o Choose one option from the following:
 Sole Proprietorship
 Hindu Undivided Family
 Partnership
 Private Limited Company
 Public Limited Company
 Limited Liability Partnership
 Self Help Group
 Trust
 Society
Step 4: Name of the Enterprise
Enter the name of your enterprise.
o enter the enterprise's name in the text box provided.
Step 5: Official Address of Enterprise
Enter the office address of the enterprise.
o Provide detailed address information as below:
 Flat/Door/Block No.
 Name of Premises/Building
 Village/Town
 Road/Street/Lane
 City
 Pin Code
o Select the State and District from the dropdown menus.
If the office address is the same as the registered address, check the box to auto-fill the details. If it's
a different address, uncheck the box and manually enter the registered address.

Step 6: Name of Unit/Plant

Enter the name of the unit/plant.
o Provide the name of the unit or plant in the text box.
o Check the box if the unit/plant name is the same as the enterprise name.

Step 7: Address of Unit/Plant:

Enter the address of the unit/plant.
• Check the box if the unit address is the same as the official address. If the unit address is
different, uncheck the box and manually enter the unit address.
 If the entrepreneur has multiple plants, click on "Add More" under the Add More Plant
Details section and enter the details for each additional plant.

After logging in, the latitude and longitude will be automatically captured based on
the location.
Step 8: Previous Registration
Do you have any previous registration under Entrepreneur Memorandum(EM-II )or
Udyog Aadhaar Memorandum(UAM)?
o Choose either NA, EM-II, or UAM Registration Number.
o If EM-II or UAM is selected, enter the registration number in the text box
provided.
Step 9: Incorporation and Commencement
Enter the date of incorporation.
o Select the date from the calendar.
Whether the production/business commenced?
Select Yes or No.
o If Yes, select the date of commencement.
Note: An alert will be triggered if the Date of Commencement is earlier than the Date of
Incorporation. The Date of Commencement must be equal to or greater than the Date of
Incorporation.
Step 10: Bank Details (Optional)
Enter bank details (optional).
o Enter the following:
 Bank Name
 IFSC Code
 Bank Account Number
o Click Submit to complete this section

A.2 Promoter Details

Step 1: Based on the type of constitution selected in section Enterprise Details A.1 enter the
required name:
o Sole Proprietorship → Proprietor
o Hindu Undivided Family → Karta (Head)
o Partnership → Managing Partner
o Private/Public Limited Company → Authorized Signatory
o Limited Liability Partnership, Self Help Group, Trust, Society → Authorized
Signatory

Step 2:
 Aadhar Number:
 Enter the Aadhar number of the Organization/Authorized Signatory.
 PAN Number:
 Input the PAN number for the respective owner or Authorized Signatory.
 Have you filed ITR for the Previous Year
 Choose 'Yes' or 'No' from the options.
Step 3: Select Qualification Details
 If Sole Proprietor, Karta, or Managing Partner, select their highest qualification from
the dropdown list.

Step 4: Do you have GSTIN

o If yes, enter the GSTIN number, or select Exempted if it's not required.
Step 5: Enter Contact Details
 Primary Mobile Number: Enter the primary contact number of the individual as
specified in type of constitution.
 Alternate Mobile Number: Enter an alternate number in the additional text box.
Step 6: Enter Email Address
 Primary Email: Enter the main email address.
 Alternate Email: Enter a secondary email address if available.

Step 7: Social Category for major stakeholder

 Choose the social category from the following:
o General
o SC (Scheduled Caste)
o ST (Scheduled Tribe)
o OBC (Other Backward Classes)
o Minorities
Step 8: Select Gender for major stakeholder
  Choose the relevant gender from the following:
o Male
o Female
o Others

Step 9: Specially Abled

 Select 'Yes' if specially abled, otherwise, select 'No.'
Step 10: Ex-Servicemen/Ex-Servicewomen Status
 Choose 'Yes' or 'No' if ex-serviceman or ex-servicewoman.
Step 11: Is the Unit is Located in an Industrial Park (IP)
 Select 'Yes' if the unit is situated in IP; otherwise, select 'No.'
 If 'Yes', proceed to the next step.
Step 12: Choose Industrial Park
 If the unit is located in an IP, choose the IP name from the dropdown list.
 If the industrial park is not listed, there’s an option to add industrial park manually.

Step 13: Photo of the Unit

 take a photo of the unit.
Click Submit to complete this section
A.3 Investment & Turnover Details:
Step 1: Enter Investment Details
 Enter the amount of Investment in Plant and Machinery or Equipment field, in Rupees
(Rs.).
 In the Investment on Land enter the amount in Rs.
 In the Investment on Building enter the amount in Rs.
Step 2: Turnover for the Last Financial Year
 In the Total Turnover field, enter the total revenue generated in Rs.
 In the Turnover for Exports field, enter the turnover specifically from exports.
Once both values are entered, the system will automatically calculate and display the Net
Turnover (Total Turnover minus Exports).

Step 3: Category of Industry

 Based on the values entered for investment and turnover, the Category of Industry
will be auto-populated. The possible categories are:
 o Micro: Investment up to Rs. 1 crore, turnover up to Rs. 5 crore
o Small: Investment up to Rs. 10 crore, turnover up to Rs. 50 crore
o Medium: Investment up to Rs. 50 crore, turnover up to Rs. 250 crore
This field is auto-calculated; you only need to verify the displayed category.
Click Submit to complete this section

A.4 Product/Service Details:

Step 1: Enter Major Activity of Unit
 Select the major activity of the unit, is Manufacturing or Services.
 If you choose Services, proceed to the next step to provide more details.
Step 2: Select Major Activity under Services
 If selected Services, choose from Trading or Non-Trading activities.
Step 3: Choose NIC Code
 Select the NIC 2 Digit Code from the dropdown list. The available options will be based on
the activity you selected in the previous step.
 After selecting the 2-digit code, proceed to choose the NIC 4 Digit Code and NIC 5 Digit Code
from the dropdown lists.
 You can add the other line of activity in the text box.

Step 4: Number of Persons Employed

 enter the number of employees under the following categories:
o Male
o Female
 o Other Social Category
 The total number of employees will be calculated automatically.
 Click SUBMIT to complete this section.

A.5. Consent for Udyam Registration:

Step 1: Select District Industries Centre (DIC)
 From the dropdown menu, select the appropriate District Industries Centre (DIC)
where the business is operating.
Step 2: Trigger OTP for Verification
 After selecting the DIC, an One-Time Password (OTP) will sent to both your
registered mobile number and email address.
 Enter the OTP in the respective text box to verify your contact details.
Step 3: OTP Verification Consent
 Before submitting the OTP, ensure that you read and acknowledge the consent
message that appears:
“By submitting this application, I consent to being registered under the Udyam
and agree to share my business information with relevant authorities for
verification and processing purposes.”
 Enter the OTP in the text box.

B.1 Formalisation
Step 1: Select Land Details and Expansion Plans
In this step, select the type of land of the unit by choosing from the available options (Own,
Lease, Rented, APIIC, or Govt Land). Choose whether you have plans for future expansion
by selecting Yes or No. If select Yes, specify whether you need Land or Flatted Factory
Complex (FFC), and enter the required area and location details
Step 2: Trade License and Labour Identification Number (LIN)
1. Here "Do you have a Trade License Number?"
o Select Yes or No.
o If Yes, enter the Trade License Number in the text box.
2. Here "Do you have a Labour Identification Number?"
o Select Yes or No.
o If Yes, enter the Labour Identification Number (LIN)

Step 3: Factory License (For Manufacturing Units Only)

1. If the business type is Manufacturing, then this question will come
o Select Yes or No.
o If Yes, enter the Factory License Number.
Step 4: Enter Power Connection Details
1. Enter Electric Service Connection Number.
2. Select the load capacity in KW, KVA, or HP.
3. Enter the total connection power load.
4. Enter the power consumption units for the previous month.
5. Click Submit to complete this section.

B.2 Sector Wise

Step 1: Raw Material Data
1. For Raw Material, enter count of raw materials for the sector.
2. For each raw material, enter the following:
o Name: Specify the name of the raw materials.
o Quantity: Specify the amount
 o Unit: Select the appropriate unit from the dropdown (Kilograms, Metric Tons,
etc.).
o Source of raw material imports:
 Enter the percentage, sourced locally within Andhra Pradesh.
 Select India (State-wise), enter the state of sourcing and its
percentage.
 Select Country, choose the country of import and its percentage.

Step 2: Final Product Data

1. For Final Product, enter the count of final products for the sector.
2. For each product, enter the following:
o Name: Specify the name of the final product.
o Quantity: Specify the amount produced.
o Unit: Select the appropriate unit from the dropdown.
o Exports Source:
 Enter the percentage, exported locally within Andhra Pradesh.
 Select India (State-wise) and enter the state of export and the
percentage.
 Select Country and choose the country of export and its percentage
Step 3: Also have the option to upload a PDF file containing your product range and
certification details.

Step 4: Quality Certifications

 1. In the Quality Certifications section, select whether your business has any
certifications:
o If Yes, provide the Name of Certification and Year of Certification from the
dropdown list.
o Click Add More if you have multiple certifications and specify.
2. Once all information is provided, click Submit to finish this section.

B.3 Others
Step 1: Location in a Cluster
1. Here "Are you located in a cluster?", select Yes or No.
o If yes, choose the relevant cluster from the dropdown list.
o If your cluster is not listed, select others and enter the cluster name in the text box.
Step 2: Infrastructure Requirements
1. In the "Infrastructure requirement in the cluster" section, select the relevant infrastructure
needs by checking the appropriate options from the drop down list. If your infrastructure
requirement is not listed. Select others and mention in the text box.

Step 3: Challenges in Doing Business

Here "What are the challenges faced by you in doing business?", select your top 3 challenges
from the drop down list. If you’re facing challenges are not listed. Select others and mention the
challenges in the text box.
 C. Credit Assistance Details
Source of Funding
1. In the, "Source of Funding" section, select Equity, Debt or both:
o Equity and/or Debt
2. If you select Equity, enter the percentage of equity in the text box.
3. If you select Debt, enter the percentage of debt in the text box.
Note: An alert will triggered if the combined value of Equity and Debt is not equal to 100%, or if
either Equity or Debt individually exceeds 100%.

Step 2: Source of Term Loan

 1. In the "Source of Term Loan" section, select one or more sources from the following:
o Self
o Banks
o NBFC (Non-Banking Financial Companies)
o Private Lenders
o Others
2. If you select Banks or NBFC, enter the name of the Bank/NBFC in the text box.
3. If you select Others, provide details in the text box.

Step 3: Loan Approval Status

1. Here "Did you get the full loan amount that you applied for?", select one of the following:
o Partial Loan
o Complete Loan
o Loan Rejected
2. If you select Loan Rejected, please select the rejection reason:
o Lack of Collateral Security
o Project Not Viable
o Low CIBIL Score of the Promoter
o Other (enter details in the text box)
3. If you select Partial Loan, proceed to next
Step 4: Percentage of Partial Loan (For Partial Loan Applicants Only)
1. Enter the percentage of the loan received out of your total investment
Step 5: Managing the Remaining Amount (For Partial Loan Applicants Only)
1. Here "How did you manage the remaining amount?", select one of the following:
o Self-Finance
o Borrowed from Private Lender
o Others (provide details if
applicable)
Step 6: Further Credit Requirements
1. Here "What is your further credit requirement?", select one or more options from the
following:
o Term Loan
o Working Capital
o Both
Step 7: Specify Term Loan or Working Capital Amount
1. If you selected Term Loan or Working Capital, specify the required amount:
o No further credit requirements
o Up to INR 5 lakhs
o > INR 5 lakhs up to INR 25 lakhs
o > INR 25 lakhs up to INR 50 lakhs
o > INR 50 lakhs up to INR 1 crore
o > INR 1 crore
Step 8: TReDS Registration
1. Here "Are you registered with TReDS?", select Yes or No.
o If select No, question will trigger, "Do you want to register?" Select Yes or No.

Step 9: Incentives from State/Centre

1. Here "Have you availed any incentives from State/Centre?", select Yes or No.
 o If Yes, proceed to the next step
Step 10: Central Incentives Availed
1. In the "Central Incentives Availed" section, select the applicable incentives from the
following:
o PMEGP
o CGTMSE
o CHAMPIONS (ZED, LEAN, IPR)
o Schemes for Women Entrepreneurs
o Others (enter details if applicable)
Step 11: State Incentives Availed
1. In the "State Incentives Availed" section, select the applicable incentives from the following:
o IDP
o IIPP-2005-10
o Others (provide details in the text box if applicable)

Step 12: Awareness of Central Government Schemes

1. Here "Are you aware of Central Government Schemes for MSMEs?", select all relevant
schemes from the dropdown list .
2. Click Submit to complete this section
D. Employment and Human Resources:
Step 1: Enter Existing Employees
1. In the "Existing Employees" section, enter the number of employees for each category:
o Permanent
o Contractual
 o Temporary/Casual
o Seasonal
2. Enter the number of employees based on gender (Male, Female, Other) for each category.
3. The "Total" column count will auto-generate based on the inputs.

Step 2: Employees by Skill Level

1. In the "Employees by Skill Level" section, enter the number of employees for each skill
level:
 o Unskilled
o Semi-Skilled
o Skilled
o Highly Skilled/Technical
o Managerial/Administrative
2. Enter the number of employees for each skill level by gender (Male, Female, Other).
3. The "Total" column count will auto-generate based on the inputs.

Step 3: Required Skill Sets

1. In the "Required Skill Sets" section, enter the following details for each occupation:
o Positions – Existing: Specify the number of employees required for Manager,
Support, and P&M Operators.
o Positions – Anticipated: Specify the anticipated number of employees for Manager,
Support, and P&M Operators.
o Minimum Education: Enter the required education level.
o Minimum Experience: Enter the required years of experience.
o Budgeted Salary: Enter the budgeted salary range.
o Certification: Specify any certifications required.
 Step 4: Training
Support
1. Here "Do you need any
training support?" section,
select Yes or No.
o If Yes, fill the following details:
 Type of Training: Choose Online, Classroom, Apprenticeship, etc.
 Duration: Specify the duration (Months/Weeks/Days).
 Mode of Training: Select Online or Offline.
Step 5: Preferred Source of Hiring
1. In the "Preferred Source of Hiring" section, select one or more sources for hiring:
o Relatives
o Local Community
o Online Platforms
o Recruitment Agencies
2. If you select Others, enter details in the text box.

Step 6: Willingness to Hire under Various Schemes

1. Here "Are you willing to hire under" section, select Yes or No for each of the following
questions:
o National Apprenticeship Promotion Scheme (NAPS)
o Practical Training
o AP Skill Development Council / GoAP
o Employment Directorate
2. Click Submit to complete this section.
E. Marketing Details
Step 1: Registration with E-Commerce or ONDC

1. Here "Are you registered with e-commerce platform or ONDC?" section, select one of the
following options:
o E-commerce
o ONDC
o None
2. If select E-commerce, enter the e-commerce platform in the provided text box.
3. If select None, proceed to Step 2.
Step 2: "Are you willing to register on e-commerce platforms or ONDC?" section, select
one of the following options:
o E-commerce
o ONDC

Step 3:"How do you market your product?" section, select from below dropdown list:
o Agents
o Own Distributors
o GEM(Government E Market place)
o Government
Step 4: Support in Marketing Programs
1. Here "Do you need support in other marketing programs?" section, select any applicable
options:
o PMS(Procurement & Marketing Support)
o Export Promotion Programs
o Others (specify in the provided text box)

Step 4: Buyer Profile & Government Schemes

1. In the "Please indicate your buyer profile" section, select one or more options:
o Retailers
o Wholesalers
o Government PSUs at Central and State Level
o Online Buyers
o Others (please specify in the text box)
2. Next, Here "Have you availed marketing support under any Central/State Government
scheme?", select:
 o Yes or No
3. If Yes, specify the name of the scheme(s) in the text box.

Step 5: "What supply chain disruptions are you facing?" section, select one or more
options:
o Raw Material Procurement
o Logistic Challenges
o Plant and Machinery Maintenance and Spare Parts
o Workforce

Step 6: Intellectual Property Rights (IPR)

1. In the "Have you filed for any patents under IPR?" section, select Yes or No if yes select
from dropdown list:
o If any other, please specify in the text box.
Step 7: Participation in Trade Events
1. Here "Have you attended/participated in any Trade Fair or Reverse Buyer Seller event?"
section, select one of the following:
o Trade Fair
o Reverse Buyer Seller
o Both
o None
2. If you select None, proceed to Step 8.

Step 8: Interest in Future Events

1. Here "Would you like to attend?", select any options you are interested in:
o Trade Fair
o Reverse Buyer Seller
o Both
2. Click Submit to complete this section.
MSME Survey App - Settings Menu
Settings Menu in the MSME Survey app. Detailed information about each feature
1. Sync Latest Data
 Description: This option allows users to synchronize the latest data.
 How to Use:
1. Tap the Sync Latest Data button.
2. Wait for the sync process to complete. A pop up will come once data is
synced.
FAQs:
 Description: Provides answers to common queries about using the app.
 How to Use: Tap the FAQs button to access a list of common questions. Scroll
through to find relevant answers.
Change Password:
 Description: Enables users to update their password for enhanced security.
 How to Use: Tap the Change Password option, enter your current password, then
enter and confirm your new password. Tap Submit to save.
Theme Customization:
 Description: Switch between light or dark mode for the app’s interface.
 How to Use: Tap the Theme option, then choose your preferred mode (e.g., Light or
Dark).
Logout:
 Description: Securely logs the user out of the app.
 How to Use: Tap the Logout button, and confirm the logout action.