Microfinance software, co operative software, rd software, fd software, community banking software
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Transcript of Microfinance software, co operative software, rd software, fd software, community banking software
RD FD SoftwareRD FD SoftwareRD FD SoftwareRD FD Software
Branch ModuleBranch Module
1.MANAGE AGENT:Create Agent:-using this menu one will be
able to Create an Agent.
View/Edit Agent:-the Agent which is created can be viewed and edited at this option.
Report:-this menu mainly contains the reports which are related to Agents such as Commission Voucher, Business Report, Spot Booking Expenditure, Self & Team Business, Agent tree.
2.MANAGE CUSTOMER:Create Customer:-this menu is used in
order to Create the Customer, which consists the Plan name chosen by the customer.
View/Update:- the Customer which is created can be viewed and edited at this option.
The below figure shows the snap shoot of the customer Registration Page.
3.VIEW PLAN AMOUNT:This menu shows the details of Amount of various
plans
Agent Module1.PROFILE:Change Password:-using this menu the
Agent will be able to change his accounts password as and when required for his security purpose.
View Profile:- the Agent who has logged in using his unique Username and Password, can go ahead and view his profile details and also edit.
Upload Photo:- from this menu the Agent can upload his profile photo.
2.MY ACCOUNT:Group Payment:- this menu shows the Commission
paid to the Agent for himself and his direct team of agents for each payout which is created.
Self Payment:- this menu shows the Commission paid to the Agent for his own Self Business done.
View Commission:- shows the Commission paid/unpaid status, as shown below,
3.GENEALOGY:Direct Tree and Group Tree:- shows the
structure of the Agents down line team.
4.REPORTS:Business Report:- shows the total amount of
Business done by that particular agent during a specific period of time.
Search Down line:- shows the structure of the down line team of that particular agent who has logged in as agent.