Transcript
Page 1: Microfinance software, co operative software, rd software, fd software, community banking software

RD FD SoftwareRD FD SoftwareRD FD SoftwareRD FD Software

Branch ModuleBranch Module

Page 2: Microfinance software, co operative software, rd software, fd software, community banking software

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.

Page 3: Microfinance software, co operative software, rd software, fd software, community banking software

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.

Page 4: Microfinance software, co operative software, rd software, fd software, community banking software
Page 5: Microfinance software, co operative software, rd software, fd software, community banking software

3.VIEW PLAN AMOUNT:This menu shows the details of Amount of various

plans

Page 6: Microfinance software, co operative software, rd software, fd software, community banking software

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.

Page 7: Microfinance software, co operative software, rd software, fd software, community banking software

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,

Page 8: Microfinance software, co operative software, rd software, fd software, community banking software

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.


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