2 Chit Fund Mainly Consists of 3 Parts 1. Main Branch2. Sub Branch3. Customer Details
3 1 Main Branch (Admin) : Here you can access all the information of other branches. You can make any changes of any branch information Here you can create User ID and Password and at the same time you can edit the same. Overall branches can be maintained through this branch. It is supreme authority to make any changes of information of other branches.2 Sub Branch: Here individual branch details will be maintained. Only authorized person can login for the particular branch and he will not be aware of details of other branches. He can run every transaction and process smoothly without affecting any other branch.3 Customer Details : Where individual customer can login by selecting particular branch, entering his user id and password and obtain his information regarding his personal details, Chit details, payment details i.e. paid amount and due amount as on date, bid details etc.
6 Chit Scheme 2 Add Chit View Chit Edit Chit Schemes Chit Scheme Report You can add new Chit Schemes like subscription amount, number of subscribers, number of months and total chit amount.View ChitYou can view Chit Schemes DetailsEdit Chit SchemesChit Scheme Report
7 3 Subscriber Details Add Profile View Members You can add members into your databaseProfileYou can view individual member by entering their member id and get the details of particular member at the same time you can update the dataView MembersYou can just view all member details by alphabetical order
8 View Subscriber by Chit Id 4Chit StartStart a ChitYou can start New Chit like what will be the chit amount, duration, number of chit members, branch etc.Add New MemberAfter start a new chit has started you can select members by entering their first character which is already stored in database. Its nothing but registration to particular Chit/Group Id. A minimum amount will be charges for registration.View Subscriber by Chit IdAfter entering members into particular Chit, You can view how many members are subscribed and their subscription numbers, members id etcBy Member IdBy entering members name you can select particular member and you will get Chit Details where selected member is participating. Again there you can click view data to view details of chit members in particular chit id
9 4 Contd..Account DetailsBy entering members name you can select particular member and you will get Chit details where selected member is participating. You click View Data to view details of payment history of particular member for particular chit id
10 Payment Report by Chit Id Payment Details5Accept PaymentHere Group No/Chit ID will be displayed. Here you have to select particular chit id and after selecting chit id drop down menu will appear, in that drop menu all the members name will display where members belongs to selected chit id. After selecting particular member name it shows the amount/balance amount to be payable, paid etc. Next u can select payment mode whether it is cash or bank, if it is bank u have to select bank name from list and enter other details as required. *Note: If it is other than cash transaction, amount will be accepted as payment only after confirmation is done. You can confirm that amount is credited to your account by selecting next menu Cheque Status. Secondly if payment/installment already accepted by manually then you have to enter manual receipt number otherwise notCheque StatusWhen there is cheque payment then you have to confirm that cheque is honored. Then only amount will be accepted in your payment list otherwise it will be treated as due.Payment Report by Chit IdHere you can view payment history of particular chit id along with other details
11 Payment Report By Member 5 Contd..Payment Report By MemberHere you view individual payment history by selecting name of a person. When you enter/select particular member, then you will find details of chit ids where member is participating and clicking particular Chit ID/Group ID you can view payment details
12 Chit Bid Details 6 Auction Advice Bid Report Chit Status Here you can do auction by selecting Branch, Group/Chit Id, Member and action amount. If it is first bid, automatically first bid will go to companyBid ReportHere you can get bid details of particular Chit/Group.Chit StatusIt is option given to edit status of Chit
13 Group Bid Details Report Group Auction Details7Add Group BidIt is for generate report to display details of next bid time, next bid timings etc, last bid amount, total bids etc...Edit Group Bid DetailsYou can edit the information of Group Bid DetailsGroup Bid Details ReportTo display report where it contains the information of Chit/Group ID, Next Bid Date, Timings, No Bids, Last Bid amount etc...
14 8 Security Details Add Security Details Chit Award Chit Award Report After Bid you have to give security details to take bid amount. There you find pre-defined security type in drop down and there after you have to select branch, chit/group id and member name. It will display Chit id when there is any person is entitled to receive bid amount otherwise it will not display any informationChit AwardHere you have to select branch, group/chit id and members, there you will find members name. If he already has given surety details you will be allowed to enter chit award page otherwise you will be redirected to surety details for further processChit Award ReportIt gives details of prized and non-prized money of every member in particular Chit/Group ID
15 Chit Award Details Report Surety Report8 Contd..Here you can get details of surety given by memberChit Award Details ReportHere you will get report of Chit award details.
16 Computerized Receipts 9Receipt DetailsComputerized ReceiptsHere you can view the details of member, date of amount paid, total amount pay and others by entering computerized receipt number..Manual ReceiptsHere you can view the details of member, date of amount paid, total amount pay and others by entering manual receipt number.
17 Ticket Transfer Details 10 Here you can replace subscriberTicket Transfer DetailsHere you will get information of about replaced subscriber.
18 Send SMS to Individuals SMS Alert Details11Send SMS by Member IDTo send sms to individual memberSend SMS by Group IDTo send sms to all the members in a group.Send SMS to MembersTo send sms to all members.Send SMS to IndividualsTo send sms to individual other than membersSend SMS to AgentsTo send sms to agentsView SMS by Member IDTo view sms sent to members
19 11 Contd.View SMS by Group NoTo view sms sent to particular Chit/Group IDView SMS By DateView Sent SMS by Datewise
20 Mode of Payment Details 12Payment Mode AllIt displays total Receipts from all over the branchesPayment Mode by BranchIt displays total Receipts from individual branch.
21 Defaulters List with Address 13ReportsPayment HistoryIt generates report of payment list by Chit/Group wiseDefaulters ListIt generates report of defaulters list by Chit/Group wiseDefaulters List with AddressIt generates report of defaulters list by Chit/Group wise with address.Defaulters Pay ListIt generates prized and non-prized list
22 Here you can enter agent details Agents14Add AgentsHere you can enter agent detailsView Agents ListCan view agents details and update the same time.Agent Commission ReportIt generates commission details of an agent.Commission Payment to AgentsYou can make agents commission payments.Update AgentsYou can update agents details
24 Create User Id and Password 16Create New User IdHere u can create user id and password for the new branchView DetailsHere u van view all the user id and its details at the same time you can change or hold the transaction of particular branch from main branch by updating or deleting particular record