Presentation on theme: "Chit Fund Company Flowchart. Chit Fund Mainly Consists of 3 Parts 1. Main Branch 2. Sub Branch 3. Customer Details."— Presentation transcript:
Chit Fund Company Flowchart
Chit Fund Mainly Consists of 3 Parts 1. Main Branch 2. Sub Branch 3. Customer Details
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.
Chit Scheme Add Chit View Chit Edit Chit Schemes Chit Scheme Report 2 You can add new Chit Schemes like subscription amount, number of subscribers, number of months and total chit amount. You can view Chit Schemes Details
Subscriber Details 3 Add You can add members into your database Profile You can view individual member by entering their member id and get the details of particular member at the same time you can update the data View Members You can just view all member details by alphabetical order
Chit Start 4 Start a Chit You can start New Chit like what will be the chit amount, duration, number of chit members, branch etc. Add New Member After 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 Id After entering members into particular Chit, You can view how many members are subscribed and their subscription numbers, members id etc By Member Id By 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
4 Contd.. Account Details By 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
5 Payment Details Accept Payment Here 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 not Cheque Status When 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 Id Here you can view payment history of particular chit id along with other details
5 Contd.. Payment Report By Member Here 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
6 Chit Bid Details Auction Advice 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 company Bid Report Here you can get bid details of particular Chit/Group. Chit Status It is option given to edit status of Chit
7 Group Auction Details Add Group Bid It is for generate report to display details of next bid time, next bid timings etc, last bid amount, total bids etc... Edit Group Bid Details You can edit the information of Group Bid Details Group Bid Details Report To display report where it contains the information of Chit/Group ID, Next Bid Date, Timings, No Bids, Last Bid amount etc...
8 Security Details Add Security Details 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 information Chit Award Here 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 process Chit Award Report It gives details of prized and non-prized money of every member in particular Chit/Group ID
8 Contd.. Surety Report Here you can get details of surety given by member Chit Award Details Report Here you will get report of Chit award details.
9 Receipt Details Computerized Receipts Here you can view the details of member, date of amount paid, total amount pay and others by entering computerized receipt number.. Manual Receipts Here you can view the details of member, date of amount paid, total amount pay and others by entering manual receipt number.
10 Ticket Transfer Details Ticket Transfer Here you can replace subscriber Ticket Transfer Details Here you will get information of about replaced subscriber.
SMS Alert Details 11 Send SMS by Member ID To send sms to individual member Send SMS by Group ID To send sms to all the members in a group. Send SMS to Members To send sms to all members. Send SMS to Individuals To send sms to individual other than members Send SMS to Agents To send sms to agents View SMS by Member ID To view sms sent to members
11 Contd. View SMS by Group No To view sms sent to particular Chit/Group ID View SMS By Date View Sent SMS by Datewise
12 Mode of Payment Details Payment Mode All It displays total Receipts from all over the branches Payment Mode by Branch It displays total Receipts from individual branch.
13 Reports Payment History It generates report of payment list by Chit/Group wise Defaulters List It generates report of defaulters list by Chit/Group wise Defaulters List with Address It generates report of defaulters list by Chit/Group wise with address. Defaulters Pay List It generates prized and non-prized list
14 Agents Add Agents Here you can enter agent details View Agents List Can view agents details and update the same time. Agent Commission Report It generates commission details of an agent. Commission Payment to Agents You can make agents commission payments. Update Agents You can update agents details
15 Day BOOK It gives cash book details
16 Create User Id and Password Create New User Id Here u can create user id and password for the new branch View Details Here 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