chit fund company
TRANSCRIPT
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Chit Fund CompanyChit Fund CompanyFlowchartFlowchart
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Chit Fund Mainly Consists of 3 Parts
1. Main Branch
2. Sub Branch
3. Customer Details
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1 Main Branch (Admin) : Here you can access all the information of otherbranches. You can make any changes of any branch information Here you can
create User ! and "ass#ord and at the same time you can edit the same. $%erall
branches can be maintained through this branch. t is supreme authority to make
any changes of information of other branches.
2 Sub Branch: Here indi%idual branch details #ill be maintained. $nly authori&edperson can login for the particular branch and he #ill not be a#are of details of
other branches. He can run e%ery transaction and process smoothly #ithout
affecting any other branch.
3 Customer Details : Where individual customer can login by
selecting particular branch, entering his user id and password and obtainhis inormation regarding his personal details, Chit details, paymentdetails i!e! paid amount and due amount as on date, bid details etc!
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Create Branch
'ranch User 'ranch (ransaction
'ranch )eceipt
Customer )eceipt
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Home Page
1
"dd pictures and logo
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Chit Scheme
*dd Chit
+ie# Chit
,dit Chit -chemes
Chit -cheme )eport
2
#ou can add new Chit Schemes li$e subscription amount, number osubscribers, number o months and total chit amount!
#ou can view Chit Schemes Details
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Subscriber Details 3
*dd
You can add members into your database
"rofile
You can %ie# indi%idual member by entering their member id and get the details of
particular member at the same time you can update the data
+ie# embers
You can /ust %ie# all member details by alphabetical order
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5 Contd..
"ayment )eport 'y ember
Here you %ie# indi%idual payment history by selecting name of a person. 9hen you
enterselect particular member then you #ill find details of chit ids #here member is
participating and clicking particular Chit !4roup ! you can %ie# payment details
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Chit Bid Details
*uction *d%ice
Here you can do auction by selecting 'ranch 4roupChit d ember and action
amount. f it is first bid automatically first bid #ill go to company
'id )eport
Here you can get bid details of particular Chit4roup.
Chit -tatus
t is option gi%en to edit status of Chit
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;"rou# Auction Details
*dd 4roup 'id
t is for generate report to display details of ne6t bid time ne6t bid timings etc last
bid amount total bids etc...
,dit 4roup 'id !etails
You can edit the information of 4roup 'id !etails
4roup 'id !etails )eport
(o display report #here it contains the information of Chit4roup ! e6t 'id !ate
(imings o 'ids
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= Security Details
*dd -ecurity !etails
*fter 'id you ha%e to gi%e security details to take bid amount. (here you find pre>
defined security type in drop do#n and there after you ha%e to select branch
chitgroup id and member name. t #ill display Chit id #hen there is any person is
entitled to recei%e bid amount other#ise it #ill not display any information
Chit *#ardHere you ha%e to select branch groupchit id and members there you #ill find
members name. f he already has gi%en surety details you #ill be allo#ed to enter
chit a#ard page other#ise you #ill be redirected to surety details for further process
Chit *#ard )eport
t gi%es details of pri&ed and non>pri&ed money of e%ery member in particular
Chit4roup !
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= Contd.. -urety )eport
Here you can get details of surety gi%en by member
Chit *#ard !etails )eport
Here you #ill get report of Chit a#ard details.
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? $ecei#t Details
Computeri&ed )eceipts
Here you can %ie# the details of member date of amount paid total amount pay and
others by entering computeri&ed receipt number..
anual )eceipts
Here you can %ie# the details of member date of amount paid total amount pay and
others by entering manual receipt number.
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1@ %ic&et %ransfer Details
(icket (ransfer
Here you can replace subscriber
(icket (ransfer !etails
Here you #ill get information of about replaced subscriber.
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SMS Alert Details 11
-end -- by ember !
(o send sms to indi%idual member
-end -- by 4roup !
(o send sms to all the members in a group.
-end -- to embers(o send sms to all members.
-end -- to ndi%iduals
(o send sms to indi%idual other than members
-end -- to *gents
(o send sms to agents
%iew SMS by Member &D
'o view sms sent to members
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(( Contd! %iew SMS by )roup *o
'o view sms sent to particular Chit+)roup &D
%iew SMS By Date
%iew Sent SMS by Datewise
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( Mode of Payment Details
-ayment Mode "ll
&t displays total .eceipts rom all over the branches
-ayment Mode by Branch
&t displays total .eceipts rom individual branch!
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(3 Reports
-ayment /istory
&t generates report o payment list by Chit+)roup wise
Deaulters 0ist
&t generates report o deaulters list by Chit+)roup wise
Deaulters 0ist with "ddress
&t generates report o deaulters list by Chit+)roup wise with address!
Deaulters -ay 0ist
&t generates pri1ed and non2pri1ed list
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( Agents
"dd "gents
/ere you can enter agent details
%iew "gents 0ist
Can view agents details and update the same time!
"gent Commission .eport
&t generates commission details o an agent!
Commission -ayment to "gents
#ou can ma$e agents commission payments!
4pdate "gents
#ou can update agents details
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(5
Day BOOK
&t gives cash boo$ details
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(6 Create User Id and Password
Create *ew 4ser &d
/ere u can create user id and password or the new branch
%iew Details
/ere u van view all the user id and its details at the same time you canchange or hold the transaction o particular branch rom main branch byupdating or deleting particular record
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Master 'ntry
Customer !etails
Chit -chemes
,mployee !etails
Collection *gent !etails
Change Collector
CollectorAs (ransaction
ntroducer
!ocuments "ro%ided
)eceipt 'ook ssue
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$e#orts
Customer !etails
,mployee !etails
'ranch !etails
Chit !etails
ntroducer !etails
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*uction !ate
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Hel# Des&
,n7uirer ame
Contact umber
Comments section
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Customer Details
Customer ame
-cheme Codeame
!etails $f "ayment
Chit !etails
Customer -ecurity !etails
-can all !ocuments
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Customer ogin
-elect Chit -cheme
+ie# "ayment !etails
Chit +alue
-tart !ate and ,nd !ate
e6t nstallment *mount
ncharge Contact "erson
"ayment $ption
*uction History
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Accountant ogin
Customer ame
-elect Chit -cheme
)ecei%ed *mount
ode of "ayment
f che7ue
Che7ue no and 'ank name
'ranch
Collector !eposit !etails
!epositor )eceipt
Collection -ummary )eport
! il C ll ti ) t
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!aily Collection )eport
'ank (ransaction )eport
)eceipt +oucher
*ccount
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Mar&eting $e#ort
)eco%ery !etails
arketing ,6penses
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Customers 'ranch 'ranch "lan onthly !ra# "lan -etting
,mail -- Users (icketed Customers -ecurity !ocuments
*ccountant