Chit Fund Company

8/19/2019 Chit Fund Company

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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

Documents

Chit Fund Company