Gold Investment Scheme with Portable Printer
| Customer creation | ||
| Customer name | Payment frequency | |
| Customer id | Agreed payment date | |
| Ph number | Agreed payment amount | |
| Address | Payment method: cash/cheque/card/etc | |
| Pin number | Minimum payment | |
| Location | Customer remarks | |
| Joining date | Executive reference | |
| Scheme name | Date of birth | |
| Registration from –to | Identity proof | |
| Collection executive creation | ||
| Executive name | Area assigned | |
| Executive id | Vehicle details | |
| Ph number | Date of birth | |
| Address | Identity proof (text box) | |
| Minimum collection/day | Incentive policy (text box) | |
| Scheme creation | ||
| duration, | minimum amount, | |
| payment frequency, | maximum amount | |
| scheme name, | ||
| Gold Rate master | ||
| Date | rate | |
| Admin screen | ||
| Area / executive assignment screen | ||
| Payment/ billing screen | ||
| Screen to accept the payment and generate the receipt for the payment | ||
| Bill details | ||
| Customer name & address | Gold rate | |
| Date of payment | Gold weight accrued today | |
| Scheme name | Total gold weight so far | |
| Amount paid | Total amount paid including today: | |
| Amount till the date | ||
| Report | ||
| Daily collection report (this can be taken total/ area wise/ executive wise) | Area wise list of customers | |
| Customer report (payment details of a particular customer till the date) | Scheme performance report (list of all the schemes and number of people enrolled in each scheme, duration of the scheme, total quantity of gold handled in this scheme | |
| Performance report (area wise Vs executive performance analysis) | ||
| Closing process | ||
| Select customer | Assign bonus / interest, if any | |
| Display the summary of payments so far by the customer and quantity of gold in credit | Finalize and print the closing certificate | |
| SMS Integration facility (SMS charges will be extra) | ||
| SMS Service to the all the users including admin when the rate of gold is changed in the system | SMS to admin when a collection is made in the system with information on which customer, how much amount collected, which executive collected etc. | |
| SMS summary to admin regarding that days collection on every evening | ||
| User management | ||
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1st Floor
Chettiyakunnil
Buildings ,
Millungal Junction, Kanjiramattom,
Ernakulam - 682 315
Kerala, India
Ph : +91 9288552545
Mob : +91 9446446719