RD FD Software Branch Module
1.MANAGE AGENT: o Create Agent:-using this menu one will be able to Create an Agent. o View/Edit Agent:-the Agent which is created can be viewed and edited at this option. o Report:-this menu mainly contains the reports which are related to Agents such as Commission Voucher, Business Report, Spot Booking Expenditure, Self & Team Business, Agent tree.
2.MANAGE CUSTOMER: o Create Customer:-this menu is used in order to Create the Customer, which consists the Plan name chosen by the customer. o View/Update:- the Customer which is created can be viewed and edited at this option. o The below figure shows the snap shoot of the customer Registration Page.
3.VIEW PLAN AMOUNT: • This menu shows the details of Amount of various plans
Agent Module • 1.PROFILE: Change Password:-using this menu the Agent will be able to change his accounts password as and when required for his security purpose. View Profile:- the Agent who has logged in using his unique Username and Password, can go ahead and view his profile details and also edit. Upload Photo:- from this menu the Agent can upload his profile photo.
2. MY ACCOUNT: Group Payment:- this menu shows the Commission paid to the Agent for himself and his direct team of agents for each payout which is created. Self Payment:- this menu shows the Commission paid to the Agent for his own Self Business done. View Commission:- shows the Commission paid/unpaid status, as shown below,
3.GENEALOGY: • Direct Tree and Group Tree:- shows the structure of the Agents down line team.
4.REPORTS: • Business Report:- shows the total amount of Business done by that particular agent during a specific period of time. • Search Down line:- shows the structure of the down line team of that particular agent who has logged in as agent.
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