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RD FD SoftwareRD FD Software
Branch ModuleBranch Module
1.MANAGE AGENT:
Create Agent:-using this menu one will be able
to Create an Agent.
View/Edit Agent:-the Agent which is created
can be viewed and edited at this option.
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:
Create Customer:-this menu is used in
order to Create the Customer, which
consists the Plan name chosen by the
customer.
View/Update:- the Customer which is
created can be viewed and edited at
this option.
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.
Rdfd software branch, business report, rd fd software, nbfc software, microfinance
Rdfd software branch, business report, rd fd software, nbfc software, microfinance

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Rdfd software branch, business report, rd fd software, nbfc software, microfinance

  • 1. RD FD SoftwareRD FD Software Branch ModuleBranch Module
  • 2. 1.MANAGE AGENT: Create Agent:-using this menu one will be able to Create an Agent. View/Edit Agent:-the Agent which is created can be viewed and edited at this option. 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.
  • 3. 2.MANAGE CUSTOMER: Create Customer:-this menu is used in order to Create the Customer, which consists the Plan name chosen by the customer. View/Update:- the Customer which is created can be viewed and edited at this option. The below figure shows the snap shoot of the customer Registration Page.
  • 4.
  • 5. 3.VIEW PLAN AMOUNT: This menu shows the details of Amount of various plans
  • 6. 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.
  • 7. 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,
  • 8. 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.