D) Admin View:

Dashboard: Admin side dashboard view.

1) General Settings

Click on General Setting under Setup in Niftyews link-list to start setting up the system . You are advised to fill all fields of General settings as these details are used in the different section of the whole system .You can change these settings as per your requirement.

Company details

1. Company name: Enter the name of the Company.
2. Company Email: Enter the official e-mail address of the Company.
3. Business Type: Enter Business Type of the Company.
4. Contact Number: Enter the official phone number of the Company.
5. Vat Number: Enter the official Vat Number of the Company.
6. GST no: Enter the official GST Number of the Company.
7. Email BCC: Enter the attentive Email of the Company.
8. Footer Text: Enter Footer Copy rights text.
9. Company Logo: Enter the Company logo.
10. Select Country: Enter country of Company Located in.
11. Select State: Enter state of Company Located in.
12. Select City: Enter city of Company Located in.
13. Address: Enter the official address of the Company.
14. zip code: Enter the zipcode of the Company.
15. Image File Type: Choose file type like JPG,PNG,JPEG.
16. Image upload size(MB): Enter image size to apply whole system.
17. Document File Type:: Choose document type like doc,pdf,zip etc.
18. Documents Upload size(MB): Enter document size to apply whole system.

Localization

1. Date Format: Select date format. It's effect whole system.
2. Time Format: Select time format. It's effect whole system.
3. Select Currency: Select currency. It's effect whole system.
4. Languages: Select languages. It's effect whole system.

Finance

1. Decimal Separator: Select Decimal Separator. It's effect whole system.
2. Thousand Separator: Select Thousand Separator. It's effect whole system.
3. Tax per item: Choose Tax per item.
4. Default Tax: Select Default Tax.
5. Auto Round OFF: Choose Auto Round OFF.

3) User:

You can add new user,as well as view the complete list of all user.

Add User:




• First Name: Enter user's frist name.
• Middle Name: Enter user's middle name.
• Last Name: Enter user's last name.
• Image: Upload User's photo.
• Email Address: Enter email id of user. Email ID must be unique.
• Country code: Enter Country code.
• Contact Number: Enter contact number of user. Contact number must be unique.
• Occupation: Enter Occupation of user.
• Birth Date: Enter date of birth for the user.
• Gender: Select Gender For user.
• Address: Enter hometown address of the user.
• Country: Enter country name of the user.
• State: Enter state name of the user.
• City: Enter city name of the user.
• Username: Enter username for user login. Username must be unique.
• Select Role: Select role of the user.
• Password: Enter password for user login.
• Confirm Password: Enter confirm password.
• Account Number: Enter Account Number of user's bank account.
• Pan Number: Enter Pan Number of user.
• Family member name: Enter Family member name of user.
• Relationship: Enter relationship of user's family member.
• Occupation: Enter Occupation of user's family member.
• Contact: Enter Contact of user's family member.
• Annual Income: Enter Annual Income of user's family member.

View user:

From here the user can view his profile.

4) Loan Management :

You can add new loan and type of loan, manage all Loans and view the complete list of all loans.

a) Type of loan :

Add Loan types:




• Type: Enter Name of loan types.
• Description: Enter Description of loan types.
• Minimum Range of Amount: Select Minimum Range of Amount.
• Maximum Range of Amount: Maximum Range of Amount.
• Interest Rate: Add Interest Rate of loan.
• Late Payment Charges: Add Late Payment Charges of loan.
• Processing Fees: Add Processing Fees of loan.

B) Loan list :

Add Loan:




• Loan No: Here Loan No will be automatically generated for each new loan. So that you do not need to enter any value here.
• User Name: Select User.
• Loan Type: Select Loan Types.
• Loan description: Enter loan description of loan.
• Loan Amount: Add Interest Rate of loan.
• Annual interest rate: Enter Annual interest rate.
• Loan Period in years: Enter Loan Period in years.
• Total EMI Months: Enter Total EMI Months.
• Start Date of loan: Enter the date when user will start of loan.
• End Date of loan: Enter the date when user will End of loan.
• Processing Fees: Enter Processing Fees of loan.
• Income per annum: Enter Income per annum of user.
• Income per month: Enter Income per month of user.
• Other Income: Enter Other Income of user.
• Work detail: Enter work detail of user.
• Upload Document: Upload the legal documets of user's.
• Colleague Name: Enter legal College Name of user for enquiry purpose.
• Phone/Mobile: Enter legal College's Phone/Mobile number.
• Colleague Address Type: Select Colleague Address Type.
• Address: Enter Colleague's Address.
• Add Note: Enter note for loan.
• Attach file: Upload Attach file of loan.

2) View Loan :

You check all detils of loan and also you add add EMI payments.

You Click on Pendding button and open EMI payment page.





A) Add EMI :




1. Loan No,Amount Remaining,EMI Start Date,EMI Due Date,EMI Amount for this month,Interest Rate for this month: Here All filed will be automatically get data for EMI. So that you do not need to enter any value here.
2. Select your payment mode: Select your payment mode.



You Click on Add Re-Payment tab then click on Add Repay Now and open Re-payment page.

B) Re-Payment :




1. Actual Number Of Payments: Here You add number of payments month.
2. Extra Payment Of Amount: Here You add amount of Re-payments of loan.
3. Payment Date: Select Payment Date of Re-Payment.
4. Select your payment mode: Select your payment mode.

You Click on Alert tab. You show Upcoming EMI payment as alert so user get alert.

C) Alert :

3) EMI Reports :

Only Admin Can view EMI Payment pending report of users.

5) Product:

You can add new product, manage all Products and view product.

Add Product:




• Product Name: Enter the new staff member name.
• Category Type: Select Category Type of product and you will added by Category module.
• Product Unit: Select Product Unit of product and you will added by Category module.
• Description: Enter description of product.
• Product Image: Upload Product Image.
• Warranty: Enter then number of Warranty.
• Select: Select Days,Week,Month,Year of Warranty.
• SKU/Barcode: Enter SKU/Barcode of product.
• Tag: Enter Tag of product.
• Initial Stock: Enter number of stock of product.
• Stock Location/Rack Number: Enter Stock Location/Rack Number of product.
• Stock Expiry Date: Enter Stock Expiry Date of product.
• Retail Price: Enter Retail Price of product.
• Special Price: Enter Special Price of product.
• Supply Price: Enter Supply Price of product.
• Commission: Enter Commission of product.
• Add Note: Enter note of product.
• Attach file: Upload Attach file of note related of product.



View Product Details:

6) Report:

You can View Active and Deactive User reports and View Approved and DisApproved loan Reports.

7) Service List:

Service:Admin can add new service,edit,view manage all service and view a complete list of all service.

Add Service:




• Service Name: Enter a service name for this service.
• Category Type: Select category name for service.
• Service For: Select category name for this service.
• Description: Enter a descripption for this service.
• Upload sevice Image:
• Service Duration Hours: Enter a service duration hours for this service.
• Minute: Select minute for service.
• Price type: Select readio button click on price type for this service.
• User Capacity: Enter a User Capacity for this service.
• Booking: Select checkbox booking option for service.
• Service Price: Enter a service price for this service.
• Assigned Staff: Select staff for this service.
• Add note: Enter note for service.
• Attach file: Upload file for note of service.



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8) Category List:

You can add a new Category, manage all Category.

Add Category:




• Category Type: Select Category Type from the list.
• Add Category Type: If desired Category Type is not in the list and you want to add category then click on Add Category Type button. You can add a new category from here.
  
  
• Category Name: Enter a new Category Name.

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9) Event List:

You can add Event and manage all Events.

Add Event:




• Event Type: Select Event Type from this list.
• Event Title: Enter name of Event.
• Event Venue: Enter Venue of event.
• Duration: Choose Duration. If you Choose Multiple days then date field automatice add. Like this
  
  if you Choose One day then only Start date show.
  
• Event for: Select Event for.
• Event Details: Enter Event Details.

View Event:

10) Rules and Regulations:

You can add Rules and Regulations and manage it.

Add Rule:




• Loan Type: Select Loan type.
• Applicable for amount: Select Applicable for amount.
• Rule Title: Enter name of the rule.
• Description: Enter Description of rule.
• Document For Rule: Upload Document for role.

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11) Notification Template:

You can add a new Notification Template, manage all Notification Template.

Add Notification Template:




• Notification Type: Choose Notification Type.
• Slug: Enter slug of notification template.
• Teamplate Title: Enter title of Notification Teamplate.
• Subjecty: Enter the subject which is use in Mail or SMS subject.
• Content: Enter the Content of notification template and it's use in Mail or SMS Content.

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12) Reminders:

Branch admin can add new ,edit reminders,view manage all reminders.

Add Reminder:




• Reminder Title: Select reminders title this reminders.
• Reminder Type: Select reminders type this reminders.
• Notification Template: Select notification template this reminders.
• Description: Enter a description for this reminders.
• ReminderTime: Enter a reminders time for this reminders.
• Number: Enter a number for this reminders
• Days: Enter a days for this reminders

13) Notes:

You can add notes and manage all notes.

View Note:





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14) Activity Logs:

Admin can list of all logs allocate type complete list of all Logs.

Clear log: Click clear log button and all log are clear.

15) Role:

Only Admin can add new role in system and manage all roles. Also admin can give access for all system and also give login access.

Add Role:




• Role Name: Enter new role name.
• Role Slug: Enter slug without space for role.
• Description: Enter Description of an role.
• Admin Access: Choose Admin Access. If you Choose Admin Access then This role work as admin. This role have all access like admin.
• Allow Access: Choose Allow Access. If you Choose Allow Access then This role can't login this system.

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16) Access Right :

Click on Setup inside Click on Access Right to start setting up the system. Access rights is a functionality for all users like Customer, Staff, and Accountant to give access rights for use modules of this system. Here all modules like Loan management, Users, Product, Service etc. In this modules which module with access to add, edit, view and delete access right for all users. So basically admin can give rights to all users for access right to operate this all modules.

17) Impersonate:

Impersonate to intentionally copy another user's characteristics, such as their behaviour like you enter only user's email id and all system logged in this user's id. So you will all access for this user.

18) Custom Field List:

Branch admin can add new ,edit custom field,view manage all custom field and view a complete list of all custom field.

Add Custom Field:

Branch admin can add new custom field.




• Module Name: Select module name for this custom filed.
• Lable: Enter a lable for this custom filed.
• Type: Select type for this custom filed.
• Validation: Select checkbox validation for this custom filed.
• Visibility: Select checkbox Visibility for this custom filed.