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Welcome To Branch Login Pre-Installation steps

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Welcome To Branch Login Pre-Installation steps Internet Explorer – Internet Explorer version 6 or higher must be require with service pack 2 Pop-up Blocker must be off Check ActiveX components must be Enable (How to set ActiveX enable) How to Configure Printer

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Presentation Transcript
slide2

Welcome To Branch Login

  • Pre-Installation steps
  • Internet Explorer – Internet Explorer version 6 or higher must be require with service pack 2
  • Pop-up Blocker must be off
  • Check ActiveX components must be Enable (How to set ActiveX enable)
  • How to Configure Printer
  • Users are advice to change password frequently for safety of their data.
slide3

This is a Login Screen, Enter Your Branch Code, User Name & Password provided

User can change the password by click on “Change Password” link. We always to change the password frequently

slide4

ABC SHARE & STOCK BROK LTD

This is a Main Screen of Software

Click on Menu icon to view desktop

slide5

ABC SHARE & STOCK BROK LTD

This is Main Menu Screen which is also call “Desktop”

slide6

ABC SHARE & STOCK BROK LTD

By Click on Smart Report from the Desktop Menu will open this window. This window contain all necessary information for specific client.

Kindly enter Client Code in Client Box & press “TAB” key from keyboard

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ABC SHARE & STOCK BROK LTD

This screen shows details of particular client like Ledger Balance of different segment, Last FO Dr. Margin, Collateral, Associates ledger, Value of stock available in House after haircut.

Also shows details of share available in Collateral, House, Demat account with value.

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ABC SHARE & STOCK BROK LTD

This screen shows trade summary for Segment wise / Exchange wise of all client for a particular day/ settlement.

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ABC SHARE & STOCK BROK LTD

Please select Segment / Settlement to view particular detail.

For detail trade click on client code

slide10

ABC SHARE & STOCK BROK LTD

This screen shows details of particular client for a particular settlement.

Click on script for detail trades.

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ABC SHARE & STOCK BROK LTD

This screen shows all details of bill like Contact Details of Client, Bill Amount, Detail Trade, Charges charge in Bill like STT,SCH,BRK,STAMP, TOT etc.

slide12

ABC SHARE & STOCK BROK LTD

This screen shows all details of bill like Contact Details of Client, Bill Amount, Detail Trade, Charges charge in Bill like STT,SCH,BRK,STAMP, TOT etc.

slide13

ABC SHARE & STOCK BROK LTD

This screen shows Client detail traded on a particular day.

By click on Client code will give you further detail trade information

slide14

ABC SHARE & STOCK BROK LTD

This screen shows details of underlying in which client has traded. By Click on Underlying will provide detail trade of a particular underlying.

slide15

ABC SHARE & STOCK BROK LTD

If you click on “OUTSTANDING QUANTITY POSITION AS ON dd/mm/yyyy” will display outstanding position for a particular day.

slide16

ABC SHARE & STOCK BROK LTD

This screen contain information about List of client having dr. ledger balance as on date. While click on this option just keep Client code Box blank.

slide17

ABC SHARE & STOCK BROK LTD

This screen contain Investor base script wise summary report. By click on a particular script will provide details of settlement.

slide18

ABC SHARE & STOCK BROK LTD

This screen contain information like Segment / Exchange / Settlement / Date

slide21

ABC SHARE & STOCK BROK LTD

This screen shows information like Script wise / Settlement wise Trade summary report for a particular client

slide22

ABC SHARE & STOCK BROK LTD

This screen contain information about script in Broker’s House Account.

slide23

ABC SHARE & STOCK BROK LTD

This screen contain information about List of Securities given by client as collateral

slide24

ABC SHARE & STOCK BROK LTD

This screen contain information about List of scripts available in Client’s Demat Account with Valuation at Closing price.

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ABC SHARE & STOCK BROK LTD

Settlement wise Delivery Sell Shortages

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ABC SHARE & STOCK BROK LTD

This is summary of all information about F&O segment with Open Position & Collateral Details.

slide27

ABC SHARE & STOCK BROK LTD

This Menu contain option like Funds Payout Request, Delivery Payout Request, Client Master Addition Request, Receipt Request.

slide28

ABC SHARE & STOCK BROK LTD

User can request for funds payout from this options. Kindly input following information carefully like Segment , Voucher Date & Balance Date. (Voucher date is today’s date & Balance date is prior to 2 days of Voucher Date)

Kindly tick mark the box at the end of each client, after completing all tick just click on create to generate request.

slide30

ABC SHARE & STOCK BROK LTD

If you select Yes then Payout Quantity will be automatically filled in Box & If select No User have to manually enter the payout quantity.

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ABC SHARE & STOCK BROK LTD

Request for Securities payout, check mark the box for which you want to request for payout. After this just click on “Request” button top corner of the screen.

slide33

ABC SHARE & STOCK BROK LTD

Click on “Add New Client” to add new client KYC request.

slide34

ABC SHARE & STOCK BROK LTD

Please enter Client ID along with necessary information for new client registration. Users are requested to pay additional attention while entering Clint-ID

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ABC SHARE & STOCK BROK LTD

Please enter Client ID along with necessary information for new client registration.

slide36

ABC SHARE & STOCK BROK LTD

Kindly tick the segment for which you want to activate the client.

slide37

ABC SHARE & STOCK BROK LTD

Kindly fill up necessary information like Brokerage Scheme, Rounding off, Delivery Brokerage etc.

slide38

ABC SHARE & STOCK BROK LTD

Kindly fill up necessary information like Brokerage Scheme, Rounding off, Delivery Brokerage etc.

slide49

ABC SHARE & STOCK BROK LTD

Kindly enter cheq. detail for receipt entry.

slide50

ABC SHARE & STOCK BROK LTD

This menu contain Equity / Derivative market related information.

slide51

ABC SHARE & STOCK BROK LTD

This menu shows some basic option available in software, Some option may change as per change in Software requirement.

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ABC SHARE & STOCK BROK LTD

Select Segment, Date, Settlement & Market Type for which you want to print Bill

slide55

ABC SHARE & STOCK BROK LTD

This option give output for Segment wise, Settlement wise Bill amount with Ledger Balance as per request.

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