Different ways of Preparing Lot

With Agentricks it is easy to sync accounts between portal and software with a click or two. You can keep eye on new accounts, matured accounts (to take action with them to either withdraw or extend the period) and accounts that are about to get matured (in order to stay in contact with customer regarding opening Savings accounts for process of withdraw.) Agentricks allows you to create lots by five different ways. Depending on your way of working, you can easily adopt with any of these methods.

While it can upload unlimited number of lots in a single click, it can also download all uploaded lots also in a single click. You can optimise the downloaded lot's report in A4 size printable form in just a click.

As a first method of working, an agent can make collection entries first, then create the lots and submit them to portal with a click.

In the second method, you can prepare lot first using direct deposit method and make collection entry of the account later, when you actually receive RD amount from customer. As we know many of the agents use this way in their monthly operations to save default fees of customers, Agentricks makes this possible allowing you to take manipulated risk.

It shows you progressive cash in hand, so you should make direct deposit entries of the amount that you actually have in hand.

This method is beneficial for saving dues of accounts opened before 15th of the month.

There is a separate module for receiving amount of direct deposited accounts, which makes the flow easy. Direct deposit method can be used in combination with first method i.e. you can create a lot by partial amount from collection and partial amount by direct deposit method.

As we know that not everybody is computer literate and still many of the Agents get help from third party service providers to get a lot/schedule prepared. In the third method, Agentricks has an amazing feature to prepare a lot in a click using previous month's e-Banking reference number. This feature empowers agents as well as third party service providers by minimising the difficulties in providing inputs to prepare lot. Yes, a third party service provider can also use Agentricks's Multi-User subscription to get the work done by saving huge time required in interacting with portal and grow their business by charging their regular fees to prepare a lot. Third party agencies can opt for a multi-user subscription and manage all of their clients within Agentricks.

This method work only if you have a previous lot downloaded as an excel sheet. What you have to do is copy account nos (only account nos from account numbers column -> first account to last account -> from that excel sheet). Navigate to Agentricks, Click on Create Lots, Then Click on Prev Lot Tab. On the table below, right click and select import from clipboard. All the accounts from respective lots will be imported with respective account details automatically loaded. Rest of the part is same as method 3.

If you have a previous experience of working with short codes from some other Post Office Agent Software. You can easily migrate to Agentricks and maintain the same feel of easily preparing lots with short codes. If you are Starting afresh, Short codes will be generated automatically while fetching accounts from portal first time.

If you are already using Agentricks from a long time and want to use short codes feature, Just open Manage Accounts, And click on Short Codes Button from Top Navigation bar. Enter your preferred starting Short Code that you wish to be assigned to first RD account. Then click on Auto-fill Short Codes Button. Click on save changes. And you are good to use short codes.

This short codes report can be printed or converted to PDF.