Resource
Steps to Operate Software.
1. Create slab in Brokerage slab (Masters> Brokerage Slab.)
- Select Exchange and enter Slab name.
- Enter the slab percentage or fix amount for that slab.
- If Sale side is different then tick the Sale side is different.
Step - 1
Step - 2
2. Create customer/accounts (Masters > Account Master)
- Select Head/Type for appropriate acc like 'Customer' for Customers, 'Broker' for yourself and main broker, 'Sub Broker' for Agents.
- You can also create 'Cash','Bank' type account for you cash and bank.
- Account code will be the username for customer to see his trades and bill online. Default password is 'user'.
- Account Code named 'brokerage' will show your brokerage in ledger
3. Set Scripts (Masters > Script)
- For MCX Click 'Save Script' button to get script list from internet.
- For NSCFO Enter the new expiry date of the script and click 'Save'.
Step - 3
Step - 4
4. Create Valan (Masters > Valan)
- Enter valan name
- Select or enter 'start date' and 'end date'
- Select the 'default broker'
- Select the 'exchange'
