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Welcome To Branch Login Pre-Installation steps

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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Welcome To Branch Login Pre-Installation steps

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  1. 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.

  2. 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

  3. ABC SHARE & STOCK BROK LTD This is a Main Screen of Software Click on Menu icon to view desktop

  4. ABC SHARE & STOCK BROK LTD This is Main Menu Screen which is also call “Desktop”

  5. 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

  6. 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.

  7. ABC SHARE & STOCK BROK LTD This screen shows trade summary for Segment wise / Exchange wise of all client for a particular day/ settlement.

  8. ABC SHARE & STOCK BROK LTD Please select Segment / Settlement to view particular detail. For detail trade click on client code

  9. ABC SHARE & STOCK BROK LTD This screen shows details of particular client for a particular settlement. Click on script for detail trades.

  10. 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.

  11. 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.

  12. 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

  13. 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.

  14. 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.

  15. 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.

  16. 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.

  17. ABC SHARE & STOCK BROK LTD This screen contain information like Segment / Exchange / Settlement / Date

  18. ABC SHARE & STOCK BROK LTD

  19. ABC SHARE & STOCK BROK LTD

  20. ABC SHARE & STOCK BROK LTD This screen shows information like Script wise / Settlement wise Trade summary report for a particular client

  21. ABC SHARE & STOCK BROK LTD This screen contain information about script in Broker’s House Account.

  22. ABC SHARE & STOCK BROK LTD This screen contain information about List of Securities given by client as collateral

  23. ABC SHARE & STOCK BROK LTD This screen contain information about List of scripts available in Client’s Demat Account with Valuation at Closing price.

  24. ABC SHARE & STOCK BROK LTD Settlement wise Delivery Sell Shortages

  25. ABC SHARE & STOCK BROK LTD This is summary of all information about F&O segment with Open Position & Collateral Details.

  26. ABC SHARE & STOCK BROK LTD This Menu contain option like Funds Payout Request, Delivery Payout Request, Client Master Addition Request, Receipt Request.

  27. 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.

  28. ABC SHARE & STOCK BROK LTD

  29. 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.

  30. 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.

  31. ABC SHARE & STOCK BROK LTD

  32. ABC SHARE & STOCK BROK LTD Click on “Add New Client” to add new client KYC request.

  33. 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

  34. ABC SHARE & STOCK BROK LTD Please enter Client ID along with necessary information for new client registration.

  35. ABC SHARE & STOCK BROK LTD Kindly tick the segment for which you want to activate the client.

  36. ABC SHARE & STOCK BROK LTD Kindly fill up necessary information like Brokerage Scheme, Rounding off, Delivery Brokerage etc.

  37. ABC SHARE & STOCK BROK LTD Kindly fill up necessary information like Brokerage Scheme, Rounding off, Delivery Brokerage etc.

  38. ABC SHARE & STOCK BROK LTD

  39. ABC SHARE & STOCK BROK LTD

  40. ABC SHARE & STOCK BROK LTD

  41. ABC SHARE & STOCK BROK LTD

  42. ABC SHARE & STOCK BROK LTD

  43. ABC SHARE & STOCK BROK LTD

  44. ABC SHARE & STOCK BROK LTD

  45. ABC SHARE & STOCK BROK LTD

  46. ABC SHARE & STOCK BROK LTD

  47. ABC SHARE & STOCK BROK LTD

  48. ABC SHARE & STOCK BROK LTD Kindly enter cheq. detail for receipt entry.

  49. ABC SHARE & STOCK BROK LTD This menu contain Equity / Derivative market related information.

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