6.Offline

To do offline operations click on Offline as shown in the figure below. This will navigate to the Offline Management screen as shown in the following figure.

All push and fetch operations are done in online and the fetched templates will be utilized in offline.

1. How to Fetch Collection?

Step 1: To fetch collection click on the download icon as shown in the figure, this will navigate to the "Fetch Collection(s)" screen.

Step 2: Here you can select from and to date for which you need to get collection sheet. Select the for which center the collection sheet should be downloaded and click on download.

Step 3: After downloading the collection sheet for center, click on the center to collect the due amount.

2. How to Push Collection?

Step 1: Click on the "Push Collection" upload icon as shown in the figure below to push all the collections collected in offline.

3. How to push clients?

Step 1: Create Client in offline.

Step 2: Click on the Upload icon of "Push Clients" to upload or push the clients on-boarded offline.

Step 3: Click in on the Push Clients upload icon will navigate to the Push Client screen. Here you can upload/push individual or bulk clients on-boarded in offline. Here you can also delete the clients if it's a wrong entry. 

4. How to push group?

Step 1: Create Group in offline.

Step 2: Click on the Upload icon of "Push Groups" to upload or push the clients on-boarded offline.

5. How to Fetch Entity Template?

Note: The fetching operation need to be done in online and the templates will be used in offline

Step 1: Click on the ""Fetch Entity Template" download icon. This will download the client creation template, loan creation template and savings creation template which is very necessary for offline operation. 

6. How to push documents?

Note:The documents uploaded in both offline and online are need to be pushed manually to the server.

Step 1: Upload the documents (Offline/online).

Step 2: Click on the Upload icon of "Push Documents" as shown in the figure to push all the documents to the server which was uploaded in offline or online.

7. How to Manage center?

The required centers need to be downloaded in online and will be utilized for collection sheet, on-boarding etc., in offline.

Step 1: Click on the download icon of "Manage Center" to manage centers. This will navigate to the Manage Center screen.

Step 2: In Manage Center screen you can download the centers to work with it in offline. Download of center can be done individually by selecting the check box or in bulk by clicking on "All" button. After selecting the required Centers click on download to download the selected Centers.

8. How to push New loans?

Push New Loan operation should be done in online.

Step 1: Apply the loan application in offline

Step 2: The count of loan application will be displayed on the screen. If there is a offline loan application click on the upload icon of "Push New Loans". This will navigate to the Push Loan Application screen.

Step 3: In this screen you can upload the new loan application individually by clicking on the upload icon or in bulk by clicking on the "Push New Loan" button. You can also delete the loan applications applied offline by clicking on the cross icon as shown in the figure below.

9. How to manage Savings?

Step 1: Apply for Savings in offline

Step 2: Click on the Manage savings as shown in the figure below. This will navigate to the Manage savings screen.

Step 3: Here you can see the list of savings need to be uploaded which has been created offline. Click on upload icon as shown in the figure. You can also delete the offline savings by clicking on the cross icon.