How-to guide

Create a savings scheme plan

Set up a gold-savings / chit scheme in ZSolTech — define duration, installment, bonus and maturity rule, then enrol customers and collect installments.

Add-OnsSchemeScheme Master

Steps

  1. 1Open Add-Ons › Scheme › Scheme Master.
  2. 2Define the plan: duration, installment amount, bonus/maturity rule and metal-conversion basis.
  3. 3Save — the plan is now available for enrolment.
See also: Jewelry CRM software — gold-savings schemes, loyalty and retention

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