SRR Report

Overview

The SRR Processed Sheet is a Sales Report (SRR) module tool that allows you to manage processed contracts. View, search export, delete, and process contract data from this list.
                           
                                                                                    SRR Report

Steps

1. Navigate to the Processed sheets
   • Log in to the system and navigate to the "Dashboard" section.
   • Click on the "SRR Report" tab.
   • Select the "Processed Cont List" option.
     

     Dashboard >SRR>SRR ProcessedCont List >Process Cont

2. Locate the Contract Sheet

   • Identify the contract sheet you want to process from the list.

3. Select the Contract Sheet

   • Click on the checkbox next to the desired contract sheet.

4. Click "Process Cont Sheet"

   • Click the "Process Cont Sheet" button at the top of the list.

5. Confirm the Action
   

   • A confirmation message will appear asking if you are sure about processing the contract sheet.
   • Click the "OK" button to proceed with the processing.
   • Click the "Cancel" button to cancel the proceed

6. Success message  

   • success message indicating that the contract sheet has been processed successfully
     "Successfully process cont sheet".
     
     
     
     
     

• The list will display information such as contract number, staff ID, name, customer name, loan amount, currency, interest rate, and disbursed date.
• You can use the search bar to filter contracts based on specific criteria.
  
  

• Delete Cont Data Processed

  • Select the contracts you want to delete and click the "Delete cont data processed" button.
  • Confirm the deletion by clicking the "Delete" button in the confirmation dialog.
  • A confirmation dialog box will appear asking if you are sure about deleting the selected contracts.
  • Click the "OK" button to proceed with the deletion.
  • After the deletion process is complete, you will see a message indicating that the selected contracts have been deleted & Check if all data has been removed"Successfully delete processed cont sheet"
    
    
    
    
    
    

• Process Cont Sheet

  • If need to re-process a contract sheet, select the corresponding row and click the "Process cont sheet" button.
  • Follow the on-screen instructions to complete the re-processing process.
    
  • A confirmation dialog box will appear asking if you are sure about processing the contract sheet.
  • Click the "OK" button to proceed with the re-processing.
  • If the contract sheet is processed successfully, you will see a success message indicating that the "Successfully process cont sheet"
  • Only the raw data from the uploaded sample sheet is included. When you export the data, the values in the formula columns will be automatically calculated.
    

• Export Processed List  

  • Click the "Export Processed List" button to download a list of processed contracts in a desired format (e.g., CSV, Excel).
  • Check Export Sheets Against the Original SME Sales Report to Identify Discrepancies or Errors
    
                                                                                   Export Sheets
    

                                                                            Original SME Sales Report