***This feature requires the user to have Admin permissions/rights***

You may access the Admin panel by clicking the "Dashboard Quick Menu" icon

to reveal the "Settings" option as shown below:



The Products Management component allows for the configuration of the different Loan Products offered, and is accessible by clicking

from the top navigational pane or by clicking

from the dashboard icons displayed here.

This will render the screen below, displaying each product type, product name, short code, status and the actions that the user may perform for each product:

From the screen rendered above the user may perform different actions by clicking


VIEW LOAN PRODUCT

To view a loan product, click on any column element from the table displayed on the main products management page, or select the “View” option from the “Action” list as shown below:

OR

The loan details for the loan product selected will be displayed as shown below with the options to edit same or go back to the previous screen:

EDIT/UPDATE LOAN PRODUCT

To edit a loan product click the

button displayed on the loan details screen (as seen above) or select the “Edit” option from the “Action” list, displayed on the main products management screen as shown below:

This will render the product information screen in edit mode:

After editing the necessary fields presented, click

to save the changes made or

to return to the previous screen.

DUPLICATING A LOAN PRODUCT

To duplicate/copy a loan product, select the “Duplicate” option from the “Action” list for the desired product on the main products management screen, as displayed below:

This will render the popup below:


Click

to make a copy of the loan product or

to cancel this action.

The success notification below will be displayed and the Products table will be updated displaying the product that was duplicated.

DELETING A LOAN PRODUCT

To delete a loan product, select the “Delete” option from the “Action” list for the desired product on the main products management screen, as displayed below:

This will render the pop up below confirming the action to be taken.

Click

to delete the product or

to abort this action.

The success notification below will be displayed and the Products table will be updated displaying the changes made.




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