Product Setup User Guide

Clicking the Product Setup link labelled 2(d), will open a window displaying a list of all fund products in the system under the product tab and a list of product categories as shown in the next screenshot.

Products

Clicking the Product tab will open a window displaying a list of all fund products in the system. From this window, the details of each product can be viewed, new products added, and the product sequence seen as shown below:

Action

• Click label 1 button to add a new fund product.

• Click label 2 button to view the details of a product.

• Click label 3 button to see the product sequence.

Product Categories

Clicking the Product Category tab will open a window displaying a list of all fund product categories. From this window, the details of each product category can be viewed, new product category added and removed from the system as shown below:

Action

• Click label 1 button to add a new product category.

• Click label 2 button to view the details of a product category.

• Click label 3 button to remove a selected product category.