MK JEWELS
Gold Scheme
PRODUCTION REPORTS · V4.3
Online
Scheme operations
Customer-linked memberships, protected collections and maturity processing.
Protected collection workflow
Posted receipts are immutable in normal operation. Duplicate installment/reference checks run before write.
Today's Follow-upsOwner tasks
Operational account list
| Customer | Account / Plan | Monthly | Progress | Collected | Next Due | Status |
|---|
Customer database
Phone number is the unique customer identifier. One customer can hold any number of scheme accounts.
Customer master
| Customer | Phone | Area | Active Accounts | Total Accounts | Customer Since |
|---|
Scheme accounts
Membership-level register. New memberships are created from the customer profile.
| Account | Customer | Scheme | Monthly | Progress | Collected | Status |
|---|
Collections
Locked receipt register for posted Gold Scheme payments.
| Receipt | Date | Customer | Account | Installment | Amount | Mode | Status |
|---|
Dues & reminders
Outstanding installments with editable WhatsApp and SMS reminders.
| Customer | Account | Installment | Amount | Due Date | Position | Last Reminder |
|---|
Owner follow-up tasks
Schedule customer follow-ups for the shop owner. Use app notifications or add the task to the phone calendar.
Follow-up Register
| Customer | Account | Reason | Date & Time | Priority | Status |
|---|
Maturity queue
Completed plans waiting for redemption, renewal or formal closure.
| Customer | Account | Scheme | Contribution | Benefit | Eligible Value | Status |
|---|
Plan Explorer
Customer-friendly view of active savings plans. Scheme rules remain controlled in Scheme Master.
Scheme master
Create the shop's reusable scheme templates. Existing memberships keep a snapshot of their original terms.
| Scheme | Duration | Amount Rule | Benefit Rule | Active Accounts | Status |
|---|
Reports & export
A4 monthly management reports, registers and data exports for shop use.
A4 Report CentrePreview · Print · Save as PDF
Paper optimizationSummary reports use A4 portrait. Wide registers automatically use A4 landscape with repeating table headers and page-friendly layout.
Professional Excel Report
Editable multi-sheet owner workbook containing customers, schemes, collections, dues, maturity, reminders and audit data.
Protected Text Report
Password-protected human-readable owner report for secure sharing and archival.
Data & backup
Encrypted business backup with password protection and restore validation.
Create Secure Backup
Exports the complete database as password-encrypted JSON package including masters, accounts, installments, receipts and audit records.
Last backupNever
Restore Backup
Validate an encrypted MK Jewels backup, preview its contents, replace current data and reload the application.
Audit trail
Append-only local activity log for operational actions.
| Date & Time | Action | Reference | Details |
|---|
Application settings
Configure shop identity, interface scale, theme and operational defaults without changing the software structure.
Shop Profile
Used in the application header, receipts, WhatsApp messages, reports and backup metadata.
Appearance
Defaults use the MK Jewels professional theme + IBM Plex Sans. Owners can change only controlled options so the UI stays consistent.
Operational Defaults
These settings affect future transactions and reminders. Existing accounting records are not rewritten.
Report & Receipt Settings
Controls A4 report identity, signatures and receipt/report language defaults.
No report logo saved
System & Data Health
Remote NoticeOptional · failure-safe
Run integrity checks before backup, migration or handover.
Data StatusChecking…
Data Version4.3
Customers0
Scheme Accounts0
Payments0
Storage Estimate—