NavigateERP for African business

Registering members

One at a time, or your whole register from Excel.

Steps

  1. SACCO → Members → New member: name, ID, phone (their M-Pesa number), stage or group, occupation, next of kin. Tick Verified to make them active - or leave them for an approver.
  2. Active members get their compulsory accounts and a member number (e.g. M00012) - the account they type when paying.
  3. Import from Excel: download the template, fill in name, phone, ID, group, occupation (and existing member numbers), upload.

Good to know

  • A member's status: applicant, pending, active, suspended, dormant (no payment for the days you set), exited, deceased - changed by an approver, with the reason. Exiting needs their loans settled first.