Share Products

Share Products defines each class of share the SACCO offers, such as ordinary, preference and deferred, setting the par value, premium handling, holding limits, dividend treatment and redemption rules. The product chosen on a subscription drives valuation and the controls enforced throughout the lifecycle. Maintaining products correctly is the foundation for accurate capital accounting.

Workflow

Open Shares then Configuration then Share Products.
Create or open a product and name the share class it represents.
Set the par value, any premium and the minimum and maximum holding limits.
Configure dividend eligibility, redemption and notice rules for the class.
Save so the product is available for subscriptions and corporate actions.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Max Shares / Member `max_shares_per_member`	Number	—	0 = unlimited
Name `name`	Text	Yes	Name
Code `code`	Text	Yes	Code
Share Class `share_class`	Choice: Ordinary, Preference, Deferred, Founders, Employee	Yes	Share Class
Par Value `par_value`	Money	Yes	Par Value
Currency `currency_id`	Link → res.currency	Yes	Currency
Company `company_id`	Link → res.company	Yes	Company
Has Message `has_message`	Yes/No	—	Has Message
Sequence `sequence`	Number	—	Sequence
Issue Price `issue_price`	Money	—	Issue Price
Nominal Value / Unit `nominal_value_per_unit`	Money	—	Nominal Value / Unit
Voting Rights `voting_rights`	Yes/No	—	Voting Rights
Dividend Entitlement `dividend_entitlement`	Yes/No	—	Dividend Entitlement
Min Shares / Member `min_shares_per_member`	Number	—	Min Shares / Member
Cumulative Dividend `cumulative_dividend`	Yes/No	—	Cumulative Dividend
Default Dividend Rate (%) `dividend_rate_default`	Decimal	—	Default Dividend Rate (%)
Active `active`	Yes/No	—	Active
Description `description`	Rich text	—	Description
# Accounts `account_count`	Number	—	# Accounts

Notes & rules

Par value here drives paid-up value on every account using the product.
Holding limits enforced on the product are checked by purchase and transfer flows.
Redeemable preference classes carry their own redemption and notice settings.
Dividend and voting treatment differ by class and are defined per product.

Technical model: mfi.share.product · Record: MFI Share Product