Understanding the sale process, Click on the Sales tile on the Office home page Or select Sales from the sales menu  


Sales home page short out

TABLE OF CONTENTS

To be able to access the Sales you must be Administrator level or higher.


Use the Sales section to manage all of your Sales. From a Conditional sale through to Unconditional & Settlement.

All Sales including commission only sales should be entered.


Vendor Commission rates

Vendor Commission Rates – Office will automatically calculate the vendor commission on a sale more...

Sales 

Manage your sales more…

Trust account (optional)

Use the Trust menu to manage your company Trust account – optional more…

Clearing (optional)

Use the Clearing menu to create your agent pay statements – optional more…

Reports

You office sale activity more... 

Understanding the sale process

You can set how much of the sales process that you want to do within OSL Office, the available options for managing Sales;

  1. Make a Sale Unconditional (minimum)
  2. Make a Sale Unconditional – manage the sale transactions and Release the sale (optional recommended )
  3. Make a Sale Unconditional – sale transactions, Release the sale and Pay your Agents Clearing (optional)

You can also choose to Reconcile your Trust account with option 3 and above.

Set your company Sales preferences in Settings> Company > Sales tab


Managing the sales process in OSL Office Live will provide;

  • Agent Commission Splits – automatically calculate the Agent share of the commission.
  • Solicitors database – automatically merge Sale information with your Solicitor letters and sale statements
  • Trust account – manage your trust account (optional)
  • Clearing – automatically calculate the agents share of a sale and pay your salespeople and other companies. (Conjunction/Referral expenses and income)
  • Automatically mark your Listing as Unconditional and remove from all websites
  • Automatically add the Sold listings to your OSL website

Multi Office – With OSL Office’s multi office capability, sales can be processed for multiple offices in your company.

This means an experienced user can operate and maintain sales across all of the offices within a company.

Sale FAQ’s

Here are some commen Sale processing questions more…