This area allows you to create a new Commercial Listing record. When creating a new Commercial Listing, the system will expect the property to exist in the Properties database, if the property record does not exist in the database you will be required to append it first & then convert the property into a current Listing. If the property exists in the Appraisal database you will be asked to convert it to a current listing.

1.       Select the Properties menu function button.

4.       Select the appropriate Listing Type Option button  Sale

5.       Click on New.

6.       The Select Commercial Property Active Window will be displayed. In the Look For area,

enter the name of the street and click on the Find Now button. Once located click on it to select it and click OK.

7.       If the Commercial Property is not found, click on the Add New button and proceed to enter the

Commercial Property details. See Create a new Commercial Property

8.       Select the property from the Properties list and click on OK. If an Appraisal exists for this

property a message will be displayed “A current Appraisal exists for this property. Do you wish to create a listing from this Appraisal?” select Yes. A Commercial Listing Active Window will be displayed for you to enter the
Listings details.

9.       Select the Agency Type from the Drop Down List.

10.     Select the Lead source from the Drop Down List.

11.     Select the Sale Method from the Drop Down List.

12.     Enter the Date Listed and Date Expires using the Drop Down Calendar.

13.     Enter the Contract Received date using the Drop Down Calendar. Note: This option does not

apply to all State &/or Territories and is mainly applicable to NSW.
 

15.     Enable the Listings agreement signed check box if applicable.

16.     Enable the Hide from stock sheet check box if applicable.

17.     Enable the Investment check box if applicable. 

18.     Select the appropriate Lister/s in the grid. Note: If there is more than one lister, ensure the

Commission % and Advertising % equals 100%.

19.     Enter the From and To selling price.

20.     Enable the GST payable on price check box if applicable; if so then indicate if GST is

included.

21.     If you had entered any Vendor Notes, Comments, Inclusions or Inspections, in the

Appraisal area, the details will be displayed, alternatively enter information into the respective fields if applicable.

22.     Enter Reason for sale if required.

23.     Enter Key Details if applicable.

23.     If an owner has not previously been appended to this Listing in the Property area you will be

required to append them prior to saving Listing record.

24.     Select the  icon in the white area under the Name header.

24.     Search the Contact database to see if this owner has been entered previously. See: Search for
          a Contact

25.     Alternatively you may add a new Contact by clicking on the Add New button. See:

Create a new Contact.

26.     Repeat the above process if there is more than one owner. Then apply the appropriate owner

share % into the Percent column for each owner, ensuring that the total equals 100.

27.     Once the vendors have been appended you may view their details by selecting the magnifying

glass icon.

28.     If you had entered any Vendor Notes, Comments, Inclusions or Inspections, in the
         Appraisal area, the details will be displayed, alternatively enter information into the respective 
         fields if applicable.

29.     Enter Reason for sale if required.

30.     Enter Key Details if applicable.

31.     Proceed to the Fees & Charges, Advertising, Auctions, Conveyancer and Property
          Improvements tab/s if you wish to enter further details.

32.     Click on Save and Close to save the information entered, alternatively click on the X at the top

right corner of the Active Window, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.

 

1.       If you have created Listing Activity Plans, when the Save and Close button is selected to save

a new or edited Listing, the Attach Listing Activity Plan Active Window will be displayed.

2.       The system will display all relevant Listing Activity Plans in the Standard Activity Plan

Drop Down List for a target status of Current. .

3.       Select the appropriate Standard Activity Plan from the Drop Down List.

4.       The Start Date will default to the current logon date, alter this if you want the Standard Activity

Plan to start on a different date - enter the date using the Calendar Drop Down List.

5.       Click on the OK button to attach the plan or click on the Cancel button to discard the

attachment.

6.       The items will appear in the Tasks area as well as the Calendar > Task Pad View on the 

 relevant commencement date.

1.       If you have commercial prospective buyers in the system, the Match Buyers window will be

displayed.

2.       If the search criteria matches that of any Buyers, the list of Buyers will be displayed.

3.       Enable the Select checkbox for all buyers whom you wish to email the Property Brochure to.

4.       Select the Send E-mail… button to send an e-mail to buyers. Note: Ensure the

Administration > Agency Settings > Departments > General area has an e-mail address entered; this then allows the HTML brochure to be e-mailed to the Department’s e-mail address first, with all matched recipients appearing in the Bcc field of the e-mail application. If PDF is selected this will send a brochure in PDF format.

5.       Click on the Close button, alternatively click on the X at the top right corner of the

Active Window.