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.

2.       Click on the Listings Option Button

3.       Ensure the Commercial Department is selected & displayed.

4.       Select the appropriate Listing Type option button Lease/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.       Once the property has been selected from the Properties list, and 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 States &/or Territories and is mainly applicable to NSW.

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

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

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

Commission % and Advertising % equals 100% and that at least one Lister is nominated as a Primary Lister for Mail Merge & Tasks.

17.    Click on the Sales Details tab.

18.    Enter the From and To Selling Price.

19.    Enter the Reserve if applicable.

20.    Indicate whether these amounts attract and include G.S.T by enabling the relevant check box/es

21.     Click on the Lease Details tab.

22.     Enter the Date Available using the Drop Down Calendar.

23.     The Area (Sq m) displays information entered on the Property > Investments tab.

24.     Enter the Yearly Rent

25.     The $ per sq m per year will automatically calculate.

26.     Indicate whether these amounts are G.S.T inclusive or Exclusive.

27.     The Yearly Outgoing displays information entered on the Property > Outgoings tab.

28.     The Outgoing / sq m / year will automatically calculate.

29.     Indicate whether these amounts are G.S.T inclusive or Exclusive.

30.     Enter the total of Car Spaces if applicable.

31.     Enter the Parking $ / Car / Month if applicable.

32.     If an owner/lessor has not previously been appended to this Listing in the Property area you

will be required to append them prior to saving Listing record.

33.     Select the Binocular icon in the white area under the Name header.

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

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

36.     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.

37.     Once the vendors/lessors have been appended you may view their details by selecting the

magnifying glass icon.

38.     If you had entered any Lessor Notes, Comments, Inclusions or Inspections, in the

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

39.     Enter Reason for sale/lease if required.

40.     Enter Key Details if applicable.

41.     Proceed to the Fees & Charges, Advertising, Auctions and Conveyancer tab/s if you wish to

enter further details.

42.     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 either prospective commercial lessees or buyer in the system, the Match 

Buyers/Lessees window will be displayed.

2.       If the search criteria matches that of any Buyers or Lessees, the list of Buyers/Lessees will be

displayed.

3.       Enable the Select checkbox for all buyers and lessees 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 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.

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