Manage Seller Profile

Manage Seller Profile

1. Click Admin on the Main Menu. 



2. Click on Customer Files.



3. Select Sales on the menu heading.


4. Click on the File Name to open the file. 




5. Customer File will open. Click on Sellers on the file tab ribbon bar. 



6. Sellers tab screen will open. 

Add a Seller

1. To add a seller to the file, click on the Add Sellers button.



2. Contact List will appear. 
3.  Users can choose to link:
  1. Option A) Link an Existing Contact– type in the search field. PropWorx will filter results of existing contacts. Select by clicking on the contact to be linked to the file. Repeat loading contacts if required.

  1. Option B) Create a New Contact– click on the Create New Contact button. Select the contact type (i.e., Person or Company). Create New contact screen will appear. Repeat if required.


4. Repeat as required. Selected contact/s will appear on the file. 



Edit a Seller Profile

1. To edit a contact, click on the Contact Name to open the contact's profile. 



2. Contact's profile will open to view details.  

3. Click on Edit button.



4. To confirm changes, click Save Changes button.



Link Bank Details on Seller Profile

1. To edit a contact, click on the Contact Name to open the contact's profile. 



2. Contact's profile will open to view details.  

3. Click on Edit button.



4. Scroll to Bank Account Details section. Click on Manage Bank Account.



5. Bank Account details screen will open. Users can choose to link:
  1. Option A) New Bank Account – click on the Add New Bank Details button. Fill in the bank account details and click Save Account. Bank details will be linked to the contact's profile. 

  1. Option B) Link an Existing Bank Account – select the bank account details to be linked to the customer file. Click Submit to link. 


6. Selected Bank details will be linked to the customer file. 
7. Optional: Add a Payment Reference and tick “This Landlord Receives Payments”.



8. To confirm changes, click Save Changes button.



9.  Payment settings will appear on Landlords profile. 



10. Landlord bank details will be linked to the payment screen. 
  1. Single Landlord on File: Payment Screen with reflect only one Landlord to receive payment.


  1. Multiple Landlords on File: Payment Screen with reflect multiple Landlords to receive payment. The balance will be split equally to each landlord. 


Edit Payment Status

1. Click on the Settings () button and select Edit.



2. Enable the “This Landlord Received Payments” and add Payment Reference. Click Save to set changes.



3. Payment settings will appear on Seller's profile. 



Unlink a Seller Profile 

1. Click on the Settings () button and select Remove.



2. Confirmation prompt will appear, click on Remove button. (Note: this will not delete the contact, it will just remove the contact from the file.) 



3. Contact will be removed from the tab on the selected file.

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