Sales Reports
1. Click Admin on the Main Menu.
2. Click on Reports.
3. Click Sales.
4. Sales Reports will open. There are two sales reports: Sales Offer and Sales Transfer
Sales Offer Report
The Sales Offer report, will show all sales files with offer records loaded.
1. Under the Sales menu, click on Sales Offers
2. Sales Offers report will open.
Transfer Process Report
The Transfer Process report, will show all sales files with transfer records loaded.
1. Under the Sales menu, click on Transfer Process
2. Transfer Process report will open.
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Manage Sale Transfer Details
Some details will automatically be added if loaded as the offer tab. If the offer status is flagged accepted and the copy record to transfer is processed. 1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Sales on the menu ...Manage Offers and Offerors
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 Offers on the file tab ribbon bar. 6. Offer screen will open. Add an ...Sales Reports: Sales Transfer Process
Video - PropWorx© A Sales Transfer report will show all sales where a transfer process has commenced. 1. Click Admin on the Main Menu. 2. Click on Reports. 3. Click on Reports on the sub-menu. 4. Reports screen will open. 5. Click on Sales on the ...Sales Reports: Sales Offers Report
Video - PropWorx© Sales Offers report will show all offers that have been loaded to the sales files. 1. Click Admin on the Main Menu. 2. Click on Reports. 3. Click on Reports on the sub-menu. 4. Reports screen will open. 5. Click on Sales on the main ...Bulk Exporting Reports from PropWorx Web
IMPORTANT NOTICE Each company will have different requirements for what reports they would like to download. The reports discussed here below are the most commonly downloaded reports, but there may be others that you may require. You are welcome to ...