Blog Archives

SalesPartner versions: 14.0.35.0 and 12.0.1.2

30/7/2019

Updated CMA reports now support price per land / floor area

The Photo CMA report now calculates price per land and floor area based on the selected unit for example hectares, acres or metres squared. This feature was requested to enhance rural and commercial CMA reports where comparable sales are used as a guideline based on the recent prices paid per land or floor area.

These CMA templates now show price per land / floor area where applicable:

Photo CMA
9 per page Landscape
Detailed CMA, 3 per page
3 per page features

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How to add a new contact group in SalesPartner

29/7/2019

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You can add contacts to groups in SalesPartner and the groups are customisable. To manage groups open SalesPartner > More > Settings > Groups.

Select the Group category you wish to add a group under, then click New.

Enter a Group Name description, as well as a four letter group Code, and click OK.

Now in Contacts you can see your new group and add contacts to it.

To add multiple contacts to a group, select them and click Tools > Add to group, then choose the desired group and click OK.

To add an individual contact to a group, open Contact Entry and click the Groups icon. Expand the group subtree and double click the group you wish to add them to, then click OK.

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OfficePartner: invoice and statement contact details

24/7/2019

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Before you create invoices and statements in OfficePartner, you should enter your office's contact details and GST information into System Maintenance.

Open OfficePartner > System Maintenance > System File and enter the GST information into the Other tab. Enter the office's trading name in the Company Name field. Note: the Company Name field in OfficePartner does not need to identically match the corresponding field in SalesPartner.

Under Address and Phone fill out the relevant fields then click OK and restart OfficePartner to apply changes.

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OfficePartner: Owing Ledger

9/7/2019

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This is an overview of the Owing system in OfficePartner and how it supports Advertising. Here are some key points:

The Owing system can be used independently from Advertising,
Each property can have its own account,
An account is automatically created whenever advertising costs are allocated to vendors.

When a vendor agrees to contribute towards marketing the first step is to enter an invoice. The invoice is from your company to the vendor and can be printed at this stage. The invoice would usually be for the entire agreed campaign contribution amount, or it could be only the amount actually received. You can also enter a receipt at any time.

The Owing system can include invoices for services like Auctioneer fees which may not be entered as a publication. We recommend entering photography, virtual tours, and feature property upgrades, as publications which can be completed as required. In Owing, each listing's account can be made visible when you are processing a sale so that any invoices entered as 'payable on sale' can be dealt with when dispersing funds from the trust account (and/or sending a combined invoice for commission and marketing to the vendor's solicitor).

Note: If you enter a receipt without an invoice, the system will report that the vendor is owed money (regardless of whether advertising costs are allocated to them).

Owing accounts are Active by default. When you have dealt with a property the account should be set Finalised. If any sold or withdrawn properties have outstanding invoices, they can be set Flagged to ensure they are followed up.

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OfficePartner Advertising Part 3: Setup a price list

4/7/2019

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In this guide we'll add a new advert template for Realestate.co.nz and create a list of price options for their available promotional packages. The best time to create new marketing and pricing templates is on the go when you have new adverts to book for those platforms.

In OfficePartner > Advertising > Maintain Publications > Insert and fill out these fields:

Code = a short code you can recognise
Publication = the name of the platform, website, or magazine
Description = a description e.g Online advertising or Newspaper advertising

Click OK to continue.

To setup the pricing table, you need to walk through booking adverts for the new publication. In Advertising > By Publication tab, click Add. Select your new publication's paper code and choose an Insertion date (publication date).

In Add / Modify Listings in Publication, click + then lookup the listing you are promoting. Click Yes when prompted to create a new paper code for the template you created previously.

Advert pricing menu

Click '...' next to Advert Size to open the price table. Click + to enter the cheapest option first, then use down arrow or the tab key to navigate and add additional pricing options. Complete the Advert Size and Cost for each tier.