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Dealer

A dealer is a property dealer or estate agency that sells units on the developer's behalf. A sales agreement can name a dealer and a sub dealer.

Where
Real Estate › Dealer
Who uses it
Sales management
When
At setup
Needs first
Nothing

What it is for​

Dealers are picked in the Dealer and Sub Dealer fields of a Sales Agreement, for reporting who sold the unit. The screen keeps the dealer's addresses and contact people on the same Address and Contacts tabs customers and vendors use. It does not compute or pay commission.

Every field in plain words​

Top part​

FieldWhat it meansWhat to put
DealerThe codeA short code. Required; unique
NameThe dealer's name
BlockMarks the record as blockedTick to mark it blocked

Address and Contacts tabs​

FieldWhat it meansWhat to put
Address linesName of address, purpose, address, country, state, city, primary addressOne line per office
Contact linesPerson, contact nature, number, primaryOne line per contact person

How to configure it​

Nothing beyond the list.

Scenarios​

  • An estate agency and its branch agent both take a share. Pick the agency as Dealer and the branch as Sub Dealer on the agreement.

What it is connected to​

If something looks wrong​

  • Save refuses and marks the code. The code is empty, or another record of this screen already uses it. Codes must be unique; type a new one.