Sales Agreement Request
A sales agreement request is a booking request taken before the agreement is made: the prospective buyer's name and identity number, the unit, the agreed price, the first payment and who sold it.
What it is for
A request shows the unit as Booking Requested to the property-browsing functions that list vacant units. It does not reserve the unit for the agreement lookup and does not create the agreement: that is done on Sales Agreement.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Request | The number | Must be unique |
| Name | The prospective buyer | |
| CNIC | The buyer's identity number | National identity number (CNIC in Pakistan) |
| Agreed Price | The price agreed | |
| Property, Unit No | The unit | |
| Agreed Payment Time | When payment is promised | Free text |
| First Payment | The first payment | |
| Cheque | The cheque number | |
| Transaction Type | Free text | |
| Sales Channel, Agent, Sales Team, Sales Person | Who sold it | Free text on this screen |
How to configure it
Nothing to configure.
Scenarios
- A walk-in buyer pays a token for a flat. Log a request with the cheque number, then make the agreement.
What it is connected to
- Sales Agreement is made afterwards.
If something looks wrong
- "Same Sales Agreement Request already Exists". Use another number.