Buy Requests screen is used to create and manage
property purchase requests from customers.
Newly created requests will have a "Draft"
status.
Approved buy requests will display the "Convert to Contract" and "Convert to Invoice" functions, allowing you
to convert the buy request into a contract and invoice.
When a property is awaiting the creation of a contract
and invoice, its status will automatically change to "Pending Sale".
Once a contract has been successfully created for a property, the system will automatically change the property's status to "Sold".
1. New Buy Request
Select the New Request function on the screen, enter the required values.
2. View Buy Request
Select the View function corresponding to the data you
want to view information
You can View Request as PDF, Download, Print, Send email to Client, Convert to Contract and Convert to Email
3. Edit / Delete Buy Request
Requests that have created contracts and related Invoices will not be able to be Edited / Deleted.