Create a Buy Request

  • Last Created On Nov 25, 2024
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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.


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