Next step is setting up office record(s). This step is required before users can enter agents, vendors, employees, or transactions. All master file records and sale transactions are tied to an Office.

Still under System > Setup > Offices

Select Add in the menu and enter the relevant office details

Gross commission default can be set at this step to automate calculations when processing sales.

Enter the preferred default here:

Check Responsibility Code & Class Defaults

Select the appropriate default responsibility code and class defaults as desired. Note that is no selection is specified as a default, this will be when entering a transaction. Default responsibility code and Class defaults can be modified on the transaction as needed.

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