Property Types
Use this setting to designate the list of valid Property types for sales transactions
Navigate to Sales > Setup > Property Types
Select Add
Enter a unique Property Type code (up to 8 digits)
Franchise Prop Type Code only required for franchisees
Select the desired designation and Save
Note: Any Property Type(s) your company does not require can be deleted provided it has not been previously used in a transaction. Once used, it may not be deleted however uncheking the Active? checkbox hides the property type from any drop-down lists.
Transaction Types
Sales > Setup > Transaction Types
Transaction Types identify the various agents’ roles relating to a particular sale. The description will print on the agents’ check stubs.
Source Of Business
Sales > Setup > Source of Business
This is where you will setup the list of the sources of your business. Source codes are a way for defining and tracking where your business comes from.
Select Add
Enter a unique Source of Business Code (4 characters maximum)
Enter a Description and select Save