Sites Sales Extras
The Sales Extras area allows users to Add, Edit, and Delete Sales Extras for the Site. Sales extras are used for billing purposes and can be claimed within the Sales Application Sales Extras section.
This section contains a Quick Search feature which targets the Sales Extra column.
Creating & Deleting Site Sales Extras
To create a Site Sales Extra, the user must enter Edit mode and select the Create Site Sales Extra button located above the right-hand side of the table.
The system will then navigate the user to a new site sales extra record, which automatically opens on the Site Sales Extra Details page.
To delete an existing Site Sales Extra, the user must select the desired record from the table, enter Edit mode, and then select the Delete button in the top right corner.
Deleted Site Sales Extras are highlighted in red within the list page, allowing users to easily identify removed records. These records are only visible to users with the Super User switch enabled.
Super Users can Restore deleted Site Sales Extras by selecting the deleted record from the table and clicking the Restore button in the top right corner.
Site Sales Extras Details
The Sites Sales Extras Details page contain multiple editable fields which define key information for the Sales Extra.
The Site Sales Extra Details page contains multiple editable fields used to define key information for the Sales Extra.
The fields available on this page are described below:
The Client and Site sections are read-only and automatically display the Client and Site associated with the Site Sales Extra.
The Plot dropdown lists all non-deleted Plots added to the Site, displayed by their Plot Numbers.
The Sales Extra dropdown lists all non-deleted Sales Extras available within the associated Client’s Sales Extras area.
The Quantity field accepts any numeric value with no set limit. This defines how many of the selected Sales Extra can be claimed within the Sales Application Sales Extras page.
The Price field is read-only and is automatically calculated based on the entered Quantity. The unit Price of the Sales Extra is defined within the Client’s Sales Extras area.
The Location field is a free-text field, allowing the user to enter a Location as required.
