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.

Above the upper-right corner of the table is a Filter button. Selecting this button opens the Filter pop-up, allowing users to filter the table by Plot and Created Date. The Plot drop-down lists all Plots on the selected Site, and the Created Date filter allows users to specify a date range so that only Sales Extras created within the selected period are displayed.

Each column within the Sales Extras table includes sorting functionality. The user can apply sorting by selecting the column header, which displays a white upward-facing arrow to indicate that the column is being sorted in ascending order.

Only one column can be sorted at any given time; if a different column is selected for sorting, the previous sorting selection is removed. When ascending sorting is active for a column, selecting the column header again will change the indicator to a downward-facing arrow, showing that the column is now sorted in descending order.

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.

Sites Sales Extras Images

The Sales Extras Images section allows users to Add, Edit, and Remove Images associated with the Sales Extra.

This section includes a Quick Search feature that targets the Image Name column.

An Image Name is required to proceed with an upload. If a user attempts to upload an image without providing an Image Name, the system will prevent the upload and display an error prompting the user to enter an Image Name.

To upload an image to the Sales Extra, the user can enter Edit mode and populate the Image Name and Revision Reference fields with the desired details. The user can then select the UPLOAD button, which will open the File Explorer to allow a file to be selected. Once a file is chosen, it will be uploaded to the Sales Extra and displayed in the table.

To Upload a new Version, the user must enter Edit mode and select the icon in the Upload column. The system will open a popup containing two editable fields: Document Name and Revision Reference, which the user can update as required to align with the new Version.

The popup also includes an Upload button; when selected, the system opens the File Explorer, allowing the user to choose a file to upload. Once the upload is complete, the Documents list table is updated to reflect the revised Document Name, Revision Reference, Upload Date & Upload Time for the latest version.

To View an existing Document, the user can select the icon in the Current column for the desired Document, which will open a new browser tab displaying the most recent version.

Alternatively, the user can select the icon in the Versions column to view a table containing all Versions of the Document. From this table, the user can select the icon in the View column to open a new browser tab displaying the selected version of the file.

To Download a Document, the user can select the icon in the Download column for the desired Document. The system will immediately begin downloading the selected file, which can then be accessed locally on the user’s device.

Alternatively, the user can select the icon in the Versions column to open the Versions popup. Within this popup, a Download icon is available for each Version of the Document; selecting this icon will initiate an immediate download of the chosen Version to the user’s device.

When a file is downloaded, it retains the Document Name that was assigned at the time of upload.

To Delete an existing Document, the user must enter Edit mode and select the icon in the Delete column. The system will display a confirmation dialog warning that deleting the document and all its versions is permanent. Once Yes is selected, the Document is deleted and cannot be recovered.

Deleted Documents are permanently removed from the Sales Extra Images table and cannot be viewed or accessed in any way.