The sales details screen occupies the whole screen and is split into 2 sections. The Left Hand section shows Some Details for the Job & Sale being Editied and the list of Sales tabs in either Icon view or Table view.
The Right hand section shows the details for the currently selected tab.
The Sales Tab consist
Sales Details Tab
Sales SubObject Tabs
Depending on how your instance is set up, there can be any number of Sales SubObject types, in the screenshot above, there is one Sale SubObject Type.
Sales Details Tab
The details tab is split into 2 sections
Sales Header information
Sales Details fields
Sale Header information
This contains a Photo (if available) the Address of the sale and if the sale is comparable. Tapping on the Photo will display the Photo Tab for the Sale. Tapping on the Include as Comparable will set the Sale is comparable or not.
Sale Details Fields The fields that are defined for the Sales tab are displayed here.Each field can be edited in the same way as fields on the Job Tabs.
Some fields may be defined as comparable fields. For these fields if the Sale is not comparable they will not be editable and be greyed out.
Like the job Tabs View the Sales Tabs can be viewed in Icon or Table View mode.
Adding subObjects works in the same way that Job Tabs work.
In the screenshots 4 Sales Development subObjects have been added.
Add New Sale
When adding a new Sale the Sale Details tab is displayed with the details of a blank sale.
The Address, Sale Date & Price should be entered followed by any other data that is relevant.
Geocoding a New Sale
To geocode a new sale when entering the address field use the “Update Location using Map" button.
This will display Update Location using map screen
Tapping on the map will move the red pin to the point tapped and display the address in the Marker Address field and the Latitude & Longitude.
Tapping Save will update the Latitude & Longitude of the Address. Tapping Save & Close will Save the Latitude & Longitude and close the screen, returning to the Edit Address screen.
Tapping done will exit without updating the Latitude & Longitude.
Note if no fields of the address have been entered and a new sale is being created then the Address fields will be updated with the Marker Address.
Tapping on the Map button will display a list of Sales and a Map showing the location of the Sales.
The List of Sales is shown on the left hand matches the list of Sales from the previous screen. It is possible to toggle between “Search Sales” and “Selected Sales”.
Tapping on the blue info button will display the sales details for the Sale.
The subject job is shown with a Red Pin and each Sale as a black markers as shown.
Tapping on the blue arrow button will move the map so that that Sale in moved to the centre of the map. The sale will be highlighted with a red marker as shown.
You may select & de-select Sales in the table on the left hand side in the same way as you can with the standard Sales Evidence screen.
To Search for an address, enter a partial address in the search field and press the Magnifying Glass.
This will narrow the list of sales to just those sales that match the partial address as shown below
Tapping on the Refresh button to the right of the magnifying glass will clear the partial address field and restore all the Sales.
Tapping on the Refresh Icon in the bottom toolbar will refresh the Comparable Sales Table.
Tapping on the Sort Icon will display the Sort Options. (See the section “Changing the Sort Order of Sales” section above for details)
Sales that have not been Geocoded
The Goto Sale button can be displayed with one of two Icons. If the Sale has not been Geocoded then the Icon is displayed as an Arrow Icon.
If the Sale has not been Geocoded then the Icon is displayed as a Question mark Icon.
In this case tapping on the Icon will Geocode the Sale and move the map to the Sale.
If the Sales table is displaying Search Sales for comparison the Sale is not displayed on the map until it is geocoded. If the Sale table is displaying Comparable Sales the Sale is geocoded from the address and is displayed on the map.
Exapanding/Contracting the Sales Map
Tapping on the Expand/Contract button in the bottom left corner of the map will toggle the map between Full Screen and part screen mode.
Tapping on the World Icon at the bottom right of the map will toggle between Cartographic mode and Aerial mode.
Tapping on an individual sale will centre the Sale and display a callout showing some details of the Sale.
Tapping on the Go To Sale button will display the Sale Details.