Chapter 9: Sales Agreement Process

Sales Agreement Process

Clicking on the “Sales Agreement” from the timeline and clicking on “Finish” that would conclude the sales process and the unit(s) is 

Before Finishing Agreement  

   After Finishing Agreement

After the reservation agreement has been completed and dispatched to the customer, the System User can initiate the process of issuing a Sales and Purchase Agreement (SPA) request.

Upon approval of this request, the system will automatically generate a Sales Agreement record, complete with the necessary payment invoices.

From the opportunity header click on the “Issuing SPA” button direct.

(Please make sure that Opportunity : Est. Revenue contains value before issuing SPA)

Once issuing SPA request approved system will create SPA record automatically and you can see it under Property Agreements section.

Generated SPA

RA Header Information

Financial Information

Changing Agreement Status        

 Changing Unit Status

Upon approval of the sales agreement, the system will automatically update the status of the units from "Reserved" to "Sold". This transformation is seamlessly integrated and requires no additional action from your end.