Adding a vendor with a property to sell

The process of adding a vendor to Jupix, with a property to sell, is outlined below.

This article includes: 

• Adding a new potential vendor
• Progressing the enquiry
• Adding a market appraisal
• Adding a direct instruction

Adding a new potential vendor

1. Click the Residential Sales department tab
2. Click Vendors on the main homebar
3. Click Add New Potential Vendor
4. Enter as much of the vendors Person Details as possible
   1. It's possible to add multiple email addresses within the Email Address field. Simply separate the addresses with a semicolon and a space.  All emails sent to this vendor will be sent to all email addresses included within the Email Address field
5. Add Communication Preferences which will determine how mailouts are sent to the vendor.  Do Not Solicit By is any method the vendor doesn't wish to be contacted by
6. Marketing Consents for Marketing Information and Property Match Details will be set to Unknown by default. If the vendor has Consent Given or Consent Denied, this can be selected from the dropdown menu
7. Add in any Additional Contact Information 
8. Confirm the Source of how the vendor heard about your agency or the way in which they made their enquiry
9. Add Property Details for the potential property the vendor may be looking to sell
10. Click Save

Progressing the enquiry

1. Click Vendors on the main homebar
2. Search for the relevant vendor in the Find bar and click Go. Click View on the relevant record
   1. Alternatively, find and click the relevant vendor from within the Last Viewed section
      
3. On the vendor Summary tab, click Book Appraisal
4. Click the type as a Market Appraisal (to create an appraisal record) or a Direct Instruction (to create a property record)
   
   

Adding a market appraisal

1. Fill in the property details for the property the vendor wishes to sell
2. Complete the Background Questions if you have the answers available (the answers can be added later)
3. Click Select date and time from diary to schedule the appraisal in and select the attending staff for the market appraisal
   
   
   
   
4. Once the appraisal is confirmed, tick Confirmed with the vendor and attending staff. If you tick Email Confirmation, this sends a confirmation email to all contacts
5. A new appraisal record is created which can be progressed to a property record, once completed
   
   

Adding a direct instruction

1. Fill in the property details for the property the vendor wishes to sell
2. Add the property marketing information, sale details (including the price) and viewing arrangements
3. Click Save when completed
4. A new property record is created which can be progressed to Instructed – On Market once all incomplete tasks have been resolved