The Sales Advice Documents screen provides a list of all sales advice documents for a client. Multiple sales advice documents may be created for a client and these can be used as a means of comparison between house products. It is also used as a full version history of all client changes.

Documents synchronised to Framework ECM may not be edited. If modifications are required for a sales advice document, a copy can be created and edited accordingly.

A selected sales advice document may be printed from the screen by clicking the Print or Print Preview toolbar icon or by selecting Print from the File menu.

Procedures

Creating A Blank Sales Advice Document

Click New. The Create a New Sales Advice Document confirmation prompt will appear.
Click No to create a blank sales advice document. The Client tab of the Sales Advice dialog will be displayed.
Enter the details.
Click OK. The dialog will close and a new sales advice will be created.

Copying A Sales Advice Document

From the Sales Advice Documents list, select the sales advice document to be copied
Click New. The Create a New Sales Advice Document confirmation prompt will appear.
Click Yes. The Client tab of the Sales Advice dialog will be displayed.
Click OK. The dialog will close and a new sales advice will be created.

Sales Advice Dialog - Client Tab

The Client tab is used to capture key information about the client, including their contact details, current home address and the site details.

General Group

Field	Description
Status	Click to select the sales advice status. Example: Deleted, Cancelled, Pending Cancellation, Inactive, On Hold, Active.
Full Name	Full name of the client.
Report/Search Name	Report/search name of the client.
Category/Quality	Category: A field for assigning a lead category code. Quality: A field for assigning a percentage to indicated the quality of the lead.
Deposit Paid	Date the deposit was paid.
Paperwork Complete	Date the paperwork was completed.

Contact Person 1 Group

Field	Description
Title	Title of the contact.
Given Name	Given name of the contact.
Surname	Surname of the contact.
Full Name	Full name of the contact.
Telephone (AH)	After hours telephone number for the contact.
Telephone (BH)	Business hours telephone number for the client.
Mobile	Mobile telephone number for the client.
Fax	Fax number for the client.
Email Address	Email address for the client.

Client Address Group

Field	Description
Street Number	Street number of the client's home address.
Street Name (Line 1)	Street name of the client's home address.
Street Name (Line 2)	Second line of the client's home address.
Suburb	Suburb for the client's home address.
State	Australian state for the client's home address.
Postcode	Postcode for the client's home address.

Land Council Group

Field	Description
Council Name	Municipality or council for the land.
Zone Allowance	Zero allowance information relating to zone charges or policies.

Specification Group

Field	Description
Salesperson	Primary salesperson for the sales advice.
Region/Division	Region/division allocated to the salesperson.
Framework Job	Framework job number, once synchronised to Framework ECM. This field is locked and cannot be edited.

Notes/Legal Contact

Field	Description
Notes/Legal Contact	A free text area to record any notes relating to the prospect, including legal contacts.

Contact Person 2 Group

Contains the same fields as Contact Person 1.

Land Address Group

Field	Description
Lot Number	Lot number of the site.
Street Number	Street number of the site.
Street Name (Line 1)	Street name of the site.
Street Name (Line 2)	Second line of the site address.
Suburb	Suburb for the site.
State	Australian state for the site.
Postcode	Postcode for the site.
Map Reference	Map reference for the site.
Estate	Estate name, if applicable, for the site.
Estate Stage	Release stage for the estate, if applicable, for the site.

Sales Advice Dialog - Sales Advice Tab

The Sales Advice tab is used to capture details relating to the type of sale and the issues that need to be addressed in order to move forward with the sale. These involve details of the site, finance, advertising feedback, and early deliverables.

Site Details Group

Field	Description
Developer	Name of the land developer.
Dev. Approval Required?	Developer approval requirements.
Dev. Contact Details	Land developer's contact details.
Dev. Phone Number	Land developer's phone number.
Registered?	Land title registration status.
Forecast Registration	Forecast date of the land title registration.
DP Number	Deposited plan number.
Road Complete?	The road complete status for the land.
Kerb/Gutter Complete?	Kerb and gutter complete status for the land
Settled?	Land settlement status.
Forecast Settlement	Forecast date for land contract settlement.
Exchanged?	Land contract exchange status.
Knockdown/Rebuild?	An existing dwelling on the land is required to be removed prior to the construction of the new home.
Demo. Quote Required?	A quote for a demolition of an existing dwelling on the land is required.
Had Land Prior to Visit?	Land ownership status prior to the sales process.
Area	Size of the block of land.
Frontage	Width of the block of land.

Finance Group

Field	Description
First Home/FHOG?	First Home Owners Grant (FHOG) entitlement or application.
Property to Sell?	Does the client have a property to sell prior to proceeding with the sale?
Cash Client?	Is the client paying by cash?
Lender/Budget Advice?	Does the client require financial referral or advice?
Lender	Name of the finance lender.
Pay Deposit at Contract?	Will the client pay a contract deposit at the time of contract signing?
Current Ownership	Details of the ownership status of the land.

Field	Description
Television?	Was the client referred to the company by television advertising?
Press?	Was the client referred to the company by press advertising?
Radio?	Was the client referred to the company by radio advertising?
Internet?	Was the client referred to the company by Internet advertising or Internet content?
Direct Mail?	Was the client referred to the company by direct mail advertising?
Display Village?	Was the client referred to the company by display village advertising or location?
Word of Mouth?	Was the client referred to the company by word of mouth advertising?
Signage?	Was the client referred to the company by signage advertising?

Salesperson Checklist Group

Field	Description
House Siting Signed?	Has the house siting document been signed by the client?
Client Variations Signed?	Has the client variations document been signed by the client?
VOs, Master, Facade?	Has the variation order, master, and façade documents been acknowledged by the client?
Buyers Checklist?	Has a buyers checklist document been provided to or acknowledged by the client?
Procedures Signed?	Has a procedures document been signed by the client?
Pricing Sheet?	Has a pricing sheet document been provided to or acknowledged by the client?
H&L Info Attached?	Has house and land information been attached?
Finance Checklist?	Has a finance checklist document been provided to or acknowledged by the client?
Advised Site Start?	Has the client been advised of the site start date?
Deposited Plan Number?	Has the deposited plan number for the block of land been provided?
Location Map?	Has a location map document been provided to or acknowledged by the client?
Unregistered DP?	Does the land have an unregistered deposited plan?
Council Checklist?	Has a council checklist document been completed, provided to, or acknowledged by the client?
Receipt Number?	Has a deposit receipt number been provided to or acknowledged by the client?

Sales Advice Dialog - Product Selection Tab

The Product Selection tab is used to record and capture details of the sale specific to product selection and pricing.

In Framework SAM 2020

In Framework SAM 7.1 if the House Product selection is restricted to Region/Division in Framework ECM, that will be enforced on the Production Selection tab.

General Group

Field	Description
Number	Sales advice number, sequentially allocated. This field is locked and cannot be edited.
Date	Date the sales advice was created. This field is locked and cannot be edited.
Name	Sales advice name, sequentially allocated. This field is locked and cannot be edited.
Reference	Reference name of the sales advice, sequentially allocated. This field is locked and cannot be edited.

Sale Package Group

Field	Description
Sale Type	Allocated sale type. Click the Sale Type popup button to select.
Name	Name or description of the sales advice. This name should differentiate it from other quotations or sales advice documents.
Inclusions Template	Document template that specifically lists the inclusions relevant to the quote.
Price	Assigned or quoted value of the sales advice. This is not linked to the value of the quotation.
Price Effective	Date from which the quoted price is effective.
Receipt Number	Deposit receipt number.
Allocated Site Start	Forecast or expected site start date.

House Package Group

Field	Description
House Package	House package. Click the House Package popup button to select.
House Promotion	House promotion. Click the House Promotion popup button to select.
House Product	House product. Click the House Product popup button to select.
House Class	House class. Click the House Class popup button to select.
House Type	House type. Click the House Type popup button to select.
House Facade	House facade. Click the House Facade popup button to select.
House Series	House series. Click the House Series popup button to select.
House Siting	House siting. Click the House Siting popup button to select.
House Elevation	House elevation. Click the House Elevation popup button to select.

Variation Price Book Group

Field	Description
VPB Version	VPB version allocated to the sales advice. This can only be assigned when creating a new sales advice. Once assigned it cannot be edited. Click the VPB Version popup button to select.
VPB Area	VPB area allocated to the sales advice. This can only be assigned when creating a new sales advice. Once groups and items are assigned it cannot be edited. Click the VPB Area popup button to select.

Price Registration Group

Field	Description
Form Signed	Date the price registration form was signed.
Form Number	Price registration form number.
Home Manual	Date the home manual document was provided to the client.

House Type Image Group

Field	Description
House Type Image	Displayed image associated with the house type product information.

Sales Advice Dialog - Quotation Tab

The Quotation tab is used to create a quotation document using items from the VPB, imported templates, or non-standard items.

Quotation Group

Field	Description
Budget	Amount the client has to spend.
Total	Value of the current document. This is derived from the document itself. This field is locked and cannot be edited.
Balance	Calculation of the difference between the Budget and Total document figures. This is derived from the document itself. This field is locked and cannot be edited.

Groups List

Column	Description
Mandatory?	Flag set in a template that denotes whether the group must be included in a quotation.
Included?	Flag that determines whether the group's details and price are included in the quotation.
#	Sequential number of the group, based on order of appearance.
Name	Name allocated to the group.
Total Price	Total value of the items included in the group.

Items List

Column	Description
Mandatory?	Flag set in a template that denotes whether the item must be included in a quotation. This field is locked and cannot be edited.
Included?	Flag that determines whether the item's details and price are included the quotation's appearance and pricing.
#	Sequential number of the item, based on order of appearance.
VPB Ref.	Reference number of the original VPB item.
Description	Notes about the item.
Qty.	Quantity assigned to the item.
Price	Retail price of the item.
Published	Published price of the item.

Buttons

Button

Description

Click to import an existing sales advice, or a Template.

This button launches an import process where a pre-existing template or quotation can be selected and added to the current sales advice.

Procedures

Reconciling A Sales Advice Document

The reconcile function will re-order the Groups and Items lists by placing the included items at the top and excluded items at the bottom of the respective lists.

When all quotation groups and items have been entered for a sales document:

Click . The Reconcile Sales Advice message prompt will be displayed.
Click Yes to reconcile the Groups and Items list.
OR
Click No to cancel the reconciliation.
OR
Click Cancel to cancel the process.

Importing To A Sales Advice Document

A quotation document may be made up of one or more pre-existing templates. The Import button allows for a document template to be added. Once imported, template items can be deleted or modified according to the quotation requirements. The quotation does not need to be restricted to the template items; further groups and items can be added, either as standard or non-standard VPB quotation items.

Click Import. The Select Document Import Source dialog will be displayed.
- Select the source.
- Click OK. The dialog will close.
Depending on your selection, follow the on-screen dialogs.
After selecting the document, the user will be returned to the Quotation tab of the Sales Advice dialog.

Sales Advice Dialog - Reservation Tab

The Reservation tab is used to select and reserve available Land from the ECM database for the selected Client.

For detail on how the Reservation process works, see Land Register and Reservation.

Other Tabs or functions may be available based on custom requirements. The above content represents Standard configuration.