Managing sales

You can create, edit, and delete company (CX) sale records if you have the appropriate permissions; VG sales are read-only and cannot be modified. The Sale card provides additional actions including adding a sale to a valuation and analysing a VG sale.

Creating a new company sale

Click Sales in the main navigation, then click New sale at the top right of the Sales page to open the sale creation form.

Address form

Links

Open in Google MapsAction

Click the button to open the sale address in Google Maps in a new browser tab.

Search address on GoogleAction

Click the button to search the sale address on Google in a new browser tab.

VOW MapsAction

Click the button to open the sale address in VOW Maps. Press Alt M to open it using the keyboard shortcut.

SearchAction

Opens the address lookup to find and populate address details

Click Search to open the address lookup. Enter a full or partial address to find the property. Selecting a result populates the address fields automatically, including suburb, state, LGA, and postcode.

Field	Description
Unit	An optional unit number for properties within a multi-unit building.
Street number	The street number of the property.
Street name	The name of the street on which the property is located.
Property name	An optional name for the property or building.
Suburb	The suburb in which the property is located.
State	The state or territory in which the property is located.
Postcode	The postcode of the property.
LGA	The Local Government Area in which the property is located.
Zoning	The zone codes assigned to the property at the time of the contract, filtered to those effective at the contract date. Multiple zone codes can be applied to a single property.
Instrument	The zoning instrument (LEP) applicable to the property.
Legal description	The legal description of the property. Click the button to open the Plan finder and search for plan documents associated with the legal description. Plan documents found can be attached directly to the sale.
Area	The land area of the property.
Area unit	The unit of measurement for the area value.

Contract form

Field	Description
Contract date	The date on which the contract was signed.
Settlement date	The date on which the transaction settled.
Price	The sale price of the transaction.
Interest valued	An optional description of the interest in the property that was valued, such as freehold or leasehold.
Purchasers	The names of the parties who purchased the property. Type a name and press Enter to add it as a chip. Click the button to open the purchasers list editor, where names can be entered one per line. Names are stored in uppercase.
Vendors	The names of the parties who sold the property. Type a name and press Enter to add it as a chip. Click the button to open the vendors list editor, where names can be entered one per line. Names are stored in uppercase.
Sale type	The type of sale transaction, such as auction or private treaty.
Category	The sale category assigned to the record.
Property type	An optional property type classification for the sale.
List price	An optional asking price at which the property was listed for sale.
List date	An optional date on which the property was listed for sale.
Analysed land value	An optional land value recorded as part of a sale analysis.
Analysed by	The valuer who recorded the land value analysis.

ConfirmedToggle

Indicates the sale details have been verified

When enabled, the sale is marked as confirmed. A price and contract date are required, and the Provisional toggle is cleared automatically. When disabled, the sale is unconfirmed.

ProvisionalToggle

Indicates the sale details are not yet verified

When enabled, a price and contract date are not required, and the Confirmed toggle is cleared automatically. Provisional sales cannot be added to a valuation as evidence. When disabled, the sale is no longer provisional.

Linked valuations

The Linked valuations section shows all valuations this sale has been used as evidence in. It is read-only and populated automatically when the sale is added to a valuation.

Field	Description
Last valuation	The reference number of the most recent valuation this sale has been used as evidence in. The reference is a link that opens the valuation.
Linked valuations	The complete list of all valuations this sale has been used as evidence in. Each reference is a link that opens the corresponding valuation. When more than five valuations are linked, the list is truncated and a See more button appears to expand it.

Commentary

Sale commentary (for reports)Input

Public commentary notes included in sale reports

The editor supports rich text formatting. Sale commentary is visible to all users with access to the sale record.

Internal notesInput

Private notes visible only to your organisation

Internal notes are not included in any exported reports or documents. The editor supports rich text formatting.

Attachments

The attachments section allows files to be uploaded and linked to the sale record. Each attachment can be tagged for categorisation. See Attachment panels for full details on uploading, managing, and tagging attachments.

Analysing a VG sale

Analysing a VG sale creates a new company (CX) sale record pre-populated from the selected VG sale. The VG sale itself remains read-only; the analysis produces a separate, editable record owned by your organisation.

Click Analyse on a Sale card of a VG sale to open the 'Analyse sale' dialog.

The 'Analyse sale' dialog contains the same fields as the sale creation form, pre-filled with data from the VG sale. See Creating a new company sale for a description of all available fields.

Click Save to create the new CX sale record. The original VG sale is not modified.

Editing a company sale

Company (CX) sales include both directly created sales and those produced by analysing a VG sale. Both types can be edited the same way. You can open a company sale for editing in three ways from the sales list.

• Double-click a row in the list to open the sale card, then click Edit in the bottom corner to open the sale form.
• Click the icon in the Actions column of the row.
• Right-click a row to open the context menu, then select Edit sale.

Each of these actions opens the edit analysed sale form with all fields available for editing. Once you have finished editing, click Save to apply the changes.

Deleting a company sale

Delete saleAction

Permanently removes a company sale from the system

Only visible when the sale is a company (CX) record. VG sales cannot be deleted. You can delete a sale in two ways from the sales list:

• Click the Delete icon in the Actions column of the row.

• Right-click a row to open the context menu, then select Delete sale.

Both actions open the 'Delete analysed sale' confirmation dialog. Click Delete to permanently remove the sale record, its commentary, and its attachments. Click Cancel to close the dialog without making any changes. This action cannot be undone.

Adding a sale to a valuation

Adding a sale to a valuation links it as supporting evidence on a job record. You can add both company (CX) and VG sales; provisional sales cannot be added as evidence. You need permission to edit jobs to add a sale.

You can add a sale in two ways from the sales list:

• Click the Clipboard icon in the Actions column of the row.
• Right-click a row to open the context menu, then select Add sale to a valuation.

Both actions open the 'Add to sales evidence' dialog.

Enter the job reference in the Job ref field and click Search. When a matching job is found, a summary of the job is displayed. Click Add to job to link the sale as evidence on that job.

cast_for_education

If the target job is open in another browser tab, save it before adding the sale to avoid conflicts.

When the sale is added successfully, a confirmation is shown. Click Open job to navigate to the job, or Close to return to the search results.

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When a VG sale is added to a valuation, the system automatically creates a new company (CX) sale record from it. The original VG sale is not modified. The new CX record appears in subsequent searches and is linked to the job as evidence.