New user interface - offers screen

Owned by Fiona Wilson, created
Last updated: Mar 30, 2022
4 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

As part of the new user interface (UI) project, the offers screen has been redesigned to bring it in line with previously redesigned screens.

All existing functionality exists but with a refreshed look and feel with enhanced usability features

Each section of the new offers screen is covered below

Property status & screen tabs

  • Property Status, always on display, is now available top left of the screen and is also colour coded according to the current status (as seen in Buyer & Sales Details section below)

  • Offers & Reservations and Buyer & Sales Details - are available as tabbed options at the top, as previously seen in the legacy offers screen

 

Both screens - Offers & Reservations and Buyer & Sales Details - are outlined in the sections below


Offers & Reservations

The Offers & Reservations screen is used to log offers and progress the sale

Available Offers & adding a new offer

All offers for the current property are displayed in this panel

Use grid functions to sort/filter/group the list:

  • Click column heading to sort the list ascending/descending

  • Click to the right of the heading for filter/group options

  • Right-click over the headings for extra options
    E.g. add extra columns and save the new grid layout and/or export the list to Excel

 

Adding a new offer

From the Available Offers panel (shown above): 

  • Click  (top right)

  • Navigate through the Add New Offer wizard
    All functionality is the same as the legacy offers screen

  • After clicking Finish, the new offer is then shown in the Available Offers panel

As with the legacy offers screen, the offer should be selected when viewing/adding other information in this screen, such as offer status, see next step

 

Offer Status (etc.)

Ensure the correct offer is selected in the Available Offers panel above

  • The relevant information for the selected offer is shown here

  • All fields/details were previously available in the legacy offers screen, but are now pulled together into one panel

 

Options

Ensure the correct offer is selected in the Available Offers panel above

  • All options shown were previously available in the legacy offers screen

  • When Sales Trust Accounts is in use, this panel will also display accounting functions

 

 

Invoice, Letters & Save buttons

  • Click Invoice to access the invoicing screen for the property where invoice details can be viewed and/or generated

  • Click Letters to access the letters screen for the property where offer letters can be viewed and/or generated

    Both buttons were previously available at the bottom right of the legacy offers screen

  • The offers screen now has a Save button, this means the screen can be saved without exiting it first

 

 

Activity Feed

The Activity Feed panel offers the same functionality seen in other redesigned screens and replaces the Notes functionality previously available in the legacy offers screen

  • Click  (top right)

  • Select to Add general offer note or to Add note for offer by: (currently selected offer)

  • Add offer note and click Accept
    The offer note will be shown in the Activity Feed


When notes have been added for specific offers:

  • Click the Filter button to filter the Activity Feed to show only notes for a specific offer

When offer checks are in use, these can be accessed and updated via the panel at the bottom of the Activity Feed

Buyer & Sales Details

The Buyer & Sales screen is usually used from when a property is at exchange stage onwards

All functionality seen in the legacy offers screen exists but in the new format, with information organised into easier to follow panels, such as the Buyer Solicitor being available in the Sale Details panel and the Sold By options now being available via a link menu