Completing a sale is an important step in Zenu Trust as it closes off the sales record along with releasing commission to the agents.
(refer to Creating Commission Statements for further information)
Prior to updating the status to Completed, the sales record should display an Account Sale status.
Prior to completing the sales record, ensure you have received the full amount invoiced to the Vendor
If the Outstanding amount is not Zero, further investigation is required.
Update the status to Completed
The "Sale Completed on" date will default to today's date.
Enter the "Sale Settled on" Date, and "Release Commission to Agents on" Date
Print or Preview the "Completed Sale Report".
The Completed Report is an internal report for your records
The sales record will now sit in the Completed/Fallen tab.
Select "Include Completed/Fallen" to view all completed/fallen records
To reprint an individual "Completed Sale Report" open the print tab
Select "Completed Sale Report" and Print
