End Of Month (EOM) Return. If your office is part of a real estate group using the OSL Franchise module you will use the EOM Returns tile to file your monthly activity returns.
There is a video tutorial available in OSL > Help > Tutorials
Select the section Sales
The monthly Returns process provides head office with your sales activity and allocates the awards activity to your sales people.
Home page short cut
TABLE OF CONTENTS
- Understanding your Returns screen
- Current Sales tab
- Current Return tab
- Adding a Sale to your Current return
- File your Return
- Previous Returns tab
- Docs tab
- Ranking
- EOM Faqs
You can add a Sale to the current EOM return at anytime through the month.
Understanding your Returns screen
- Current Sales tab - use Sales on this tab to add to this months Return
- Sales added to your Current Return tab
- Previous Returns tab
- File Return button
Current Sales tab
This is a list of current Sales for your office
Current Return tab
Once you have added a Sales from the Current Sales tab they will be displayed here.
This tab shows a list of the sales that you have added to the current months return.
Adding a Sale to your Current return
Select your Sale on the Current Sales grid and click on the Add button to add to your current return more...
File your Return
Click on the File your return button to file your return.
You will not be able to your Return if there are any Sales in your Return that are incomplete.
Notes;
- Open each sale and make sure that the sale has been correctly entered.
- If you cannot fix the sale you will need to remove the sale from the current return.
- If you incorrectly add a Sale to the Current Return select the Sale and click on the Remove button to remove the Sale from your current Return.
Previous Returns tab
This is where you can see your previous monthly returns
This tab shows the previous returns that you have filed.
Docs tab
Your previous returns are stored here as PDF files.
When you file a Return a copy of your Return will be saved to the EOM Docs tab
Ranking
The position of your Agents and Office is displayed on the Ranking page more...
EOM Faqs
Some of the more common questions asked when filing your EOM Return more...
NEXT Adding a Sale