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


You can add a Sale to the current EOM return at anytime through the month.


Understanding your Returns screen


  1. Current Sales tab - use Sales on this tab to add to this months Return
  2. Sales added to your Current Return tab 
  3. Previous Returns tab
  4. 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