Brokers

 

Broker is a person who helps for selling/buying assets. Broker is used during Sales and Purchases. We have to enter all basic details of Broker.



With help of this section you can do below things,
  • Create New Broker
  • Edit Existing Broker
  • Remove Broker
  • View Broker’s Statement
 
To Add/Edit Broker Type:
Simply goes to Left panel=> Broker => Add Broker

In Add Broker Form user need to add details about Broker. This will be used during sales process.

After entering broker details user can choose Active or De-active status of Broker type. Purpose of Active and De-Active Status is those users can temporary hide Broker details while doing sales process.

To Delete Brokers:
You are allowed to delete brokers only if brokers is not assign to any project and you can do it in brokers listing with  Icon.

To View Broker’s Statement:
You can show Broker’s statement by clicking on Statement Report  Icon.