Entering a valuation - Scottish functionality

In this guide, we will show you how to add a valuation to the system.  To add a valuation onto the system you must first navigate to a property. Once on the screen, you can navigate to the valuation tab, and click the record valuation button on the right hand side of the scree

Once clicked you will have two options to choose from 'sales valuation' or 'lettings valuation'. 

From this section you are able to set a lower valuation, set an upper valuation and add your suggested market price. You also have a few options like price text price qualifiers agency type and owning branch. From here you can select these in the drop-down.

One of the options on the screen is to select a fee, you can select either a pre-set fee that can be configured in our admin centre or you can select a custom fee that will allow you to add a fee ad hoc. If you add a fee ad hoc or a customer right you will be asked to enter a title price, percentage or pounds and a VAT rate. Once you are happy with this press okay.

Once you have entered the lower upper and suggested market price and filled in the relevant information once you are happy you can press set valuation. 

Once you press set valuation it will take you back to the valuation tab and you will be able to view the valuation that you just set. You can change this valuation at any point by pressing the orange button for 'Not Instructed'.

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