Filling out a Multiple Sale Report

To edit a Multiple Sale report the following criteria must be met:

• You must have the Create Multiple Sale permission in your User Settings.

• The CLEO must be set in your Multiple Sale Account Settings

• The Multiple Sale cannot be Dismissed or Transmitted

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From the Pending Multiple Sale list page select or create a Multiple Sale.

• First you must enter the Date of the Report.

• Then scroll down and click the ‘Create Multiple Sale’ button

Once you’ve completed those two steps, the ‘Transferee’ panel will open up.

• In the ‘Transferee’ panel enter the Transferee’s first name and click the ‘Search’ button

•  Select the Contact and click the ‘Save & Use This Contact’ button
       * If the Contact does not have a County set you must enter one to Continue

After the Contact is selected you continue filling out the form.

• Fill out the rest of the form; Q6-Q12, Q13-14 are optional
       * The form must be completely filled out

• Q12 Place of Birth
       * If US is selected the City and State must be entered
       * If any other Country is selected the City and State are not required

• Date Forwarded to Agency can only be the current date

• Search for and Add the Items to the form
       * The search results will only show items disposed to the selected Contact
       * You can only select items that should be on the report

• Click the ‘Save’ button

Once the form is completely filled out the Transmit button will be available to click.

• Click the ‘Transmit‘ button to continue