Note: Admin functions are restricted. Some functions are not available to all staff members.
The billing department uses Order Download to download (or examine orders and line items for) custom books, dailies, staff-loaded listings, terminated listings re-listed by the same brokerage, photos, and additional prints.
Use the Browse Orders link to:
Browse orders grouped by Download ID or Order Number. You can limit the display to a particular date range and/or a specific member. The multi-page reports include, Download ID, Order Number, Product Number, Date, GL Number, Product Description, Member Number, Realtor Number, MLS Number, MLS Address, Quantity, Unit Price, and Total Charges.
Use the Summary Report link to:
Generate a Summary Report by GL Account # or Product #. Specify a timeframe for the report. The report includes: Total Net, GST Total, PST Total, and Total Gross for each GL Account or Product and grand totals for all.
At the Download drop-down list, select the desired type of download:
Latest Orders: Downloads all orders entered since the last download.
By Date: Downloads orders within a specified date range. The system pre-fills "Download Orders From" with the date of the most recent download, and pre-fills "To" with today's date. Change the date range as required.
By Transaction Number: Downloads a previously-downloaded file by transaction number. NOTE: To look up and pre-fill a transaction number, use "To Browse Orders Grouped by Download ID or Order Number", below, and click the Download link at Step 9.
At the Administrator's menu, select Order Download. The TMLS Orders Download page appears.
At Download, select a download option from the drop-down list.
Enter appropriate values if prompted (e.g., a
date range or transaction number).
Click Download File 1 to download
the orders file. When prompted, click
Save, then specify a folder to store the file.
Click Download File 2 to download line items. When prompted, click Save, then specify a folder to store the file.
To Browse Orders Grouped by Download
ID or Order Number
At the Administrator's menu, select Order Download. The TMLS Orders Download page appears.
Click the Browse Orders link at the top of the page.
At Group Results by, click Downloads or Orders.
At Date Range, enter a Min. (start date) and Max. (end date), if you wish.
At Member ID, enter a member number if you want to display orders for that member only.
Click Search. TMLS displays the report.
Navigate the list to the desired item using Next Page, Previous Page, or Jump to Page.
If you want to print the report, click Print (then, at the Print dialog box, click Print). NOTE: if the report contains more than one page you need to print each page separately. Navigate to, and then print, each page.
At the report you can, if desired, click any Order Number link to view order details;
or, click any Download ID link
to display a one-page (scrollable) report of the particular download;
or, click the Download link
to pre-fill the Orders Download page with the current transaction id.
At the Administrator's menu, select Order Download. The TMLS Orders Download page appears.
Click the Summary Report link at the top of the page.
At Date Range, enter a Min. (start date) and a Max. (end date).
Click By GL Account # or By Product #.
Click Generate Report.
Click Print, to print the report. At the Print dialog box, click Print.
At the report display, you can also generate a report for the alternative option (By GL Account # or By Product #). Select the option, then click Generate Report.
