The first step in adding inventory is adding the PARCELS and VIEWS. These fields will be used as drop down boxes when adding the unit.
Add the Parcels:
Step 1: Go to your ADMIN tab.
Step 2: Under MANAGE INVENTORY, select PARCELS.
Step 3: Click ADD PARCEL to the right of the ACTION PARCELS drop down menu
Step 4: NAME will be what you call the Parcel such as, Phase 1 or a Neighborhood Name
Step 5: GL ACCOUNT can be 1
Step 6: PLATTED UNITS can be 0 (if you don’t know exact number)
Step 7: ACTIVE should be marked YES
Step 8: Select SAVE
Add the Views:
Step 1: Go to your ADMIN tab
Step 2: Under MANAGE INVENTORY, select VIEWS
Step 3: Click ADD VIEW
Step 4: Select NAME, such as “Interior”, “Lake”, or ”Golf.”
Step 5: ACTIVE should be marked YES
Step 6: Select SAVE
Once all of your PARCELS and VIEWS are entered, you can add the appropriate inventory under the UNIT.
Add the Inventory:
Step 1: Go to Admin Tab
Step 2: Under MANAGE INVENTORY, choose UNITS. Click ADD UNIT.
Step 3: Select appropriate PARCEL from drop down box
Step 4: UNIT NAME will be the home site number
Step 5: VIN is a behind the scenes sorting number. You can make it the same as the homesite if you like. You can also use a prefix for Parcels (ex Phase 2 Lot 4 could be 2-4. Keep it consistent and they will stay in order)
Step 6: UNIT SIZE can be 0 if that information is unavailable
Step 7: BEDROOMS, 0 if land only
Step 8: FULL BATHS, 0 if land only
Step 9: HALF BATHS, 0 if land only
Step 10: PLAT STATUS can be blank
Step 11: OWNER will be your company name
Step 12: LIST PRICE will be the listed amount of the home site
Step 13: INCENTIVE is total amount of discounts, if none, 0
Step 14: NET VOLUME will be the list price – incentive amount
Step 15: Select appropriate VIEWS from drop down box
Step 16: UNIT STATUS will be UNCOMMITTED
Step 17: UNIT TYPE will be COMPANY
Step 18: ACTIVE should be marked YES
Step 19: DESCRIPTION can be any additional text you want to incorporate (i.e., specific architecture or if there are different neighborhood names throughout a community)
Step 20: EQUITY APPRECIATION is mainly used for Trade Ins
Step 21: FINANCING can be used if you prefer
Step 22: COMMENTS are any additional comments you may have for this particular unit
Step 23: Select SAVE
Once you have added all of your units they can be viewed under the INVENTORY tab.
The unit can then be sold by going to the name of the contact who is purchasing the unit. Select SALE under the ADD THE ACTION drop down menu. Complete the pertinent fields and save.
Once a unit/lot has been added you never need to add it again. The system will attach all future sales to the same unit.
If a contract cancels, updating the sale record releases the unit back to inventory as "uncommitted".
NOTE: If you happen to make a mistake once the sale has been saved, all you need to do is cancel the sale by adding a DATE CANCELLED and changing the CLOSING STATUS to CANCELLED. Once the sale is cancelled, you can then go back into it and at the bottom you will see the red DELETE button. You want to make sure to DELETE the sale so it won’t be counted as a cancellation. This will also populate the sale back into your inventory. Make any necessary corrections and sell the unit again.***