Developments, units and the sales mirror
How to register developments, build the inventory of units and lots (one by one or from a spreadsheet) and work the sales mirror. It also explains the unit state machine, which decides which status changes are allowed and stops two people from reserving the same unit.
The development is the root of everything in this module. Without it there is no unit, and without a unit there is no mirror, no reservation and no proposal. Always start here.
Registering a development
- In the Real Estate menu, open Developments.
- Click New development.
- Fill in Name, Type, City and Status, then click Create.
The available types are Incorporation, Condominium, Land subdivision, Urbanization, Commercial, Residential and Mixed use. The status follows the commercial life cycle: Planning, Pre-launch, Launch, Selling, Construction, Delivered and Closed. A development also stores the full address, coordinates, region, time zone, launch date and forecast and actual delivery dates, counts of units, towers, blocks, lots and floors, the standard, the segment, the specification memorandum, the construction progress percentage and the default commission. The companies involved (the special purpose entity, the developer, the builder and the land subdivider) live in a company registry of their own and can be linked to the development.
Building the inventory: Units & Lots
Open Units & Lots and choose the development in the selector. The screen lists the inventory with the code, the kind, the table price and the status.
- Click Add unit.
- Enter the Code, choose the Kind (Unit or Lot) and the Table price.
- Click Create. The unit is born as Available.
Bulk import from a spreadsheet
For a whole launch, use Bulk import (CSV). The first line is the header and the recognized columns are code, tablePrice, bedrooms, parkingSpaces, privateArea, block and floor. When it finishes, the screen tells you how many were created, how many were updated and how many errors occurred.
The sales mirror
The Sales mirror is the visual reading of the inventory, designed for the sales office. Choose the development and see every unit colored by status, with filters by status and by number of bedrooms. Click a unit to change its status or to reserve it on the spot.
The statuses are Available, Reserved, Proposal, Sold, Blocked, Swapped, Cancelled and Unavailable. Each has its own color, so the team reads the availability of a whole development at a glance.
The rules for changing status
A unit does not go from any state to any other. The allowed transitions are these:
- Available can go to Reserved, Blocked, Unavailable or Swapped.
- Reserved can go to Proposal, Available, Cancelled or Blocked.
- Proposal can go to Sold, Reserved, Available or Cancelled.
- Sold can go to Swapped or Cancelled.
- Blocked can go back to Available or on to Unavailable.
- Unavailable, Swapped and Cancelled go back to Available.
Every change is recorded in a unit status history, with the origin and the author, so the commercial life of any unit can be reconstructed. And every transition uses a concurrency lock: if two people try to touch the same unit at the same moment, the second one gets a clear error instead of overwriting the first.
Common questions
If the mirror looks empty, the development has no units yet: register or import them first. If a status is not offered in the Change status menu, that transition is not allowed from the unit's current state. If a change fails even though it looks valid, somebody altered the unit at the same instant: reload the list and try again.