!! STOP: Don’t Use the Inventory and Price Management App Until
You’ve configured the Units with the Condo Unit Configurator and the Condo Grid with the Condo Grid Configurator.
Introduction:
The Inventory and Price Management App is a powerful tool for managing inventory and prices in real-time and across all touchpoints (web, mobile, and sales center devices). With this app you can:
Provide inventory availability and status in websites, and sales center devices
Segment inventory according to real-time status (Available, Sold, Hold, Sold Conditional, Not Released)
Change availability status and control how and when to release your product into the market
Control and modify the price of Units, Unit Premiums, Unit Add-Ons Etc.
!! Heads-Up
Our Table of Contents links might occasionally land you Just Below The Target Section. If this happens, a Simple Scroll Up to the Previous Section will get you right where you need to be.
TABLE OF CONTENTS
- Get Started
- Inventory Management
- Unit Inventory at a Glance
- Filter Unit Cards
- The Units List
- Edits Done from the Unit Card
- 7. Remove Tags from Units
- 8. Add a Tag to a Unit
- 9. Bulk Actions: Add a Tag to a Group of Units
- 10. Edit the Names of Tags in the Tags List
- 11. Remove Tags from the Tags List
- 12. Add New Tags to the Tag List
- 13. !! STOP. Before you Update the Status of a Unit, Read This:
- 14. Update the Status of a Unit
- 15. About Unit Add-Ons: Add Parking Spots, Lockers and Bike Racks
- 16. Assign Parking Spots, Lockers and or Bike Racks to a Unit
- 17. Unlock a Unit
- 18. Initiate or Make a Transaction
- 19. Display the Unit’s Information
- Unit Add-Ons Management
- Price Management
- Price History
- General Settings
- Allocations Reservations and Commissions for VIP Brokers
Get Started
1. Launch the Inventory and Price Management (IPM) App
Go to the project’s Workplace,
Under Customer & Transaction Management, find the Inventory & Price Management App and Select it
You will be redirected to the Unit Inventory Management Screen
Inventory Management
Unit Inventory at a Glance
2. The Unit Inventory Management Screen
Intro: There are two Segments in this screen: the Navigation Bar to the left and the Main Stage to the right.
The Left Navigation Bar allows you to navigate to
Unit Inventory
Add-ons Inventory
Price Management
Price History
Those with Premium Packages also have the option to navigate to
Commission & Allocation Management
Commission & Allocation History
Settings
The Main Stage has Three Sections:
Overview
Unit Labels and Filters
Unit List
3. Unit Inventory Overview
Info: This section is located at the Top of the screen and provides an Overview of the Units in your High-Rise community. It is arranged by Status and is Updated in Real Time. At a glance, you see the following:
Total Units
Units Available
Units Sold
Units on Hold
Sold Conditional
Not Released
Units Allocated
Approved for Reservation
Units Reserved
This information is populated with the information you entered with both the Condo Unit and Condo Grid configurators.
Filter Unit Cards
Info: About the Unit Cards,
The main elements of the Inventory Management screen are the Unit Cards. These display the different Units and their details. By default, All Unit Cards are displayed and sorted numerically. Use Filters to display only Certain Units.
4. Filter the Unit Cards by Status
Locate the Colored Rectangles above the Unit Cards
Checkmark One or More of the Status Rectangles
Only the Units that Align with your Criteria will be Displayed
!! Are Units in Draft Mode Listed in the Inventory Price Manager?
Yes. Even if a Unit is saved in Draft Mode in the Condo Unit Configurator, it appears as Available in the Inventory Price Manager, but it is Not Visible in your Touchpoints (website, touchscreen, etc.) until it is Published.
5. Filter the Units by Realtors/Asignees, Type (Condo Unit or Condo Town), Price, Square Foot, Bedrooms, Baths, Floor Level, Exposure, Exterior, and Unit Tags
Locate the Filters Button to the Right of the Colored Rectangles and Select it
The Filters Drawer Opens
Define your Filter Criteria
Click Apply
!! If you would like to define a Price Range, click the Left of the Slider to set the Lower marker and the Right to set the Higher marker.
The Units List
6. List of Units - Card View
Info: About the Unit List
The Unit List displays the different Units and their details sorted numerically. By default, units are displayed in the Card View. Each card provides the following information:
Unit Number
Unit Tags
Status
Unit Code
Marketing Name
Unit Price
Price per Sq. Ft.
# of Storeys
Floor Level
Interior Sq. Ft.
Exterior Sq. Ft.
Exposure
# of bedrooms
# of bathrooms
Den?
Loft/ Second Level?
Terrace?
Unit Premiums
Edits Done from the Unit Card
Info: Making Adjustments from the Unit Cards
Some Edits that can be done from a Unit Card, like Adding or Removing Tags, Changing the Status, Initiating a Transaction and Updating the Information of a Unit.
7. Remove Tags from Units
To Remove a Tag from a Unit, Find the Unit Card
At the Top of the Unit Card, find the Tag(s) Field
Locate the Tag that you want to Delete and Click the X next to the name
The Tags will be Updated
!! Heads–Up
These Updates are reflected Across the Platform. Units that are SOLD are Locked and their information Can’t be Updated.
8. Add a Tag to a Unit
To Add a Tag to a Unit, Find the Unit Card
At the Top of the Unit Card, find the Tag(s) Field
Click the Tag Field to Display the Tags Dropdown Menu
Locate the Tag that you want to Add and Select it
The Tags will be Updated
!! Heads–Up
These Updates are reflected Across the Platform.
Sold, and Conditional Units can’t have any tags added to them.
If the Tag that you need is not in the Dropdown Menu, you will need to Add it to the Tag List. Follow these steps.
9. Bulk Actions: Add a Tag to a Group of Units
To Add a Tag to a group of Units, go to the Unit List
Locate the Cards of the Units you want to Tag
To the Left of the Unit Number there is a Square, Click on it to Select the card
The Bulk Actions Button will Display to the Right of the Colored Rectangles
Click the Bulk Actions Button and select Apply Bulk Tags
From the Dropdown Menu in the Bulk Apply pop-up, select the Tag(s) you want to Add
To Close the dropdown, Click out of the dropdown but Inside the pop-up
Then Click Update
!! Heads–Up
Tags can only be added in bulk to Available Units and are reflected Across the Platform.
If the Tag that you need is not in the Dropdown Menu, you will need to Add it to the Tag List. Follow these steps
10. Edit the Names of Tags in the Tags List
To Edit a Tag, go to the Left Navigation Bar and Select Settings
The Tags List will Display
Locate the Tag you want to Edit
Click on the Pencil Icon to the Right of the name
Enter a New Name
Click Update
!! Heads–Up
These Updates are reflected Across the Platform.
Info: How to Get Back to the Unit List
To go back to the Unit List, go to the Left Navigation Bar and select Inventory Management.
11. Remove Tags from the Tags List
To Remove a Tag, go to the Left Navigation Bar and Select Settings
The Tags List will Display
Locate the Tag you want to Remove
Click on the Trash Icon to the Right of the name
Confirm Delete
!! STOP Before you Remove a Tag
When you remove a tag from the Tag List, it is removed from all the Units containing it. These Updates are reflected Across the Platform.
Info: How to Get Back to the Unit List,
To go back to the Unit List, go to the Left Navigation Bar and select Inventory Management.
12. Add New Tags to the Tag List
To Add a New Tag to the list, go to the Left Navigation Bar and Select Settings
The Tags List will Display
Locate the Add Tag button at the Bottom of the list
Enter a New Name
Click Update
The New Tag now Appears in the Tags Dropdown
!! Heads-Up
These Updates are reflected Across the Platform.
Info: How to Get Back to the Unit List
To go back to the Unit List, go to the Left Navigation Bar and select Inventory Management.
13. !! STOP. Before you Update the Status of a Unit, Read This:
If you use the Transaction Management App to process your transactions, you should NOT Change a Unit's status to Sold or Conditional, as the Sold/Conditional Unit will No Longer Appear in the Transaction Manager, meaning the transaction cannot be completed.
As long as you are Not Using the Transaction Management App as part of your process, you can Use All Status Options to manage your inventory.
Units that are SOLD, CONDITIONAL, or on HOLD are Locked and their status Can’t be Updated.
Unit Updates are reflected Across the Platform, so, for example, if you update a Unit from Available to Not Released, the Unit will be Automatically HIDDEN from the Condo Units List on the Website and Touchscreen.
To update the status of a Unit follow these steps.
14. Update the Status of a Unit
To Update the Status of a Unit from the Unit Card, find the Three-dot Action Menu located next to the Status
Click on it
From the Dropdown, select Update Status
In the Status Pop-up, click on the Status Field to display the Status Dropdown
Select a New Status
Click Update
Info: Once a Unit’s Status is Updated to Sold or Conditional,
You can select the Unit Add-Ons and enter the Final Price, Sales Owner* and Purchasers*.
If the unit has been updated to Conditional, you can enter a Final Price*.
* Mandatory fields.
15. About Unit Add-Ons: Add Parking Spots, Lockers and Bike Racks
Info: About Add-Ons
There is often a Specific Number of add-ons Assigned to Condo Units (even if they are not predefined). A buyer is Not Required to Purchase all or any of the Add-ons allocated to their unit. It is possible for Other Buyers to Purchase the left-over Add-ons at a later time, at the point of sale, or even after the sale.
In some cases, Add-ons are Predefined, and a specific parking spot, locker, or bike rack is Associated with a Specific Unit. Using the Condo Unit Configurator, you can enter this information when Configuring the Condo Units.
You can also use the Inventory Price Management App, to assign an Add-on to a Unit.
16. Assign Parking Spots, Lockers and or Bike Racks to a Unit
!! STOP. Do this, only if the Transaction Management app is NOT BEING USED to finalize the Purchase/Lease Agreement.
If you are Using the Transaction Management App, Enter Add-ons when Finalizing an Agreement.
Locate the Unit Card to which you want to assign an Add-On
Find the Status button
To the right of the button, find the Three-dot Action Menu and Click on it
From the Dropdown, Select Update Status
On the Update Status pop-up, find the Status Field and click on it
From the Status Dropdown, select SOLD
The Unit’s update Pop-up will open
Below the Status Field, select the Parking, Locker or Bike Rack tab
Click on the Parking, Locker or Bike Rack Field to display a Dropdown of the available Parking Spots, Lockers or Bike Racks
Select the Add-on you want to Assign to the Unit
Enter a Sales Owner *
Enter a Purchaser *
Click Update
* Mandatory Fields
17. Unlock a Unit
!! Why is it Locked?
Units that are SOLD, or on HOLD are Locked and their status Can’t be Updated.
18. Initiate or Make a Transaction
Info: Transactions Cannot be made Directly from the Inventory and Price Management App, but by clicking on Make a Transaction, you will be Connected to the Transaction Management App.
To Make a Transaction from a Unit Card, find the Three-dot Action Menu located next to the Status of the Unit
Click on it
From the Dropdown, select Make a Transaction
The Transaction Management App will open
You can also Initiate a Transaction from the Unit Information Pop-up
Info: Click here to learn how to finalize agreements using the Transaction Management App.
!! Heads-Up
These Updates are reflected Across the Platform.
19. Display the Unit’s Information
To view the Unit’s Information, locate the Card of the Unit you are interested in
Click on the Card
The Units Pop-up displays the Floorplan, Floorplates, and all the information about the Unit entered in the Condo Unit Configurator, including the Parking Spots, Lockers, and Bike Racks associated with it. Additionally, it displays the Total.
You can also Initiate a Transaction from the Home Model Pop-up
Info: Click here to learn how to finalize agreements using the Transaction Management App.
Unit Add-Ons Management
20. Intro to the Unit Add-Ons Management Screen
Intro: To get to the Unit Add-Ons Management Screen, go to the Left Navigation Bar and select Unit Add-Ons Management. The Parking Spots Tab opens by default, but you can navigate to the Locker Tab or Bike Rack Tab by clicking them at the Top Left of the screen. There are three sections in these screens:
Overview
Filters
Units
Parking Spots
21. Parking Spots Inventory Overview
Info: This section is located at the Top of the screen and provides an Overview of the Parking Spots available in the High-Rise community. It is arranged by Status and is Updated in Real Time. At a glance, you see the following:
Total Parking Spots
Parking Spots Available
Parking Spots Sold
Sold Conditional
Parking Spots on Hold
This information is populated with the information you entered in the Condo Unit configurator.
22. Filter the Parking Spots by Status
Info: About Parking Cards
The Parking Cards are the main section of the Parking Spots Management screen. These display the different Parking Spots and their Details. All parking spots are displayed and sorted numerically by Default. Use Filters to display only Certain Spots.
Above the Parking Cards, locate the Colored Rectangles
Checkmark One or More of the Status Rectangles
Only the Spots that Align with your Criteria will be Displayed
23. List of Parking Spots - Card View
Info: About the Parking Spots List
This List displays the different Parking Spots and their details sorted numerically. By default, Spots are displayed in the Card View. In each card, you'll find Information Inherited from the information you added when Configuring the Unit using the Condo Unit Configurator:
Parking Spot Number
Parking Spot Tags
Unit Code
Parking Spot ID
Parking Spot Number
Parking Type
Condo Unit Number
Parking Spot Price
Parking Description
Edits Done from the Parking Spots Cards
Info: Make Adjustments from the Parking spots Cards
You can make some Edits from a Parking Spot Card, like Adding or Removing Tags, Changing the Status (only for Available Units) and Initiating a Transaction.
24. Remove a Tag from a Parking Spot
To Remove a Tag from a Parking Spot, Find the Card
At the Top of the Card, find the Tag(s) Field
Locate the Tag that you want to Delete and Click the X next to the name
The Tags are Updated
!! Heads–Up
These Updates are reflected Across the Platform. Parking Spots that are SOLD, SOLD CONDITIONAL or on HOLD are Locked and their information Can’t be Updated.
25. Add a Tag to a Parking Spot
To Add a Tag to a Parking Spot, Find the Parking Spot Card
At the Top of the Card, find the Tag(s) Field
Click the Tag Field to Display the Tags Dropdown Menu
Locate the Tag that you want to Add and Select it
The Tags will be Updated
!! Heads–Up
These Updates are reflected Across the Platform
If the Tag that you need is not in the Dropdown Menu, you will need to Add the tag to the Tag List. Follow these steps.
Sold, Sold Conditional, and Hold Parking Spots can’t have any tags added to them.
26. Bulk Actions: Add a Tag to a Group of Parking Spots
!! Heads–Up
Bulk Tags can only be added to Available Spots and are reflected Across the Platform.
To Add a Tag to a group of Parking spots, go to the Parking Spots List
Locate the Cards of the Parking Spots you want to Tag
To the Left of the Parking Number there is a Square, Click on it to Select the card
The Bulk Actions Button will Display to the Right of the Colored Rectangles
Click the Bulk Actions Button and select Apply Bulk Tags
From the Dropdown Menu in the Bulk Apply pop-up, select the Tag(s) you want to Add
To Close the dropdown, Click out of the dropdown but Inside the pop-up
Then Click Update
!! I can’t see the Tag I am Looking for.
If your tag is not there, you need to Add it in the settings
27. Update the Status of a Parking Spot
To Update the Status of a Parking Spot from the Card, find the Three-dot Action Menu located to the Right of the Status of the Parking Spot
Click on it
From the Dropdown, select Update Status
In the Status Pop-up, click on the Status Field to display the Status Dropdown
Select a New Status
Click Update
Info: When changing the Status of a Parking Spot, you Must Select a Unit to link to this Parking Spot, from the dropdown menu. You can also enter the Final Price if the Status is changing to Sold or Conditional (not mandatory).
!! Remember there Are Only a Limited Number of Parking Spots that you can Assign to a Unit
If the Unit has reached the Limit of Allotted Parking Spots, you will be notified and you will NOT be able to Add Another one unless you Raise the number of allotted Parking Spots for the unit using the Condo Unit Configurator.
Lockers
28. Lockers Inventory Overview
Intro: This section is located at the Top of the screen and provides an Overview of the Lockers available in the High-Rise community. It is arranged by Status and is Updated in Real Time. At a glance, you see the following:
Total Lockers
Lockers Available
Lockers Sold
Sold Conditional
Lockers on Hold
This information is populated with the information you entered in the Condo Unit Configurator.
29. Filter the Locker Cards by Status
Info: About the Locker Cards,
the Locker Cards are the main elements of the Locker Management screen. These display the different Lockers and their details. All Lockers are displayed and sorted numerically by Default. Use Filters to display only Certain Lockers.
Above of the Locker Cards, locate the Colored Rectangles
Checkmark One or More of the Status Rectangles
Only the Lockers that Align with your Criteria will be Displayed
30. List of Lockers - Card view
Info: The Locker List displays the different Lockers and their details sorted numerically. By default, Lockers are displayed in the Card View. Each card contains the following information which that Inherited from the information you entered when you Configured the Unit using the Condo Unit Configurator:
Locker Number
Locker Tags
Locker Code
Locker ID
Locker Number
Locker Type
Condo Unit Number
Locker Price
Locker Description
Info: Some Edits can be done from a Locker Card, like Adding or Removing Tags, Changing the Status (only for Available Lockers) and Initiating a Transaction.
!! Why is it Locked?
Lockers that are SOLD, SOLD CONDITIONAL or on HOLD are Locked and their information Can’t be Updated.
Edits Done from the Lockers Cards
Info: Some Edits are done from a Locker Card, like Adding or Removing Tags, Changing the Status (only for Available Lockers) and Initiating a Transaction.
31. Remove a Tag from a Locker
To Remove a Tag from a Locker, Find the Card
At the Top of the Card, find the Tag(s) Field
Locate the Tag that you want to Delete and Click the X next to the name
The Tags will be Updated
!! Heads–Up
These Updates are reflected Across the Platform. Lockers that are SOLD, SOLD CONDITIONAL or on HOLD are Locked and their information Can’t be Updated.
32. Add a Tag to a Locker
To Add a Tag to a Locker, Find the Locker Card
At the Top of the Card, find the Tag(s) Field
Click the Tag Field to Display the Tags Dropdown Menu
Locate the Tag that you want to Add and Select it
The Tags will be Updated
!! Heads–Up
These Updates are reflected Across the Platform.
Sold, Sold Conditional, and Hold Lockers can’t have any tags added to them.
If the Tag that you need is not in the Dropdown Menu, you will need to Add the tag to the Tag List. Follow these steps.
33. Bulk Actions: Add a Tag to a Group of Lockers
!! Heads–Up
Bulk Tags can only be added to Available Lockers and are reflected Across the Platform.
To Add a Tag to a group of Lockers, go to the Lockers List
Locate the Cards of the Lockers you want to Tag
To the Left of the Locker Number there is a Square, Click on it to Select the card
The Bulk Actions Button will Display to the Right of the Colored Rectangles
Click the Bulk Actions Button and select Apply Bulk Tags
From the Dropdown Menu in the Bulk Apply pop-up, select the Tag(s) you want to Add
To Close the dropdown, Click out of the dropdown but Inside the pop-up
Then Click Update
!! I can’t see my Tag
If your tag is not there, you need to Add it in the settings
34. Update the Status of a Locker
To Update the Status of a Locker from the Card, find the Three-dot Action Menu located to the Right of the Status
From the Dropdown, select Update Status
In the Status Pop-up, click on the Status Field to display the Status Dropdown
Select a New Status
Click Update
Info: When changing the Status of a Locker, you must select a Unit from the Dropdown menu. If the Status is changing to Sold or Conditional, you can also enter the Final Price (not mandatory).
!! Remember there Are Only a Limited Number of Lockers that you can Assign to a Unit
If the Unit has reached the Limit of Allotted Lockers, you will be notified and you will NOT be able to Add Another one unless you Raise the number of allotted Lockers for the unit using the Condo Unit Configurator.
Bike Racks
35. Bike Rack Inventory Overview
Info: About Bike Racks
This section is located at the Top of the screen and provides an Overview of the Bike Racks available in the High-Rise community. It is arranged by Status and is Updated in Real Time. At a glance, you see the following:
Total Bike Racks
Bike Racks Available
Bike Racks Sold
Sold Conditional
Bike Racks on Hold
This information is populated with the information you entered in the Condo Unit Configurator.
36. Filter the Bike Racks by Status
Info: About Bike Rack Cards
The main section of the Bike Racks Management screen are the Bike Racks Cards. These display the different Bike Racks and their details. All Bike Racks are displayed and sorted numerically by Default. Use Filters to display only Certain Bike Racks.
Above of the Locker Cards, locate the Colored Rectangles
Checkmark One or More of the Status Rectangles
Only the Bike Racks that Align with your Criteria will be Displayed
37. List of Bike Racks - Card View
Info: About The Bike Rack List
The Bike Racks List displays the different Bike Racks and their details sorted numerically. By default, Bike Racks are displayed in the Card View. In each card, you'll find Information Inherited from the information you added when Configuring the Unit using the Condo Unit Configurator:
Bike Rack Number
Bike Rack Tags
Bike Rack Code
Bike Rack ID
Bike Rack Number
Bike Rack Type
Condo Unit Number
Bike Rack Price
Bike Rack Description
Info: Make Adjustments from the Bike Rack Card
Some Edits that can be done from a Bike Rack Card, like Adding or Removing Tags, Changing the Status (only for Available Bike Racks) and Initiating a Transaction.
!! Why is it Locked?
Bike Racks that are SOLD, SOLD CONDITIONAL or on HOLD are Locked and their information Can’t be Updated.
Edits Done from the Bike Racks Cards
Info: Some Edits can be done from a Locker Card, like Adding or Removing Tags, Changing the Status (only for Available Lockers), and Initiating a Transaction.
38. Remove a Tag from a Bike Rack
To Remove a Tag from a Bike Rack, Find the Card
At the Top of the Card, find the Tag(s) Field
Locate the Tag you want to Delete and Click the X next to the name
The Tags are Updated
!! Heads–Up
These Updates are reflected Across the Platform. Bike Racks that are SOLD, SOLD CONDITIONAL or on HOLD are Locked and their information Can’t be Updated.
39. Add a Tag to a Bike Rack
To Add a Tag to a Bike Rack, Find the Bike Rack Card
At the Top of the Card, find the Tag(s) Field
Click the Tag Field to Display the Tags Dropdown Menu
Locate the Tag that you want to Add and Select it
The Tags are Updated
!! Heads–Up
These Updates are reflected Across the Platform.
Sold, Sold Conditional, and Hold Bike Racks can’t have any tags added to them.
If the Tag that you need is not in the Dropdown Menu, you will need to Add the tag to the Tag List. Follow these steps.
40. Bulk Actions: Add a Tag to a Group of Bike Racks
!! Heads–Up
Bulk Tags can only be added to Available Bike Racks and are reflected Across the Platform.
To Add a Tag to a group of Bike Racks, go to the Bike Rack List
Locate the Cards of the Bike Racks you want to Tag
To the Left of the Bike Rack Number there is a Square, Click it to Select the card
The Bulk Actions Button will Display to the Right of the Colored Rectangles
Click the Bulk Actions Button and select Apply Bulk Tags
From the Dropdown Menu in the Bulk Apply pop-up, select the Tag(s) you want to Add
To Close the dropdown, Click out of the dropdown but Inside the pop-up
Then Click Update
!! Why can’t I see my Tag?
If your tag is not there, you need to Add it in the settings
41. Update the Status of a Bike Rack
To Update the Status of a Bike Rack from the Card, find the Three-dot Action Menu located to the Right of the Status of the Bike Rack
Click on it
From the Dropdown, select Update Status
In the Status Pop-up, click on the Status Field to display the Status Dropdown
Select a New Status
Click Update
Info: When changing the Status of a Bike Rack, you Must Select a Unit to link to it from the dropdown menu. You can also enter the Final Price if the Status is changing to Sold or Conditional (not mandatory).
!! Remember there Are Only a Limited Number of Bike Racks that you can Assign to a Unit
If the Unit reaches the allotted Bike Racks, you get notified and will not be able to add another one unless you raise the number of allotted Racks for the unit using the Condo Unit Configurator.
Price Management
Units
42. Units Price List
Info: About the Units Price List
In the Units Tab of the Price Management Screen, you can Manage the Price of a Unit. In the Units Price List, you can see only the Available Units, which include the following information:
Unit Number
Marketing Name
Interior Sq. Ft.
Exterior Sq. Ft.
Unit Premiums
Unit Add-Ons *
Unit Premium Price
Unit Add-On Price
* A Square with a Number indicates that More Than One Add-On Applies to the Unit. Click on the number to View Them all.
43. Unit not in the Unit Price List
!! I Can’t See a Unit in the Unit Price List
A Unit MUST BE PUBLISHED to appear in the Unit Price List. To Publish a Unit, you must use the Condo Unit Configurator.
44. Adjust a Unit Price
!! Heads–Up
These Updates are reflected Across the Platform.
To Adjust the Price of a Unit, find the Unit in the List and Click on the Square to the left of the Unit # to select it
At the Top Right of the Screen, the Adjust Price button displays, Click on it
In the Adjust The Price pop-up, Select – or + to Increase or Decrease the Price or Percentage
Then, select the Price Icon or Percentage Icon to indicate whether to Adjust by Price or Percentage
In the field, enter the Number of Dollars or Percentage Value
Click Update
The Total Price will be Updated to reflect the Changes
45. Bulk Adjust Unit Prices
!! Heads–Up
These Updates are reflected Across the Platform.
To Adjust the Price of Multiple Units, select All those that need Adjusting
At the Top Right of the Screen, the Adjust Price button displays, Click on it
In the Adjust The Price pop-up, Select – or + to Increase or Reduce the Price/ Percentage then select the Price Icon or Percentage Icon
In the field, enter the new Price or Percentage
Click Update
The Total Price of the selected Units will be Updated to reflect the Changes
Premiums
46. Unit Premiums Price List
Info: In the Premiums Tab of the Price Management Screen, you can Manage the Price of Unit Premiums. You can see the following information:
Name of the Unit Premium
Available Units where that Premium Applies
47. Unit Premium Not in the Premiums Price List
If the name of a Unit Premium does not Appear in your list, you need to Add It using the Condo Unit Configurator.
48. Adjust the Price of a Unit Premium
!! Heads–Up
These Updates are reflected Across the Platform.
To Adjust the Price of a Unit Premium, find it in the List and Click on the Square to the left of the Name of the Unit Premium to select it
At the Top Right of the Screen, the Adjust Price button displays, Click on it
In the Adjust The Price pop-up, Select – or + to Increase or Reduce the Price/ Percentage then select Price or Percentage
In the Price/ Percentage field, enter the new Price or Percentage
Click Update
The Price will be Updated to reflect the Changes
!! Heads–Up
The Total Price of the Unit containing this Premium will also be Updated to reflect the Changes.
49. Bulk Adjust Unit Premium Prices
To Adjust the Price of Multiple Unit Premiums, select All those that need Adjusting
At the Top Right of the Screen, the Adjust Price button displays, Click on it
In the Adjust The Price pop-up, Select – or + to Increase or Reduce the Price/ Percentage then select Price or Percentage
In the Price/ Percentage field, enter the new Price or Percentage
Click Update
The Price of the selected Premiums will be Updated to reflect the Changes
!! Heads–Up
These Updates are reflected Across the Platform. The Total Price of the Units containing these Premiums will also be Updated to reflect the Changes.
Add-Ons – Parking Spots
50. Parking Spots Price List
Info: About the Parking Spots Price List
In the Add-Ons Tab of the Price Management Screen, you can Manage the Price of Parking Spots. Check below the Units, Premiums and Add-Ons tab to Make Sure the Parking Spot Button is selected. You can see the following information:
Parking ID
Parking Spot #
Parking Spot Type
Parking Spot Description
Unit #
Parking Spot Price
51. Parking Spot Not in the Parking Spots Price List
If the Parking Spot does Not Appear on your list, you need to Add It using the Condo Unit Configurator.
52. Adjust the Price of a Parking Spot
To Adjust a Parking Spot’s Price, find it in the List and Click on the Square to the left of it
At the Top Right of the Screen, the Adjust Price button displays, Click on it
In the Adjust The Price pop-up, Select – or + to Increase or Reduce the Price/ Percentage then select Price or Percentage
In the Price/ Percentage field, enter the new Price or Percentage
Click Update
The Price will be Updated to reflect the Changes
!! Heads–Up
These Updates are reflected Across the Platform. The Total Price of the Unit linked to this Parking Spot will also be Updated to reflect the Changes.
53. Bulk Adjust Unit Parking Spots
To Adjust the Price of Multiple Parking Spots, select All those that need Adjusting
At the Top Right of the Screen, the Adjust Price button displays, Click on it
In the Adjust The Price pop-up, Select – or + to Increase or Reduce the Price/ Percentage then select Price or Percentage
In the Price/ Percentage field, enter the new Price or Percentage
Click Update
The Price of the selected Parking Spots will be Updated to reflect the Changes
!! Heads–Up
These Updates are reflected Across the Platform. The Total Price of the Units linked to these Parking Spots will also be Updated to reflect the Changes.
Add-Ons – Lockers
54. Lockers Price List
Info: About the Lockers Price List
In the Add-Ons Tab of the Price Management Screen, you can Manage the Price of Lockers. Check below the Units, Premiums and Add-Ons tab to Make Sure that the Lockers Button is Selected. You can see the following information:
Locker ID
Locker #
Locker Description
Unit #
Locker Price
55. Locker Not in the Locker Price List
If the Locker does Not Appear in your list, you need to Add It using the Condo Unit Configurator.
56. Adjust the Price of a Locker
To adjust a Loker's Price, find it in the list and Click the Square to the left of it
At the Top Right of the Screen, the Adjust Price button displays, Click on it
In the Adjust The Price pop-up, Select – or + to Increase or Reduce the Price/ Percentage then select Price or Percentage
In the Price/ Percentage field, enter the new Price or Percentage
Click Update
The Price will be Updated to reflect the Changes
!! Heads–Up
These Updates are reflected Across the Platform. The Total Price of the Unit linked to this Locker will also be Updated to reflect the Changes.
57. Bulk Adjust Unit Lockers
To Adjust the Price of Multiple Lockers, select All those that need Adjusting
At the Top Right of the Screen, the Adjust Price button displays, Click on it
In the Adjust The Price pop-up, Select – or + to Increase or Reduce the Price/ Percentage then select Price or Percentage
In the Price/ Percentage field, enter the new Price or Percentage
Click Update
The Price of the selected Lockers will be Updated to reflect the Changes
!! Heads–Up
These Updates are reflected Across the Platform. The Total Price of the Units linked to these Parking Spots will also be Updated to reflect the Changes.
Add-Ons – Bike Racks
58. Bike Racks Price List
Info: About the Bike Racks Price List
In the Add-Ons Tab of the Price Management Screen, you can Manage the Price of Bike Racks. Check below the Units, Premiums and Add-Ons tab to Make Sure that the Bike Racks Button is Selected. You can see the following information:
Bike Rack ID
Bike Rack #
Bike Rack Description
Unit #
Bike Rack Price
59. Bike Rack Not in the Price List
If the Bike Rack does Not Appear in your list, you need to Add It using the Condo Unit Configurator.
60. Adjust the Price of a Bike Rack
To adjust a Bike Rack's Price, find it in the list and Click the Square to the left of it
At the Top Right of the Screen, the Adjust Price button displays, Click on it
In the Adjust The Price pop-up, Select – or + to Increase or Reduce the Price/ Percentage then select Price or Percentage
In the Price/ Percentage field, enter the new Price or Percentage
Click Update
The Price will be Updated to reflect the Changes
!! Heads–Up
These Updates are reflected Across the Platform. The Total Price of the Unit linked to this Bike Rack will also be Updated to reflect the Changes.
61. Bulk Adjust Bike Racks
To Adjust the Price of Multiple Bike Racks, select All those that need Adjusting
At the Top Right of the Screen, the Adjust Price button displays, Click on it
In the Adjust The Price pop-up, Select – or + to Increase or Reduce the Price/ Percentage then select Price or Percentage
In the Price/ Percentage field, enter the new Price or Percentage
Click Update
The Price of the selected Bike Racks will be Updated to reflect the Changes
!! Heads–Up
These Updates are reflected Across the Platform. The Total Price of the Units linked to these Bike Racks will also be Updated to reflect the Changes.
Price History
62. Units Price History
Info: In the Units Tab of the Price History Screen, you can View all the price changes done to the Prices of Units. The following information is displayed:
Date
Item (Unit Number)
Sales Rep
Previous Price
Adjustment (in price and percentage)
New Price
63. Premiums Price History
Info: In the Premiums Tab of the Price History Screen, you can View all the price changes done to the Prices of Premiums. The following information is displayed:
Date
Item (Premium Name)
Sales Rep
Previous Price
Adjustment (in price and percentage)
New Price
64. Parking Spots, Lockers, and Bike Racks Price History
Info: In the Premiums Tab of the Price History Screen, you can View all the Price Changes that have been done to the Prices of Parking Spots, Lockers and Bike Racks. Make sure to select the Parking Spots Button, the Lockers Button or the Bike Racks Button, at the top of the screen. The following information is displayed:
Date
Item (Name of Add-On)
Sales Rep
Previous Price
Adjustment (in price and percentage)
New Price
General Settings
65. Tags
Allocations Reservations and Commissions for VIP Brokers
Settings for Reservation and Commissions
66. Reservation Fee
First, set your Reservation Currency by clicking on the Dropdown and selecting $USD or $CA
Then, set your Reservation Fee by entering a $ Amount
Save
67. Receive Reservation Payment – Integrate with Stripe
!! Heads-Up
To Receive the reservation fee Payment, the Builder/Owner of the account MUST integrate with Stripe .
From the Left Navigation Bar, click Settings
On the Submenu, under Reservation and Commission Settings, select Reservation Payment
If you are not Linked with Stripe yet, click Integrate with Stripe and follow the Prompts
If you have Problems or Concerns, contact support@bildhive.com
!! What is Stripe?
Stripe is a Payments Platform that lets businesses Accept credit cards, debit cards, and popular Payment Methods around the world.
68. Reservation Refund Structure
Introduction
Builders can leverage the Reservation Refund Structure to choose between full, partial, or no refund options for reservations that did not result in a purchase.
To set the Reservation Refund Structure, go to the Left Navigation Bar and click Settings
On the Submenu, under Reservation and Commission Settings, select Reservation Refund
On the Refund Fee Type section, Select between Percentage and Amount
Then, Enter the refund fee Percentage or Amount
Save
69. Agent Commission Structure
Introduction
Builders have the flexibility to specify the Commission Amount payable to agents for specific units. The commission structure may be configured either as a Percentage of the sale amount or as a Fixed Fee in dollars.
To set the Agent Commission Structure, go to the Left Navigation Bar and click Settings
On the Submenu, under Reservation and Commission Settings, select Agent Commission Structure
On the Commission Fee Type section, Select between Percentage and Amount
Then, Enter the commission fee Percentage or Amount
Finally, Define if the commission is Payable for Units Only, Units Plus Add Ons, or Add Ons Only
Save
!! You don’t have to repeat this for each unit.
This structure becomes the Default for all units but can be adjusted individually.
70. Agent Payout Structure – Add New Payout Entry
Introduction
In this section, builders can customize commission payout details, including Payout Type, Date/Stage, and Amount/Percentage
To set the Agent Payout Structure, go to the Left Navigation Bar and click Settings
On the Submenu, under Reservation and Commission Settings, select Payout Structure
On the Payout Structure section, Select Add New Payout
In the Add New Payout pop-up, on the Payout Type section, Select between Date and Stage
If you selected Date as the payout type, specify the Number Of Days* following the offer date for the payout to expire
If you selected Stage, click on the Payout Stage dropdown and select between Execution and Closing *
In the Amount Type section, choose between Percentage or Amount
In the Payout section, enter the Percentage or Amount
Click Create
* Mandatory fields
!! Why is a Unit Grayed-out / Locked?
The unit is Locked and appears Grayed Out during the Specified Period in the payout structure. Once this Period Ends, the unit is Unlocked and Available.
71. Agent Payout Structure – Edit or Delete
To Edit/ Delete the Agent Payout Structure, go to the Left Navigation Bar and click Settings
On the Submenu, under Reservation and Commission Settings, select Agent Payout Structure
On the Payout Structure section, find the Agent Payout you want to Edit, and, on the Right side, click the Pencil icon
In the Edit Payout pop-up, make the adjustments to the Payout Type, Number Of Days/Stage*, Amount Type, and/or Percentage or Amount
Click Update
To Delete a Payout Entry, find the Agent Payout you want to Delete and, on the Right, click the Trash Icon
Then, Confirm Delete
* Mandatory fields
72. Email Sender
Introduction
In this section, builders can specify the originating email address for the reservation process.
To Specify an Email Sender, go to the Left Navigation Bar, and, select Settings
On the Submenu, under Reservation and Commission Settings, select Email Sender
On the Email Sender Setting Section, in the Select a Sender Email Address Dropdown, Select either the Default, no-reply address, or another one as
You can click on the Sender Logo section and upload a logo from your Media Library
Then, Save your choices
* Mandatory fields
!! Do you not see the Email Address you are looking for?
Go to the Broadcast Email Builder App/ Settings and configure/verify the address of your choice.
Commission and Allocation Management – Units
73. Assign/Unassign a Unit
On the Left Navigation Bar, click Commission & Allocation Management
Confirm the Units tab is selected
Locate the Unit you want to Assign
At the end of the unit’s Row, click Assign
In the Assign Unit pop-up select the VIP Realtor * you want to assign the unit to
Set the Expiration Date*
Click Save
To Unassign, locate the Unit you want to unassign, and at the end of the row, click Unassign
On the pop-up, click Proceed
* Mandatory fields
74. Adjust the Commission Structure for this Unit
If you want to adjust the Commission Structure for this Unit,
Go to the Left Navigation Bar, and click Commission & Allocation Management
Confirm the Units tab is selected at the top
Locate the Unit for which you want to adjust the Commission
At the end of the row, click Commission
In the Commission Structure pop-up, Update the Options as required
To Reset to original options, click Reset to General Commission Structure
75. Bulk Actions - Assign, Unassign, and Commission More Than One Unit
On the Left Navigation Bar, click Commission & Allocation Management
Confirm the Units tab is selected
Narrow Down your List of Units, filtering them either by Status or Other Filters
Click the Checkboxes next to each unit to Select them
At the Top of the list of units, find the Bulk Actions dropdown menu
Click and select the Action you want to perform: Assign, Unassign, or Commission
If you select Assign, you will be prompted to select the VIP Realtor you want to assign the units to and enter an Expiration Date
Once you have entered the information, click Assign to apply the bulk action to the selected units
If you select Unassign, you will be asked to Confirm that you want to Unassign the selected units from their current VIP Realtor
If you select Commission, you will be asked to enter the Commission Percentage or Amount for the selected units
Once you have made your selection, click Update to apply the bulk action
Commission and Allocation Management – Parking Spots, Lockers, or Bike Racks
76. Assign/Unassign Add-Ons – Parking Spots, Lockers, or Bike Racks
On the Left Navigation Bar, click Commission & Allocation Management
Select either the Parking Spots, Lockers, or Bike Racks tabs
Locate the Spot, Locker, or Bike Rack you want to Assign
At the end of the item’s Row, click Assign
In the Assign Add-On To pop-up select the VIP Realtor * you want to assign the Parking Spot, Locker, or Bike Racks to
Set the Expiration Date*
Click Save
To Unassign, locate the Add-On you want to unassign, and at the end of the row, click Unassign
On the pop-up, click Proceed
* Mandatory fields
77. Adjust the Commission Structure for the Add On’s
If you want to adjust the Commission Structure for this Add-On,
Go to the Left Navigation Bar, and click Commission & Allocation Management
Select the Parking Spot, Locker, or Bike Rack tab
Locate the Add-On for which you want to adjust the Commission
At the end of the row, click Commission
In the Commission Structure pop-up, Update the Options as required
To Reset to original options, click Reset to General Commission Structure
78. Bulk Actions - Assign and Unassign More Than One Add-On
On the Left Navigation Bar, click Commission & Allocation Management
Select the Parking Spot, Locker, or Bike Rack tab
Filter your List by Realtors/Assignees, Type, or Price
Click the Checkboxes next to each Parking Spot, Locker, or Bike Rack to Select them
At the Top of the list, find the Bulk Actions dropdown menu
Click and select Bulk Assign or Bulk Unassign
If you select Assign, you will be prompted to select the VIP Realtor you want to assign the Add-Ons and enter an Expiration Date
Once you have entered the information, click Assign to apply the bulk action to the selected items
If you select Unassign, you will be asked to Confirm that you want to Unassign the selected items from their current VIP Realtor
Once you have made your selection, click Update to apply the Bulk Action
Commission and Allocation History
79. Commission and Allocation History for Units, Parking Spots, Lockers, and Bike Racks
On the Left Navigation Bar, click Commission & Allocation History
The Commission History is displayed by Default
If you want to view the Allocation History, go to the top and select the Allocation button
The Unit History displays by Default
To view the Parking Spot, Locker, or Bike Rack history, select one of those tabs
The Units, Parking Spots, Lockers, or Bike Racks are listed by item #
Each item includes Status, Date, Realtor information, and Expiry Date information
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