Creating New Inventory

 

Inventory is typically imported for you during the setup process, but if you need to add additional inventory, you can do so by navigating to Menu → Inventory → New.


Designate the inventory for lease or for sale, choose the appropriate status from the dropdown list, complete the applicable General Information fields (note: Unit, List Price, and Floor/Level are required fields). 


Select a floorplan, enter any known dates and complete the Parking & Storage section, if applicable. 


If there are standard additional fields for your project’s inventory, complete these as well. Similarly, if the particular unit you are adding requires a one-off additional field, name the field and fill in its value. 


When all of the information has been entered, click Create to save the new inventory unit.

 

 

Watch the Video Tutorial!