The inventory view: availability, statuses and marking units

The project's units page

Open Real estate › Inventory and click a project. The page opens with a KPI strip (Total units and one card per status, plus Value sold), status filter chips, the view pills and the Grid: one column per tower, one row per floor, one cell per unit with its number and type. Reps see the same page read-only; admins, CRM and sales heads can change statuses.

Statuses and colours

• Available (green): free to hold and book.
• On hold (amber): held by a rep for a client, or marked on hold by a manager.
• Booking form pending (teal): a Success log has put a draft booking on it.
• Under approval (violet): the booking form is submitted and in the approval chain.
• Sold (dark green): booked and approved, or marked sold by a manager.
• Cancelled (red): a cancelled sale; release it to make it available again.
• Not for sale (grey): withheld by the builder in the inspector; it cannot be held or booked.
• Held by builder (rose): under a tower or floor builder hold (see Holds).

Views

• Grid: the elevation, with All towers or one tower at a time. The … on a tower header or floor number holds the builder-hold menu.
• Towers: one tab per tower with its counts of available, on hold, form pending, under approval and sold.
• Floors (unit-list projects) and Pockets (land): grouped lists with a search box and type filters.
• List: a table (Unit, Type, Built-up, Facing, Price, Status, Sold / held by, Date) with checkboxes for bulk actions: Mark sold, Mark hold, Release, Cancel, Mark not for sale, Make available for sale.

Inspecting and changing one unit

1. Click a cell. The inspector shows Tower, Commercial unit (a shop in a residential project is taxed at the commercial rate), Not for sale, the Price (computed, or Set by hand), Floor, Type, Carpet area and Power backup. View price details opens the full cost build-up.
2. Under Save status click Available, On hold, Sold or Cancelled. Hold and Sold are hidden for a not-for-sale unit.
3. Tick Not for sale to withhold a free unit (for example a show flat or a landowner's unit); untick it to put it back on sale.

Elsewhere in BMexa

• Front desk sees Inventory & pricing read-only, as project cards.
• Channel partners see which units are available in the partner portal, and prices only if Partner prices is on for the project.
• The phone app's inventory screen lets a rep tap a unit and hold it for a client for 20 minutes; booking is done on the web.