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Inventory Center - Project Settings - Manage Plan Types

Inventory Center - Project Settings - Manage Plan Types

In this article:

About Plan Types

In the Plan Type area of the Inventory Center, Inventory Managers can manage the dropdown list for Inventory Plan Types, updating them as needed. Optional additions to Plan Types include Plan Prices and uploaded PDF versions of associated floor plans. Plan Types are Component-specific so if your project consists of separate Components, Plan Types must be added to each.

In the initial stages of project setup in Lasso, Inventory is normally uploaded using Lasso’s Import functionality, in which case, Plan Types in the import file will automatically populate the Plan Type dropdown list. However, if updates are required or floor plans are to be uploaded, the Plan Type area allows a user to manually make changes or additions.

To view existing Plan Types, hover over Project Settings and select Plan.

This brings you to the list of Plan Types that can be applied to individual units.

About Plan Price

In the Plan Type area of the Inventory Center, Inventory Managers can associate Plan Prices with Plan Types, if this is required. Plan Price can be used for inventory where the price of the plan is added to the initial inventory price. For example, Plan Prices can be combined with a plot of land, where the lot is purchased first (which is displayed as the Initial Price) and then the house plan (i.e. Plan Type) is decided upon by the purchaser, the value of which is displayed as the Plan Price. Plans are Component-specific so if your project consists of separate Components, Plans must be added to each.

The amount entered in the Plan Price field is added to the Initial Price and, along with Revisions, affects the Sale Price amount of a unit before tax. If a Plan Price has been entered for a Plan Type, it will be displayed directly underneath the Initial Price in the Inside Contract section of the Inventory Overview for each unit with that particular plan. Plan Price is also included in the Suite Summary Report.

To view existing Plan Prices, hover over Project Settings and select Plan.

This brings you to the list of Plan Types and associated Plan Prices that can be applied to individual units. 

Add Plan Type

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.

components.jpg

2 – You can access the Add Plan page in two ways:

a) If you want to view the existing list of Plans prior to adding new ones, hover over Project Settings and select Plan.

From here, click on New Plan to add a single plan or Add Multiple Plans to add multiple Plans at one time.

b) If you want to skip viewing the list, hover over Project Settings to Plan and select Add Plan. (You will be able to add only a single Plan at one time if you choose this option.)

To add a single Plan Type:

1 – Enter the name of the Plan beside Plan Type.

2 – Enter a Plan Price if appropriate.

3 – If you want to upload the Floor Plan, browse for the file in the space beside Plan Type File and select it.

4 – Click Save.

To add multiple Plan Types at one time:

1 – After selecting Add Multiple Plans, enter the names of the Plan Types under Plan(s).
2 – If desired, enter associated Plan Prices under Price(s).

Note: You will not be able to upload Floor Plans with the Add Multiple Plans function.

The newly added Plan Type(s) will show in the Plans list.

Add Plan Price to Plan Type

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.

components.jpg

2 – Hover over Project Settings and select Plan in the dropdown.

3 – In the Plan list, click on the name of the Plan Type to which you want to add a Plan Price.

4 – Enter a price into the Plan Price field and Save.

Upload Floor Plan

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.

components.jpg

2 – Hover over Project Settings and select Plan.

3 – If you are uploading a floor plan to an existing Plan Type, click on the name of the Plan Type in the list under Plan.

4 – Browse for the file in the space beside Plan Type File, select it, and Save.

Note: Once you’ve uploaded a Floor Plan, you can remove it only by replacing it with another one.

The uploaded Floor Plan will show under Plan File in the Plan list.

Update/Edit Plan Type

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.

components.jpg

2 – Hover over Project Settings and select Plan.

3 – Click on the Plan Type you want to update.

4 – Update the details as needed and Save.

Update/Edit Plan Price

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.

components.jpg

2 – Hover over Project Settings and select Plan.

– In the Plan list, click on the name of the Plan Type for which you want to update a Plan Price.

– Click in the Plan Price field, update as needed and Save

Delete Plan Type

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.

components.jpg

2 – Hover over Project Settings and select Plan.

3 – Click on the Plan Type you want to delete.

4 – Click on Delete.

5 – A message will come up asking if you’re sure you want to delete the Plan Type. Click OK.

The selected Plan Type will be removed from the list.

Warning: Deleting a Plan Type will remove all references to it from inventory details and associated reporting.

Delete Plan Price from Plan Type

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.

components.jpg

2 – Hover over Project Settings and select Plan.

– In the Plan list, click on the name of the Plan Type for which you want to delete a Plan Price.

– Click in the Plan Price field, highlight the amount, delete, and Save