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Inventory Center - Manage Unit Options/Upgrades

About Inventory Unit Options/Upgrades

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About Unit Options/Upgrades

In the Inventory Center, Options and Upgrades are used to identify the custom details associated with a unit such as hardwood flooring or stainless steel appliances. The Inventory Manager is able to select predefined options/upgrades (options/upgrades added in Project Admin Center) to apply to a unit. Option/upgrade amounts added to a unit will be listed in the pricing details of the unit’s inventory profile as well as in the Options and Upgrades section.

Add Option/Upgrade to Unit

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

3 – Hover over Other Actions and select Options/Upgrades.

4 – Click on Add Option.

5 – Enter a Name for the option.

6 – Enter a Description of the option.

7 – Under Options or Option Packages, check the box beside the appropriate item. (Multiple options can be selected.)

Note: If none of the options apply, you can enter a Description without checking any boxes. 

8 – If the checked options have an associated price, the Price field will populate automatically. The price can be entered and/or edited as needed.

9 – Select the Area to which the option applies.

10 – If the option is included in the contract, leave the the box unchecked. (The option will appear in the Inside Contract section of the inventory profile.) If the option is not included in the contract, check the box beside Outside Contract? (The option will appear in the Outside Contract section of the inventory profile.) 

11 – Click Save.

The option will be listed on the Options and Upgrades page.

On the inventory profile, the Option/Upgrade amount will either be displayed in the Inside Contract or Outside Contract section, depending on whether the Outside Contract? box was checked or not. If it is Inside Contract, it will increase the Total Sales Revenue amount. If it is Outside Contract, it will increase the Total Sales & Extras Revenue amount. The Option/Upgrade entry details will show in the Options/Upgrades section near the bottom of the Inventory Profile.

Update/Edit Unit Option/Upgrade

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

3 – Hover over Other Actions and select Options/Upgrades.

4 – In the Options and Upgrades list, click on the name of the Option/Upgrade that you want to update.

5 – In the Edit Option/Upgrade screen, update the details as needed and Save.
Note: Checking and/or unchecking the boxes under Options or Option Packages will adjust the Price field automatically.

The inventory profile will be updated accordingly.

Delete Option/Upgrade from Inventory Unit

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

3 – Hover over Other Actions and select Options/Upgrades.

4 – In the Options and Upgrades list, click on the name of the Option/Upgrade that you want to remove.

5 – Click on Delete.

6 – A message will come up asking if you’re sure you want to delete the option. Click OK.

Deleting an Option/Upgrade will remove all references to it from inventory details and associated reporting.