Inventory Center

Availability Board

• About Availability Board
• Export Graphical Availability Board to Excel

Commissions & Bonuses - Realtor/Broker

• About Realtor Commissions in Inventory Center
• Access Realtor Commission Overrides
• Add Realtor Commission Payment
• Delete Realtor Commission Override
• Override Realtor Commission
• Update/Edit Realtor Commission Override

See all 7 articles

Commissions & Bonuses - Sales Reps

• About Sales Rep Commissions and Bonuses
• Add Sales Rep Bonus
• Add Sales Rep Commission Payment
• Add Sales Rep Commission Structure
• Delete Sales Rep Bonus
• Delete Sales Rep Commission Override from Inventory Unit

See all 19 articles

Contract Amendments

• About Contract Amendments
• Add Contract Amendment
• Delete Contract Amendment
• Update/Edit Contract Amendment

Document Storage

• About Document Storage in Inventory Unit
• Add Document to Storage
• Delete Document from Storage

Greater Vancouver Regional District Non-Resident Property Transfer Tax

• About Greater Vancouver Regional District (GVRD) Non-Resident Property Transfer Tax
• Update Non-Resident Property Transfer Tax Information for Unit
• Record Non-Resident Property Transfer Tax Information
• Set Up Fields to Record Non-Resident Property Transfer Tax Information

Inventory

• About Inventory Center
• About Inventory Center Home Page
• Import Inventory
• About Inventory Menu Item on Inventory Center Home Page
• Add Price Revision
• Add Single Inventory Unit

See all 11 articles

Inventory Center Reports

• About Inventory Center Reports

Inventory Project Settings

• About Inventory Project Settings

Inventory Project Settings - Bedroom Types

• About Bedroom Types
• Add Bedroom Types to Project
• Delete Bedroom Type from Project
• Update/Edit Project Bedroom Type

Inventory Project Settings - Cancellation Reasons

• About Inventory Cancellation Reasons
• Add Inventory Cancellation Reason to Project
• Delete Inventory Cancellation Reason for Project
• Merge Project Inventory Cancellation Reasons
• Update/Edit Project Inventory Cancellation Reason

Inventory Project Settings - Color Schemes

• About Project Color Schemes
• Add Color Schemes to Project
• Delete Color Scheme from Project
• Update/Edit Project Color Scheme

Inventory Project Settings - Contracts

• About Project Contract Types
• About Uploaded Contracts
• Add Contract Type to Project
• Delete Contract Type from Project
• Delete Uploaded Contract from Project
• Upload Contract to Project

See all 7 articles

Inventory Project Settings - Exposures

• About Exposures for Inventory
• Add Exposure to Project
• Delete Exposure from Project
• Update/Edit Project Inventory Exposure

Inventory Project Settings - Lawyers

• About Project Lawyers List
• Add Project Lawyer to Inventory Center
• Delete Project Lawyer from List in Inventory Center
• Update/Edit Project Lawyer Details in Inventory Center

Inventory Project Settings - Loans

• About Project Loans
• Add Project Loan
• Delete Project Loan
• Update/Edit Project Loan

Inventory Project Settings - Plans

• About Plan Price
• About Plan Types
• Add Plan Price to Plan Type
• Add Plan Type to Project
• Delete Plan Price from Plan Type
• Delete Plan Type from Project

See all 9 articles

Inventory Project Settings - Storage

• About Project Parking Stalls, Lockers, and Bicycle Storage
• Add Bicycle Storage to Project
• Add Parking Stalls to Project
• Add Storage Lockers to Project
• Delete Bicycle Storage from Project
• Delete Parking Stalls from Project

See all 10 articles

Inventory Project Settings - Purchase Reasons

• About Project Purchase Reasons
• Add Purchase Reason to Project
• Delete Purchase Reason from Project
• Update/Edit Project Purchase Reason

Managing Inventory Unit Details

• About Menu Items on Inventory Overview Page
• Assign Purchaser to Inventory Unit
• Assign Sales Rep to Inventory Unit
• Cancel Deal (Contract)
• Delete Inventory Unit
• Manage Inventory Unit Details

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Managing Inventory Unit Details - Contract Process

• About Contract Premiums
• About Contract Pricing Details of Inventory Unit
• About Contract Process – Completing Sale of Inventory Unit
• About Inventory Unit Options/Upgrades
• About Subjects/Contingencies
• Add Contract Dates to Inventory Unit

See all 18 articles

Managing Inventory Unit Details - Deposits

• About Deposits
• Add Deposit Received
• Add Deposit Schedule
• Add Single Deposit
• Delete Deposit
• Export/Print Deposit Summary for Inventory Unit

See all 7 articles

Managing Inventory Unit Details - Escrow

• About Adding Escrow Details
• Add Escrow Details to Inventory Unit
• Delete Escrow Details from Inventory Unit
• Update/Edit Escrow Details for Inventory Unit

Managing Inventory Unit Details - Non-Realtor Referrals

• Add Non-Realtor Referral to Inventory Unit
• Delete Non-Realtor Referral from Inventory Unit
• Update/Edit Non-Realtor Referral

Managing Inventory Unit Details - Notes

• Add Note to Inventory Unit
• Update/Edit/Reply to Note for Inventory Unit
• View Notes Summary for Inventory Unit

Managing Inventory Unit Details - Realtors/Brokers

• Assign Realtor to Inventory Unit
• Unassign Realtor from Inventory Unit
• Update/Edit Realtor Details in Inventory Center

Managing Inventory Unit Details - Status Overrides

• About Inventory Unit Status Overrides
• Delete Inventory Unit Status Override
• Override Inventory Unit Status

Managing Inventory Unit Details - Storage

• About Assigning Parking Stalls/Lockers/Bicycle Storage to Inventory Units
• Assign Bicycle Storage to Inventory Unit
• Assign Parking Stall to Inventory Unit
• Assign Storage Locker to Inventory Unit
• Unassign Bicycle Storage from Inventory Unit
• Unassign Parking Stall from Inventory Unit

See all 10 articles

Training Outline

• Inventory Training Outline

Training Videos - Inventory Center

• Inventory Center Training Recorded Webinar (video)

Managing Inventory Unit Details - Tenants

• Assign Tenant to Inventory Unit
• Delete Tenant from Inventory Unit

Sales Projections

• About Sales Projections
• Add Sales Projection
• Delete Sales Projection
• Update/Edit Sales Projection

Sales Reps

• About Assigning Sales Rep to Project in Inventory Center
• Assign Sales Rep to Project in Inventory Center
• Unassign Sales Rep from Project in Inventory Center
• Update/Edit Sales Rep Details in Inventory Center