The purpose of this guide is to help you keep unit availability and specials accurate for locations that are not integrated with a property management system so your sales team can quote offers from the Lead card.
1. Open Settings and go to your inventory and specials configuration.
2. Select the location that is not integrated with your property management system.
3. Add unit types, enter availability and pricing, and save your changes.
4. Create specials and assign them to the appropriate unit types.
5. Update unit availability whenever units are rented or become available.
Access Inventory And Specials
Click Settings (A) to open your list of available system settings.
Select Inventory (B) to open the Inventory and Specials list. The page opens to your inventory by default.
Review the process you will follow: (1) select the location, (2) add unit types, (3) enter unit information, and (4) add specials and assign them to unit types.
!! MISSING IMAGE: [Inventory and specials overview] !!
Select The Location
In the inventory list, locate the property where you want to manage inventory and specials.
Click Edit Location (C) (the pencil icon) for that property to open its inventory details.
Add Unit Types
Confirm that the view is set to Units (D) so you are working with your unit list.
Select Add Unit Type (E) to begin adding unit information. Start by creating a unit type, then add specific-unit inventory under that type.
Enter Unit Information
Click Unit Type (F) (the pencil icon) to describe the unit type, such as Climate Controlled or Drive-up.
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Under Unit Information (G), enter the details for this unit type, including:
Unit dimensions
Total unit quantity
Current unit availability
Monthly rate
Use Add/Remove A Unit (H) to adjust specific units within the type. Click + to add more units and - to remove a unit from the type.
Use Remove A Unit Type (I) (trash icon) if you need to delete a unit type and all units associated with it.
Select Add Unit Type (J) to create additional unit types and repeat the steps above to add units for each type.
Add Specials And Assign To Unit Types
When unit information is complete, open Specials (K) to configure discounts and offers and link them to unit types.
Click Add Special (L) to start defining a new special.
In Special Name (M), enter the name that will appear in the Inventory section of the Lead card (for example, 1st Month Free or $1 Move-In).
Under Unit Type (N), select the unit types that this special applies to. You can choose more than one unit type.
Use Assign The Unit Type (O) (the right-facing arrow) to attach the selected unit types to the special. To detach a unit type from a special, reverse this process.
Click Confirm (P) when all applicable unit types are assigned to the special. You will still need to save your changes in the next step.
Save Inventory And Specials
Select Save (Q) to complete the process. After you save, your inventory and specials will be available and will surface on the Lead card.
To see how this appears for your team, go to the Lead card and review the Inventory section. For more detail, click here and refer to (KK).
Return to Unit Information (G) whenever units are rented or become available to keep availability and pricing up to date.