One record for every unit, from hold to handover.
A two-bedroom on the ninth floor can be on hold for a channel partner, quoted to a walk-in by a sales executive and short of an instalment in finance’s ledger, all on the same afternoon. We build software that keeps those facts on the unit itself, where everyone can see them.
What we built for a developer’s sales floor.
Easy Inventory
Easy Inventory is a platform we designed and built for our client, and we still manage its technology and keep developing it. It brings a builder’s availability, bookings, payments and channel partners into one system, so sales and finance look at the same picture of a project instead of reconciling separate sheets at month end.
- Availability across each project
- Bookings and payments together
- Channel partners alongside the sale
Where a booking usually slips.
Most of the trouble sits in the handoffs between sales, finance and the site office.
Two people promise the same unit.
Inventory lives in a sheet that one person updates when they get a minute. A channel partner calls about a corner flat that a walk-in buyer was quoted an hour earlier, and somebody has to make an awkward phone call. A shared hold with an expiry, visible to everyone selling that tower, stops this before it starts.
Demand letters go out late.
With construction-linked plans, finance needs to know the moment a stage is complete. If that news arrives as a site engineer’s WhatsApp message, the demand letters wait and so does the cash. The milestone should be recorded once and raise the demand for every unit on that plan.
Brokerage turns into an argument.
A partner says they brought the buyer; the sales team says the buyer walked in. Without a timestamped registration of the lead against the partner, the dispute is settled by whoever pushes hardest. Registrations, booking dates and the brokerage terms in force all belong on the deal.
Nobody is sure what was refunded.
A buyer cancels after two instalments. The refund, any deduction your agreement allows and the release of the unit are separate actions by separate people. When they aren’t tied together, the unit stays blocked for weeks or gets resold before the refund is settled.
Settle these rules before anything is coded.
Sales and finance often hold slightly different versions of them, and discovery is the cheapest place to find that out.
- Hold expiry. How long a unit can stay reserved without a booking amount, and who may extend it.
- Discount authority. What a sales executive can offer alone, and what needs a manager or a director.
- Price build-up. Base rate, floor rise, preferential location charges, parking and other charges, and whether they differ by project or phase.
- Payment plans. Construction-linked, time-linked or custom schedules, and who can change a buyer’s schedule after booking.
- Partner terms. Brokerage slabs, when brokerage becomes payable, and what happens to it if the booking falls through.
- Releasing a unit. Who can put a cancelled or lapsed unit back on sale, and what has to be cleared first.
A sensible first release.
The wider project dashboard comes later, once people trust the core record.
Live inventory by tower and floor
Each unit with its status, price build-up and a history of who changed what. Statuses change through actions in the system, so nobody quietly edits a cell.
Reservations with an approval
A sales executive requests a hold, the right person approves it and finance records the booking amount. If the money doesn’t arrive before the hold expires, the unit goes back on sale and the executive is told.
A payment schedule per booking
The plan, demands raised, receipts and the balance outstanding, so the CRM team can answer a buyer’s call without asking accounts. More on how we handle payments and billing.
A restricted broker view
Brokers see the inventory you release to them, register their buyers and follow their own bookings, and nothing beyond that. Our page on partner portals covers how we scope this.
Everyone who touches a unit’s record.
Each needs a different slice of it, and a few need to change it.
What builders tend to ask.
Can each project have its own pricing and rules?
Yes. Price components, payment plans and approval rules can be set per project, and per phase where a later launch is priced differently.
We already keep accounts in an ERP. Does this replace it?
Usually not. Accounting can stay where it is. We agree which records move between the two, such as receipts and demand amounts, and build the integration around what your ERP actually allows.
Can channel partners use it from their phones?
They can. A partner view is normally a mobile-friendly web app, so a broker can check availability or register a buyer without installing anything.
Could buyers see their own schedule and receipts?
Yes, as a later step. Once the booking and payment records are reliable, a buyer page showing the schedule, receipts and upcoming demands is a small addition. Building it before then just exposes the gaps to customers.
What about allotment letters and other paperwork?
Documents can be produced from the booking record using templates your legal team approves, so names, unit details and amounts come from one place instead of being retyped.
Tell us how your units are sold today.
Share how inventory, holds and payment plans are tracked now, and we’ll talk through what a first release could cover.