Purpose
The finish catalogue lists the upgrades offered to purchasers, which are organised by category and displayed including VAT. Purchasers make their selections from their personal space until the deadline set for the project.
The developer then validates each item, produces a quote, and integrates the accepted upgrades into the payment schedule in order to ensure that the agreed amounts are effectively invoiced.
Where to find it
- Development
- Projects
“Finishes” section of the project page, then the “Finish choices” card of the reservation.
Steps
- Open the “Finishes” section and click on “New finish option” in order to enter the “Category”, the name, the “Price”, and the description of the upgrade.
- Use “Publish” or “Remove” in order to make an option visible or hidden within the purchaser space.
- Open the relevant reservation and review the items selected by the purchaser in the “Finish choices” card.
- Click on “Accept” or “Refuse” for each choice, then on “Quote PDF” in order to generate the quote.
- Click on “Add accepted upgrades to the schedule” in order to integrate their total amount into the payment plan.
Good to know
- After the “Finish choices close on” date, the purchaser can no longer modify their choices and their space indicates that the selection period is closed.
- The “Quote PDF” is filed within the reservation documents.
- Accepted upgrades appear on a “Finish upgrades” instalment, which is updated if you repeat the operation before the instalment is called.