Units

Units are how you can use Edgewise’s advanced inventory management system for your projects. These are individually addressable units in a project (community or building). A unit can also be assigned to a lot. Units support reservations and offers/online negotiations.

Adding a new unit

1. Select the project in the left hand navigation column.
2. Choose the “Project” tab and click “Units”
3. Click “New Unit” and enter unit details. Supported detail fields are below:

| Field | Description | Required |

| :-----|:------------|:---------|
| Unit Title | Unit title that will be seen by potential buyers | Yes |
| Plan | The relevant floor plan (learn how to add a floor plan here) | Yes |
| Price | List price | Yes |
| Level | Unit’s level | No |
| Lot | If you have lots created, you can assign a unit to a lot here. | No |
| Status | `UNRELEASED` - available to sell, but not public <br />`AVAILABLE` - open for reservations/offers<br/>`RESERVED` - reserved by buyer<br/>`PENDING` - sale is pending<br>`SOLD` - agreement of sale is signed | Yes |
| Construction Phase | Preset list of options for different construction phases | No |
| Estimated Delivery Date | Estimated delivery date | No |
| Listing Date | Desired listing date | No |
| Project Phase | Custom project phase if set up in project settings | No |
| Address | A unit address is optional, but all fields are required if you do add an address (eg. no "partial" addresses) as it will ensure accurate geocode (lat/lng). Leave all fields blank to ensure no address is associated with the unit. | No |
| Description | A marketing description for the unit visible to buyers | No |
| MLS ID | MLS listing ID | No |

1. You can easily export your inventory list to perform analyses or create custom summaries (automatically generated summaries are available in the Reports tab).
2. To change Status, Construction Phase, and Estimated Delivery Date for multiple units at once, you can use the Bulk Edit button to select the units requiring updates.