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 AVAILABLE - open for reservations/offers RESERVED - reserved by buyer PENDING - sale is pending 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

4. You can easily export your inventory list to perform analyses or create custom summaries (automatically generated summaries are available in the Reports tab).
5. 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.