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15.1 Table of Contents
15 Rental ................................................................................................................................................................................................ 16
15.1 Projects ........................................................................................................................................................................................ 17
15.1.1 Project and Sub Project List ........................................................................................................................................ 17
15.1.1.1 View Project ............................................................................................................................................................. 18
15.1.1.2 View Sub Project .................................................................................................................................................... 20
15.1.1.2.1 Detail ..................................................................................................................................................................... 20
15.1.1.2.2 Documents .......................................................................................................................................................... 22
15.1.1.2.3 Terms & Conditions ......................................................................................................................................... 24
15.1.2 Create External Project ................................................................................................................................................. 26
15.1.3 Create External Sub Project......................................................................................................................................... 29
15.2 Owners ......................................................................................................................................................................................... 32
15.2.1 Create Owner ................................................................................................................................................................... 32
15.2.1.1 Owner Details .......................................................................................................................................................... 40
15.2.1.2 Interactions .............................................................................................................................................................. 41
15.2.1.3 Listing Form ............................................................................................................................................................. 43
15.2.2 Bulk Upload Owners ...................................................................................................................................................... 45
15.3 Leads ............................................................................................................................................................................................. 48
15.3.1 Lead List.............................................................................................................................................................................. 48
15.3.2 Contact US ......................................................................................................................................................................... 50
15.3.3 Create Lead ....................................................................................................................................................................... 52
15.3.4 Delete Lead ....................................................................................................................................................................... 58
15.3.5 Bulk Upload Leads .......................................................................................................................................................... 59
15.3.6 Interactions ....................................................................................................................................................................... 60
15.4 Tenants ........................................................................................................................................................................................ 62
15.4.1 Lessee list ........................................................................................................................................................................... 62
15.4.2 Interactions List ............................................................................................................................................................... 63
15.5 Stock ............................................................................................................................................................................................. 64
15.5.1 Rental Stock ...................................................................................................................................................................... 64
15.5.1.1 Bulk Upload Unit Rate ......................................................................................................................................... 66
15.5.2 Units and Accessories ................................................................................................................................................... 68
15.5.2.1 Merge Unit for External Projects ...................................................................................................................... 68
15.5.2.2 Create Accessories ................................................................................................................................................ 69
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15.5.2.3 Create Units for Ext. Projects. ............................................................................................................................ 70
15.5.2.4 Bulk Upload Units .................................................................................................................................................. 73
15.5.3 Car Park .............................................................................................................................................................................. 74
15.6 Termsheet ................................................................................................................................................................................... 75
15.6.1 Termsheet List .................................................................................................................................................................. 75
15.6.1.1 Details ........................................................................................................................................................................ 76
15.6.1.2 Commercials ............................................................................................................................................................ 80
15.6.1.3 Modification ............................................................................................................................................................ 85
15.6.1.4 Possession ................................................................................................................................................................ 87
15.6.1.5 Maintenance ............................................................................................................................................................ 88
15.6.1.6 Invoices ...................................................................................................................................................................... 89
15.6.1.7 Receipts ..................................................................................................................................................................... 90
15.6.1.8 Amendments ........................................................................................................................................................... 92
15.6.1.9 Documents ............................................................................................................................................................... 94
15.6.1.10 PDC ............................................................................................................................................................................. 95
15.6.1.11 Create PDC ............................................................................................................................................................... 95
15.6.2 Create Termsheet............................................................................................................................................................ 96
15.6.2.1 Tenant Details ......................................................................................................................................................... 97
15.6.2.2 Co Applicant Details ............................................................................................................................................. 98
15.6.2.3 Agreement Details................................................................................................................................................. 99
15.6.2.4 Additional Details ............................................................................................................................................... 100
15.6.2.5 Interest Calculation ............................................................................................................................................ 101
15.6.2.6 Rental Executives ................................................................................................................................................ 101
15.6.2.7 Checklist ................................................................................................................................................................. 102
15.6.2.8 Document .............................................................................................................................................................. 103
15.6.3 Termsheet Renewal ..................................................................................................................................................... 103
15.6.3.1 Termsheet Renewal list ..................................................................................................................................... 103
15.6.3.2 TermSheet Renewal Create ............................................................................................................................. 104
15.6.3.3 View Termsheet Renewal Details .................................................................................................................. 105
15.6.4 Create Opportunity / Create Quick Termsheet ................................................................................................ 106
15.7 Billing ......................................................................................................................................................................................... 108
15.7.1 Credit Note ..................................................................................................................................................................... 108
15.7.2 Revenue Generated .................................................................................................................................................... 110
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15.7.3 Rent Invoice ................................................................................................................................................................... 111
15.7.3.1 Rent Invoice List .................................................................................................................................................. 111
15.7.3.2 Create Rent Invoice ............................................................................................................................................ 114
15.7.4 Service Tax Abatement .............................................................................................................................................. 114
15.7.4.1 Tax Abatement List ............................................................................................................................................ 114
15.7.4.2 Create Tax Abatement ...................................................................................................................................... 115
15.7.5 Authorised Signatory.................................................................................................................................................. 116
15.7.5.1 Authorized Signature list ................................................................................................................................. 117
15.7.5.2 Create Authorize Signature ............................................................................................................................ 118
15.7.6 Rent Receipt ................................................................................................................................................................... 119
15.7.6.1 Rent Receipt list .................................................................................................................................................. 119
15.7.6.2 Create Rent Receipt ........................................................................................................................................... 122
15.7.7 Deposit Receipt ............................................................................................................................................................ 123
15.7.7.1 Deposit Receipt List ........................................................................................................................................... 123
15.7.7.2 Create Deposit Receipt ..................................................................................................................................... 124
15.7.8 Temporary Receipts .................................................................................................................................................... 125
15.7.8.1 Temporary Receipts list .................................................................................................................................... 125
15.7.8.2 Create Temporary Receipt .............................................................................................................................. 127
15.7.9 Interest Waive Off ........................................................................................................................................................ 129
15.7.9.1 Rental Interest Waive off list .......................................................................................................................... 129
15.7.9.2 Create Interest Waive Off ................................................................................................................................ 130
15.7.10 Tenant Payment ....................................................................................................................................................... 130
15.7.10.1 Tenant Payment .................................................................................................................................................. 130
15.7.10.2 Create Tenant Payment .................................................................................................................................... 132
15.7.11 Rental Agent Payment .......................................................................................................................................... 133
15.7.11.1 Rental Agent Payment ...................................................................................................................................... 133
15.7.11.2 Create Rental Agent Payment ........................................................................................................................ 134
15.7.12 Rental Executive Payment .................................................................................................................................... 135
15.7.12.1 Rental Executive Payment list ........................................................................................................................ 135
15.7.12.2 Create Rental Executive Payment ................................................................................................................. 137
15.7.13 Payout To Owner ..................................................................................................................................................... 138
15.7.13.1 Payout to Owner List ......................................................................................................................................... 139
15.7.13.2 Create Payout to Owner ................................................................................................................................... 140
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15.7.14 Payments/Refunds .................................................................................................................................................. 141
15.7.14.1 Payments/ Refund List ...................................................................................................................................... 142
15.7.14.2 Create Payments/ Refund ................................................................................................................................ 142
15.7.15 Debit Note ................................................................................................................................................................. 143
15.7.15.1 Debit Note list ...................................................................................................................................................... 143
15.7.15.2 Create Debit Note .............................................................................................................................................. 144
15.7.16 Rent Actuals .............................................................................................................................................................. 145
15.7.16.1 Rent actuals list ................................................................................................................................................... 145
15.7.16.2 Create Rent Actuals ........................................................................................................................................... 146
15.8 Approvals ................................................................................................................................................................................. 147
15.8.1 Credit Note ..................................................................................................................................................................... 147
15.8.2 Tenant Payment ........................................................................................................................................................... 148
15.8.3 Termsheet ....................................................................................................................................................................... 150
15.8.4 Debit Note ...................................................................................................................................................................... 151
15.8.5 Payout To Owner ......................................................................................................................................................... 153
15.8.6 Termsheet Renewal ..................................................................................................................................................... 153
15.8.7 Service Tax Abatement .............................................................................................................................................. 154
15.8.8 Payments/Refunds ...................................................................................................................................................... 155
15.8.9 Interest Waive Off ........................................................................................................................................................ 156
15.8.10 Rent Receipt .............................................................................................................................................................. 157
15.8.11 Temporary Receipts ............................................................................................................................................... 158
15.8.12 Rental Invoice ........................................................................................................................................................... 160
15.8.13 Deposit Receipt ........................................................................................................................................................ 161
15.8.14 Rental Executive Payment .................................................................................................................................... 162
15.8.15 PDC Receipt ............................................................................................................................................................... 163
15.9 Agent ......................................................................................................................................................................................... 164
15.9.1 Rental Agent .................................................................................................................................................................. 164
15.9.1.1 Rental Agent List ................................................................................................................................................. 164
15.9.1.1.1 Details ................................................................................................................................................................ 165
15.9.1.1.2 Interactions ...................................................................................................................................................... 166
15.9.1.1.3 Leads ................................................................................................................................................................... 166
15.9.1.1.4 Tenants .............................................................................................................................................................. 167
15.9.1.1.5 Documents ....................................................................................................................................................... 168
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15.9.1.2 Create Agent ........................................................................................................................................................ 169
15.10 Utilities .................................................................................................................................................................................. 172
15.10.1 Tax Utility .................................................................................................................................................................... 172
15.10.2 Tax Deduction Reconciliation ............................................................................................................................. 173
15.10.3 Bank Details ............................................................................................................................................................... 174
15.10.4 Receipts ....................................................................................................................................................................... 174
15.11 Budget .................................................................................................................................................................................. 175
15.12 Masters ................................................................................................................................................................................. 176
15.12.1 Area .............................................................................................................................................................................. 178
Create Area .................................................................................................................................................................................. 178
Edit Area ........................................................................................................................................................................................ 179
Change the Status ..................................................................................................................................................................... 180
Delete the Record...................................................................................................................................................................... 181
15.12.2 Bank Master............................................................................................................................................................... 182
Create Bank Master .................................................................................................................................................................. 182
Edit Bank Master ........................................................................................................................................................................ 183
Change the Status ..................................................................................................................................................................... 184
Delete the Status ....................................................................................................................................................................... 185
15.12.3 Booking Through .................................................................................................................................................... 186
Create Booking Through ........................................................................................................................................................ 186
Edit Booking Through .............................................................................................................................................................. 187
Change the Status ..................................................................................................................................................................... 188
Delete the Record...................................................................................................................................................................... 189
15.12.4 Budget ......................................................................................................................................................................... 190
Create Budget ............................................................................................................................................................................. 190
Edit Budget .................................................................................................................................................................................. 191
Changing the Status ................................................................................................................................................................. 192
Deleting the Record.................................................................................................................................................................. 193
15.12.5 Credit Note Reason Type ..................................................................................................................................... 194
Create Credit Note Reason Type ......................................................................................................................................... 194
Edit Credit Note Reason Type............................................................................................................................................... 194
Changing the Status ................................................................................................................................................................. 195
Deleting the Record.................................................................................................................................................................. 196
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15.12.6 Customer cancellation reason type .................................................................................................................. 197
Create Customer cancellation reason type ...................................................................................................................... 197
Edit Customer cancellation reason type ........................................................................................................................... 197
Changing the Status ................................................................................................................................................................. 198
Deleting the Record.................................................................................................................................................................. 199
15.12.7 Customer Contact Method Master................................................................................................................... 200
Create Customer Contact Method Master....................................................................................................................... 200
Edit Customer Contact Method Master ............................................................................................................................ 201
Changing the Status ................................................................................................................................................................. 202
Deleting the Record.................................................................................................................................................................. 203
15.12.8 Customer Grade Master ....................................................................................................................................... 204
Create Customer Grade Master ........................................................................................................................................... 204
Edit Customer Grade Master ................................................................................................................................................. 205
Changing the Status ................................................................................................................................................................. 206
Deleting the Record.................................................................................................................................................................. 207
15.12.9 Customer Type Master .......................................................................................................................................... 208
Create Customer Type Master .............................................................................................................................................. 208
Edit Customer Type Master ................................................................................................................................................... 209
Changing the Status ................................................................................................................................................................. 210
Deleting the Record.................................................................................................................................................................. 211
15.12.10 Deal Stage .................................................................................................................................................................. 212
Create Deal Stage ...................................................................................................................................................................... 212
Edit Deal Stage ........................................................................................................................................................................... 213
Changing the Status ................................................................................................................................................................. 214
Deleting the Record.................................................................................................................................................................. 215
15.12.11 Debit Note Reason Type ...................................................................................................................................... 216
Create Debit Note Reason Type .......................................................................................................................................... 216
Edit Debit Note Reason Type ................................................................................................................................................ 217
Changing the Status ................................................................................................................................................................. 218
Deleting the Record.................................................................................................................................................................. 218
15.12.12 Deposit Type ............................................................................................................................................................. 219
Create Deposit Type ................................................................................................................................................................. 219
Edit Deposit Type ...................................................................................................................................................................... 220
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Changing the Status ................................................................................................................................................................. 221
Deleting the Record.................................................................................................................................................................. 222
15.12.13 Development Type Master .................................................................................................................................. 223
Create Development Type Master ...................................................................................................................................... 223
Edit Development Type Master ............................................................................................................................................ 224
Changing the Status ................................................................................................................................................................. 225
Deleting the Record.................................................................................................................................................................. 226
15.12.14 Facility Master........................................................................................................................................................... 227
Create Facility Master............................................................................................................................................................... 227
Edit Facility Master .................................................................................................................................................................... 228
Changing the Status ................................................................................................................................................................. 229
Deleting the Record.................................................................................................................................................................. 229
15.12.15 Interaction Activity Master................................................................................................................................... 230
Create Interaction Activity Master....................................................................................................................................... 230
Edit Interaction Activity Master ............................................................................................................................................ 231
Changing the Status ................................................................................................................................................................. 232
Deleting the Record.................................................................................................................................................................. 233
15.12.16 Interaction Type Master ........................................................................................................................................ 233
Create Interaction Type Master ............................................................................................................................................ 233
Edit Interaction Type Master ................................................................................................................................................. 234
Changing the Status ................................................................................................................................................................. 235
Deleting the Record.................................................................................................................................................................. 236
15.12.17 Leads Contact Type Master ................................................................................................................................. 237
Create Leads Contact Type Master ..................................................................................................................................... 237
Edit .................................................................................................................................................................................................. 237
Changing the Status ................................................................................................................................................................. 238
Deleting the Record.................................................................................................................................................................. 239
15.12.18 Lease Charge Type .................................................................................................................................................. 240
Create Lease Charge Type ...................................................................................................................................................... 240
Edit Lease Charge Type ........................................................................................................................................................... 241
Changing the Status ................................................................................................................................................................. 242
Deleting the Record.................................................................................................................................................................. 243
15.12.19 Location ...................................................................................................................................................................... 244
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Create Location .......................................................................................................................................................................... 244
Edit Location ................................................................................................................................................................................ 245
Changing the Status ................................................................................................................................................................. 245
Deleting the Record.................................................................................................................................................................. 246
15.12.20 Maintenance Type Master ................................................................................................................................... 247
Create Maintenance Type Master ....................................................................................................................................... 247
Edit Maintenance Type Master ............................................................................................................................................. 248
Changing the Status ................................................................................................................................................................. 249
Deleting the Record.................................................................................................................................................................. 249
15.12.21 Opportunity Building Type .................................................................................................................................. 250
Create Opportunity Building Type ...................................................................................................................................... 250
Edit Opportunity Building Type ........................................................................................................................................... 251
Changing the Status ................................................................................................................................................................. 252
Deleting the Record.................................................................................................................................................................. 252
15.12.22 Opportunity Client Spec Sheet .......................................................................................................................... 253
Create Opportunity Client Spec Sheet .............................................................................................................................. 253
Edit Opportunity Client Spec Sheet .................................................................................................................................... 254
Changing the Status ................................................................................................................................................................. 255
Deleting the Record.................................................................................................................................................................. 255
15.12.23 Opportunity Competitor ...................................................................................................................................... 256
Create Opportunity Competitor .......................................................................................................................................... 256
Edit Opportunity Competitor ................................................................................................................................................ 257
Changing the Status ................................................................................................................................................................. 258
Deleting the Record.................................................................................................................................................................. 258
15.12.24 Opportunity Offered Building ............................................................................................................................ 259
Create Opportunity Offered Building ................................................................................................................................ 259
Edit Opportunity Offered Building ...................................................................................................................................... 260
Changing the Status ................................................................................................................................................................. 261
Deleting the Record.................................................................................................................................................................. 261
15.12.25 Opportunity Offered Unit .................................................................................................................................... 262
Create Opportunity Offered Unit ........................................................................................................................................ 262
Edit Opportunity Offered Unit .............................................................................................................................................. 263
Changing the Status ................................................................................................................................................................. 263
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Deleting the Record.................................................................................................................................................................. 264
15.12.26 Opportunity Operations Category .................................................................................................................... 265
Create Opportunity Operations Category ........................................................................................................................ 265
Edit Opportunity Operations Category ............................................................................................................................. 265
Changing the Status ................................................................................................................................................................. 266
Deleting the Record.................................................................................................................................................................. 267
15.12.27 Opportunity Park Name ....................................................................................................................................... 267
Create Opportunity Park Name ........................................................................................................................................... 267
Edit Opportunity Park Name ................................................................................................................................................. 268
Changing the Status ................................................................................................................................................................. 269
Deleting the Record.................................................................................................................................................................. 269
15.12.28 Opportunity Project Status .................................................................................................................................. 270
Create Opportunity Project Status ...................................................................................................................................... 270
Edit Opportunity Project Status ........................................................................................................................................... 271
Changing the Status ................................................................................................................................................................. 271
Deleting the Record.................................................................................................................................................................. 272
15.12.29 Opportunity Reason ............................................................................................................................................... 273
Create Opportunity Reason ................................................................................................................................................... 273
Edit Opportunity Reason ........................................................................................................................................................ 273
Changing the Status ................................................................................................................................................................. 274
Deleting the Record.................................................................................................................................................................. 275
15.12.30 Opportunity Solution Type .................................................................................................................................. 276
Create Opportunity Solution Type ...................................................................................................................................... 276
Edit Opportunity Solution Type ........................................................................................................................................... 276
Changing the Status ................................................................................................................................................................. 277
Deleting the Record.................................................................................................................................................................. 277
15.12.31 Opportunity Usage ................................................................................................................................................. 278
Create Opportunity Usage ..................................................................................................................................................... 278
Edit Opportunity Usage .......................................................................................................................................................... 279
Changing the Status ................................................................................................................................................................. 279
Deleting the Record.................................................................................................................................................................. 280
15.12.32 Payout Recovery Charges .................................................................................................................................... 281
Create Payout Recovery Charges ........................................................................................................................................ 281
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Edit Payout Recovery Charges .............................................................................................................................................. 281
Changing the Status ................................................................................................................................................................. 282
Deleting the Record.................................................................................................................................................................. 283
15.12.33 Payout Recovery Mode ......................................................................................................................................... 283
Create Payout Recovery Mode ............................................................................................................................................. 283
Edit Payout Recovery Mode .................................................................................................................................................. 284
Changing the Status ................................................................................................................................................................. 285
Deleting the Record.................................................................................................................................................................. 285
15.12.34 Rental Leads Industry ............................................................................................................................................ 286
Create Rental Leads Industry ................................................................................................................................................ 286
Edit Rental Leads Industry ...................................................................................................................................................... 287
Changing the Status ................................................................................................................................................................. 288
Deleting the Record.................................................................................................................................................................. 288
15.12.35 Rental Leads Probability ....................................................................................................................................... 289
Create Rental Leads Probability ........................................................................................................................................... 289
Edit Rental Leads Probability ................................................................................................................................................ 290
Changing the Status ................................................................................................................................................................. 291
Deleting the Record.................................................................................................................................................................. 291
15.12.36 Rental Purpose ......................................................................................................................................................... 292
Create Rental Purpose ............................................................................................................................................................. 292
Edit Rental Purpose .................................................................................................................................................................. 293
Changing the Status ................................................................................................................................................................. 293
Deleting the Record.................................................................................................................................................................. 294
15.12.37 Rental Unit Modification Title............................................................................................................................. 295
Create Rental Unit Modification Title................................................................................................................................. 295
Edit Rental Unit Modification Title ...................................................................................................................................... 296
Changing the Status ................................................................................................................................................................. 296
Deleting the Record.................................................................................................................................................................. 297
15.12.38 Revenue Type ........................................................................................................................................................... 298
Create Revenue Type ............................................................................................................................................................... 298
Edit Revenue Type ..................................................................................................................................................................... 298
Changing the Status ................................................................................................................................................................. 299
Deleting the Record.................................................................................................................................................................. 300
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15.12.39 Termination Reason Type .................................................................................................................................... 301
Create Termination Reason Type ........................................................................................................................................ 301
Edit Termination Reason Type .............................................................................................................................................. 301
Changing the Status ................................................................................................................................................................. 302
Deleting the Record.................................................................................................................................................................. 303
15.12.40 Termsheet Documents Checklist ....................................................................................................................... 304
Create Termsheet Documents Checklist ........................................................................................................................... 304
Edit Termsheet Documents Checklist ................................................................................................................................ 304
Changing the Status ................................................................................................................................................................. 305
Deleting the Record.................................................................................................................................................................. 306
15.12.41 Ticket Category ........................................................................................................................................................ 306
Create Ticket Category ............................................................................................................................................................ 306
Edit Ticket Category.................................................................................................................................................................. 307
Changing the Status ................................................................................................................................................................. 308
Deleting the Record.................................................................................................................................................................. 308
15.12.42 Ticket SubCategory ................................................................................................................................................ 309
Create Ticket SubCategory .................................................................................................................................................... 309
Edit Ticket SubCategory .......................................................................................................................................................... 310
Changing the Status ................................................................................................................................................................. 311
Deleting the Record.................................................................................................................................................................. 311
15.12.43 Ticket SubType ......................................................................................................................................................... 312
Create Ticket SubType ............................................................................................................................................................. 312
Edit Ticket SubType .................................................................................................................................................................. 313
Changing the Status ................................................................................................................................................................. 314
Deleting the Record.................................................................................................................................................................. 314
15.12.44 Ticket Type ................................................................................................................................................................. 314
Create Ticket Type ..................................................................................................................................................................... 314
Edit Ticket Type .......................................................................................................................................................................... 315
Changing the Status ................................................................................................................................................................. 316
Deleting the Record.................................................................................................................................................................. 316
15.12.45 Unit Type Master ..................................................................................................................................................... 317
Create Unit Type Master ......................................................................................................................................................... 317
Edit Unit Type Master .............................................................................................................................................................. 317
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Changing the Status ................................................................................................................................................................. 318
Deleting the Record.................................................................................................................................................................. 319
15.12.46 Visa Type .................................................................................................................................................................... 319
Create Visa Type ........................................................................................................................................................................ 319
Edit Visa Type .............................................................................................................................................................................. 320
Changing the Status ................................................................................................................................................................. 321
Deleting the Record.................................................................................................................................................................. 321
15.13 Portal ..................................................................................................................................................................................... 323
15.13.1 About Portal .............................................................................................................................................................. 323
15.13.2 Licensing/Send Credentials ................................................................................................................................. 323
Enable Portal for Users ............................................................................................................................................................ 323
Send Login Credential for Enabled Users ......................................................................................................................... 324
Disable Portal for Users ........................................................................................................................................................... 325
Enable App for Users ................................................................................................................................................................ 326
Disable App for users ............................................................................................................................................................... 327
15.13.3 Login Configuration ............................................................................................................................................... 328
15.13.4 Menu Configuration ............................................................................................................................................... 331
15.13.5 Home Page Images ................................................................................................................................................ 332
15.13.6 Contacts Category .................................................................................................................................................. 333
15.13.7 Contacts Master ....................................................................................................................................................... 333
15.13.8 Ticket Category Mapping ..................................................................................................................................... 335
15.13.9 Banners ....................................................................................................................................................................... 336
15.13.9.1 Banner Mapping ................................................................................................................................................. 338
15.13.10 Notifications .............................................................................................................................................................. 339
15.13.10.1 Notification list ................................................................................................................................................... 339
15.13.10.2 Add New ............................................................................................................................................................... 341
15.13.11 FAQ Category ........................................................................................................................................................... 341
15.13.11.1 Add FAQ Category ............................................................................................................................................ 342
15.13.12 FAQ ............................................................................................................................................................................... 343
15.13.12.1 FAQ list .................................................................................................................................................................. 343
15.13.12.2 Add FAQ ............................................................................................................................................................... 345
15.13.13 News ............................................................................................................................................................................ 345
15.13.13.1 Add Home News ............................................................................................................................................... 347
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15.13.14 Inbox ............................................................................................................................................................................ 348
15.13.14.1 View Ticket Details ............................................................................................................................................ 349
15.13.14.2 Create Sub Ticket .............................................................................................................................................. 350
15.13.15 Create Ticket ............................................................................................................................................................. 350
15.13.16 Usage Statistics ........................................................................................................................................................ 351
15.13.17 Frequently Used Pages ......................................................................................................................................... 352
15.13.18 User Login/Logout .................................................................................................................................................. 354
15.13.19 Ticket Turnaround Time ........................................................................................................................................ 355
15.13.20 Ticketing ..................................................................................................................................................................... 356
15.14 Reports ................................................................................................................................................................................. 356
15.14.1 Collections ................................................................................................................................................................. 356
15.14.1.1 Credit Note Report............................................................................................................................................. 356
15.14.2 Letters .......................................................................................................................................................................... 356
15.14.2.1 Payment reminder letters ................................................................................................................................ 357
15.14.3 Receivables ................................................................................................................................................................ 357
15.14.3.1 Rental Aging Report .......................................................................................................................................... 357
15.14.3.2 Rental Aging Report (BPH).............................................................................................................................. 357
15.14.3.3 Rental Budget Forecast Summary & Detailed Report .......................................................................... 357
15.14.4 Rental ........................................................................................................................................................................... 358
15.14.4.1 CarPark Status And Availability Report ...................................................................................................... 358
15.14.4.2 Current Prospects Status Report .................................................................................................................. 358
15.14.4.3 Lease Renewal Due Report ............................................................................................................................. 359
15.14.4.4 List of Invoices Report ...................................................................................................................................... 359
15.14.4.5 List of Receipts Report ...................................................................................................................................... 359
15.14.4.6 Rental Agent Commission Report ................................................................................................................ 359
15.14.4.7 Rental Arrears Report ........................................................................................................................................ 359
15.14.4.8 Rental Collection Report .................................................................................................................................. 360
15.14.4.9 Rental Debit Note Report ................................................................................................................................ 360
15.14.4.10 Rental Escalation Report ................................................................................................................................. 360
15.14.4.11 Rental Interest Report ..................................................................................................................................... 360
15.14.4.12 Rental Outstanding Report............................................................................................................................ 361
15.14.4.13 Rental Receivables Report ............................................................................................................................. 361
15.14.4.14 Rental Received Report ................................................................................................................................... 361
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15.14.4.15 Rental Security Deposit Report .................................................................................................................... 361
15.14.4.16 Rental Status Report ........................................................................................................................................ 361
15.14.4.17 Saleable Area Summary and Detailed Report ........................................................................................ 362
15.14.5 Tenant .......................................................................................................................................................................... 362
15.14.5.1 Customer Statement Report .......................................................................................................................... 362
15.14.5.2 Leads Report......................................................................................................................................................... 362
15.14.5.3 Tenant Interaction Report ............................................................................................................................... 362
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16 Rental
The Rental ERP module is crucial for efficiently managing rental properties, tenants, and finances. It
simplifies lease tracking, rent collection, maintenance, and financial management. Additionally, it ensures
compliance with regulations and offers seamless integration with other ERP modules, optimizing overall
real estate operations.
The module is used by the Rental OR Leasing team of the organization. The executive creates Pre-Leasing
leads and leverages a highly detailed Lead interaction system to capture all contacts made with Lead.
Once we a have a finalized lead, it gets converted to Tenant. This data is then leveraged for creating
Termsheet / Contract along with Invoicing & Collection Cycles and MIS.
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16.1 Projects
Project refers to a distinct rental property or development, typically comprising one or multiple buildings,
units, or rental spaces. It serves as a central entity for managing all aspects of the rental operation.
Within the rental management system, each Project is defined as an individual entity where details such
as the number of rental units available, area measurements, rental rates, lease terms, tenant information,
maintenance schedules, financial transactions, and other relevant data are organized and tracked.
Additionally, a Project may include amenities, property specifications, and location details that influence
its rental value and appeal to potential tenants.
Rental Module of In4suite app, allows the users to Create External Project / External Sub project, this
helps if client has licensed only Rental modules and needs to create the Project / Sub project data.
If client has licensed Projects module as well then, the Project data will flow from Projects module to
Rental module and there is no need to create the Project / Sub project database.
16.1.1 Project and Sub Project List
This is first page that appears in Rental Module, this page displays the list of Projects and its respective
Sub Projects that are created by the users/admins.
Projects Feature allows the User/admin to search for an intended Project/sub project in this page using
the filters in the Search panel and by clicking on Go, the search results would display intended Project /
Sub Project.
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User /admin are allowed to click on the Project name and Sub Project Name to view its details.
16.1.1.1 View Project
Follow the steps below access this page:
1. Navigate to Rental>>Projects
2. Project & Sub Project list page is displayed.
3. Search for intended project/sub project, by filtering the criteria provided in the search panel and
click on Go.
4. Search results would display the intended project/ sub project.
5. Click on Project Name.
6. View Project Page appears as shown below.
7. This page displays the following details:
• Project details
• Property Details
• Project Address
• Project Information
• Audit Trail details
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16.1.1.2 View Sub Project
A Sub-Project constitutes a tangible structure, like a building, bound by specific land dimensions, and
it operates within the framework of a larger Project.
Additionally, a Sub-Project functions as a financial unit for accounting, managing costs and revenue.
Within our system, we designate each Sub-Project as a distinct entity within a Project, enabling the
loading of inventory.
Essential details for each Sub-Project include its name, type of development, estimated start and end
dates, number of floors, saleable units, basement levels, and saleable area.
Sub Project consists three different tabs as follows:
• Detail
• Documents
• Terms & Conditions
16.1.1.2.1 Detail
Follow the steps below to access this page:
1. Navigate to Rental>>Projects
2. Project & Sub Project list page is displayed.
3. Search for intended project/sub project, by filtering the criteria provided in the search panel
and click on Go.
4. Search results would display the intended project/ sub project.
5. Click on Sub Project Name.
6. View Sub Project Details page is displayed.
7. In this page the user/admin is able to view the Sub project basic details, Area of land being
developed under said sub project, Interest Calculation and also list of basic checklists for any
typical Sub project.
8. User/admin is allowed to make changes to the Sub project details by clicking on the Amend
button which found below the sub project details, update the changes and click on Update to
confirm the same.
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16.1.1.2.2 Documents
Follow the steps below to access this page:
1. Navigate to Rental>>Projects
2. Project & Sub Project list page is displayed.
3. Search for intended project/sub project, by filtering the criteria provided in the search panel
and click on Go.
4. Search results would display the intended project/ sub project.
5. Click on Sub Project Name.
6. View Sub Project Details page is displayed.
7. Click on Documents tab.
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8. In this page user / admin is allowed to upload relevant documents by clicking on the Upload
button.
9. User /admin can also add Sub folder by clicking on Add Sub Folder, fill-in the details and click on
submit, also user can subscribe to the folder meaning, any changes to the documents being
uploaded would be notified and helps in taking timely decision in relation to the process.
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16.1.1.2.3 Terms & Conditions
Follow the steps below to access this page:
1. Navigate to Rental>>Projects
2. Project & Sub Project list page is displayed.
3. Search for intended project/sub project, by filtering the criteria provided in the search panel
and click on Go.
4. Search results would display the intended project/ sub project.
5. Click on Sub Project Name.
6. View Sub Project Details page is displayed.
7. Click on Terms&Conditions tab.
8. Terms And Conditions page appears.
9. In this page user/admin can view/add Terms and Conditions for the said Sub project.
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16.1.2 Create External Project
Follow the steps below to create external project
1. Navigate to Rental>>Projects
2. Projects & Sub Projects List page is displayed,
3. All the existing project and sub project are listed.
4. To create a new project, click on Create External Project on the right side of the Screen.
5. Create Project page appears, fill-in the Basic Details, Project Details, Project Address, Project
Information and Project Feature as shown in the below table click on Create to Complete the
step.
Note: Once the Project is created, it is subject to Approval Process, the Rental Department member
or executive/ admin will have the Authority to approve the project for further process.
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Lease Certifying Company*
Specify the Company name.
Lease Certifying Company GSTIN
Specify the GSTIN name.
Include in Facilities
Check Mark this field to use this project details in Facilities module
as well.
Estimated Start Date*
Select the Date from the Calendar
Estimated Completion Date*
Select the Date from the Calendar
Profit Share %*
Specify the profile share in percentage.
Weblink to Layout Plan
Specify the URL link if any.
Project Details
BuildUp Area
Enter the total built-up area. Generally, it is the carpet area +
walled area
Leasable Area
Enter the saleable area. Generally, saleable area = built-up area +
common areas (such as corridor, lift, lobby, swimming pool, etc.)
Estimated Carpet Area
Enter the estimated carpet area. It is the wall to wall area, for
example, the sum total of the areas of bedroom, dining room,
living room, toilets and balcony.
Property Manager *
Select the project manager who will oversee project from start to
finish
Project Address
Project Address
Specify the Street name
Country*
Select from the drop-down list.
State*
Select from the drop-down list.
City*
Select from the drop-down list.
Locality*
Select from the drop-down list.
Pin*
Specify the Pin code
Project Information
Architect
Specify the Architect name.
No of Blocks
Specify the number of blocks in the Project
Total No. of Leasable Units
Specify the number of Units which are leasable.
Common Garden Area
Enter the total area designated for common gardens within the
project. This space is typically shared among residents for
recreational purposes.
Budget Amount
Enter the overall budget allocated for the Rental project. This
amount covers various costs associated with development,
including construction, materials, and labour.
Advance Interest Rate %
Specify the interest rate applicable to advance payments made by
Lessee or investors in the project.
Delayed Interest Rate %
Set the interest rate or penalty percentage charged on delayed
payments. This ensures a discipline for timely payments.
Swift Account Details
Enter the account details for the Swift account associated with the
project
Project Amenities
List the amenities provided within the project, such as swimming
pools, gyms, parking facilities, or community spaces, which
enhances the overall appeal for potential buyers or residents
Additional Design Highlights
Mention any distinctive design features or architectural highlights
that contribute to the uniqueness of the project.
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Location Summary
Provide a brief summary or description of the project's location,
highlighting key attributes such as proximity to amenities,
transportation, or notable landmarks
Project Features
Estimated Carpet Area
Enter the estimated carpet area. It is the wall to wall area, for
example, the sum total of the areas of bedroom, dining room,
living room, toilets and balcony.
Estimated Leasable Area
Enter the saleable area. Generally, saleable area = built up area +
common areas (such as corridor, lift, lobby, swimming pool, etc.)
Borewell Yield
Specify the Water usage/storage capacity for the project.
Fire Tank Capacity
Specify the Capacity of water required during any fire incidents.
Generator Capacity
Specify the capacity of electricity Generated by a Generator
EB/Power Supply
UGWT Capacity (Fire)
UGWT Capacity (Domestic)
OHWT Capacity (Fire)
OHWT Capacity (Domestic)
16.1.3 Create External Sub Project
Follow the steps below to create external sub project
1. Navigate to Rental>>Projects
2. Projects & Sub Projects List page is displayed,
3. All the existing project and sub project are listed.
4. To create a new Sub project, click on Create External Sub Project on the right side of the Screen.
5. Sub Project Details page is displayed, fill-in the details as shown in the table below, * denotes
mandatory fields.
6. Click on Create to complete the step.
Note: Once the Sub Project is created, it is subject to Approval Process, the Rental Department
member or executive/ admin will have the Authority to approve the project for further process.
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Fields
Explanation
Project Name*
Choose a project name from the list
Sub-Project Name*
Name of a specific sub-division or section within the
project.
Sub-Project Code*
Unique code assigned to identify the sub-project.
Lease Certifying Company*
Select the certifying company from the list
Lease Certifying Company
GSTIN
Select the GSTIN from the list
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Development Type*
Choose from the list the type of development
undertaken, for example, commercial, residential, etc.
Estimated Start Date*
Select the estimated start date of the project
Estimated End Date *
Select the estimated end date of the project
Possession Date
Select the date when the project will be ready for
possession
No. of Floors*
Enter the total number of floors in the building
No. of Basements
Enter the total number of basement levels in the
building
UOM*
Select the unit in which sales are measured (e.g., square
feet).
Saleable Area*
Enter the saleable area. Generally, saleable area = built-
up area + common area
Common Terrace Area
Enter the shared terrace space accessible to all residents.
Maintenance Area*
Enter the Maintenance space accessible for the
maintenance dept.
Rental Blocking Period In (hrs)
Enter the time in hours by when a customer has to block
a unit for rental
Rental Auto Unblocking
Checkmark this option to activate Auto Unblocking
which is based on Time Criteria
Delayed Interest Type
Select the Delayed interest type from the drop-down
list.
Delayed Interest Rate
Set the interest rate or penalty percentage charged on
delayed payments. This ensures a discipline for timely
payments.
Advance Interest Type
Select the Advance interest type from the drop-down
list.
Advance Interest Rate
Specify the interest rate applicable to advance payments
made by buyers or investors in the project.
Include in Facilities
Check Mark this field to use this Sub project details in
Facilities module as well.
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16.2 Owners
The person or entity holding legal ownership of a property has the right to occupy, use, and oversee it
within the boundaries of applicable laws. This ownership includes the ability to sell, rent, or mortgage the
property, as well as obligations such as paying taxes and maintaining the property according to local
regulations.
Rental module of the In4suite app offers the Owners feature, wherein the Owner information along with
the Interaction with the owner, and also the property listed by the owner for rental purposes can be
created/ viewed.
Additionally, owners’ information can be uploaded to the system in bulk.
16.2.1 Create Owner
Follow steps below to create an Owner.
1. Navigate to Rental>>Owners
2. Owners list Page is displayed, here user can search for all the existing owners’ records using the
search panel to filter by preferred filters and click on Go to view the list.
3. To create a new owner record, click on Create Owner on the right side of the screen.
4. Create Owner page is displayed, Select Individual/Corporate Owner based on the nature, fill-in
the details and as shown in the table below, * denotes Mandatory fields.
5. User can also upload a photo of the Lead by clicking on Choose file and select a photo from local
storage path where the image is stored.
6. Fill-in the Address in Address Section and add any required Document in Document section and
click on Create to Complete the step.
7. Once the Owner details is created the User/admin is allowed to view and make any necessary
change in Details tab.
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Title: *
Select the Title from the drop-down list.
First Name: *
Enter the First Name of the Owner.
Last Name:
Enter the Last Name of the Owner.
Print Name: *
Enter the name of the Owner that will be used in all real estate
documents/Transactions.
Gender: *
Select the gender from the drop-down list.
Date Of Birth:
Select the Date of birth of the Owner from the calendar.
Relationship:
Select the Relationship from the drop-down list.
Anniversary:
Select the Anniversary date from the calendar.
Company:
Specify the Company Name
Associated/Agreement
Company:
Specify the Associated/Agreement Company Name
Designation:
Specify the designation.
Occupation:
Specify the Occupation.
Residing Nation:
Select from the drop-down list.
Nationality:
Select from the drop-down list.
Community:
Select from the drop-down list.
National ID / Aadhar
No:
Specify the National Id/Aadhar number
EWS/BPL No:
Specify the Ews/BPL number
Category: *
Select from the drop-down list.
Type: *
Select from the drop-down list.
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Assign To:
Select from the drop-down list.
Lead Created Date: *
Select the date from the calendar.
Enquiry Source: *
Select from the drop-down list.
Lead Type: *
Select from the drop-down list.
E-mail 1:
Specify the Email Address
PAN/TAX ID:
Specify the Pan/TAX number
GSTIN
Specify the GSTIN
Passport No:
Specify the Passport no
Passport Expiry Date:
Select the date from the calendar.
Issued Date:
Select the date from the calendar.
Validate Up To:
Select the date from the calendar.
Follow Up Date: *
Select the date from the calendar.
Issuing Authority:
Specify the Issuing Authority.
Visa Details:
Specify the Visa Details
Visa Type:
Select from the drop-down list.
Commercial
Registration No.
Specify the Commercial/Registration number
Commercial Reg Exp
Date:
Select the date from the calendar.
Date of Registration:
Select the date from the calendar.
Place of Registration:
Specify the Place of registration
Authorised Signatory:
Specify the Authorised Signatory.
Interested In:
Specify the type of real estate the Owner is interested in.
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Lead Probability:
Select from the drop-down list.
Closure Probability (%)
Specify the probability in percentage.
Development Type:
Select from the drop-down list
Interested In Project:
Select from the drop-down list
Interested In Sub
Project:
Select from the drop-down list
Interested In Unit
Type:
Select from the drop-down list
Budget
Select from the drop-down list
Industry Of Lead:
Select from the drop-down list
Rental Purpose:
Select from the drop-down list
Area:
Select from the drop-down list
Location
Select from the drop-down list
Add to Mailing List:
Checkmark this if the Owner needs to add to a mailing list.
E-mail 2:
Provide alternate email address.
E-mail 3:
Provide another alternate email address.
Website URL:
Specify website address if any.
Lessee Alert:
Specify any information that needs to be shown as an alert.
Note: To appear on all
Lessee related pages.
Created By: *
Displays the user name who creates the lead.
Country Code *
Select the Country code from the drop-down list.
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Corporate Owner Details
Fields
Explanation
Company Name: *
Specify the company Name.
Print Name: *
Enter the name of the Company that will be used in all
real estate documents/Transactions
VAT No: *
Specify the VAT No.
Associated/Agreement
Company:
Specify the Associated Company name
Category*
Select from the drop-down list.
Type*
Select from the drop-down list.
Assign To
Select the executive to whom the lead needs to be
assigned from the drop-down list.
Lead Created Date: *
Select the date from the calendar.
Enquiry Source: *
Select from the drop-down list.
Lead Type: *
Select from the drop-down list.
E-mail 1:
Specify the Email Address
PAN/TAX ID:
Specify the Pan/TAX number
GSTIN
Specify the GSTIN
Commercial Registration No.
Specify the Commercial/Registration number
Commercial Reg Exp Date:
Select the date from the calendar.
Date of Registration:
Select the date from the calendar.
Place of Registration:
Specify the Place of registration
Authorised Signatory:
Specify the Authorised Signatory.
Interested In:
Specify the type of real estate the Owner is interested in.
Lead Probability:
Select from the drop-down list.
Closure Probability (%)
Specify the probability in percentage.
Development Type:
Select from the drop-down list
Interested In Project:
Select from the drop-down list
Interested In Sub Project:
Select from the drop-down list
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Interested In Unit Type:
Select from the drop-down list
Budget
Select from the drop-down list
Industry Of Lead:
Select from the drop-down list
Rental Purpose:
Select from the drop-down list
Area:
Select from the drop-down list
Location
Select from the drop-down list
Add to Mailing List:
Checkmark this if the Owner needs to add to a mailing
list.
E-mail 2:
Provide alternate email address.
E-mail 3:
Provide another alternate email address.
Website URL:
Specify website address if any.
Lessee Alert:
Specify any information that needs to be shown as an
alert.
Note: To appear on all Lessee
related pages.
Created By: *
Displays the user name who creates the lead.
Country Code *
Select the Country code from the drop-down list.
Preferred Owner No. *
Specify Preferred Owner no.
Owner Persons
Click Add Row to specify Owner person details with the
below fields
Name/Designation/Phone/Mobile/E-Mail/Owner
Type/National Id/Passport No
16.2.1.1 Owner Details
To view Owner Details follows steps below:
1. Navigate to Rental>>Owners
2. Owners list Page is displayed, here user can search for all the existing owners’ records using the
search panel to filter by preferred filters and click on Go to view the list.
3. Click on the Owner name in the list.
4. View Owner Details page is displayed.
5. In this page user can view the Owner information, Address, documents that are relevant also
can view the log on changes to the Owner information under Track Field Changes.
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2. Owners list Page is displayed, here user can search for all the existing owners’ records using the
search panel to filter by preferred filters and click on Go to view the list.
3. Click on the Owner name in the list.
4. View Owner Details page is displayed.
5. Click on the Interactions tab, all the interactions created for the Owner are listed.
6. To view an Interaction details, click on Date-Time link which is highlighted to view the individual
interaction details as shown below.
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16.2.1.3 Listing Form
Listing form is a sub feature of Owner Feature, the user/ admin is allowed to list all the Units that the
Owner intends to place on rent.
Follow the steps below to create Listing Form:
1. Navigate to Rental>>Owners
2. Owners list Page is displayed, here user can search for all the existing owners’ records using the
search panel to filter by preferred filters and click on Go to view the list.
3. Click on the Owner name in the list.
4. View Owner Details page is displayed.
5. Click on Listing Form tab, to view existing listing form click on Go, the same will be listed in
the search results.
6. To create a new Listing Form, click on Create Listing Form on the right side of the Screen.
7. Fill-in the detail of the listing form, detail include the Owner basic information, Bank Details,
Unit Details, Car Park Details, Lease Charge Type.
8. Click on Create to Complete the Step.
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1. Navigate to Rental>>Owners
2. Owners list Page is displayed, here user can search for all the existing owners’ records using the
search panel to filter by preferred filters and click on Go to view the list.
3. To create a new owner record, click on Bulk Upload Owners on the right side of the screen.
4. Bulk Upload Owners page is displayed and click on Download Excel Template, this template has
predefined column for the user to fill.
5. Once the excel document is downloaded and filled, the same can be saved and Uploaded by click
on Choose file which allow to select the excel document from your local storage.
6. After inserting the file, click on Upload to finish the step.
7. If the users insert a different file which is not in the predefine format, system will display an error
message as shown below.
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16.3 Leads
When initial contact is made with a potential customer, the rental executive is required to generate a
lead for that prospect. The executive may gather basic information such as the prospect's name, phone
number, and details regarding their interest in order to create this lead. Additionally, the rental executive
has the option to delegate this lead to another executive for future interactions."
16.3.1 Lead List
After the creation of a Lead, it is displayed in the lead list page, the list also contains the Name /
Company, Rental Executive, Created Date, Preferred Contact No., Email, Probability, Enquiry
Source, Enquiry Source Modified Date labels for each lead created.
Along with the above detail user/admin can also view icon denoting Interactions, icon denoting
Active status of the Lead and denoting Lease.
Follow the steps below to access this feature:
1. Navigate to Sales>>Rental>>Leads.
2. Lead list page is displayed with the search panel relating to project/sub project/ unit / Rental
executive details etc.
3. Select the details from the search panel appropriately and click on Go.
4. Lead list details based on the search criteria is displayed.
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5. Lead list page also shows different tabs related to Lead such as:
Lead:
Displays the list of Leads along with the Rental Executive/ Created Date etc.
Broker:
Broker tab displays all the Lead list if Agent is selected as an Enquiry source during creation of a
Lead.
Interactions:
Interactions tab displays all the interactions between and executive and the Lead.
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Task:
Task tab displays list of tasks assigned to respective executive and their status.
16.3.2 Contact US
Contact Us feature allows the sales executive/user to create an Unqualified lead.
Unqualified Lead are further modified to Qualified Leads by executive/ user.
Follows the below steps to create an Unqualified Lead:
1. Navigate to Rental>>Leads.
2. Click on Contact Us (Unqualified).
3. Keying-in the required details, Click on Submit to save the details.
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4. Fields for creating Unqualified Leads are shown below, * denotes Mandatory Fields.
Fields
Explanation
Title *
Select the Title from the drop-down list.
First Name*
Enter the First Name of the Contact.
Last Name *
Enter the Last Name of the Contact
Interested In *
Provide the real estate information, for which the contact has shown interest.
Address
Enter the Address of the Contact
Country Code*
Select the Country Code information from the drop-down List.
Phone*
Enter the Contact Number of the Contact.
Email*
Enter the Email address for correspondence.
Interested In Project
Select the Project the for the Contact has shown the interest.
Comments
Add any notes/ comments relating to the contact if necessary.
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16.3.3 Create Lead
To create a new Lead in the Rental module, follow the steps below:
1. Navigate to Rental>>Leads
2. Lead list page is displayed.
3. Click on Create Lead on the top right side of the screen.
4. Leese Details page is displayed, Select Individual/Corporate Lead based on the nature of the lead,
fill-in the details and as shown in the table below, * denotes Mandatory fields.
5. User can also upload a photo of the Lead by clicking on Choose file and select a photo from local
storage path where the image is stored.
6. Fill-in the Address in Address Section and add any required Document in Document section and
click on Create to Complete the step.
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First Name: *
Enter the First Name of the Contact.
Last Name:
Enter the Last Name of the Contact.
Print Name: *
Enter the name of the contact that will be
used in all real estate
documents/Transactions.
Gender: *
Select the gender from the drop-down list.
Date Of Birth:
Select the Date of birth of the Contact from
the calendar.
Relationship:
Select the Relationship from the drop-down
list.
Anniversary:
Select the Anniversary date from the
calendar.
Company:
Specify the Company Name
Associated/Agreement Company:
Specify the Associated/Agreement Company
Name
Designation:
Specify the designation.
Occupation:
Specify the Occupation.
Residing Nation:
Select from the drop-down list.
Nationality:
Select from the drop-down list.
Community:
Select from the drop-down list.
National ID / Aadhar No:
Specify the National Id/Aadhar number
EWS/BPL No:
Specify the Ews/BPL number
Category: *
Select from the drop-down list.
Type: *
Select from the drop-down list.
Assign To:
Select from the drop-down list.
Lead Created Date: *
Select the date from the calendar.
Enquiry Source: *
Select from the drop-down list.
Lead Type: *
Select from the drop-down list.
E-mail 1:
Specify the Email Address
PAN/TAX ID:
Specify the Pan/TAX number
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GSTIN
Specify the GSTIN
Passport No:
Specify the Passport no
Passport Expiry Date:
Select the date from the calendar.
Issued Date:
Select the date from the calendar.
Validate Up To:
Select the date from the calendar.
Follow Up Date: *
Select the date from the calendar.
Issuing Authority:
Specify the Issuing Authority.
Visa Details:
Specify the Visa Details
Visa Type:
Select from the drop-down list.
Commercial Registration No.
Specify the Commercial/Registration number
Commercial Reg Exp Date:
Select the date from the calendar.
Date of Registration:
Select the date from the calendar.
Place of Registration:
Specify the Place of registration
Authorised Signatory:
Specify the Authorised Signatory.
Interested In:
Specify the type of real estate the contact is
interested in.
Lead Probability:
Select from the drop-down list.
Closure Probability (%)
Specify the probability in percentage.
Development Type:
Select from the drop-down list
Interested In Project:
Select from the drop-down list
Interested In Sub Project:
Select from the drop-down list
Interested In Unit Type:
Select from the drop-down list
Budget
Select from the drop-down list
Industry Of Lead:
Select from the drop-down list
Rental Purpose:
Select from the drop-down list
Area:
Select from the drop-down list
Location
Select from the drop-down list
Add to Mailing List:
Checkmark this if the contact needs to add to
a mailing list.
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E-mail 2:
Provide alternate email address.
E-mail 3:
Provide another alternate email address.
Website URL:
Specify website address if any.
Lessee Alert:
Note: To appear on all Lessee related
pages.
Specify any information that needs to be
shown as an alert.
Created By: *
Displays the user name who creates the lead.
Country Code *
Select the Country code from the drop-down
list.
Preferred Contact No. *
Specify Preferred contact no.
Contact Persons
Click Add Row to specify Contact person
details with the below fields
Name/Designation/Phone/Mobile/E-
Mail/Contact Type/National Id/Passport No
Corporate Lead Details
Fields
Explanation
Company Name: *
Specify the company Name.
Print Name: *
Enter the name of the Company that will be
used in all real estate
documents/Transactions
VAT No: *
Specify the VAT No.
Associated/Agreement Company:
Specify the Associated Company name
Category*
Select from the drop-down list.
Type*
Select from the drop-down list.
Assign To
Select the executive to whom the lead needs
to be assigned from the drop-down list.
Lead Created Date: *
Select the date from the calendar.
Enquiry Source: *
Select from the drop-down list.
Lead Type: *
Select from the drop-down list.
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E-mail 1:
Specify the Email Address
PAN/TAX ID:
Specify the Pan/TAX number
GSTIN
Specify the GSTIN
Commercial Registration No.
Specify the Commercial/Registration number
Commercial Reg Exp Date:
Select the date from the calendar.
Date of Registration:
Select the date from the calendar.
Place of Registration:
Specify the Place of registration
Authorised Signatory:
Specify the Authorised Signatory.
Interested In:
Specify the type of real estate the contact is
interested in.
Lead Probability:
Select from the drop-down list.
Closure Probability (%)
Specify the probability in percentage.
Development Type:
Select from the drop-down list
Interested In Project:
Select from the drop-down list
Interested In Sub Project:
Select from the drop-down list
Interested In Unit Type:
Select from the drop-down list
Budget
Select from the drop-down list
Industry Of Lead:
Select from the drop-down list
Rental Purpose:
Select from the drop-down list
Area:
Select from the drop-down list
Location
Select from the drop-down list
Add to Mailing List:
Checkmark this if the contact needs to add to
a mailing list.
E-mail 2:
Provide alternate email address.
E-mail 3:
Provide another alternate email address.
Website URL:
Specify website address if any.
Lessee Alert:
Note: To appear on all Lessee related
pages.
Specify any information that needs to be
shown as an alert.
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Created By: *
Displays the user name who creates the lead.
Country Code *
Select the Country code from the drop-down
list.
Preferred Contact No. *
Specify Preferred contact no.
Contact Persons
Click Add Row to specify Contact person
details with the below fields
Name/Designation/Phone/Mobile/E-
Mail/Contact Type/National Id/Passport No
16.3.4 Delete Lead
To Delete a Lead, follow the steps below:
1. Navigate to Rental>>Leads
2. Lead list page is displayed.
3. Click on Delete Lead on the top right of the screen.
4. Delete Lead page appears, to view the list of Leads click on Go.
5. All the existing leads are listed, select and intended Lead by checkmark and click on Delete, system
confirms the actions, click on Ok to confirm, now the Lead is deleted from the system.
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16.3.5 Bulk Upload Leads
Follow the step below to upload Leads in bulk:
1. Navigate to Rental>>Leads.
2. Lead list page is displayed.
3. Click on Bulk Upload Leads on the top right of the screen.
4. Bulk Upload Leads page is displayed, opt Individual or Corporate Lead and click on Download
Excel Template, this template has predefined column for the user to fill.
5. Once the excel document is down loaded and filled, the same can be saved and Uploaded by click
on Choose file which allow to select the excel document from your local storage.
6. After inserting the file, click on Upload to finish the step.
7. If the users insert a different file which is not in the predefine format, system will display an error
message as shown below.
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16.3.6 Interactions
After the Creation of a Lead, the executive is required to incorporate interaction into the system
whenever there is direct engagement with a prospective customer.
Each interaction should include the date and time, subject, and summary of the conversation whenever
a new one is logged. Additionally, based on discussions with the prospect, the executive is permitted to
adjust the lead probability within the interaction.
The system is equipped with the capability to upload documents pertaining to the lead. Moreover, the
executive has the authority to delegate tasks to other Rental executives by specifying new tasks in the
Interaction Task Details section.
Follow the below steps to create Interactions:
1. Navigate to Rental>>Leads.
2. Search for the specific Lead using search parameters.
3. Select the Lead to create Interactions by clicking on the Lead Name.
4. Lead Details window appears, in the same window you will also see the Interactions tab.
5. Click on Interactions tab and Create Interaction.
6. Create Interaction Details window appears, fill in the appropriate details in the fields,
Upload documents if any in the Document Section and add a Task for further processing
under the Task details section, finally click on Create to complete the process.
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Fields
Explanation
Lessee No
Displays Lessee number which is created automatically when a
lead gets created.
Lessee Name
Displays Lessee Name
Project
Select the Project from the drop-down list, by default the Lead's
preferred project is displayed.
Sub Project
Select the Sub Project from the drop-down list
Lease Agreement No
Unit No.
Select the Unit preferred by the Lead from the drop-down list.
Lead Feedback
Lead Sub Feedback
Lead Probability
Select the Lead Probability from the drop-down list
Interaction Type *
Select the type from the drop-down list.
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Contact Method *
Select the Contact Method from the drop-down list.
Creation Date
Shows the Current Date and Time
Interaction Date *
Displays the Interaction Date, by default current date is shown
Subject
Enter the Subject of the Interaction.
Description *
Enter the Interaction detail.
Serviced By
Displays the User/Rental Executive Names.
16.4 Tenants
After the Lead creation, rental executive communicates with the lead through interactions, once the
interactions are finalized and lead is interested in going forward with the transaction then term sheet
gets created and the Lead is tag to the Termsheet, this process converts the lead to a Tenant and
thereon the information of the Tenant will not be visible in the leads feature
Tenant feature in rental module covers the following sections:
16.4.1 Lessee list
Follow the steps below to use this feature:
1. Navigate to Rental>>Tenants
2. Lessee List page is displayed.
3. In search panel user / admin can either select My list (current Logged in User’s list) or Global list (all
the tenants in the system) and click on Go.
4. Search results will display the list of Tenants present in the system as per the search criteria.
5. List shows the following details:
• Lessee Name:
Person or Entity holding the Lease.
• Associate Company:
Person or entity to which the Lessee is associated.
• Assigned To:
Rental Executive/User to whom the Lessee/Tenant is being assigned.
• No Of Term sheet:
The count of Term Sheet associated with Tenant
• Status:
Displays the current status of the Tenant.
6. User/admin can also Export the list of Tenant by click on Export to Excel and the same data is
converted to excel document and is downloadable for further use.
7. User can also view the corresponding Termsheet by clicking on Go To Termsheet link.
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15.4.4 Post Dated Cheques
15.4.4.1 Create PDC
16.5 Stock
A Stock/Unit represents a physical entity built within a building or subproject, each with its own defined
area. In our system, we categorize and specify the dimensions of each unit within the subproject.
Stock Feature in In4Suite App has the following features:
• Rental Stock
• Units and Accessories
• Car Park
16.5.1 Rental Stock
Using the Rental stock feature Rental Unit/stock can be added either in bulk through an Excel sheet or
individually.
Each unit includes details such as Saleable Area, Carpet Area, Built-up Area, Garden Area, Terrace Area,
and Common Area.
Additionally, users can upload sample photos or architectural plans for the units, and define their
boundaries such as orientation (east, west, north, south) and garden-facing aspects.
Upon upload, units are automatically set to 'Hold' status. To make them available for leasing, the status
must be changed from 'Hold' to 'Available for Lease' by the Rental Executive.
Follows steps below to access this feature, wherein user/admin can view the listed stocks:
1. Navigate to Rental>>Stock
2. Rental Stock page is displayed.
3. In this page, user can search stock in an intended Project/ Sub project by filtering the various
fields in search panel and by clicking Generate.
4. Search Results will display intended Project/sub project stock, along with the stock details the
page also reflects the current status of the stock, which is indicated by the Legend on the right side
of the screen showing a unique colour for each of the Status.
5. To view the stock details of a Unit, click on the respective Unit.
6. View Unit Details page appears, in this page basic details of the Unit/Project/Sub Project along
with the dimensions, Site Measurement, PLC Details, Boundaries and Document details are
displayed as shown below.
7. User/admin can also view the Unit Break Up detail, by clicking on Unit Break Up on the top right
corner of the screen.
8. After the click Unit Break Up window pops-up in a separate window, this screen contains three tabs:
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Stock & Rent Details:
In this tab the following field details are displayed:
• Stock Type
• Stock ID
• Rent Calculated On
• Area (Sq. Ft.)
• Carpet Area
• Floor No
• Total Area:
Deposit Details:
In this tab the following field details are displayed:
• Deposit Type
• Refundable
• Deposit Amount
• Comments
Other Charge Type:
In this tab the following field details are displayed:
• Lease Charge Type
• Amount Type
• Rate/Amount/%
• Effective Start Date
• Effective End Date
• Remarks
• Define Tax
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Bulk Upload Unit Rate feature of Rental module allows the user/admin to upload rates of Multiple
Unit details of a project/sub project at once, it is very useful feature especially if the records for any
given project /sub project are more in numbers.
Follow steps below to access this feature:
1. Navigate to Rental>>Stock.
2. Rental Stock page is displayed.
3. To upload unit rate in bulk, click on Bulk Upload Unit Rate on the top right corner.
4. Bulk Upload Unit Rate window pops-up select intended Project/ Sub project and click on Go.
5. Now user/admin can view the Download Template which is a predefined excel document.
6. Click on the same to download the excel doc, the field in excel doc corresponds to project/ sub
project / unit/ rate/ tax details, fill the details accordingly and save the document.
7. Now the document is ready for upload, in the same window user can click on Choose File, select
the file from the path where it is stored and finally click on Upload to Complete the step.
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16.5.2 Units and Accessories
Unit and Accessories feature allows the users/admin to add any accessories to all the unit in project/sub
project / External projects based on the requirement of the tenant, also User/admin can upload bulk
Unit information for external projects.
Follow the steps below to access this feature:
1. Navigate to Rental>>Stock
2. Rental Stock page is displayed, in the same page user can also see the Unit and Accessories tab.
3. Click on Unit and Accessories tab.
16.5.2.1 Merge Unit for External Projects
1. Select the project / sub project and Stock Type as unit and click on Go
2. Merge Unit option gets activated.
3. Click on Merge Units link
4. Merge Unit page is displayed.
5. Select the Unit from the left side using the Ctrl button and click on the arrow next to it.
6. The selected units are set for merging.
7. Click on Merge to complete the step.
8. Once this step is completed find the Merge unit information in the bottom along with the details
9. User can click on Detail link to view the Split Unit information.
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16.5.2.2 Create Accessories
1. Once user clicks on Unit and Accessories Tab, Rental stock page is displayed, along with a search
panel, where you can search existing project sub project, stock Type Id and Status as shown below.
2. To create accessories, click on Create Accessories.
3. Rental Stock Details page is displayed, select the project /sub project/ Stock type/ Accessory Type
4. Specify the Accessory Area and click on Create to complete the step.
5. After this step, user/admin can also modify / delete the record by click on Modify /Delete button
respectively.
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16.5.2.3 Create Units for Ext. Projects.
1. Once user clicks on Unit and Accessories Tab, Rental stock page is displayed, along with a search
panel, where you can search existing project sub project, stock Type Id and Status as shown below.
2. To create Unit for Ext projects, click on Create Unit for Ext Projects.
3. External Project And Subprojects page is displayed, select the ext. project and sub project and click
on GO.
4. Unit details page is displayed, fill-in the details as shown in the table below and click on Create to
Complete the step.
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Fields
Explanation
Project
The Project name is displayed by default
Sub Project
The Sub Project name is displayed by default
Fl.No / St.No *
Select the flat or site number where you want to add a unit
Floor Type *
Select the type of floor
UDI
Unit / Apartment No.
*
Specify the Unit No.
Unit Type *
Select the type from the drop-down list.
Land Area
Specify the Land Area
Saleable Area *
Specify the Saleable Area
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Garden Area
Specify the Garden Area
Porch Area
Specify the Porch Area
Built-up Area
Specify the Built-Up Area
Common Area
Specify the Common Area
Terrace Area
Specify the Terrace Area
Carpet Area
Specify the Carpet Area
Land/Plot Area
Specify the Land/plot Area
RERA Area
Specify the RERA Area
Dimensions
Specify the Unit dimension
Remarks
Add any remarks/notes if necessary.
Site Measurement
Click on Add row to add the site measurement for all the direction of the
Unit.
Site Survey Details
Click on Add Row to add a survey company and their remarks for the Unit.
Document
Click on Add Row to attach any relevant documents.
PLC Details
Preferential Location details will reflect here, if those are added during the
stock creation.
Boundaries
Click on Add Row to specify the direction of the boundaries in the Unit.
Gallery
Upload any image of the Unit.
16.5.2.4 Bulk Upload Units
1. Once user clicks on Unit and Accessories Tab, Rental stock page is displayed, along with a search
panel, where you can search existing project sub project, stock Type Id and Status as shown below.
2. Click on Bulk Upload Units.
3. External Project And Subprojects page is displayed, select the project and sub project and click on
GO
4. Now user/admin can view the Download Template which is a predefined excel document.
5. Click on the same to download the excel doc, the field in excel doc corresponds to Unit details, fill
the details accordingly and save the document.
6. Now the document is ready for upload, in the same window user can click on Choose File, select
the file from the path where it is stored and finally click on Upload to Complete the step.
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16.5.3 Car Park
Car Park feature displays the number of Car Park Type and the number of car parks allotted for a
specific project/ sub project
Follows steps below to access this feature:
1. Navigate to Rental>>Stock
2. Rental Stock page is displayed.
3. Click on Cark Park Tab, Car park Summary page is displayed, select the project/ sub project and
click on Go to view the summary for a given project/ sub project.
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16.6 Termsheet
The termsheet functions as a contract between the Developer/Lessor and the Tenant/Lessee. Once it's
generated in the system, the lead automatically converts to a Tenant. The available stock is then assigned
to the term sheet, and it includes details such as Commercial Terms, Deposit Requirements, Maintenance
Agreements, and applicable taxes.
The Rental Executive is responsible for creating the term sheet, specifying details like the Term Sheet
Date, Agreement Date, Lease Start Date, etc. Multiple units can be associated with a single term sheet.
The financial terms can either be a fixed amount or based on a Rate/Sqft basis. Escalation clauses for
rates and maintenance over different periods are also outlined. The term sheet defines various types of
deposits (refundable, non-refundable, etc.) and their respective collection schedules. Additionally, if
there's a revenue-sharing arrangement for rental income, that can also be specified in the term sheet.
Follow the below sections for features and sub features of Termsheets.
16.6.1 Termsheet List
Termsheet list shows existing termsheet for any given project/sub project. User /admin can search for
an intended termsheet using the search panel and also view the details.
Follow the steps below to access this feature:
1. Navigate to Rental>>Termsheet
2. Termsheet list page is displayed.
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3. Select the intend project/subproject from the search panel, also use the filter to narrow the search
and click on Go.
4. Search results will display the list of Termsheet(s) that are associated with the intended project/sub
project.
5. Details such as ID/ Termsheet No / Project /Sub Project / Tenant Name /Unit / Rent Amount / Lease
Start Date / Lease End Date/ Status/ Create by are displayed in the search result for the perusal of
the User/admin.
6. User / admin are allowed to view the Details for the Termsheet by clicking on the Termsheet No,
which is displayed in search results.
7. in the below section topics related to various tabs found in Termsheet are shown, refer for better
understanding.
16.6.1.1 Details
Details page of the Termssheet provides the Outlook information about the Termsheets.
Navigation: Rental>>Termsheet>>Search for Termsheet>>Click on Termsheet No>>Details page
As shown in the below screenshot, the page is divided into different section on the top user/admin
can see the stage of the Termsheet and also verify the current stage of the Termsheets, these stages
are modified by the approval process, depending the Statuses the stage of termsheets also changes.
Middle section of the Details page displays the basic project details such as:
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Next section displays the different tabs that are fill-in during the Termsheet creation process such as:
• Tenant Details
• Co Applicant Details
• Agreement Details
• Additional Details
• Interest Calculation
• Rental Executives
• Checklist
• Document
In the next section user/admin is allowed to Modify or Amend the Term sheet based on the
stage/status.
In the Last section the Audit Trail details are mentioned which displays the time and date log of the
users from creation of the Termsheet to the last activity within the Termsheet.
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16.6.1.2 Commercials
Commercials refer to the financial terms and conditions that govern the agreement between the
parties involved, typically the developer/lessor and the tenant/lessee. These terms are crucial as they
outline the financial obligations and benefits associated with leasing or renting a property or unit.
Here are some key aspects typically covered under "commercials" in a termsheet
Navigation: Rental>>Termsheet>>Search for Termsheet>>Click on Termsheet No>>Commercials
Various sections covered under this tab are as follows
• Stock & Rent Details
This section the terms of the commercial agreement including details of the stock or units
involved and the specifics of the rental terms, as shown in the below screenshot, user/admin can
view the nature of Stock and also verify the availability status of the stock that is to be rented or
leased.
Each Unit or stock that is to be added will have these parameters attached and the user/admin
need to fill-in the parameter value before attaching the lease period.
Click on the symbol under the Rent Field to view all the underlying parameters.
Parameters are as follows:
o Stock Type
Select the Type of stock from the drop-down list. After the selection if the stock is not
available then a pop-message will be displayed (as shown below).
Stock types For Ex: Unit, Fitouts, Terrace, Garden etc.
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o Stock ID
Each type of stock is mapped to their corresponding Stock I, which is unique, based on the
availability of the stock the Stock ID is displayed.
o Rent Calculated On
Select the Area type from the drop-down list for the rental calculation.
o Area (Sq. Ft.)
Based on the Rent Calculated on i.e. the Area type the Area (Sq. Ft) information is reflected
automatically.
o Carpet Area
Carpet Area also reflects automatically.
o Floor No.
Floor No also reflects automatically.
o Include in Unit Cost
This option is selected during the Stock creation. It means the
o Transfer Details
This option provides the details on any Transfer activity for the stock.
o Define Taxes For All Units
Set taxes on the Leased Units
Once the parameters are set then fill-in the details for the Lease Period such as:
o start Date
o End Date
o Amount Type
o %
o Rate Pre-Disc/Month (INR)
o Amount Pre-Disc/Month (INR)
o Disc %
o Rate/Month
o Amount/Month
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o Define Tax
• Deposit Details
This part defines the requirements for deposits, which may include refundable and non-refundable
types, along with the schedule for their collection.
As shown in the below screenshot this section shows basic project / sub project details and
specifically deposit details
User /admin is allowed to add or fill-in these details as shown in the table:
Fields
Explanation
Schedule Details
Deposit Type
Select the Deposit Type from the drop-down lists.
Refundable
Chooses Yes or No for Refundable
Refundable Due
Date
Only if the previous option is selected as Yes then you are allowed to set a
Refundable Date
Deposit Amount
(INR)
Specify the Deposit Amount
Comments
Add any comments/remarks if necessary
Add Event Details by clicking on the + symbol found in Schedule Details
Event Name
Mention Event Name for the Deposit
Schedule Date
Select a date from the calendar
Percentage
mention the percentage of deposit going to be paid in the schedule
Amount (INR)
Amount gets calculated automatically upon providing the deposit percentage.
Remarks
add any comments/remarks if necessary
• Other Charge Type
This Section covers types of charges or fees that do not fall under standard categories. Examples
include miscellaneous fees, or charges that are unique to a particular situation.
User /admin can add these by clicking on the Amend button fill the details as shown in the able
below and click on Update to complete the step.
Fields
Explanation
Lease Charge Type
Select the Charge type from the drop-down list.
Minimum Period
Specify the Min period
Minimum Notice
Period
Specify the minimum notice period
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Amount Type
Specify the Amount Type from the options below:
Rate Per Sq. Ft.
Fixed Amount
%Of Charge Type
Actuals
Minimum Amount
(INR)
Specify the Minimum amount
Rate/Amount/%
specify the rate or amount or percentage based on the Amount Type
selected.
Formula
Options (Whichever is)
Select greater or lesser
Type
Select Inclusive or exclusive
Start Date
select the start date from the calendar
End Date
select the end date from the calendar
Remarks
specify any remark if necessary
Define Tax
Click Define to add taxation to the Charge types
• Parking Details
This includes information related to parking facilities, such as location, capacity, pricing,
availability, rules, and any specific details related to parking management.
User /admin can add these by clicking on the Amend button fill the details as shown in the able
below and click on Update to complete the step.
Fields
Explanation
Type
Select the car type from the drop-down lists
No. Of Car Parks
specify number of car park required
Start Date
Select the start date from the calendar
End Date
select the end date from the Calendar
Select Car Parks
Click on Select and choose the Car parks from the list.
Rate/Month (INR)
specify the monthly rate.
Amount/Month
(INR)
Automatically filled
Remarks
provide any remarks if necessary.
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• Revenue Share Details
This involves specifics about how revenue or income is shared among different parties involved in
a business arrangement or project. It includes the terms of the revenue sharing agreement,
percentages allocated to each party, and conditions under which revenue is distributed.
User /admin can add these by clicking on the Amend button fill the details as shown in the able
below and click on Update to complete the step.
Fields
Explanation
Revenue Type
Select the Revenue Type from the drop-down list
Revenue Share %
Specify the percentage of Revenue
Revenue From (INR)
enter the numeric value from which the Revenue begins to be
accounted.
Revenue To (INR)
enter the numeric value from which the Revenue accounting
stops
Fixed Amount (INR)
Specify the Fixed amount
Minimum Amount
(INR)
Specify the minimum amount
Maximum Amount
(INR)
Specify the maximum amount
Start Date
Specify the start date
End Date
Specify the end date
Define Tax
Define the taxes for the revenue being generated.
• Payout To Owner
This refers to the process and details regarding payments made to the owner(s) of a property,
service, or business, typically related to revenue generated or other financial arrangements. It
includes the calculation method, frequency of payments, and any conditions or terms associated
with payouts.
User /admin can add these by clicking on the Amend button fill the details as shown in the able
below and click on Update to complete the step.
Fields
Explanation
Charge Types
Select the Charge Type from the drop-down lists.
Unit
Select the Unit from the drop-down list.
Owner
Select the Owner from the drop-down list.
Start Date
Specify the start date from the calendar
End Date
specify the end date from the calendar
Pay to Owner %
specify the percentage
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• Adhoc Charge Details
Adhoc charges are those that are irregular or non-recurring. Details would include the nature of
the charge, the reason for it, and how it is applied or billed
User /admin can add these by clicking on the Amend button fill the details as shown in the able
below and click on Update to complete the step.
Fields
Explanation
Adhoc Charge type
Select the Charge Type from the drop-down lists.
Amount (INR)
Specify the amount
Remarks
Add any remarks if necessary
• Facility Details
This section allows the users/admin to add any facility related documents.
User /admin can add these by clicking on the Amend button fill the details as shown in the able
below and click on Update to complete the step.
Fields
Explanation
Facility Type
Select the Type from the drop-down lists.
Documents
Click on Upload document to upload relevant documents
Remarks
Add any remarks if necessary
16.6.1.3 Modification
This section displays the list of modification requested from the tenant, these modifications are routed
to the Facilities team and they fulfil the modification and the same is reflected in this section.
Navigation: Rental>>Termsheet>>Search for Termsheet>>Click on Termsheet No>>Modification
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User /admin can add modification these by clicking on the Create Modification button fill the details
as shown in the able below and click on modify to make changes and click on Update to complete the
step.
Fields
Explanation
Project Name
Project name is displayed Automatically
Sub Project Name
Project name is displayed Automatically
Termsheet No
displays the termsheet number
Tenant Name
Displays the tenant name
Unit No. *
Specify the Unit Number
Modification Title*
Select the Title from the drop-down list.
Modification
Requirement*
Description of the modification
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Amount
Specify the amount.
Remarks
add remarks if necessary
Modification to be
Executed By
Facilities
Invoice
Select cumulative or separate based on requirement.
Payment Date*
Select the payment date period
Rental Commencement
Date
displays the Rental commencement period
Invoice Generated till
shows the month for until which the bill is generated.
Submission Date
shows the current date
Documents
click on add row to upload any relevant documents.
16.6.1.4 Possession
Possession section displays the Unit(s) which are leased by the Tenants.
Navigation: Rental>>Termsheet>>Search for Termsheet>>Click on Termsheet No>>Possession
User can view the list of Unit the Tenant has leased in the project/ sub project.
The only details user can update is the possession date.
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16.6.1.5 Maintenance
In the Maintenance section user can define maintenance charge types and pricing and also the time
period for the same.
Navigation: Rental>>Termsheet>>Search for Termsheet>>Click on Termsheet No>>Maintenance
User/admin are allowed to add addition maintenance charge based on requirement by clicking on
Modify and fill the details as shown in the below table.
Fields
Explanation
Maintenance Type
Amount Type
Fields
Explanation
Maintenance Type
Select the type from the drop-down list
Amount Type
Select the amount Type based on which the Calculated-on field
gets activated. Options are:
Rate per square Ft
Fixed Amount
Actuals
Calculated On
This option is based on selection of the previous Amount Type
fields
Amount / Rate (INR)
specify the amount rate
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Billing Group
Select the billing group form the drop-down list
Bill To
Select either Owner or Tenant based on customer
Owner
only if owner is selected in the previous field then the name
appears here
Interest Applicable
select yes or no
Start Date
select the start date from the calendar
End Date
select the end date from the calendar
Applicable Minimum
Checkmark if the minimum is applicable
Min Amt.
specify the minimum amount.
View Tax
Define the tax for the Maintenance charges
16.6.1.6 Invoices
Invoice section lists all the invoices generated based on time period and also based on project.
Navigation: Rental>>Termsheet>>Search for Termsheet>>Click on Termsheet No>>Invoices
User/admin can click on the respective Global No / project wise No/ CertifyingCompayWise No. to
view the intended invoice.
Once the user clicks on the said link, View Rent Invoice Details page is listed as shown below.
This page will contain all details related to Lease such as:
• Project Details
• Lease information
• Tenant Details
• Stock & Rent Details
• Parking Details
• Modification Details
• Revenue Details
• Charge Type Details
• Adhoc Charge Details
• Deposit Details
• Rental Break up
• Audit Trail
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16.6.1.7 Receipts
Receipts section will list all the receipts that are paid by tenants.
Navigation: Rental>>Termsheet>>Search for Termsheet>>Click on Termsheet No>>Receipts
User / admin can view the receipt detail by click on the Receipt id in the Receipts list page.
After this View Rent Receipt Details page is displayed, in this page user is also allow to click on the
voucher detail page to view the voucher details as shown below.
Rent Invoice details section contains following details as shown in the screenshot below:
• Project basic details
• Receipt creation information
• Receipt status and date
• Invoice Break up
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16.6.1.8 Amendments
Amendment section shows the different version of Term Sheet Details, Stock Details and Deposit
Details
Navigation: Rental>>Termsheet>>Search for Termsheet>>Click on Termsheet No>>Amendments
User /admin are allowed to compare different version of the Termsheet details by selecting the
preferred version from the project details section and by click on show the two version of the
Termsheet details are laid out side by side for comparison and this can be a very useful feature if the
user want to understand the difference between two different version of the Termsheet details
In the below screenshot two different version are selection under the project details section and after
clicking show the difference are shown in the bottom section.
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16.6.1.9 Documents
Navigation: Rental>>Termsheet>>Search for Termsheet>>Click on Termsheet No>>Documents
Document section typically allows the user/admin to upload relevant documents, add folder and
subfolder.
In this case the document is relevant to the Term sheet. The page shows where the Termsheet can be
found that is the project/sub project name also the Term sheet number is displayed.
User can click on the upload button to attach relevant documents
To view the attributes of the folder, click on the properties tab.
Click on Subscribe to receive any alerts that are configured for this feature.
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16.6.1.10 PDC
PDC is abbreviated as Post-Dated Cheques, in order to reduce the hassle of payments, Tenant tend to
issue PDC this means that on a later date Cheques are honoured by the banks and cash is transferred
to the Deposit account.
Navigation: Rental>>Termsheet>>Search for Termsheet>>Click on Termsheet No>>PDC
16.6.1.11 Create PDC
Follow steps below
1. Navigate to Rental>>Termsheet>>Search for Termsheet>>Click on Termsheet No>>PDC
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2. Click on Create PDC fill the details as shown in the table and click on create to finish the step.
Field
Explanation
Termsheet*
Select Termsheet
Charges*
Select the charges from the drop-down list
No of Cheques*
Specify the no of cheques
Bank*
Select the bank from the drop-down list
Start Date
Select the Start day
Total Amount
shows the total amount
From Cheque No*
Specify the cheque start number
Branch
Specify the Branch
16.6.2 Create Termsheet
Follow the steps below to create a Termsheet
1. Navigate to Rental>>Termsheet
2. Termsheet list page is displayed
3. Click on Create Termsheet on the right side of the screen’
4. Create Termsheet page is displayed, along with eight section such as:
• Tenant details
• Co Applicant Details
• Agreement Details
• Additional Details
• Interest Calculation
• Rental Executives
• Checklist
• Document
5. Fill-in the details for the tab as shown below and click on Create to complete the step.
6. Once the termsheet is created it is subject to approval process and the status of the term sheet can
be view under the Details tab.
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16.6.2.1 Tenant Details
Tenant Details refer to specific information about the individual or entity renting a residential or
commercial unit. These details are crucial for property managers to maintain accurate records and
manage the rental property effectively.
Fill-in the details as shown in the below table:
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Tenant Details
Fields
Explanation
Tenant*
Select the Tenant from the dropdown list.
Agreement / Associated Company
Specify the Company associated with the Tenant
Service Tax No
Specify the Service Tax No.
Contact Person
Select the Contact person
Billing Address
Specify the Billing address.
Country
Select the country from the drop-down list.
State
Select the state from the drop-down list.
City
Select the city from the drop-down list.
Pin Code
Specify the Pin Code
PO Box No
Specify PN Box no. for correspondence of documents
16.6.2.2 Co Applicant Details
Co-Applicant Details refer to information about an additional person or entity who is applying jointly
with the primary applicant (usually the prospective tenant).
Fill in the details as shown in the table below
Co-Applicant Details
Field
Explanation
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First Name
Click on select and choose the co-applicant from the customer window and click on Accept
Selected
Last Name
if the name select for the First name has a last name is displayed.
Relation
Select the relation from the drop-down list.
Nationality
Upon the selection of the first name, Nationality details also reflect automatically.
Passport
No
Upon the selection of the first name, Passport no also reflect automatically.
Detail
view the Customer detail of the Co-Applicant click on Details.
16.6.2.3 Agreement Details
Agreement details encompass the specific terms and conditions outlined in the contract between the
lessor and the tenant (lessee). These details are crucial as they govern the rights, responsibilities, and
obligations of both parties throughout the tenancy.
Fill in the details as shown in the table below
Field
Explanation
Termsheet Date *
Refers to the date on which a termsheet is
issued or finalized
Agreement Date
refers to the specific date on which all parties
involved formally agree to the terms and
conditions outlined in the termsheet document
Lease Start Date*
Select the Lease Start date from calendar
Rental Commencement Date
Select the Rental Commencement date from
calendar
Lease End Date*
Select the Lease end date from calendar
Lock in Up to
select the date from the calendar, this indicate
the lock in period of a Lease
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Termsheet Renewal Date
Select the date from the calendar, this indicate
when the termsheet can be renewed
LOI Date
Select the date from the calendar, this indicates
specific date when a Letter of Intent document is
issued or finalized between parties engaged in
negotiations or considering entering into a
transaction or agreement.
LOI Validity
Select the date from the calendar refers to
validity date of a Letter of Intent (LOI) refers to
the duration for which the LOI remains in effect
or valid.
Termination Notice (Include Lock in
Period)
Select yes or not
SAC/HSN Code
Specify the SAC/HSN Code
Termination Notice Period for
Tenant
refers to the amount of advance notice that a
tenant must provide in months to their landlord
before terminating their lease agreement
Termination Notice Period for
Owner
Refers to the amount of advance notice that the
landlord must provide to the tenant before
terminating the lease agreement or asking the
tenant to vacate the rental property.
Car Park Ratio
refers to the number of parking spaces available
relative to a specific number of units or square
footage in a development, building, or area
Property Tax To Be Borne By
Select from the drop-down list.
Property Tax Amount (INR)
Specify the Property tax amount
Stamp duty Registration Charges To
Be Borne By
Select from the drop-down list.
Stamp Duty Registration
Amount (INR)
specify the Amount for Stamp duty registration
Bill Generation Based On *
Select the time criteria from the drop-down list.
Rent Periodicity *
Frequency of rent, select from the drop-down
list.
Rent Due By
select the day of the month, also select eight
beginning or end
Booking Through
Select from the drop-down list.
Termsheet Currency *
Select the currency from the drop-down list.
Split unit and fit out bills
Check Mark this based on requirement.
16.6.2.4 Additional Details
These fields collectively ensure clarity and mutual understanding between the landlord and tenant
regarding deposit handling, facility provisions, consequences for non-compliance, rent adjustments,
and any additional relevant information or agreements.
Fill the details as shown below
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Field
Explanation
Deposit Terms and Conditions
Specify the Deposit Terms and Conditions
Stock Facility
Specify the Stock Facility
Penalty Clause
Specify the Penalty Clause
Escalation Summary
Specify the Escalation Summary
Comments / Remarks
Specify any Comments / Remarks
16.6.2.5 Interest Calculation
Interest calculation typically refers to how interest is applied to late rental payments or security
deposits.
Fill the details as shown in the table below
Field
Explanation
Delayed Interest Type
Select the type from the drop-down list
Delayed Interest Rate
Specify the interest rate
Delayed Interest Grace Period
refers to a specified period of time during which
a Tenant can make a payment after the due date
without incurring additional interest charges.
16.6.2.6 Rental Executives
Rental executive typically refers to a professional who works in the field of property management or
real estate, specifically focusing on the rental market.
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Click on Add Row, select the rental executive from the pop window by searching the same in the
search panel and click on Accept Selected.
Enter the Incentive Amount associated with executives and finally specify any remark if necessary.
16.6.2.7 Checklist
Check list allows the user to attach an agreement based on time period.
User can click on drop-down to select either 24 Month Agreement or 12 Month Agreement,
checkmark the same under the Attach field.
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16.6.2.8 Document
Document section typically allows the user to upload relevant document, in this case it is regarding the
Termsheet.
User can click on Add Row and specify the Document name / Required by Date/ Complete on Date /
Remarks and click on Upload document to attach relevant documents.
16.6.3 Termsheet Renewal
Termsheet renewal involves extending or updating the terms and conditions of an existing termsheet
beyond its original validity period. It facilitates continued negotiations and progress towards finalizing a
binding agreement or contract.
In the Rental module the same concept of renewing a termsheet can be achieved follow the below
sections to understand step by step process of Termsheet Renewal
16.6.3.1 Termsheet Renewal list
Follow the steps below to access this feature:
1. Navigate to Rental>>Termsheet
2. Termsheet list page is displayed, click on Termsheet Renewal button on the right side of the
screen.
3. Termsheet renewal list page is displayed, in this page using the search panel, provide search
parameters and click on Go.
4. Search results would display the list of Termsheets that are renewed details such as Termsheet
No/ Project/ Sub project/ Tenant / Lease Start Date/ Lease End Date / status is displayed.
5. Click on the respective Termsheet No to view the details
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16.6.3.2 TermSheet Renewal Create
Follow the steps below to renew a termsheet.
1. Navigate to Rental>>Termsheet
2. Termsheet list page is displayed, click on Termsheet Renewal button on the right side of the
screen.
3. Termsheet renewal list page is displayed, click on Create Termsheet Renewal on the right side of
the screen
4. TermSheet Renewal Create page is displayed, select the intended Termsheet from the list or
search for the same in the search panel.
5. Click on the intended Termsheet no.
6. Make the changes to the Termsheet Lease start date and End date, if required make necessary
changes to the Commercial and click on save to retain the changes, this completes the steps of
Termsheet renewals.
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16.6.3.3 View Termsheet Renewal Details
Once the Termsheet renewal is completed user can view the details by clicking on the renewed
Termsheet No. from the Termsheet Renewal list.
1. Navigate to Rental>>Termsheet>>Termsheet Renewal
2. Click on the renewed Termsheet No.
3. View Termsheet Renewal Details page is displayed.
4. User/ admin is allowed to verify the details related to Project/ Tenant/ Co-Applicant. Etc.
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16.6.4 Create Opportunity / Create Quick Termsheet
1. Navigate to Rental>>Termsheet
2. Termsheet list page is displayed
3. Click on Create Opportunity/Create Quick Termsheet on the right side of the screen
4. rate Opportunity / Create Quick Termsheet page is displayed.
5. Fill in the Basic details/ Agreement Details/ Unit Details/ Maintenance details
6. Add unit detail and Maintenance Details and click on Create to Complete the step.
7. Note that the created Termsheet is subject to approval process and the status of the same can be
seen in the Detail tab of the Termsheet.
Field
Explanation
Termsheet Date *
Refers to the date on which a termsheet is
issued or finalized
Agreement Date
refers to the specific date on which all parties
involved formally agree to the terms and
conditions outlined in the termsheet document
Lease Start Date*
Select the Lease Start date from calendar
Rental Commencement Date
Select the Rental Commencement date from
calendar
Lease End Date*
Select the Lease end date from calendar
Lock in Upto
select the date from the calendar, this indicate
the lock in period of a Lease
Termsheet Renewal Date
Select the date from the calendar, this indicate
when the termsheet can be renewed
LOI Date
Select the date from the calendar, this indicates
specific date when a Letter of Intent document is
issued or finalized between parties engaged in
negotiations or considering entering into a
transaction or agreement.
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LOI Validity
Select the date from the calendar refers to
validity date of a Letter of Intent (LOI) refers to
the duration for which the LOI remains in effect
or valid.
Termination Notice (Include Lock in
Period)
Select yes or not
SAC/HSN Code
Specify the SAC/HSN Code
Termination Notice Period for
Tenant
refers to the amount of advance notice that a
tenant must provide in months to their landlord
before terminating their lease agreement
Termination Notice Period for
Owner
Refers to the amount of advance notice that the
landlord must provide to the tenant before
terminating the lease agreement or asking the
tenant to vacate the rental property.
Car Park Ratio
refers to the number of parking spaces available
relative to a specific number of units or square
footage in a development, building, or area
Property Tax To Be Borne By
Select from the drop-down list.
Property Tax Amount (INR)
Specify the Property tax amount
Stamp duty Registration Charges To
Be Borne By
Select from the drop-down list.
Stamp Duty Registration
Amount (INR)
specify the Amount for Stamp duty registration
Bill Generation Based On *
Select the time criteria from the drop-down list.
Rent Periodicity *
Frequency of rent, select from the drop-down
list.
Rent Due By
select the day of the month, also select eight
beginning or end
Booking Through
Select from the drop-down list.
Termsheet Currency *
Select the currency from the drop-down list.
Split unit and fit out bills
Check Mark this based on requirement.
Fields
Explanation
Maintenance Type
Amount Type
Fields
Explanation
Maintenance Type
Select the type from the drop-down list
Amount Type
Select the amount Type based on which the Calculated-on field
gets activated. Options are:
Rate per square Ft
Fixed Amount
Actuals
Calculated On
This option is based on selection of the previous Amount Type
fields
Amount / Rate (INR)
specify the amount rate
Billing Group
Select the billing group form the drop-down list
Bill To
Select either Owner or Tenant based on customer
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Owner
only if owner is selected in the previous field then the name
appears here
Interest Applicable
select yes or no
Start Date
select the start date from the calendar
End Date
select the end date from the calendar
Applicable Minimum
Checkmark if the minimum is applicable
Min Amt.
specify the minimum amount.
View Tax
Define the tax for the Maintenance charges
16.7 Billing
Billing Feature is responsible for all the monetary transactions happening in the Rental modules.
Recording of Transactions such as Payments, performed in the feature. All the data that is stored during
these transactions can also be tracked, Monitored and used for analysis purposes within this feature.
Follow the sections below to understand each feature under billing
16.7.1 Credit Note
Credit Note is a business document created when one entity/individual has to return money to another
entity/individual due to a correction or adjustment in the charges. This means that the Credit note will
act as an acknowledgement of the amount of money that an entity/individual is bound to pay back to
another entity/individual.
Follow the steps below to access this feature:
1. Navigate to Rental>>Billing>> Credit Note
2. Credit Note list page is displayed.
3. To view exiting credit note, provide search parameters in the search panel and click on Go
4. Search results will display the list of existing credit notes, click on respective display no or ID no to
view the credit note.
5. To create a new credit note, click on Cerate Credit Note on the top right corner
6. Fill-in the details as shown in the below table and click on Create to Complete the step.
7. Credit notes created are subject to approval process and the status of credit can be view after
creation, also user can modify details by click in on the Modify button and after the change click on
Update to retain the changes.
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Field
Explanation
Type
Select the Type of credit note from the drop-down
list.
Project *
Select the project from the drop-down list
Sub Project *
Select the Sub project from the drop-down list
Tenant *
Select the Tenant from the drop-down list
Termsheet *
Select the Termsheet from the drop-down list
Reason Type *
Select the Reason from the drop-down list
Credit Note Date *
Select the date from the calendar, by default it
displays the current date
Credit Note Amount *
Click on Select Invoice, Invoice Credit Note Amount
List page pop-up, search for the invoice and click on
the submit button, the amount is automatically
displayed
Tax Additions
Click on Add Row button to add the following fields:
Tax Category
Tax
Percentage
Tax Type
% Of Credit Note Amount
Tax Amount (INR)
Total Tax Addition
Displays the total tax addition to the Credit amount.
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Gross Amount
Calculates based on Credit Amount and Total Tax
Addition
Remarks *
add remarks
Documents
Click on Add row to upload relevant documents.
16.7.2 Revenue Generated
Revenue Generated feature allows the users to understand the amount of Revenue generated for a
specific period of time, based on the Revenue share setup in the Termsheet.
1. Follow the steps below to access this feature:
2. Navigate to Rental>>Billing>>Revenue Generated
3. Revenue Generated Screen is displayed
4. In this page user/admin can view the existing list of Revenue generated records, by filtering the
project and click on Go in the search panel.
5. Search results will display the list of Revenue generated with the Bill Period/ Revenue Amount/
Total Revenue Amount
6. To create a new Revenue Generation record, Click on Create Revenue
7. Revenue Generated Page is displayed, select the project / sub project/ currency/ Termsheet, user
can also select intended unit and also Tenant in the respective field and click on Go.
8. Click on the Checkmark on the left side to activate the fields, enter the Total Revenue Generated in
Revenue Generated Amount (INR), the amount in the consequent fields i.e. Fixed Revenue Amount
(INR)/ Revenue %/ Minimum Amount (INR)/ Maximum Amount (INR) /Revenue Amount (INR)Total
Revenue Amount (INR)
Note:
* If termsheet revenue share details - Split Rent Invoice Revenue Minimum Amount flag is true then
total revenue amount will be calculated on actuals.
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16.7.3 Rent Invoice
A rental invoice is a document issued by a landlord, property manager, or rental agency to a tenant or
lessee, detailing the amount due for rent and any additional charges or fees related to the rental
property. It serves as a formal request for payment.
16.7.3.1 Rent Invoice List
Follow steps below
1. Navigate to Rental>>Billing>>Rent Invoice
2. Rent Invoice list page is displayed.
3. In this page user can search for an intended invoice record using the search parameters in the
search panel and by clicking on Go.
4. Search results will display the Rent Invoice record(s), along with details such as Global No/ Project
Wise No/ Certifying Company Wise No/ Project/ Sub Project/ Termsheet No. / Invoice Date/ Due
Date/ Tenant Name/ Status in the list.
5. In this page user can also Print the record using the print option and also Send the records to the
Tenants/customers by clicking on Send Email & SMS or Send Email Only or Send SMS only
respective.
6. To View the record, click on the respective Global No link.
7. View Rent Invoice Details page appears, User can find the Voucher details/ Termsheet details and
also the breakup of the Rent in this page.
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16.7.3.2 Create Rent Invoice
Follow steps below
1. Navigate to Rental>>Billing>>Rent Invoice
2. Rent Invoice list page is displayed.
3. Click on Create Rent Invoice on the right corner of the screen.
4. Create Rent Invoice page is displayed, select the project/ sub project/ Currency fields/ Invoice date
and click on Go.
5. rental invoices that are pending to be generated for the selected month will get listed.
6. Select the list and click on Generate, Rent Invoice gets created and is subject to the Approval
process.
16.7.4 Service Tax Abatement
Service tax abatement is a reduction or partial exemption from the service tax that service providers
would normally owe to the government. This relief is usually provided under specific conditions and
applies to particular types of services according to the tax laws of the relevant country or region.
16.7.4.1 Tax Abatement List
Follow the steps below:
1. Navigate to Rental>>Billing>>Service Tax Abatement.
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2. Tax Abatement list page is displayed.
3. In this page user can search for an intended record using the search parameters in the search
panel and by clicking on Go.
4. Search results will display the record(s), along with details such as ID/ Project/ Sub Project/ Unit
No/ Created By/ Created On/ Status in the list.
5. To View the record, click on the respective ID link.
6. View Tax Abatement Details page is displayed.
7. In this page Tax paid for a specific leased area and period is mentioned along with the basic
project/sub project / Termsheet details can be viewed by the user.
16.7.4.2 Create Tax Abatement
1. Navigate to Rental>>Billing>>Service Tax Abatement
2. Tax Abatement list page is displayed.
3. Click on Create Tax Abatement on the right corner of the screen.
4. Create Tax Abatement page is displayed, select the project/ sub project/ Tenant/ Termsheet no
and click on Go.
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5. Tax detail table in created as shown below, select the project by check marking on the left side,
specify the Tax Paid on Date and Tax Amount and click on Create to complete the step.
6. Tax Abatement records is created in Draft status and is subject to Approval process.
16.7.5 Authorised Signatory
Authorized signatory is a person authorized by an organization to sign official documents or
agreements on its behalf. This authorization is granted through formal processes such as organizational
bylaws, resolutions, or power of attorney, empowering them to act on behalf of the organization in
legally binding matters requiring their signature.
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16.7.5.1 Authorized Signature list
Follow step below to Access this feature:
1. Navigate to Rental>>Billing>>Authorized Signatory.
2. Authorized Signature list is displayed,
3. In this page user/ admin is allowed to search for Authorized Signature for the a specify project/ sub
project.
4. Select the Lease certifying Company / project/ sub project from the search panel and click on Go.
5. Search results display the Authorised Signatory as per the intended search criteria.
6. Click on respective Lease Certifying Company name to view or Edit the record.
7. After any changes made to the record click on Update to Confirm the same, a pop-up message
confirms the same.
8. User can alternatively click on icon to edit the record.
9. User is allowed to delete the record by clicking on icon, a pop-up message affirms the same
click on ok to see a confirmation pop-up message this completes the deletion step.
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16.7.5.2 Create Authorize Signature
Follow steps below:
1. Navigate to Rental>>Billing>>Authorized Signatory.
2. Authorized Signature list page is displayed.
3. Click on Create Authorized Signature on the right side of the screen
4. Create Authorised Signature page is displayed.
5. Select the Lease certifying Company/ Project/ Sub Project.
6. Specify the Signature and Designation and click on Create to complete the step.
7. A pop-up message confirms the same.
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16.7.6 Rent Receipt
Rent receipt is a document provided by a landlord or property manager to a tenant as proof of
payment for rent.
16.7.6.1 Rent Receipt list
Follow the steps below:
1. Navigate to Rental>>Billing>>Rent Receipt
2. Rent Receipt list page is displayed.
3. In this page user/ admin is allowed to search for existing Rent Receipts record for a specific project
by selecting the search parameters in the search panel and by clicking on Go.
4. Search results will display the list of Rent Receipts along with details such as Receipt No./ Display
No./ Project /Sub Project/ Receipt Date /Received From /Amount Received /Status.
5. To view a record, click on the respective Receipt No.
6. View Rent Receipt Details is displayed, this page displays details on Basic Receipt information,
Receipt status, Invoice Break Up, Tax on Interest, Payment Details, Narration and any relevant
Document that is attached.
7. User can also view Voucher details, by clicking on View Voucher Details.
8. User/admin is also allowed to print the document by click on the Print button in the bottom of the
page.
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16.7.6.2 Create Rent Receipt
Follow steps below
1. Navigate to Rental>>Billing>>Rent Receipt
2. Rent Receipt list page is displayed.
3. Click on create Rent Receipt on the right side of the screen.
4. Create Rent Receipt page is displayed,
5. receipt can be created tenant wise or termsheet wise.
6. user needs to select relevant details to list out the invoices against which receipt is to be created
such as Project, Subproject, Tenant and Termsheet Number and the Payment Mode as Cheque,
Online Payment etc., after which the system will ask for required Instrument Details and Amount.
7. After making all these selections, the relevant invoices will get listed, and user then needs to fill in
the receipt amount against those invoices. This can be done auto by using the ‘Fill ‘button or can
be done by manually filling in the amount against each invoice.
8. Click on Create to complete the step, also note that the Rent receipt is subject to Approval
process.
9. The accounting entry is created at the time of Receiving the Receipt and gets reversed in case the
receipt is Dishonoured. Realized refers to the instrument being reconciled at the bank.
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16.7.7 Deposit Receipt
Deposit receipt is a document issued by a seller, landlord, or service provider to a buyer, tenant, or
client as proof of receiving a deposit payment.
16.7.7.1 Deposit Receipt List
Follow steps below
1. Navigate to Rental>>Billing>>Deposit Receipt
2. Deposit Receipt List page is displayed.
3. In this page user/admin can provide the search parameters like project/ sub project and from date
and to date and click on Go.
4. Search results will display the list of deposit receipts along with details such as Receipt
Id/Project/Sub Project/Tenant/Receipt Date/Total Received (INR)/Status
5. To view an intended record, click on respective receipt Id.
6. View Deposit Receipt page is displayed, in this page user can view the Project Details/ Tenant
Details/ Payment Details/ Tax Deduction Details/ Deposit Details/ Narration/Document.
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16.7.7.2 Create Deposit Receipt
Follow steps below:
1. Navigate to Rental>>Billing>>Deposit Receipt.
2. Deposit Receipt list page is displayed.
3. Click on Create Deposit Receipt on the right side of the screen.
4. Create Deposit Receipt page is displayed, select the project/ sub project/ Tenant/ Termsheet detail
from the drop-down and click on Go.
5. Specify the deposit amount and select the appropriate tax implication and click on Fill.
6. Now scroll down to the bottom of the page and click on Create to Complete the step.
7. Note that the Deposit Receipt is subject to approval process after creation.
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16.7.8 Temporary Receipts
Temporary receipts serve as interim proof of payment until a formal receipt or lease agreement is
prepared. They should include basic details such as the amount paid, purpose of payment (e.g., rent,
security deposit), date of payment, and a signature or stamp from the landlord or property manager.
16.7.8.1 Temporary Receipts list
Follow steps below:
1. Navigate to Rental>>Billing>>Temporary Receipt.
2. Temporary Receipt list page is displayed.
3. In this page user can search for the existing temp. receipts by providing the search parameters in
the search panel and by clicking on Go.
4. Search results will display the intended records along with details such as ID/ Display no/ Project
Name/ Sub Project Name/ Unit no/ Termsheet No / Tenant Name/ Receipt Date/ amount/ Status.
5. To view an intended record, click on the Display no.
6. View Temporary Receipt details page appears, in this page user is allow to view the Basic details/
Payment details and Tax associated with payment.
7. User are allowed to print the record by clicking on the print button in the bottom of the page.
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16.7.8.2 Create Temporary Receipt
Follow the steps below
1. Navigate to Rental>>Billing>>Temporary Receipt
2. Temporary Receipt list page is displayed.
3. Click on Create Temporary Receipt on the right side of the screen.
4. Create Temporary Receipt page is displayed, fill In the details as shown in the table below and
click on create to complete the step.
5. User is also allowed to print the document by clicking on the print option at the bottom of the
page.
6. Note that Temporary Receipts subject to approval process.
Field
Explanation
Reason
Select the reason from the drop-down
Project Name*
Select the project name from the drop-down
Sub Project
Name*
Select the Sub project name from the drop-down
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Tenant*
Click on Select, search the Tenant from the pop-up window and click on
Accept Selected, the tenant name is displayed.
Unit Status*
Select the status from the drop-down list.
Created By
displays the current login user name
Created At
Displays the current date
Receipt Date
specify the Receipt date
Payment Details
Payment Mode*
Select the payment mode from the drop-down list.
Conversion
Rate: *
Specify the conversion rate
Amount
Received*
Specify the amount
Total Amount
Received
display the amount after the calculation of taxes
Base Amount
Same as Amount Received
Total Tax Addition
calculated based on Tax Addition
Search by Unit
No.
Specify Unit no to search
Search by Tenant
Specify Tenant name to search
Tax Addition
Click on Add row to include tax addition to the amount received.
Tax Deduction
Details
Click on Add Row to include tax deduction for the amount received.
Payments
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16.7.9 Interest Waive Off
Interest waive off typically refers to a situation where a landlord agrees not to charge interest on late
rental payments or deferred rent during a specific period. This can be a gesture of goodwill during
times of financial hardship or other exceptional circumstances.
16.7.9.1 Rental Interest Waive off list
Follow the below steps:
1. Navigate to Rental>>Billing>>Interest Waive off
2. Rental Interest Waive Off List is displayed.
3. In this page user can search for an intended record by providing the appropriate search
parameters in the search panel and by click on Go.
4. Search results displays the intended Record(s) along with details such as Interest Waive off No. /
Tenant Name/ Amount Waived (INR)/ Interest Waive off Date / Status.
5. To view an intended Record, click on respective Interest Waive off No.
6. View Rental Interest Waive Off Details page is displayed, in this page user can view Basic details
and invoice break up details.
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16.7.9.2 Create Interest Waive Off
Follow the below steps:
1. Navigate to Rental>>Billing>>Interest Waive off
2. Rental Interest Waive Off List is displayed.
3. Click on Create Interest Waive off on the right side of the screen.
4. Create Rental Interest Waive Off page is displayed.
5. In this page user needs to select the project/ sub project / Tenant/ Termsheet details and click on
Go
6. After this step pending invoice will reflect in the below section of the page, user needs to specify
the waive off amount and click on Fill.
7. The amount is adjusted against the pending invoices, as a last step click on Create to complete the
step.
8. Note that after creation waive off is subject to approval process.
16.7.10 Tenant Payment
Tenant payments refer to payments made to the tenants against any receipts like temporary
Receipts or Credit Notes
16.7.10.1 Tenant Payment
Follow the below steps
1. Navigate to Rental>>Billing>>Tenant Payment
2. Tenant Payments list page is displayed.
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3. In this page, user can search for an intended payment by providing the search parameters in the
search panel and by clicking Go.
4. Search results will display intended record(s) based on search criterial along with details such as
Payment ID/ Voucher No/ Payment Type/ Project/ Sub Project / Tenant/ Favouring/ Amount
(INR)/ Submission Date/ Due Date/ Status.
5. To view an intended record, click on the respective Payment Id
6. View Tenant Payment Details page is displayed, in this page user can view the basic project
details/Voucher Details/ Receipts/ Tax inclusion - Exclusion details / Payment details.
7. To view Voucher Detail, click on the same and a separate pop window is displayed.
8. To view the Receipts, click on the same and a separate pop up window is displayed.
9. User can also print the record by clicking on the print template option at the bottom of the page.
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16.7.10.2 Create Tenant Payment
Follow the steps below:
Navigate to Rental>>Billing>>Tenant Payment
Tenant Payments list page is displayed.
Click on Create Tenant Payment.
Create Tenant Payment page is displayed.
Specify the details of the project/ sub project/ Tenant/ Termsheet details.
Click on Receipts if the payment is for Refund Temporary Receipts, select the receipt and click on
submit the amount is automatically reflected in the page.
If the payment is against a Credit Note, user needs to select the Credit note by clicking on the same.
Once this step is completed, specify the tax implications i.e. inclusion and exclusion and mention the
payment mode and as a last step click on Create to complete the step.
Note that the record created is subject to approval process.
User is also allowed. print the record using the print template option at the bottom of the screen.
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16.7.11 Rental Agent Payment
Rental agent payment typically refers to the compensation or fee paid to a rental agent or
property manager for their services in facilitating the rental process.
16.7.11.1 Rental Agent Payment
Follow the steps below:
1. Navigate to Rental>>Billing>>Rental Agent Payment.
2. Rental Agent Payment list page is displayed.
3. In this page user can search for an intended record by providing the appropriate search criteria in
the search panel and by clicking on Go.’
4. Search results will display the intended record(s), along with details such as Payment ID/ Voucher
Number / Project Name / Sub Project Name/ Favouring / Amount / Submission Date/ Expected
Payment Date/ Status
5. To view an intended record, click on the respective Payment Id.
6. View Rental Agent Payment Details page is displayed.
7. In this page users are allowed to view the basic project/ sub project details/ bill no/ invoice no/
Amount/ Certifying amount/ tax implication i.e. inclusions - exclusions/ payment details / Agent
Debit Note Details
8. User also print the record using the Print Template option at the bottom of the page.
9. Also note that any changes to the record can be made by clicking on the Modify button and after
the change click on Update to retain the same,].
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16.7.11.2 Create Rental Agent Payment
Follow the steps below:
1. Navigate to Rental>>Billing>>Rental Agent Payment
2. Rental Agent Payment list page is displayed
3. Click on Create Rental Agent Payment on the right side of the screen
4. Create Rental Agent Payment page is displayed.
5. Select the project / project details
6. Specify the invoice no. select the mode of payment
7. Specify the information in Favouring field, select the brokerage amount by click on the same
8. The amount to be paid appears automatically after this step.
9. Specify tax addition and deductions by click on Add row.
10. Specify the payment due date and payment instructions.
11. Click on Choose file to upload any relevant document.
12. And as a last step click on Create to complete the process.
13. Note that the record created is subject to approval process.
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16.7.12 Rental Executive Payment
Rental executive refers to an individual responsible for overseeing rental operations, similar to a
property manager or someone in a senior rental management role within a company.
16.7.12.1 Rental Executive Payment list
Follow the steps below
1. Navigate to Rental>>Billing>>Rental Executive Payment
2. Rental Executive Payment list page is displayed.
3. In this page, user can search for an intended record by providing the search criteria in the search
panel and by clicking on Go.
4. Search results will display the intended records along with details such as Payment ID/ Voucher
Number/ Project Name/ Sub Project Name/ Favouring / Amount/ Submission Date/ Expected
Payment Date/ Status
5. To view an intended record user can click on the respective Payment Id.
6. View Rental Executive Payment Details page is displayed.
7. In this page users are allowed to view the basic project/ sub project details, bill / voucher details,
favouring / amount to be paid/ brokerage amount/ tax implication /payment mode and payment
instructions.
8. User also print the record using the Print Template option at the bottom of the page.
9. Also note that any changes to the record can be made by clicking on the Modify button and after
the change click on Update to retain the same,].
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16.7.12.2 Create Rental Executive Payment
Follow the steps below:
1. Navigate to Rental>>Billing>>Rental Executive Payment.
2. Rental Executive Payment list page is displayed.
3. Click on Create Rental Executive Payment on the right side of the screen.
4. Create Rental Agent Payment page is displayed.
5. Select the project/ sub project/ Rental Agent
6. Specify the bill/invoice no.
7. Specify the payment date, select the mode of payment, favouring information amount to be paid,
click on Select brokerage amount to add the same.
8. Specify the tax implication i.e. inclusion and exclusion by clicking on Add Row button.
9. Total amount gets calculated based on tax implications.
10. Specify the payment due date and payment instructions.
11. Click on create at the bottom of the page to complete the step.
12. Note that the record create is subject to the approval process.
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16.7.13.1 Payout to Owner List
Follow the below steps:
1. Navigate to Rental>>Billing>Payout to Owner
2. Payout To Owner List page is displayed
3. In this page user can search for an intended record by specifying the search parameters in the
search panel and by clicking on Go.
4. Search results will display the intended records along with details such as ID/Project/ Sub project/
Payment Mode/ Amount (INR) / Created by / created Date/ Status.
5. To view an intended record, click on respective ID
6. View Payout To Owner Voucher Details page is displayed, in this page user can view basic project/
sub project/ Charge Types/ Tax implications/ Bank payment details.
7. Users are also allowed to print the record using the print option at the bottom of the page.
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16.7.13.2 Create Payout to Owner
Follow the steps below:
1. Navigate to Rental>>Billing>>Payout to Owner
2. Payout To Owner list page is displayed.
3. Click on Create Payment to Owner on the right side of the screen.
4. Create Payout To Owner page is displayed, in this page select the Project/ sub project/ owner/
time period and click on Go.
5. The amount is reflected in the Charge Types, specify the tax implication by clicking on Add Row
6. Specify the Payout recovery by clicking on the Add row.
7. Payment details will reflect the actual amount being paid and specify the payment mode/ invoice
no / invoice date and click on Create to complete the step.
8. Note that pay-out to Owner records are subject to approval process after creation.
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16.7.14.1 Payments/ Refund List
Follow the steps below:
1. Navigate to Rental>Billing>>Payments/Refund
2. Payments/Refund list page is displayed.
3. In this page, user can search for an intended record by providing the search parameters in the
search panel and by clicking on Go.
4. Search results will display the intended records, along with details such as ID/ Project/ Sub
Project/ Payment Date / Tenant/ Status
5. To view an intended record, click on respective ID.
6. View Payment/ Refund page is displayed, in this page user can view Basic project details/ Tenant
details/ Tenant payment Details
7. User also can print the record using the print option at the bottom of the page.
16.7.14.2 Create Payments/ Refund
Follow the steps below:
1. Navigate to Rental>Billing>>Payments/Refund
2. Payments/Refund list page is displayed.
3. Click on Create Payments/ Refunds on the right side of the screen.
4. Create Payment/Refund page is displayed, specify the project / sub project/ termsheet details
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5. Tenant details will reflect automatically, click on Add deposit under the Deposit details and specify
the amount for the refund, user can also see the amount received from the tenant on the right
side by clicking on Received Deposit Details.
6. After specifying the Amount to repaid click on Create to complete the step.
7. User can also modify details by clicking on the modify button and after modification click on
update to retain the changes.
8. Note that the record created is subject to approval process.
9. User can also print the record using the print option at the bottom of the page.
16.7.15 Debit Note
Debit note can be issued for several reasons, typically related to financial transactions between
the landlord or property management company and the tenant.
Typically debit note are created for adjustment in the Rent / Any additional Charges.
16.7.15.1 Debit Note list
Follow the steps below:
1. Navigate to Rental>>Billing>>Debit Note
2. Debit Note list page is displayed.
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3. In this page, user can search for an intended record by providing the search parameters in the
search panel and by clicking on Go.
4. Search results will display the intended records, along with details such as ID/ Display No/
Project/Sub Project/ Tenant/ Termsheet/ Debit Note Date/ Amount (INR)/ Status.
5. To view an intended record, click on respective ID.
6. View Debit Note details page is displayed, in this page user can view the debit note details/
voucher detail/ Invoice details. / debit note date/ reason type/ Debit note amount/ tax
implications/Schedule details/ any relevant documents.
7. User can also print the record using the print template option at the bottom of the page.
16.7.15.2 Create Debit Note
Follow the steps below:
1. Navigate to Rental>>Billing>>Debit Note
2. Debit Note list page is displayed.
3. Click on Create Debit Note on the right side of the screen.
4. Create Debit Note page is displayed.
5. In this page specify the basic project / sub project/ termsheet / invoice no/ reason type/ Debit
note Amount.
6. Specify the tax implication by click on Add Row
7. Specify the schedule details by click on Add Schedule.
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8. Attach any relevant document by clicking on the add row under document section.
9. Click on Create to complete the step.
10. Note that the record created is subject to approval process.
11. Even after create if there are modification click on Modify to do the necessary change and click on
update to retain the changes.
16.7.16 Rent Actuals
Rent actuals typically refers to the actual amount of rent paid or received, as opposed to
estimated or projected figures. It represents the real, current rental cost or income based on an
existing lease agreement or rental contract.
16.7.16.1 Rent actuals list
Follow the steps below:
1. Navigate to Rental>>Billing>>Rent Actuals
2. Rent Actuals List page is displayed.
3. In this page, user can search for an intended record by providing the search parameters in the
search panel and by clicking on Go.
4. Search results will display the intended records, along with details such as Project/ Sub Project/
Termsheet No/ Tenant Name/ Charge Type/ Actuals Period/ Amount
5. To view an intended record, click on respective Actual period.
6. View Rent Actuals page is displayed, in this page, user can view Project/Sub Project/Termsheet
Number/Actuals Period/ Bill Period/ Charge Type/Start Reading/ End Reading/Quantity/ Rate/
UOM/ Total Amount/ Remarks/
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16.7.16.2 Create Rent Actuals
1. Navigate to Rental>>Billing>>Rent Actuals
2. Rent Actuals List page is displayed.
3. Click on Create Rent Actuals
4. Create Manual Entry For Rent Actuals page is displayed.
5. In this page select the project/ subproject and click on Go.
6. List of fields are enabled, select the Termsheet No. specify the Tenant name/ From Date /To Date /
Bill Period/ Charge Type/ Start Reading End Reading/ Quantity Rate /UOM /Total
Amount/Remarks and click on Create to complete the step.
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16.8 Approvals
Approvals feature within Rental modules is indispensable for the real estate industry. Any department
involved in various real estate processes must oversee these processes through Approvals.
Essentially, this means that the Department Head will be notified of any new transactions occurring
within the sales modules.
This facilitates the Rental Head in conveniently monitoring these transactions until they are finalized.
Approvals for various business transactions are listed under Approvals feature as follows:
• Credit Note
• Tenant Payment
• Termsheet
• Debit Note
• Payout To Owner
• Termsheet Renewal
• Service Tax Abatement
• Payments/Refunds
• Interest Waive Off
• Rent Receipt
• Temporary Receipts
• Rental Invoice
• Deposit Receipt
• Rental Executive Payment
• PDC Receipt
16.8.1 Credit Note
After the creation of credit note, it is subject to approval process.
Follow the steps below to under the approval process of credit note:
1. Navigate to Rental>>Approvals>>Credit Note
2. Credit Note list page is displayed.
3. In the search panel select the intended project/ sub project and click on go to view all the credit
note created under this project.
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4. Search results will display the list of credit notes.
5. User/admin can view an intended credit note by clicking on the respective ID / Display number.
6. After clicking on the respective ID / Display number user is redirected to View Credit Note Details
page
7. Scroll the page to find the Change Status field, click on Change Status link, select the required
status as per business requirement and Click on Update Status to confirm the changes.
8. This complete the approval process.
16.8.2 Tenant Payment
After the Tenant payment creation, it is subject to approval process.
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Follow the steps below to understand the approval process:
1. Navigate to Rental>>Approvals>>Tenant Payment
2. Tenant Payment list page is displayed, along with the Vouchers that are waiting for the approval.
3. Click on Payment Id/Voucher No of respective payment to view the View Tenant Payment Details
page.
4. In this page scroll down to fin the Change status field, click on change status and select the required
status as per the business requirement and click on Update Status to confirm the changes.
5. This completes the approval process.
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16.8.3 Termsheet
After the Termsheet creation, it is subject to approval process.
Follow the steps below to understand the approval process:
1. Navigate to Rental>>Approvals>>Termsheet
2. Termsheet list page is displayed, along with list of Termsheets along with their statuses are
displayed.
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3. User/admin can click on the respective Termsheet No link, the page is redirected to Termsheet
details page.
4. Scroll down to find the status field, click on Change Status, select the required status and click on
Update Status to confirm the changes.
5. This completes the Approval process.
16.8.4 Debit Note
After the Debit Note creation, it is subject to approval process.
Follow the steps below to understand the approval process:
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Follow the steps below to understand the approval process:
1. Navigate to Rental>>Approvals>>Debit Note
2. Debit note list page is displayed, along with existing Debit Notes and their statuses.
3. User/admin can click on the respective ID link, the page is redirected to View Debit Note Details
page.
4. Scroll down to find the status field, click on Change Status, select the required status and click on
Update Status to confirm the changes.
5. This completes the Approval process.
Note: All Taxes Rounded to the Two decimal (Paisa). All amounts Rounded to the Two decimal (Paisa).
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16.8.5 Payout To Owner
After the Payments are created for the owner, it is subject to approval process.
Follow the steps below to understand the approval process:
1. Navigate to Rental>>Approvals>>Payout to Owner
2. Payout To Owner List page is displayed, along with existing Payment Vouchers and their statuses.
3. User/admin can click on the respective ID link, the page is redirected to View Payout To Owner
Voucher Details page.
4. Scroll down to find the status field, click on Change Status, select the required status and click on
Update Status to confirm the changes.
5. This completes the Approval process.
16.8.6 Termsheet Renewal
After the Termsheet Renewal is created, it is subject to approval process.
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Follow the steps below to understand the approval process:
1. Navigate to Rental>>Approvals>>Termsheet Renewal
2. Termsheet Renewal List is displayed, select the required project/sub project by filtering the search
criteria in search panel, specify the status of the Termsheet Renewal as per preference and click on
Go.
3. Search result will display the intended Termsheet Renewal lists.
4. User/admin can click on the respective Termsheet No link, the page is redirected to View Termsheet
Renewal Details page.
5. Scroll down to find the status field, click on Change Status, select the required status and click on
Update Status to confirm the changes.
6. This completes the Approval process.
16.8.7 Service Tax Abatement
After the Service Tax Abatement creation, it is subject to approval process.
Follow the steps below to understand the approval process:
1. Navigate to Rental>>Approvals>>Service Tax Abatement
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2. Tax Abatement List is displayed, select the required project/sub project by filtering the search
criteria in search panel, specify the status of the Tax Abatement Record as per preference and click
on Go.
3. Search result will display the intended Tax Abatement Records list.
4. User/admin can click on the respective ID link, the page is redirected to View Tax Abatement Details
page.
5. Find the status field, click on Change Status, select the required status and click on Update Status to
confirm the changes.
6. This completes the Approval process.
16.8.8 Payments/Refunds
After the Payments/Refund creation, it is subject to approval process.
Follow the steps below to understand the approval process:
1. Navigate to Rental>>Approvals>> Payments/Refund
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2. Tax Abatement List is displayed, select the required project/sub project by filtering the search
criteria in search panel, specify the status of the Tax Abatement Record as per preference and click
on Go.
3. Search result will display the intended Tax Abatement Records list.
4. User/admin can click on the respective ID link, the page is redirected to View Tax Abatement Details
page.
5. Find the status field, click on Change Status, select the required status and click on Update Status to
confirm the changes.
6. This completes the Approval process.
16.8.9 Interest Waive Off
After the Interest Waive Off creation, it is subject to approval process.
Follow the steps below to understand the approval process:
1. Navigate to Rental>>Approvals>> Interest Waive Off
2. Interest Waive Off List is displayed, select the required project/sub project by filtering the search
criteria in search panel, specify the status of the Intended Record as per preference and click on Go.
3. Search result will display the Interest Waive Off Records list.
4. User/admin can click on the Interest Waive Off No. link, the page is redirected to View Rental
Interest Waive Off Details page.
5. Find the status field, click on Change Status, select the required status and click on Update Status to
confirm the changes.
6. This completes the Approval process.
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16.8.10 Rent Receipt
After the Rent Receipt creation, it is subject to approval process.
Follow the steps below to understand the approval process:
1. Navigate to Rental>>Approvals>> Rent Receipt
2. Rent Receipt List is displayed, select the required project/sub project by filtering the search
criteria in search panel, specify the status of the Rent receipt Record as per preference and
click on Go.
3. Search result will display the intended Rent Receipt Records list.
4. User/admin can click on the respective Receipt No link, the page is redirected to View Rent
Receipt Details page.
5. Find the Receipt status field, click on Change Status, select the required status and click on
Update Status to confirm the changes.
6. This completes the Approval process.
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16.8.11 Temporary Receipts
After the Temporary Receipts creation, it is subject to approval process.
Follow the steps below to understand the approval process:
1. Navigate to Rental>>Approvals>> Temporary Receipts
2. Temporary Receipt List is displayed, select the required project/sub project by filtering the
search criteria in search panel, specify the status of the Temporary Receipts Record as per
preference and click on Go.
3. Search result will display the intended Temporary Receipts Records list.
4. User/admin can click on the respective ID link, the page is redirected to View Temporary
Receipts Details page.
5. Find the Receipt status field, click on Change Status, select the required status and click on
Update Status to confirm the changes.
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6. This completes the Approval process.
Note:
• All Taxes Rounded to the Two decimal (Paisa). All amounts Rounded to the Two decimal
(Paisa).
• WCT is calculated on Base value plus service tax.
• TDS is calculated on Gross Amount.
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16.8.12 Rental Invoice
After the Rental Invoice creation, it is subject to approval process.
Follow the steps below to understand the approval process:
1. Navigate to Rental>>Approvals>> Rental Invoice
2. Rental Invoice List is displayed, select the required project/sub project by filtering the search
criteria in search panel, specify the status of the Rental Invoice Record as per preference and
click on Go.
3. Search result will display the intended Rental Invoice Records list.
4. User/admin can select on the respective Global No link in the page by check marking it on
the left side of the screen, select the current status from the Status field and select the
required status from the Next Status field, select the accounting Date and provide remarks
in the remarks field and click on Update status to confirm the changes, a confirmation pop-
up message will display the status change message.
5. Changes to the status can be viewed in the View Rent Invoice Details page by clicking on the
respective Global No.
6. This completes the Approval process.
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16.8.13 Deposit Receipt
After the Deposit Receipt creation, it is subject to approval process.
Follow the steps below to understand the approval process:
1. Navigate to Rental>>Approvals>> Deposit Receipt
2. Deposit Receipt List is displayed, select the required project/sub project by filtering the
search criteria in search panel, specify the status of the Deposit Receipt Record as per
preference and click on Go.
3. Search result will display the intended Deposit Receipt Records list.
4. User/admin can click on the respective Receipt ID link, the page is redirected to View
Deposit Receipt page.
5. Scroll down to find the status field, click on Change Status, select the required status and
click on Update Status to confirm the changes.
6. This completes the Approval process.
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16.8.14 Rental Executive Payment
After the Rental Executive payment creation, it is subject to approval process.
Follow the steps below to understand the approval process:
After the Deposit Receipt creation, it is subject to approval process.
Follow the steps below to understand the approval process:
1. Navigate to Rental>>Approvals>> Rental Executive Payment
2. Rental Executive Payment List is displayed, select the required project/sub project by
filtering the search criteria in search panel, specify the status of the Rental Executive
Payment Record as per preference and click on Go.
3. Search result will display the intended Rental Executive Payment Records list.
4. User/admin can click on the respective Payment ID / Voucher Number link, the page is
redirected to View Executive Payment Details page.
5. Scroll down to find the status field, click on Change Status, select the required status and
click on Update Status to confirm the changes.
6. This completes the Approval process.
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16.8.15 PDC Receipt
After the Tennant payment creation, it is subject to approval process.
Follow the steps below to understand the approval process:
1. Navigate to Rental>>Approvals>>PDC Receipt.
2. Approvals (PDC Receipt) list page is displayed along with other details such as PDC_NO/
Project /Sub Project /Cheque Date /Received From / Amount Received /Status.
3. To view an intended recorded click on respective PDC_No. the receipt details are displayed
scroll down to find the status field, click on Changes status, select the appropriate status per
business requirement and click on Update status to retain the same.
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16.9 Agent
Rental agent is a professional who facilitates the leasing or rental of properties on behalf of property
owners or landlords.
Their responsibilities typically include marketing available properties, screening potential tenants,
showing properties to prospective renters, negotiating lease terms, preparing lease agreements,
managing move-ins and move-outs, coordinating maintenance and repairs, collecting rent, and ensuring
compliance with rental laws and regulations.
Rental agents act as intermediaries between landlords and tenants, aiming to facilitate successful and
legally compliant rental transactions.
Follow the sections below to understand various Sub features of Rental Agent
16.9.1 Rental Agent
16.9.1.1 Rental Agent List
Follow the steps below to access this feature:
1. Navigate to Rental>>Agent
2. Rental Agent list page appears, in this page user/admin are allowed to view the list of agents that
are already created.
3. To search for an intended agent, provide the search parameters in the search panel and click on Go.
4. Intended Agent appears in the search results along with details such as Agent Code/ Agent / Agent
Type/ Nature Of Agent/ Assigned To /Phone /Mobile/ Fax/E-Mail/ Active/Status.
5. To view Agent details and all the associated tabs along with it click on the respective Agent code
link.
6. Agent details and associated tabs are displayed as shown below sections
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16.9.1.1.1 Details
Agent Details tab displays the agent profile, basic details of the agent, address information, to whom
the agent is being assigned, the tax related information, brokerage percentage as shown below
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16.9.1.1.2 Interactions
Interactions are the formal communications and the activities involved between and agent and a
Lead
In the interaction’s tabs user can view the list of interactions that are created by the Agent and can
also search for intended interaction using the search panel.
To view an interaction details user can click on the Date-Time field, View interaction details page is
displayed, and the details pertaining to the project/ sub project/ unit are displayed and along with
this detail, interaction with the lead is also mentioned with Task details associated with the
interaction.
16.9.1.1.3 Leads
Leads that are associated with the Rental agent can be viewed in the tab, user can also view details
such as Type/ Company Name/ Lead Name/ Contact No/ Customer Executive/ Active
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16.9.1.1.4 Tenants
Tenants that are associated with the Rental agent can be viewed in the tab, user can also view details
such as Type/ Company Name/ Tenant Name/ Contact No/ Unit No / Termsheet No/ Brokerage/
Brokerage Paid/ Brokerage Balance.
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16.9.1.1.5 Documents
Rental Agent can upload any relevant document which are used in their daily task in this documents
tab.
For Ex: Brochures, Contact list etc.
At the initial click on the Documents tab, the page will display a list of documents that are already
uploaded by the user.
To upload a new document, click on the Modify button, two link gets activated i.e. Add Row and
Delete Selected as the name suggests click on Add Row a pop window appears, chose a file from a
local storage and click on submit to upload the file.
To delete an existing document, select the file by check marking and click on Delete selected to
complete the step.
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16.9.1.2 Create Agent
Follow the steps below to access this feature:
1. Navigate to Rental>>Agent
2. Rental Agent list page is displayed, click on Create Agent on the right side of the screen.
3. Create Agent page is displayed, fill-in the details as mentioned the table below, click on Choose
File to Upload a photograph of the Agent and click on Create to complete the step
4. User can also approve the same by clicking on the Details tab of the Agent after creation, also can
modify the changes to the Agent by clicking on the Modify button, make necessary change and
click on Update to complete the step.
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Nature Of Agent*
Select the nature of the agent from the
option i.e. Agent/ SDR Agent
Agent Type*
Select the type from the drop-down list
Vendor Type*
Select the type from the drop-down list
Constitution
Select the constitution from the drop-down
list.
Area of Specialisation
Select the area of specialisation from the
drop-down list.
Area of Operation
Select the area of operation from the drop-
down list.
Company
Select the company from the drop-down list.
Total Turnover (Yearly)
Select the total turnover (yearly) from the
drop-down list.
Primary Occupation
Specify the Occupation
Registered Broker/ Non- Broker
Select n- registered broker/ non- broker from
n- drop-down list.
Associated with any other Real Estate
Company
Select the associated real estate company
from the drop-down list.
Brokerage*
Specify the brokerage percentage
Deposit Amount
Specify the Amount
Active*
Select Yes or No
Assigned To
Select an executive from the drop-down list.
Registration Type
Select the type from the drop-down list.
Party Type
Select the type from the drop-down list.
Remarks:
Add any necessary remarks.
Tax Details
PAN No. / Tax Id*
Specify the pan / Tax Id
Service Tax Number
Specify the Service Tax number
Sales Tax / Tin Number
Specify the Sales Tax/ Tin number
GSTIN
Specify the GSTIN number
MSME No.
Specify the GSTIn Number
RERA Application No.
Specify the RERA application no.
RERA Certificate No.
Specify the Rera Certificate No.
Bank Details
Bank Name
Specify the Bank name
Account No
Specify the account number
IFSC/SWIFT Code
Specify the IFSC. SWIFT code number
MICR Code
Specify the MICR Code
Address
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Street
Specify the Street name
Country*
Select the country from the drop-down list.
State*
Select the State from the drop-down list.
City*
Select the City from the drop-down list.
Pin / Postal Code*
Specify the Pin code or postal code
Phone*
Specify the phone number for contact
Mobile
Specify the Mobile number for contact
Fax
Specify the Fax number for correspondence
E-Mail
Specify the email address for
communication.
URL
Specify any relevant URL
Documents
Click on Add Row to upload any relevant
documents
ITR Compliance
Click on Add row to specify the ITR related
fields Such as ITR Compliant/ From
Date/ToDate/Reference No.
16.10 Utilities
16.10.1 Tax Utility
Tax Utility feature allows the users to modify the tax categories and tax sub category percentage
rates for all the unit under project/ sub project/ Termsheet based on the Entity Type at any
given point of time depending on the business requirement.
Follow the steps below to access this feature:
1. Navigate to Rental>>Utilities.
2. Tax Utility page is displayed.
3. Select the project / sub project/ Entity Type/ Tax Category and Tax Category list, specify the
percentage of tax presently levied on the business transactions from the From Tax section in
the page.
4. Once this is completed under the To Tax section select the Tax Category/ Tax Sub Category
and Specify the intended percentage and click on Submit to Complete the step.
5. User will see a confirmation message confirming the action.
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16.10.2 Tax Deduction Reconciliation
Tax deduction reconciliation typically refers to the process of comparing the tax deductions
claimed or expected to be claimed with the actual deductions allowable under tax laws and
regulations.
Tax deduction reconciliation ensures that taxpayers accurately report their deductible expenses
in compliance with tax laws, helping to prevent tax avoidance or incorrect tax filings.
Follow the steps below to use this feature:
Navigate to Rental>>Utility>>Tax Deduction Reconciliation
Tax Deduction Reconciliation page is displayed.
Select the project/ sub project, specify the customer/tenant name and also specify the Receipt
From and To dates and click on Go.
Any receipts recorded in those periods are listed.
Select the intended receipts for reconciliation by check marking the same and click on Update
to Complete the step.
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16.10.3 Bank Details
Bank Details feature allow the user to create bank related details for project sub project.
Follow steps below:
1. Navigate to Rental>>Utilities>>Bank Details.
2. Select the project/ sub project and click on Go.
3. If there are existing bank details for the given project/ sub project the same are displayed, if
there are no records click on Add Row link to enable the fields for editing and specify the
details in the fields and click on Create to Complete the step.
4. Once the bank detail is created user can modify them by clicking on Modify, make the
necessary changes and click on Update to Complete the step.
16.10.4 Receipts
Receipts feature allows the user/ admin to upload receipts in bulk,
Follow the steps below:
Navigate to Rental>>Utilities>>Receipts
Bulk Upload Receipt.
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16.11 Budget
Budget refers to the financial plan or allocation of funds that individuals or entities set aside for renting
or leasing property.
Follow the steps below to access budget feature:
1. Navigate to Rental >>Budget
2. Rental Budge Forecast page is displayed
3. Select the project / sub project and click on Go.
4. User will find the budget allocation for a specific time period along with the Area /rate / amount
details
5. On the top user can view the Sub Project Estimated Start Date/ Current Budgeted /Leasable Area/
Current Budgeted Saleable Area details.
6. To create budget for a new month, click on Add Row, select the month/ year, specify the Area (SQ
FT) and Rate, the total amount is calculated automatically.
7. Click on Save to Complete the step, a pop message confirms the same.
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16.12 Masters
Real estate business processes are very involved and intricate processes, any business record or
business document will contain many fields during time of creation, some of the fields are filled by the
User/ Admin / Executive, and for other field which are mostly drop-down list the Data flows from the
respective modules Master tables.
Master tables are source of data for the drop-down fields shown in creation process, based on the
business requirement, the respective modules master tables are created and edited, as a result these
are used in real estate businesses document creation.
There are various Masters types of masters in Rental such as:
• Area
• Bank Master
• Booking through
• Budget
• Credit Note Reason Type
• Customer cancellation reason type
• Customer Contact Method Master
• Customer Grade Master
• Customer Type Master
• Deal Stage
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• Debit Note Reason Type
• Deposit Type
• Development Type Master
• Facility Master
• Interaction Activity Master
• Interaction Type Master
• Leads Contact Type Master
• Lease Charge Type
• Location
• Maintenance Type Master
• Opportunity Building Type
• Opportunity Client Spec Sheet
• Opportunity Competitor
• Opportunity Offered Building
• Opportunity Offered Unit
• Opportunity Operations Category
• Opportunity Park Name
• Opportunity Project Status
• Opportunity Reason
• Opportunity Solution Type
• Opportunity Usage
• Payout Recovery Charges
• Payout Recovery Mode
• Rental Leads Industry
• Rental Leads Probability
• Rental Purpose
• Rental Unit Modification Title
• Revenue Type
• Termination Reason Type
• Termsheet Documents Checklist
• Ticket Category
• Ticket SubCategory
• Ticket SubType
• Ticket Type
• Unit Type Master
• Visa Type
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16.12.1 Area
This Master data is used during the Creation of Lead.
Create Area
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Area from the drop-down list and click on Go.
3. Click on Create on the top right, Create Area window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Area
1. Navigate to Rental >>Masters>>Master Tables.
2. Select Area from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Area window appears, update the information and click on Update, this completes the step.
5. Now the Updated record is listed as shown below.
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Change the Status
1. Navigate to Rental >>Masters>>Master Tables.
2. Select Area from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon
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Delete the Record
1. Navigate to Rental >>Masters>>Master Tables.
2. Select Area from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted
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16.12.2 Bank Master
The master data added here is used to define Bank details in various receipts, payments etc.,
Create Bank Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Bank Master from the drop-down list and click on Go.
3. Click on Create on the top right, Create Bank Master window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Bank Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Bank Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Bank Master window appears, update the information and click on Update, this completes
the step.
5. Now the Updated record is listed as shown below.
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Change the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Bank Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon
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Delete the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Bank Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted
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16.12.3 Booking Through
The master data added here is used to define Booking Through/ Quoted Through in Booking
form/Quotation respectively.
Create Booking Through
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Booking Through from the drop-down list and click on Go.
3. Click on Create on the top right, Create Booking Through window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Booking Through
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Booking Through from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Booking Through window appears, update the information and click on Update, this
completes the step.
5. Now the Updated record is listed as shown below.
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Change the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Booking Through from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon
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Delete the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Booking Through from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted
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16.12.4 Budget
The master data added here is used to define Budget in Lead/Customer details.
Create Budget
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Budget from the drop-down list and click on Go.
3. Click on Create on the top right, Create Budget window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Budget
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Budget from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Budget window appears, update the information and click on Update, this completes the
step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Budget from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Budget from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted
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16.12.5 Credit Note Reason Type
The master data added here is used during the Credit Note Creation process.
Create Credit Note Reason Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Create Credit Note Reason Type from the drop-down list and click on Go.
3. Click on Create on the top right, Create Credit Note Reason Type window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
Edit Credit Note Reason Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Credit Note Reason Type from the drop-down list and click on Go.
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3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Credit Note Reason Type window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Credit Note Reason Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Credit Note Reason Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.6 Customer cancellation reason type
Create Customer cancellation reason type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer cancellation reason type from the drop-down list and click on Go.
3. Click on Create on the top right, Create Customer cancellation reason type window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
Edit Customer cancellation reason type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer cancellation reason type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Customer cancellation reason type window appears, update the information and click on
Update, this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer cancellation reason type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer cancellation reason type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted
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16.12.7 Customer Contact Method Master
The master data added here is used to define Contact Method while adding lead/customer
Interaction details.
Create Customer Contact Method Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer Contact Method Master from the drop-down list and click on Go.
3. Click on Create on the top right, Create Customer Contact Method Master window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Customer Contact Method Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer Contact Method Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Customer Contact Method Master window appears, update the information and click on
Update, this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer Contact Method Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer Contact Method Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted
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16.12.8 Customer Grade Master
The master data added here is used to define Category in Lead/Customer details.
Create Customer Grade Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer Grade Master from the drop-down list and click on Go.
3. Click on Create on the top right, Create Customer Grade Master window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Customer Grade Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer Grade Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Customer Grade Master window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer Grade Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer Grade Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted
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16.12.9 Customer Type Master
This Master data is used during the Creation of Lead.
Create Customer Type Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer Type Master from the drop-down list and click on Go.
3. Click on Create on the top right, Create Customer Type Master window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Customer Type Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Customer Type Master window appears, update the information and click on Update, this
completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Customer Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.10 Deal Stage
Create Deal Stage
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Deal Stage from the drop-down list and click on Go.
3. Click on Create on the top right, Create Deal Stage window appears.
4. Specify the Name/Description and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Deal Stage
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Deal Stage from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Deal Stage window appears, update the information and click on Update, this completes
the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Deal Stage from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Deal Stage from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.11 Debit Note Reason Type
The master data added here is used to define Reason while creating Customer Debit note.
Create Debit Note Reason Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Debit Note Reason Type from the drop-down list and click on Go.
3. Click on Create on the top right, Create Debit Note Reason Type window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Debit Note Reason Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Debit Note Reason Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Debit Note Reason Type window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Debit Note Reason Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Debit Note Reason Type from the drop-down list and click on Go.
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3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
16.12.12 Deposit Type
Create Deposit Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Deposit Type from the drop-down list and click on Go.
3. Click on Create on the top right, Create Deposit Type window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Deposit Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Deposit Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Deposit Type window appears, update the information and click on Update, this completes
the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Deposit Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Deposit Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.13 Development Type Master
Create Development Type Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Development Type Master from the drop-down list and click on Go.
3. Click on Create on the top right, Create Development Type Master window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Development Type Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Development Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Development Type Master window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Development Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Development Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.14 Facility Master
Create Facility Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Facility Master from the drop-down list and click on Go.
3. Click on Create on the top right, Create Facility Master window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Facility Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Facility Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Facility Master window appears, update the information and click on Update, this
completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Facility Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Facility Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.15 Interaction Activity Master
Create Interaction Activity Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Interaction Activity Master from the drop-down list and click on Go.
3. Click on Create on the top right, Create Interaction Activity Master window appears.
4. Specify the Name/Activity Type and click on Create, this completes the step.
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5. Now the new created record is listed.
Edit Interaction Activity Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Interaction Activity Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Interaction Activity Master window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Interaction Activity Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Interaction Activity Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
16.12.16 Interaction Type Master
Create Interaction Type Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Interaction Type Master from the drop-down list and click on Go.
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3. Click on Create on the top right, Create Interaction Type Master window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
Edit Interaction Type Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Interaction Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Interaction Type Master window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Interaction Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Interaction Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.17 Leads Contact Type Master
Create Leads Contact Type Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Leads Contact Type Master from the drop-down list and click on Go.
3. Click on Create on the top right, Create Leads Contact Type Master window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
Edit
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Leads Contact Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Leads Contact Type Master window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Leads Contact Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Leads Contact Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.18 Lease Charge Type
Create Lease Charge Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Lease Charge Type from the drop-down list and click on Go.
3. Click on Create on the top right, Create Lease Charge Type window appears.
4. Specify the Name/Short Name/ HSN-SAC Code / UOM and click on Create, this completes the
step.
5. Now the new created record is listed.
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Edit Lease Charge Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Lease Charge Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Lease Charge Type window appears, update the information and click on Update, this
completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Lease Charge Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Lease Charge Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.19 Location
Create Location
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Location from the drop-down list and click on Go.
3. Click on Create on the top right, Create Location window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Location
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Location from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Location window appears, update the information and click on Update, this completes the
step.
5. Now the Updated record is listed as shown below.
Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Location from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
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4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Location from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.20 Maintenance Type Master
Create Maintenance Type Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Maintenance Type Master from the drop-down list and click on Go.
3. Click on Create on the top right, Create Maintenance Type Master window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Maintenance Type Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Maintenance Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Maintenance Type Master window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Maintenance Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Maintenance Type Master from the drop-down list and click on Go.
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3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
16.12.21 Opportunity Building Type
This master data is found in the Corporate Lead creation page of the master when the Lead
stage is selected as Opportunities identified.
Create Opportunity Building Type
1. Navigate to Rental>>Masters>>Master Tables.
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2. Select Opportunity Building Type from the drop-down list and click on Go.
3. Click on Create on the top right, Create Opportunity Building Type window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
Edit Opportunity Building Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Building Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Opportunity Building Type window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Building Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Building Type from the drop-down list and click on Go.
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3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
16.12.22 Opportunity Client Spec Sheet
This master data is found in the Corporate Lead creation page of the master when the Lead
stage is selected as Opportunities identified.
Create Opportunity Client Spec Sheet
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Client Spec Sheet from the drop-down list and click on Go.
3. Click on Create on the top right, Create Opportunity Client Spec Sheet window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Opportunity Client Spec Sheet
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Client Spec Sheet from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Opportunity Client Spec Sheet window appears, update the information and click on
Update, this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Client Spec Sheet from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Client Spec Sheet from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.23 Opportunity Competitor
This master data is found in the Corporate Lead creation page of the master when the Lead
stage is selected as Opportunities identified.
Create Opportunity Competitor
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Competitor from the drop-down list and click on Go.
3. Click on Create on the top right, Create Opportunity Competitor window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Opportunity Competitor
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Competitor from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Opportunity Competitor window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Competitor from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Competitor from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.24 Opportunity Offered Building
This master data is found in the Corporate Lead creation page of the master when the Lead
stage is selected as Opportunities identified.
Create Opportunity Offered Building
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Offered Building from the drop-down list and click on Go.
3. Click on Create on the top right, Create Opportunity Offered Building window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Opportunity Offered Building
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Offered Building from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Opportunity Offered Building window appears, update the information and click on
Update, this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Offered Building from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
1. Select Opportunity Offered Building from the drop-down list and click on Go.
2. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
3. Now user will not find the record in the list as it is deleted.
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16.12.25 Opportunity Offered Unit
This master data is found in the Corporate Lead creation page of the master when the Lead
stage is selected as Opportunities identified.
Create Opportunity Offered Unit
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Offered Unit from the drop-down list and click on Go.
3. Click on Create on the top right, Create Opportunity Offered Unit window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Opportunity Offered Unit
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Offered Unit from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Opportunity Offered Unit window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Offered Unit from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
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4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Offered Unit from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.26 Opportunity Operations Category
This master data is found in the Corporate Lead creation page of the master when the Lead
stage is selected as Opportunities identified.
Create Opportunity Operations Category
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Operations Category from the drop-down list and click on Go.
3. Click on Create on the top right, Create Opportunity Operations Category window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
Edit Opportunity Operations Category
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Operations Category from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Opportunity Operations Category window appears, update the information and click on
Update, this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Operations Category from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Operations Category from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
16.12.27 Opportunity Park Name
This master data is found in the Corporate Lead creation page of the master when the Lead
stage is selected as Opportunities identified.
Create Opportunity Park Name
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Park Name from the drop-down list and click on Go.
3. Click on Create on the top right, Create Opportunity Park Name window appears.
4. Specify the Name and click on Create, this completes the step.
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5. Now the new created record is listed.
Edit Opportunity Park Name
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Park Name from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Opportunity Park Name window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Park Name from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Park Name from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.28 Opportunity Project Status
This master data is found in the Corporate Lead creation page of the master when the Lead
stage is selected as Opportunities identified.
Create Opportunity Project Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Project Status from the drop-down list and click on Go.
3. Click on Create on the top right, Create Debit Note Reason Type window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Opportunity Project Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Project Status from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Opportunity Project Status window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Project Status from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
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4. Now the record with Inactive status would indicate icon
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Project Status from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.29 Opportunity Reason
This master data is found in the Corporate Lead creation page of the master when the Lead
stage is selected as Opportunities identified.
Create Opportunity Reason
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Reason from the drop-down list and click on Go.
3. Click on Create on the top right, Create Opportunity Reason window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
Edit Opportunity Reason
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Reason from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Opportunity Reason window appears, update the information and click on Update, this
completes the step.
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5. Now the Updated record is listed as shown below.
Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Reason from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Reason from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.30 Opportunity Solution Type
This master data is found in the Corporate Lead creation page of the master when the Lead
stage is selected as Opportunities identified.
Create Opportunity Solution Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Solution Type from the drop-down list and click on Go.
3. Click on Create on the top right, Create Opportunity Solution Type window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
Edit Opportunity Solution Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Solution Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Opportunity Solution Type window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Solution Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Solution Type from the drop-down list and click on Go.
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3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
16.12.31 Opportunity Usage
This master data is found in the Corporate Lead creation page of the master when the Lead
stage is selected as Opportunities identified.
Create Opportunity Usage
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Usage from the drop-down list and click on Go.
3. Click on Create on the top right, Create Opportunity Usage window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Opportunity Usage
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Usage from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Opportunity Usage window appears, update the information and click on Update, this
completes the step.
5. Now the Updated record is listed as shown below.
Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Usage from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Opportunity Usage from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.32 Payout Recovery Charges
This master data is used in the Billing section under the Payout to Owner feature.
Create Payout Recovery Charges
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Payout Recovery Charges from the drop-down list and click on Go.
3. Click on Create on the top right, Create Payout Recovery Charges window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
Edit Payout Recovery Charges
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Payout Recovery Charges from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Payout Recovery Charges window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Payout Recovery Charges from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Payout Recovery Charges from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
16.12.33 Payout Recovery Mode
This master data is used in the Billing section under the Payout to Owner feature.
Create Payout Recovery Mode
1. Navigate to Rental>>Masters>>Master Tables.
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2. Select Payout Recovery Mode from the drop-down list and click on Go.
3. Click on Create on the top right, Create Debit Note Reason Type window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
Edit Payout Recovery Mode
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Payout Recovery Mode from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Payout Recovery Mode window appears, update the information and click on Update, this
completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Payout Recovery Mode from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Payout Recovery Mode from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.34 Rental Leads Industry
This master data is used in the Lead creation page.
Create Rental Leads Industry
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Leads Industry from the drop-down list and click on Go.
3. Click on Create on the top right, Create Rental Leads Industry window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Rental Leads Industry
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Leads Industry from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Rental Leads Industry window appears, update the information and click on Update, this
completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Leads Industry from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Leads Industry from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.35 Rental Leads Probability
Create Rental Leads Probability
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Leads Probability from the drop-down list and click on Go.
3. Click on Create on the top right, Create Rental Leads Probability window appears.
4. Specify the Name. /Probability percentage and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Rental Leads Probability
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Leads Probability from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Rental Leads Probability window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Leads Probability from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Leads Probability from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.36 Rental Purpose
Create Rental Purpose
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Purpose from the drop-down list and click on Go.
3. Click on Create on the top right, Create Rental Purpose window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Rental Purpose
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Purpose from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Rental Purpose window appears, update the information and click on Update, this
completes the step.
5. Now the Updated record is listed as shown below.
Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Purpose from the drop-down list and click on Go.
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3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Purpose from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.37 Rental Unit Modification Title
Create Rental Unit Modification Title
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Unit Modification Title from the drop-down list and click on Go.
3. Click on Create on the top right, Create Rental Unit Modification Title window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Rental Unit Modification Title
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Unit Modification Title from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Rental Unit Modification Title window appears, update the information and click on
Update, this completes the step.
5. Now the Updated record is listed as shown below.
Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Unit Modification Title from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Rental Unit Modification Title from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.38 Revenue Type
Create Revenue Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Revenue Type from the drop-down list and click on Go.
3. Click on Create on the top right, Create Revenue Type window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
Edit Revenue Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Revenue Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Revenue Type window appears, update the information and click on Update, this
completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Revenue Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
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4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Revenue Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.39 Termination Reason Type
Create Termination Reason Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Termination Reason Type from the drop-down list and click on Go.
3. Click on Create on the top right, Create Termination Reason Type window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
Edit Termination Reason Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Termination Reason Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
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4. Edit Termination Reason Type window appears, update the information and click on Update,
this completes the step.
5. Now the Updated record is listed as shown below.
Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Termination Reason Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Termination Reason Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.40 Termsheet Documents Checklist
Create Termsheet Documents Checklist
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Termsheet Documents Checklist from the drop-down list and click on Go.
3. Click on Create on the top right, Create Termsheet Documents Checklist window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed
Edit Termsheet Documents Checklist
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Termsheet Documents Checklist from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Termsheet Documents Checklist window appears, update the information and click on
Update, this completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Termsheet Documents Checklist from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Termsheet Documents Checklist from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
16.12.41 Ticket Category
Create Ticket Category
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket Category from the drop-down list and click on Go.
3. Click on Create on the top right, Create Ticket Category window appears.
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4. Specify the Name /Category and click on Create, this completes the step.
5. Now the new created record is listed.
Edit Ticket Category
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket Category from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Ticket Category window appears, update the information and click on Update, this
completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket Category from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket Category from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.42 Ticket SubCategory
Create Ticket SubCategory
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket SubCategory from the drop-down list and click on Go.
3. Click on Create on the top right, Create Ticket SubCategory window appears.
4. Specify the Name/Category and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Ticket SubCategory
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket SubCategory from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Ticket SubCategory window appears, update the information and click on Update, this
completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket SubCategory from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket SubCategory from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.43 Ticket SubType
Create Ticket SubType
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket SubType from the drop-down list and click on Go.
3. Click on Create on the top right, Create Ticket SubType window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Ticket SubType
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket SubType from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Ticket SubType window appears, update the information and click on Update, this
completes the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket SubType from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket SubType from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
16.12.44 Ticket Type
Create Ticket Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket Type from the drop-down list and click on Go.
3. Click on Create on the top right, Create Ticket Type window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
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Edit Ticket Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Ticket Type window appears, update the information and click on Update, this completes
the step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Ticket Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.12.45 Unit Type Master
Create Unit Type Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Unit Type Master from the drop-down list and click on Go.
3. Click on Create on the top right, Create Unit Type Master window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
Edit Unit Type Master
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Unit Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
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4. Edit Unit Type Master window appears, update the information and click on Update, this
completes the step.
5. Now the Updated record is listed as shown below.
Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Unit Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
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Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Unit Type Master from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted
16.12.46 Visa Type
Create Visa Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Visa Type from the drop-down list and click on Go.
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3. Click on Create on the top right, Create Visa Type window appears.
4. Specify the Name and click on Create, this completes the step.
5. Now the new created record is listed.
Edit Visa Type
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Visa Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to edit an intended record, click on icon.
4. Edit Visa Type window appears, update the information and click on Update, this completes the
step.
5. Now the Updated record is listed as shown below.
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Changing the Status
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Visa Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to change the status of an intended record,
click on icon, a pop-window appears asking for confirmation click on Ok to complete the
step.
4. Now the record with Inactive status would indicate icon.
Deleting the Record
1. Navigate to Rental>>Masters>>Master Tables.
2. Select Visa Type from the drop-down list and click on Go.
3. All the existing records under this Master are listed, to delete an intended record, click on
icon, a pop-window appears asking for confirmation click on Ok, another pop-up window
appears displaying the message “Deleted Successfully”, this completes the step.
4. Now user will not find the record in the list as it is deleted.
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16.13 Portal
16.13.1 About Portal
About portal is the first tab that is visible to the user, this page talks about different features
that are available for the Tenants/Customers as shown in the below screenshot.
16.13.2 Licensing/Send Credentials
This feature allows the user/admin to enable/disable login credentials to portal users and app
users.
Once the login credentials are enabled user/admin is allowed to send the credentials to the
customers/tenants
Enable Portal for Users
Follow steps below to access this feature:
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1. Navigate to Rental>>Portal>>Licensing/Send Credentials.
2. Licensing/Send Credentials page is displayed.
3. List of users are displayed, along with their details such as Customer Name / Mobile/ Email / Is
Licensed User.
4. On the top Select Enable Portal for User from Action to Perform drop-down.
5. Click on Go, the list will display the user who are not currently enabled with their credentials.
6. Select an intended user from the list and click on Submit to Complete the step.
7. After this step, a pop-message confirms the action, now notice that the user will not be found in
the list since the user is now a licensed user.
Send Login Credential for Enabled Users
Follow steps below to access this feature:
1. Navigate to Rental>>Portal>>Licensing/Send Credentials.
2. Licensing/Send Credentials page is displayed.
3. List of users are displayed, along with their details such as Customer Name / Mobile/ Email / Is
Licensed User.
4. On the top Select Send Login Credential for Enabled Users from Action to Perform drop-down.
And click on Go.
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5. List of licensed/ user are displayed, select and intended User on the left side by check marking the
same and click on Submit to Send the Credentials, a pop message appears to confirm the action
click on Ok to Complete the step.
Disable Portal for Users
Follow steps below to access this feature:
1. Navigate to Rental>>Portal>>Licensing/Send Credentials.
2. Licensing/Send Credentials page is displayed.
3. List of users are displayed, along with their details such as Customer Name / Mobile/ Email / Is
Licensed User.
4. On the top Select Disable Portal for Users from Action to Perform drop-down. and click on Go.
5. List of licensed/ user are displayed, select and intended User on the left side by check marking the
same and click on Submit to disable portal access for users, a pop message appears to confirm the
action click on Ok to Complete the step, now notice that the user will not be found in the list since
the user is now disabled.
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Enable App for Users
Follow steps below to access this feature:
1. Navigate to Rental>>Portal>>Licensing/Send Credentials.
2. Licensing/Send Credentials page is displayed.
3. List of users are displayed, along with their details such as Customer Name / Mobile/ Email / Is
Licensed User.
4. On the top Select Enable App for Users from Action to Perform drop-down. and click on Go.
5. List of licensed/ user are displayed, select and intended User on the left side by check marking the
same and click on Submit to enable portal access for users, a pop message appears to confirm the
action click on Ok to Complete the step, now notice that the user will not be found in the list since
the user is now enabled.
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Disable App for users
Follow steps below to access this feature:
1. Navigate to Rental>>Portal>>Licensing/Send Credentials.
2. Licensing/Send Credentials page is displayed.
3. List of users are displayed, along with their details such as Customer Name / Mobile/ Email / Is
Licensed User.
4. On the top Select Disable App for users from Action to Perform drop-down. and click on Go.
5. List of licensed/ user are displayed, select and intended User on the left side by check marking the
same and click on Submit to disable app access for users, a pop message appears to confirm the
action click on Ok to Complete the step, now notice that the user will not be found in the list since
the user is now disabled.
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16.13.3 Login Configuration
Navigation: Rental>>Portals>> Login Configuration
Login Configuration tab allows the user/admin to configure the login window customer portal,
typically user can change the User Interface of the Customer login page.
The configuration is categorised in to below categories:
1. Header Panel:
Under Header Panel user is allowed to change the following attributes that would affect the
headers in the login page:
• Text
• Back Ground Color
• Font Family
• Font Size
• Font Weight
• Font Color
2. Main Panel:
Under Main Panel user is allowed to change the following attributes that would affect the
headers in the login page:
• Text
• Back Ground Color
• Font Family
• Font Size
• Font Weight
• Font Color
3. Footer Panel:
Under Footer Panel user is allowed to change the following attributes that would affect the
headers in the login page:
Text
• Back Ground Color
• Font Family
• Font Size
• Font Weight
• Font Color
4. Button:
Under Button user is allowed to change the following attributes that would affect the
headers in the login page:
• Text
• Back Ground Color
• Font Family
• Font Size
• Font Weight
• Font Color
5. Login Tabs
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Under Login Tabs user is allowed to change the following attributes that would affect the
headers in the login page:
• Back Ground Color
• Font Color
• Menu panel
• Back Ground Color
• Font Color
6. Others
Under Others user is allowed to change the following attributes that would affect the
headers in the login page:
• Form Width
• Login Text
• Password Text
• Link Color
• Logo Navigate URL
• Logo Path*
• Preview
7. Social Media
Under Social Media user is allowed to change the following attributes that would affect the
headers in the login page:
• Facebook URL
• Instagram URL
• YouTube URL
• LinkedIn URL
• Twitter URL
• Google Plus URL
Once the Login page is configured user can Preview the changes by clicking on the Preview
button.
If the changes are up to expected standard then click on Update button to retain the changes to
the Login configuration.
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16.13.4 Menu Configuration
Menu Configuration allows the User/admin to configure the navigation menu for
Customers/Tenants. They can choose which menu items (e.g., Home, Termsheet Invoice, etc.)
will be visible and accessible to the Customers/Tenants. This ensures that Customers/Tenants
only see the functionalities relevant to their role.
Follow the steps below to access this feature:
1. Navigate to Rental>>Portal>>Menu Configuration.
2. Menu Configuration page is displayed.
3. Select the Project / Sub project and click on Go.
4. Select the Customer under the Select Customer drop-down, alternatively if all the customers
need the same configuration, check mark Select All on the right side of the screen.
5. After project/ sub project/customer selection, choose the menu items that the
customer/Tenants are allowed to use and to map the same click on Update, a confirmation
message confirms the action click on Ok to Complete the step.
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16.13.5 Home Page Images
User/admin can upload and manage images displayed on the portal’s home page. This could
include promotional banners, project images, or any other relevant visuals.
To upload an image, follow the below steps:
1. Navigate to Rental > Portal > Home Page Images.
2. Move the cursor to the top right and click Add Images.
3. Enter the Title, Navigate URL, validity dates, and Description. Click Choose File, select a file
from the local storage, and then click Open.
4. Click Submit.
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16.13.6 Contacts Category
This allows developers to categorize contacts into different groups (e.g., project managers, site
supervisors). It helps in organizing and filtering contacts for easier access and management.
To add a contact category, follow the below steps:
1. Navigate to Rental > Portal > Contacts Category.
2. Move the cursor to the top right and click Add Contacts Category.
3. Enter the Category Name.
4. Click Submit.
16.13.7 Contacts Master
This feature is used to manage the list of contacts relevant to the Tenant/Customer. It includes
details such as names, roles, phone numbers, and email addresses. It serves as a directory for
Tenant/Customer to find and connect with the appropriate personnel.
To add a contacts master, follow the below steps:
1. Navigate to Rental > Portal > Contacts Master
2. Move the cursor to the top right and click Add Contact.
3. Select the Category and the employee name who will be the point of contact for the
Tenant/customer from the Employee Name field. Enter the Display Name, Phone Number,
Email ID, and FAX.
4. Click Submit.
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16.13.8 Ticket Category Mapping
Follows the steps below to map a project to a ticket category:
1. Navigate to Rental>>Portal>>Ticket Category Mapping
2. Category Mapping screen is displayed
3. Select intended project from the drop-down list.
4. Click on Go, if the Project is already mapped to a Category, the search result will display the
same.
5. If project is not mapped, then click on Create, Category Mapping and Employee fields
appear, click on Add Row, Select the Category and Employee from the drop-down list
respectively and click on Save to complete the step.
6. User can also modify the mapping after this step, by click on the Modify button.
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16.13.9 Banners
User can upload and manage Banners displayed on the Customer portal’s page.
This could include promotional banners, project images, or any other relevant visuals.
Follow steps below:
1. Navigate to Rental>>Portals>> Banners.
2. Partners list page is displayed.
3. All the exiting banners are also listed.
4. To add a new Banner, move the cursor to the top right and click Add Partner.
5. Create a Banner page pops-up in a separate window
6. Enter the Partner Name, Frequency, Partner Path, Navigate URL, validity dates, and
Description. Click Choose File, select a file from the local storage, and then click Open.
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7. Click Submit to Create the step
8. Upon completion of this step user is allow to perform other related actions on the Banners
such as:
Editing the Banner
To Edit the Banner, Click on icon found under the Action Label, update the changes and
click on Submit to complete the step.
Changing the Banner Status
To change the status of an intended Banner, click on icon found under the Action Label,
a pop-up message affirms your actions, click on Ok to complete the step now the status of
the Banner would show as meaning inactive.
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Deleting the Banner
To Delete an intended Banner, click on , the Action Label, a pop-up message affirms your
actions, click on Ok to complete the step, now Banner is removed from the list.
16.13.9.1 Banner Mapping
Follow the steps below:
1. Click on icon on any banner that is created.
2. Banner mapping pop-up in a separate window, in this window, select the Banner/ project/ sub
project and click on Go
3. Customer for respective project/ sub project are displayed as a list, checkmark the intended
customer name for mapping, after the selection click on Map at the bottom of the window, a pop
-up message confirms the same, click on ok to Complete the step.
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16.13.10 Notifications
Notifications in a customer portal are messages or alerts that inform users about important
events, updates, or actions related to their account, transactions, or the platform itself. These
notifications play a crucial role in enhancing user experience by keeping customers informed
and engaged.
16.13.10.1 Notification list
Follow the steps below:
1. Navigate to Rental>>Portal>>Notifications.
2. Notification list page is displayed, all the exiting notification can be viewed along with
details such as ID/ Message / Expiry Date/ Action
3. User can also search for a specify notification by providing the search parameters in
Message / Expiry Date / Is Active field, these are found at top section of the page.
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4. Users are also allowed to perform other actions related to Notifications such as:
Editing the Notification:
To Edit the notification, Click on icon found under the Action Label, update the changes
and click on Submit to complete the step.
Changing the Status
To change the status of an intended Notification, click on icon found under the Action
Label, a pop-up message affirms your actions, click on Ok to complete the step now the
status of the notification would show as meaning inactive.
Deleting the Record
To Delete an intended Notification, click on , the Action Label, a pop-up message affirms
your actions, click on Ok to complete the step, now Notification is removed from the list.
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16.13.10.2 Add New
Follow steps below:
1. Navigate to Rental>>Portal>>Notifications
2. Notification List page is displayed.
3. Click on Add New on the right side of the screen
4. Create Notification page is displayed, specify the name / Country/ State/city and click Go.
5. List of customers are displayed, select the intended customer by check marking.
6. Specify the notification message below and set the expiry date and click on Create to
complete the step.
7. Now the Notification will appear in the Notification list.
16.13.11 FAQ Category
Follow the below steps:
1. Navigate to Rental>>Portal>>FAQ Category.
2. FAQ category list page is displayed.
3. In the page user can all the existing FAQ Categories.
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16.13.11.1 Add FAQ Category
1. To create a new one, move the cursor to the top right and click Add FAQ Category.
2. Enter the Category Name and Description.
3. Click Submit.
4. After the creation of FAQ category, the same can be found in the category list, user is
allowed to perform relating actions such as
Editing the FAQ Category:
To Edit the FAQ Category, Click on icon found under the Action Label, update the
changes and click on Update to complete the step.
Changing the Status
To change the status of an intended FAQ Category, click on icon found under the Action
Label, a pop-up message affirms your actions, click on Ok to complete the step now the
status of the FAQ Category would show as meaning inactive.
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Deleting the Record
To Delete an intended FAQ Category, click on , the Action Label, a pop-up message
affirms your actions, click on Ok to complete the step, now FAQ Category is removed from
the list.
16.13.12 FAQ
This is where the actual FAQs are listed, categorized under the appropriate sections. Customers
can refer to this section to get answers to their questions without needing to contact support.
16.13.12.1 FAQ list
Follows the steps below to access this feature:
1. Navigate to Rental>>Portals>>FAQ.
2. FAQ’s list page is displayed and all the existing FAQ are listed along with details such as Sl
No/ Category/ Question/ Answer/ Date/ Action
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3. User can also perform related actions to the FAQ such as:
Editing the FAQ:
To Edit the FAQ, Click on icon found under the Action Label, update the changes and
click on Update to complete the step.
Changing the status
To change the status of an intended FAQ, click on icon found under the Action Label, a
pop-up message affirms your actions, click on Ok to complete the step now the status of
the FAQ would show as meaning inactive.
Deleting the Record
To Delete an intended FAQ, click on , the Action Label, a pop-up message affirms your
actions, click on Ok to complete the step, now FAQ is removed from the list.
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16.13.12.2 Add FAQ
Follows the steps below to access this feature:
4. Navigate to Rental>>Portals>>FAQs
5. To add a new FAQ, Move the cursor to the top right and click Add New
6. Choose a Category from the drop-down. Enter a Question and an Answer.
7. Click Submit.
16.13.13 News
This section allows Users/Admin to post news and updates related to the real estate projects,
company announcements, or industry news that Customers need to be aware of.
To add and post a news article, follow the below steps:
1. Navigate to Rental>>Portals>> News
2. Home News List page appears, exiting new articles are also listed here.
3. User can view all the new articles posted for the customer in this page.
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16.13.13.1 Add Home News
1. Navigate to Rental>>Portals>> News
2. Home News List page appears, click on Add Home News.
3. Create Home News page pops-up in a separate window
4. Enter the News Title and News Description, select the File Type (photo or video), and choose
the validity dates from the calendar. Click Choose File, select a file from local storage, and
then click Open.
5. Click Submit to complete the step.
6. Once the Article is listed in the New page user can perform other related actions such as”
• Editing the News
To Edit the News, Click on icon found under the Action Label, update the changes and
click on Update to complete the step.
• Changing the Status
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• To change the status of an intended new post, click on icon found under the Action
Label, a pop-up message affirms your actions, click on Ok to complete the step now the
status of the new article would show as meaning inactive
• Deleting the News
• To Delete an intended New click on , the Action Label, a pop-up message affirms your
actions, click on Ok to complete the step now new article is removed from the list.
16.13.14 Inbox
Inbox feature displays the list of existing tickets from the customer i.e. project wise along with
their current status
Follow steps below to access this feature:
1. Navigate to Rental>>Portals>> Inbox.
2. Ticket list screen is displayed.
3. All the existing tickets, with Ticket Id and other relating status are displayed as list.
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16.13.14.1 View Ticket Details
1. To view a specific Ticket, click on the respective ticket Id link.
2. View Ticket Details page is displayed, this page shows, ticket details as shown below, it also
shows the current status and the admin can also change the current status if a ticket is
resolved, by clicking on the Change Status link, select the status as per workflow and click
on Update status to complete the step.
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16.13.14.2 Create Sub Ticket
1. Users are also allowed to create a Sub Ticket, this is routing an existing job to the concerned
department or personnel so that the task is achieved to its full expectation and Turn Around
Time
2. Navigate to View Ticket Details sheet of an intended Ticket Id as discussed in View Ticket
Details sections.
3. Click on Create Sub Ticket, Create Sub Task window pops-up, fill in the appropriate details
such as: Title * / Description * /Category */ Sub Category */ Allocate To */ Priority * and click
on Save to complete the step.
4. Now this sub tick number will be listed as Ticket ID and the initial ticket number will be
displayed under Parent Id.
16.13.15 Create Ticket
If there are any grievances that the customers facing with the real estate property, they can be
reported in the Customer portal by creating a ticket.
These tickets are tracked and monitored to see through its resolution within the given TAT.
Follow the steps below:
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1. Navigate to Rental>>Portal>>Create Ticket.
2. Customer List page is displayed.
3. Select an intended project and Sub project and unit in the search panel and click on Go.
4. Intended Customer / Unit details are listed.
5. To create a new ticket for the said unit, click on icon
6. Create Ticket page is displayed, Project/ sub project/Termsheet details are automatically
selected, Select the Category/ Sub Category/ Issue Type / Issue Sub Type, specify
Subject/ Description, attach a relevant document by clicking on Choose File
7. Select the Customers availability time and day on the right side of the screen and click on
Create to complete the step.
8. The ticket created in tracked in Ticket Tracking feature.
16.13.16 Usage Statistics
This report gives insights into how Customers are using the portal, including metrics such as
page views, time spent on pages, and overall engagement levels.
To see the report on usage statistics, follow the below steps:
1. Navigate to Rental>>Portals>> Usage Statistics
2. Choose the dates and select how you want to view the report (Daily, Monthly, etc.) under
View by.
3. Click Show Report.
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16.13.17 Frequently Used Pages
This report highlights the most frequently visited pages by Customers. It helps in understanding
which sections of the portal are most valuable or need more attention.
To see the report on frequently used pages, follow the below steps:
1. Navigate to Rental>>Portals>> Frequently Used Pages.
2. Select the Year and select how you want to view the report (Daily, Monthly, etc.) under View
by.
3. Click Show Report.
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16.13.18 User Login/Logout
This report tracks login and logout activities of Customers. It provides details on user access
patterns, peak login times, and can help in identifying any unusual login activities.
To see the report on Customer login/logout, follow the below steps:
1. Navigate to Rental>>Portals>> User Login/Logout.
2. Choose the dates
3. Click Show Report.
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16.13.19 Ticket Turnaround Time
Ticket Turnaround Time allows the user to map each project and category with a Turnaround
Time, this is performed to monitor the Turn around time of the tickets created by the customer
and to track until the resolutions.
Follow below steps:
1. Navigate to Rental>>Portal>>Ticket Turnaround Time
2. Turn Around Time – Level Mapping Page is displayed.
3. Select a project and respective category and click Go.
4. If the project is already mapped to Turnaround Time it will display the level and the TAT in
days.
5. If there is no mapping then click on Create then new fields gets activated click on Add Row,
select the level and specify the Turn Around Time and click on Save to complete the step.
6. After creation Users are also allowed to Modify the mapping by clicking on Modify, make
necessary changes and click on Update to retain the same.
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16.13.20 Ticketing
Ticketing feature allows the users to generate a consolidate report on the number of tickets
created for a project.
It also gives user the details on the Category/subcategory/ issue type/ issue sub type customer
details etc.
Follows the steps below to generate this report:
1. Navigate to Rental>>Portals>> Ticketing
2. Select the project / sub project details and click on Go.
3. The report is generated.
16.14 Reports
16.14.1 Collections
16.14.1.1 Credit Note Report
16.14.2 Letters
