Sales Desk Workflow: Booking / Holding Plots or Flats

Step 1: Selecting Preferred Plots or Flats

You can initiate a Booking or Hold action from either the Manage Plots section or the Interactive Digital Layouts.

Option A: Using Manage Plots (Non-Interactive)

1. Navigate to Plots Management > Manage Plots.
2. Use filters to locate your preferred plot or flat.
3. If the unit is available, you’ll see a “Book / Hold Plot” option in the Status column.
4. Click on it and follow the Booking Steps outlined below.

Option B: Using Interactive Digital Layouts

1. Go to Sales Desk & PoS > Sales Desk - Projects.
2. Click on the desired project.
3. You’ll be redirected to the Back Office Interactive Layout.
4. For multi-block or flat-based projects, click on View Sales Desk Layout until you reach your desired layout.
5. Click on the preferred available plot or flat.
6. Click Hold or Tentative Book Plot.

Note:

To book or hold multiple plots, click Add to Cart for each unit.

Access the cart via the cart icon in the bottom-right corner.

Booking Steps

After clicking Hold or Tentative Book Plot, you’ll be redirected to the Booking Page.

1. Pricing Info Tab

• Choose the applicable pricing from the dropdown for each selected plot.

2. Customer Profile Tab

You have three options:

• Option 1: Create New Customer Profile
• Fill in the form (Name and Mobile Number are mandatory).
• Option 2: Select Expression of Token Interest (EOI)
• Expand the EOI Selection accordion and choose the relevant token.
• Option 3: Use Existing Customer
• Expand Use Existing Customer and select the desired profile.

3. Finalize Booking

At the bottom, you’ll find two action buttons:

• Hold / Block Plot
• Temporarily reserves the selection. The expiry time is based on system configuration.
• Tentative Book Plot
• Confirms the booking. A unique Booking ID will be generated for each booked plot.

Managing Hold / Blocked Plots or Flats

To manage held or blocked units:

1. Navigate to Sales Desk & PoS > Sales Desk - Blocked Inventory.
2. Use filters to find the desired record.
3. Actions available:

• Extend Expiry Time or update details > Click Update Record.
• Make Available Again > Click Delete or Inactivate in the top-right corner.
• Convert to Booking > Click Convert to Booking and then Apply in the popup.
• This will finalize the booking and change the plot status to Booked.