Booking/Blocking the Inventory

Navigate to:

1. Overview

2. Inventory management- Video

3. Steps to book/block inventory 

4. Inventory view

5. Inventory filters

6. Inventory status

7. Frequently Asked Questions

1. Overview

With this functionality, you will be able to block/book inventory for your clients directly from our Sales Agent App. Before checking the inventory functionality, clients need to ask the ANAROCK CRM SPOC to integrate the inventory for their respective projects/mandatory. Once integrated, it will start reflecting on the Sales Agent App.

Note: There are 2 types of Inventory access for the Sales Agent- View Only & All Access.

- View Only: Sales agents will only be able to view the inventory in real-time as per the status along with the plot details, pricing, & payment plans.

- All Access: Sales agents can view inventory along with the option to block, generate quotations, and book for the lead.

The above-mentioned roles can be managed from Inventory Settings.

2. Inventory Management- Video

3. Steps To Book Or Block Inventory

There are 2 different ways through which you can book inventory from the Sales Agent App.

Users can book the inventory by:

I. Moving the lead to the booking done bucket

II. Booking directly from inventory

3.1. Moving the lead to the booking done bucket

I. Login to the Sales Agent App.

II. Go to the bucket having the lead. Click on the ‘Arrow’ to move the lead to the ‘Booking Done’ bucket.

III. Inventory will open if it is integrated into the project.

IV. Select the Tower in which the lead is interested. Book the inventory & click on the bottom inventory card to proceed.

V. Complete the ‘Unit Details’, ‘Pricing’, & ‘Payment Plan’ to either generate a quote or book the selected inventory.

3.2. Booking inventory directly

I. Login to the Sales Agent App.

II. Click on the ‘3 Dots’ at the bottom navigation bar. Click on the inventory option & then choose the project.

III. Select the tower and choose the inventory in which the lead is interested.

IV. Click on the ‘Block Unit’ button at the top, or choose the plan to book the inventory. It will redirect you to search for the lead for which you are booking/blocking the inventory.

V. Search the lead by name or number for whom you are booking the inventory.

VI. Add the ‘Unit Details’, ‘Pricing’, & ‘Payment Plan’.

VII. Now, you can either create a quote or directly book/block the inventory. 

4. Inventory View

I. Click on the ‘Hamburger’ icon (3 horizontal lines) at the top right corner to change the view to text.

II. Click on the ‘Bento’ icon (9 dots) at the top right corner to change the view to inventory.

5. Inventory Filters

I. Tap on the ‘Filter’ icon at the top right corner. 

II. Choose the applicable filters.

III. Click on the ‘View Results’ button.

Refer to the below screenshot for the Filter option.

Filter Parameters:

- Configuration

- Floor Number

- Client’s Budget

- Inventory Status

6. Inventory Status

You can check the status while booking/blocking any inventory. Inventory status is only visible in the Inventory View.

Inventory Status:

- Available

- Booked

- Blocked

- Unavailable

7. Frequently Asked Questions

I. What are the different types of Inventory Accesses for Sales App Users (Sales Agents)?

 There are 2 types of Inventory access for the Sales Agent- View Only & All Access.

- View Only: Sales agents will only be able to view the inventory in real-time as per the status along with the plot details, pricing, & payment plans.

- All Access: Sales agents can view inventory along with the option to block, generate quotations, and book for the lead.

By default, the sales agent will not get any access. The above access can be added or changed from Inventory Settings.

II. How inventory will work on the Sales Agent App?

- Sales agents will be able to view the inventory and generate the original quotations for the leads present only in the ‘Interested’ buckets or onwards.

- Sales agents will only be able to generate discounted quotations for the leads present only in the ‘Negotiations’ buckets or onwards.

- Sales agents can block or book inventory for the leads present only in the ‘Visit Done’ bucket or onwards.

- While using Inventory from the ‘Menu Items’, only leads from the ‘Interested’ bucket onwards will be available on Lead Search for the Sales Agents. Refer to section 2.2.

III. How inventory will affect the lead status?

Blocking the unit from inventory for any lead by the Sales Agent will move the lead to the ‘Negotiation’ bucket from the pre-existing bucket of the lead.

IV. Releasing a previously blocked or booked inventory.

Failing a lead will automatically release any blocked or booked inventory on a lead.

V. Auto & manual unblocking for the blocked inventory

Inventory blocking comes with auto-unblocking and manual-unblocking features.

- Auto-unblocking: When the Sales Agent has blocked the inventory for a particular lead and it crosses the release time, then the unit will be automatically unblocked. If the set release time is less than 24 hrs, then the unit will be unblocked within 24 hrs. Whereas, if the release time is set for 1 day or more, then the unit will be released at midnight of the respective end day.

- Manual-unblocking: In this case, the sales agent has the control to release the unit as required.

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