- 30 Jan 2024
- 2 Minutes to read
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Assigning Floor Plan Items to Contracts
- Updated on 30 Jan 2024
- 2 Minutes to read
- DarkLight
You can assign floor plan items to any customer contract. Floor plan items assigned to contracts are automatically marked as occupied on the floor plan as long as the linked contracts are active.
We recommend you assign floor plan items to contracts rather than customers so that the items automatically become available as soon as the linked contracts end.
If the desk you want to assign to an upcoming contract is already assigned to another contract, make sure the cancellation date of the old contract doesn't overlap with the start date of the new one.
Existing Plans
You can add floor plan items to any existing contract.
Log in to dashboard.nexudus.com if you aren't already.
Click Finance > Contracts.
Click on the relevant customer contract.
Scroll down to the Price section.
Select all the Offices / desks that you want to assign to the contract.
Hot-desks are the only floor plan items that you can assign to more than one contract.
Click the Save Changes button.
All set! The selected floor plan item is now part of the customer's contract. It remains assigned to the customer as long as the contract is active. As soon as the contract is cancelled, the item becomes Unoccupied again on the floor plan.
The floor plan item's availability start date probably doesn't match the proposal contract's dates. Go to the floor plan item's record and make sure the Available from date in the Availability section is set to the proposal contract's start date or earlier.
For example if the proposal contract is set to start on May 1st, the floor plan item should be available from May 1st or earlier.
New Plans
You can also add a contract to a customer's account and assign them a specific floor plan item in one go.
Log in to dashboard.nexudus.com if you aren't already.
Click Inventory > Floor plans.
Click on the floor plan you want to edit.
Hover your mouse over the item you want to edit and click on the clipboard icon.
Click on the Contracts tab.
Click Add contract.
Select the relevant Customer.
Select the relevant Plan.
Define the contract's Key dates.
Scroll down to the Offices / desks and select any additional floor plan item you want to assign to the contract.
Hot-desks are the only floor plan items that you can assign to more than one contract.
Click the Save Changes button.
All set! The selected floor plan item is now part of the customer's contract. It remains assigned to the customer as long as the contract is active. As soon as the contract is cancelled, the item becomes Unoccupied again on the floor plan.
The floor plan item's availability start date probably doesn't match the proposal contract's dates. Go to the floor plan item's record and make sure the Available from date in the Availability section is set to the proposal contract's start date or earlier.
For example if the proposal contract is set to start on May 1st, the floor plan item should be available from May 1st or earlier.