Assigning Floor Plan Items to Customers
  • 09 May 2023
  • 1 Minute to read

Assigning Floor Plan Items to Customers

Article Summary

We strongly recommend assigning floor plan items to contracts rather than customers.

This ensures floor plan items automatically become available again as the contract ends. It also helps track and forecast occupancy based on the start and end dates of the contracts.

  1. Log in to the Admin Panel if you aren't already.

  2. Click Inventory > Inventory list.

  3. Click on the floor plan item you want to assign to a customer.

  4. Scroll down to the Status section.

  5. Select a customer as the Occupier.

  6. Disable the This item can be assigned to contracts or bookings toggle.

Disabling this toggle hides the floor plan item on the Floor plan view of the Members Portal to prevent other customers from booking it.
  1. Click Save changes.

The floor plan item is now assigned to the customer.

You will need to manually remove the Occupier of the floor plan item before assigning it to another customer or contract.