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Project Selling

From an available unit to collected cash, with the ledger keeping up

Project Selling is the sales side of a development: what inventory exists, what is reserved, what is booked, what is under agreement, and what each customer owes against their plan. It also handles the parts of the lifecycle that spreadsheets never survive — transfers, reallocations, cancellations and returns.

Request accessHow the modules connect
Screens
16
Governed reports
9
Posting adapters
2
Lifecycle stage
Sell

Project Selling in the product

The Project Selling module: collected to date, outstanding and overdue balances, the sales pipeline from reservation through to executed agreement, collections ageing, and a recovery worklist of past-due invoices.
A real BuilderOne screen. Demo data throughout.

The flow

How the work runs

  1. InventoryProjects and units, with area, price and status.
  2. ReserveA reservation holds a unit for a customer.
  3. BookA booking commits it and moves unit status.
  4. AgreeThe selling agreement fixes price and instalment plan.
  5. InvoiceInstalments are invoiced on the plan.
  6. ReceiveReceipts are applied; the customer ledger updates.

What it does

Project Selling capabilities

Everything below is implemented and running. Nothing here is planned.

Projects and unit inventory

Units carry area, price and a status that reservations and bookings actually move. Availability is a property of the inventory, not a colour in a sheet.

Reservations and bookings

A reservation holds a unit; a booking commits it. Both are events with a record, an actor and a consequence for unit status.

Selling agreements

The signed agreement fixes the commercial basis and the instalment plan the invoices are drawn from.

Instalment invoicing and receipts

Invoices are raised on the plan; receipts are applied to them; the balance is derived rather than maintained.

Transfers and reallocations

Agreements transfer between customers and units are reallocated, as sales lifecycles actually require — each a first-class, auditable event.

Cancellations, returns and payouts

A cancellation reverses correctly; a sales return and its payout are separate, approvable steps rather than a manual credit note.

Collections and customer ledger

A collections view of who owes what and when, over a customer ledger that is the ledger — not a report built beside it.

Brokers and marketing plans

Broker parties and marketing plans are held with the sale they belong to.

Accounting

How it reaches the ledger

Documents post through governed adapters — no export, no re-keying, and a closed accounting period refuses the posting.

  • Invoice accrual — the instalment invoice becomes a receivable
  • Receipt — cash applied against that receivable

Screens in this module

  • Assets (projects & units)
  • Command Center
  • Parties
  • Reservations
  • Bookings
  • Selling Agreements
  • Agreement Transfers
  • Unit Reallocations
  • Invoices
  • Receipts
  • Cancellations & Returns
  • Sales Returns
  • Sales Return Payouts
  • Collections
  • Customer Ledger
  • Marketing Plans

Works closely with

CRMLeads, opportunities and a configurable pipeline, over the same contact records the rest of the ERP uses.AccountingThe general ledger every other module posts into — chart of accounts, periods, fiscal years, reconciliation and financial statements.

See Project Selling on your own numbers

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