After logging in to your admin account, you'll see each status listed at the top along with the number of units currently in that status. Purchaser's will progress through each of these statuses until they reach the "COMPLETE" stage. You can click each status to filter the unit list.
NOT-STARTED
- Units are pre-loaded in the system but haven't been assigned
- Invitations have not been sent
INVITED
- Invitation emails have been sent to the first purchaser's inbox.
- Purchaser accounts have not been created
ASSIGNED
- The invitation email has opened and clicked
- The Purchaser has created an account and password, but hasn't started the selection process
IN-PROGRESS
- The purchaser has started their colour and upgrade selections
- Selections have not been completed or finalized
- Payment has not been processed
IN-REVIEW
- All colour and upgrade selections have been made
- Payment has not been processed
- The final submission step has not been completed
- If "Wish Lists" are not applicable, the purchaser may still make changes
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If "Wish Lists" are applicable, the purchaser cannot make further changes
AWAITING-APPROVAL
- NOTE: This status is only applicable if "TIA Sign" is used
- Vendor approval is pending, the user account with vendor permissions must review and approve the selections to complete the process.
- Completion email with Legal Agreement attachment has not been sent to purchaser
- The purchaser cannot make any change on their own, the decor consultant can change the unit's status back to IN-REVIEW to allow changes
- The following purchaser actions have been completed:
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- Submitted all selections
- Reviewed Terms and conditions
- Signed Legal Agreement
- Completed Payment (if necessary)
COMPLETE
- Fully executed legal agreements have been sent to Purchaser and Vendor
- The following purchaser actions have been completed:
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- Submitted all selections
- Reviewed Terms and conditions
- Signed Legal Agreement
- Completed Payment (if necessary)
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