When adding a property in Arthur, you are creating the asset which contains your rentable unit(s). This article will look at:
Hierarchy of property, unit
Workflow of adding a property and corresponding unit(s)
Adding a property with a single rentable unit
Adding a property with multiple rentable units
Arthur’s Hierarchy
Arthur has a two level hierarchy for sales, as outlined in the image below.
Each level represents a different part of your portfolio and you will find corresponding functionality to match. The levels are defined as follows:
Property – The asset that contains the unit being sold– e.g. the block that contains the flat(s), the ground the house is built on, the house that contains the rooms, the estate the warehouse is on, the building the office is in
Unit – The thing that is being rented – e.g. the flat in a block, the house, the room, the shop, the office, the desk
Adding a property containing a single rentable unit
Step 1
Select your listing type and property type
Listing Type = For Sale
Property Type – choose the icon that best describes the property containing the unit(s) your renting
Step 2
Enter the property details. You can select which vendor you want to select from the list, or you can choose to create a new vendor.
The property reference should be whatever you call that property internally (it does not form part of the address).
The tick box ‘New Development’ will tag the property as a new build if ticked.
The Area field can be used in whatever way the user chooses, the most common are: the borough, the geographical location (North, South, East, West).
Select Single Unit under Number of Unit(s)
Step 3
Add details to the unit being sold.
Unit Status:
Valuation – Working out the valuation of the property
Draft – Setting up the property information before it goes for sale
For Sale – Property is advertised for sale
Sale Agreed – Offer has been accepted
Sold – Property sold to Buyer
Withdrawn – Offer has fallen through
Completed – Keys given to new buyer and contracts all signed
Please name the unit e.g House, Flat 1, Parking space 1 etc
Select the sales type
Choose Vendor
Choose which Sales Negotiator is in charge of the unit
Choose unit type that best describes your unit
Fill in Asking Price
Step 4
Add certificates that are required for the unit. You will add the document itself later.
Adding a property containing multiple units
Step 1
Select your listing type and property type
Listing Type = For Sale
Property Type – choose the icon that best describes the property containing the unit(s) your renting
Step 2
Enter the property details. You can select which vendor you want to select from the list, or you can choose to create a new vendor.
The property reference should be whatever you call that property internally (it does not form part of the address).
The tick box ‘New Development’ will tag the property as a new build if ticked.
The Area field can be used in whatever way the user chooses, the most common are: the borough, the geographical location (North, South, East, West).
Select Multiple Units and what the number of units should be
Step 3
Name of units e.g Flat, Room, shop etc.
Choose unit type (If there is not a unit type that reflects your unit, clickhereto learn how to create your own)
Select or create the Vendor(s)
Select the Sales Negotiator – only to be used where the portfolio is given to specific team members
Select the Unit status
Fill in the asking price
Fill the sales type from the options New unit or re-sale unit
Tip: Use the top line (highlighted below) to make changes to the whole column in bulk. To rename all units at once in a linear order, change the word ‘unit’ to better reflect the name of the units, but keep either {01} or {a}. When this option is used, the units will update in order. Once you are happy with the changes click on “apply all” and it will update your columns.
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