Embedded Files
Access Lot Inventory
Navigate to Lot Inventory.
Check Account Balance
Click on the Lot Inventory (property) that needs to be updated.
View the latest account with an Active status.
View or download the account ledger.
Review the account balances.
If there are no issues with the balances, locate the “Change Unit Owner” button at the top of the Lot Inventory page and hover your cursor over it.
Proceed by selecting any of the topics below
A. The Change Unit Owner is Enabled (button is color blue)
Update the Lot Inventory
Click "Change Unit Owner" button and select the new owner from the list.
- A modal will be displayed containing a list of existing customers.
- If not yet created, follow the instructions in the unit owner creation or update.
Ensure the unit owner has been encoded accurately.
Fill out all required fields with the new owner's information.
Click Update to apply the changes.
Final Confirmation
The lot inventory has been successfully updated.
B. The Change Unit Owner is Disabled (button is color gray)
Review the Account Summary and check the ending balance
Identify the account status:
With Arrears – amount > 0.01
With Advance Payment – amount < 0.00
Click the appropriate link below to view instructions for the required adjustments and lot inventory update:
Google Sites
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