Add, edit and delete units

The unit list is yours to hold true to what is for sale: add one by hand, edit every field in one dialog, remove one or a batch. Adding takes six steps and one required field. A delete cannot be undone.

Before you start

You need edit access to the project. A client account on a current subscription qualifies.
The project type must be Commercial Project — Commercial Development in the United States. It is the only type with an Inventory tab.
On a live project, unlock the inventory first — see Unlock the inventory on a live project.

Steps

Open the project, go to the Inventory tab and click Add unit/lot manually.
Add Unit/Lot opens with three sections: Basic Information, Areas & Dimensions, Pricing Information.
Fill Unit/Lot Number \*. It is the only required field.
Set Availability. A new unit starts on the project's first status.
Leave Total Area alone. It is Auto-calculated from Ground Floor Area + Mezzanine.
Click Create.

Edit every field

Click the pencil on the row, Edit details. Edit Inventory Item holds every field the table does not show.
Click Save Changes. Cancel discards.

Delete

Click the bin, Delete item. Delete unit/lot 12A? names what goes with it; click Delete unit/lot.
For several at once, tick the rows. A bar appears reading 4 selected. Click Delete selected. Delete 4 units/lots? opens; click Delete 4 units/lots.

A delete cannot be undone. The bulk dialog says so in as many words — This can’t be undone. Re-adding a unit afterwards gives you a new one, not the old one back.

An imported batch can land silently: after Add N units the dialog closes whether the units were written or not. If the list is unchanged, reload the page, then run the extraction again.

What you see when it worked

A Success toast: Inventory item created successfully, Inventory item updated successfully, Inventory item deleted successfully, or Deleted 4 units/lots successfully. The row appears in, or disappears from, the table.

If it does not work

What you see	What to do
Unit number is required	Fill Unit/Lot Number \*.
This project is live — unlock the inventory to edit it, or Subscription inactive — upgrade to resume editing	See Unlock the inventory on a live project.
Checking what this unit/lot is attached to… and the confirm button stays disabled	Wait. The dialog is looking up what the delete would take with it.
The check for attached records failed, so this list may be incomplete. You can still delete the unit/lot.	Check what the unit is attached to before you confirm.
The extraction dialog closed and the list is unchanged	Reload the page, then run the extraction again.
There is no Inventory tab on the project	The project is not a Commercial Project. Nothing on the project says so. Ask Vision Pitch to change the type.
An Error toast with a message	Retry. If it repeats, note the message and contact Vision Pitch.