# Property management

This section focuses on efficiently overseeing and maintaining properties within the system. It covers tasks such as adding, editing, and managing property details, ensuring accurate records, and optimizing operational workflows for seamless property administration.

### [Property Management Dashboard](#property-management-dashboard)

The **Property Management Dashboard** provides a clear overview and easy access to essential property details and actions. It helps merchants manage properties efficiently with key tools and insights.

#### **Key Features:**

* **Property Overview:** View a list of all properties with addresses, contracts, and unit statuses.
* **Quick Access:** Easily view property details like classification, reporting, and invoice profiles.
* **Unit Status:** Track available, rented, and under-maintenance units.
* **Filter Options:** Quickly find properties using filters for location, availability, and classification.
* **Add & Edit Properties:** Directly add, edit, or update property and unit details.
* **Reports:** Generate PDF reports on unit vacancy and occupancy status.

The dashboard simplifies property management, saving time and improving workflow efficiency.

## [Add New Property](#add-new-property)

To add a new property, the merchant navigates to the **Property Management** section and clicks on the **+ADD PROPERTY** button.&#x20;

<figure><img src="https://2847651520-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiUKrMb9zLt5ZzGPUYDsK%2Fuploads%2FIVhyCcyx5LhocWn6DznF%2Fimage.png?alt=media&#x26;token=343e7b1b-7ec6-4c21-a595-4534260768b6" alt=""><figcaption></figcaption></figure>

Subsequently, the merchant is redirected to the form for adding a new property, where the following information would be filled out.

#### New Property From:

* #### **Property Name (EN):**&#x20;

  The name of the property in English.
* #### **Property Name (AR):**&#x20;

  The name of the property in Arabic.
* #### **Address:**&#x20;

  The physical address of the property.
* #### **Province:**&#x20;

  The province where the property is located.
* #### **Town:**&#x20;

  The town or city where the property is situated.
* #### **Property Classification:**&#x20;

  The classification or category of the property.
* #### **Reporting Profile:**&#x20;

  To group multiple properties under one profile for consolidated reporting.
* #### **Invoice Profile**: &#x20;

  Manage the logo, notification  and signature for receipts and checkout pages associated with this profile.
* #### **Gateway:**&#x20;

  The [payment gateway](https://docs.ottu.com/user-guide/payment-gateway) associated with the property.
* #### **Allow Cash Payment:**&#x20;

  Option to enable or disable cash payments (Check or Uncheck).\ <br>

  <figure><img src="https://2847651520-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiUKrMb9zLt5ZzGPUYDsK%2Fuploads%2FsiU3ONUgvpX0sGP4rsOA%2Fimage.png?alt=media&#x26;token=8cb2e926-d20e-4ead-9338-ff5935255eae" alt=""><figcaption></figcaption></figure>

To add multiple unit types, such as villas and apartments, along with their respective units, follow these steps:

1. Click on **ADD UNIT TYPE WITH UNIT** will prompt merchant add unit type and new units.

2. **Unit Type:**\
   Merchants can choose from existing unit types, dropdown list,  or add a new one by clicking **ADD UNIT TYPE** and filling in the required details.<br>

   <figure><img src="https://2847651520-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiUKrMb9zLt5ZzGPUYDsK%2Fuploads%2Fxyc7k6ND8NG14kGmnLQJ%2Fimage.png?alt=media&#x26;token=be55a5be-df1b-40b8-99bf-e92b218de26d" alt=""><figcaption></figcaption></figure>

3. #### Add units:

   The merchant is required to click on the **ADD OR EDIT UNITS** button, <br>

   <figure><img src="https://2847651520-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiUKrMb9zLt5ZzGPUYDsK%2Fuploads%2FPWy7oiEQTAbJ6UtT72iX%2Fimage.png?alt=media&#x26;token=d06358be-8a43-4b38-a8b8-e7357e40d2db" alt=""><figcaption></figcaption></figure>

4. #### Define the New Unit

   After specifying the number of units to be added and their respective prices, the merchants should proceed by clicking the **ADD** button. <br>

   <figure><img src="https://2847651520-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiUKrMb9zLt5ZzGPUYDsK%2Fuploads%2F4XEIkeYVm5E6iMmqAmTI%2Fimage.png?alt=media&#x26;token=793f2d95-27c4-465a-aefe-c01b9a41d21a" alt=""><figcaption></figcaption></figure>

5. #### **Unit Details:**

   Subsequently, the merchant needs to provide details such as UNIT NUMBER and FLOOR, as illustrated below.

<figure><img src="https://2847651520-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiUKrMb9zLt5ZzGPUYDsK%2Fuploads%2FKBgZpHVJdBpNxqV6gwe9%2Fimage.png?alt=media&#x26;token=5d7f264a-73c4-49f3-9b0f-59c261c1eec3" alt=""><figcaption></figcaption></figure>

Repeat the above steps until all property unit types are added. Then, click the **Save** button in the [New Property Form](#new-property-from) to save all changes.<br>

<figure><img src="https://2847651520-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiUKrMb9zLt5ZzGPUYDsK%2Fuploads%2F8B4YWWDr22nK18xCrMWC%2Fimage.png?alt=media&#x26;token=f723a704-133b-4f50-af09-557f812a05dc" alt=""><figcaption></figcaption></figure>

## [Edit Property](#edit-property)

Merchants can easily update property details through a simple process. Follow these steps to edit a property efficiently:

1. **Access Property List:** Go to the **Property Management** section.
2. **Select Property:** Click on the **property name** you want to edit.
3. **Edit Form Opens:** A **pre-filled form** with the property's details will appear.
4. **Modify Details:** Update property information as needed.
5. **Manage Units:** Edit existing units or **add new units** if required.
6. **Save Changes:** Finalize updates and save the changes.

## [Generate Property Report](#generate-property-report)

Merchants can effortlessly generate a PDF report detailing property vacancy and occupancy.

#### [**How to Generate the PDF Report**](#how-to-generate-the-pdf-report)

1. **Access the Property Management Table**: Navigate to the **Property Management** section in your dashboard.
2. **Define Filter Parameters (Optional)**: If you wish to apply specific filters, click on the **Filter** button and set your desired criteria.
3. **Click the Print Button**: From the Property Management table, click on the **Print** button.

<figure><img src="https://2847651520-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiUKrMb9zLt5ZzGPUYDsK%2Fuploads%2Fr1TknCHjGclrGV1on0lv%2Fimage.png?alt=media&#x26;token=5c486f19-d228-4791-97f3-cd1daede515e" alt=""><figcaption></figcaption></figure>

4. **Automatic PDF Generation**: The PDF generation will start automatically after clicking the **Print** button.
5. **Download the PDF File**: Once the PDF is generated, you can download it to your device.

<figure><img src="https://2847651520-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiUKrMb9zLt5ZzGPUYDsK%2Fuploads%2FvCMpKZd2OiCrm87hkJmE%2Fimage.png?alt=media&#x26;token=73e26de9-6653-4684-9e71-a590121cc649" alt=""><figcaption></figcaption></figure>
