Property Offers, Reservations & Transactions for ERPNext
Manage the complete property-deal lifecycle—from expression of interest and negotiation to reservation, payment, completion, and handover—while posting financial activity to native ERPNext accounting.
Controls built into the workflow
- Offer, owner review, counter-offer, approval, and rejection stages
- Availability checks that block double reservation, sale, or letting
- Approval gates for discounts, price reductions, and commission changes
- Reservation expiry, extension, cancellation, refund, and forfeiture handling
- Native Payment Entries for booking fees and deposits
- Native Sales Invoices for completed sales and lettings
- Required-document and payment checks before completion and handover
Recommended transaction flow
- Start from an approved, available listing.
- Record the offer and route changes through approval rather than editing the agreed amount silently.
- Create the reservation only after the availability guard passes.
- Record each receipt against the correct deal and customer.
- Complete the required documents, approvals, and payment checks.
- Approve completion, then perform handover and let the workflow update the unit status.
Do not bypass availability guards
Manual status edits undermine the protection against double-selling. Resolve the underlying reservation or transaction instead.
Prerequisite
Requires Property Listings & Marketing.