Step 3: Add units to project

▼ For Headquarters, Supervisor, Sales Manager user access roles only
View User account types for more info

There are 2 ways to add units to the project

• Bulk import [RECOMMENDED]
  
• Manual creation (One-by-one)

Projects > (Project Name) > Units > Manage > Import Units

Bulk import

• Import by bulk if you have many units

1. Click Projects at the Showroom homepage
2. Click on the specific project you would like to add units to
3. Click Units at the top menu bar next to Overview
4. Click Manage at the top right-hand side, click Import units
5. Click to Download xlsx empty template or example.
   (You must use this excel format in order to make it work)
6. Use the excel template to fill in all your unit details
   (Use the downloaded example for reference)
7. Click Browse File to attach the completed excel sheet
8. Click Upload
   

Manual creation (One-by-one)

• Create one-by-one if you have not many units and have time to upload

1. Click Manage on the top right-hand side
2. Click Create
3. Fill up the form and click Create at the top-right hand corner
   *Position and Col Span are referring to the columns displayed at the Sales Chart