Sales operations
Maintain reliable inventory
Keep projects, units, availability and pricing understandable across your internal team and partner channels.
3 min read·Reviewed
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Inventory is the connection between a sales conversation and the property being offered. REX-OPS organises projects and units so the team can work from a shared record rather than repeatedly reconciling exported price lists.
Prepare the project and unit records
Use a stable reference for each project and unit. Record the information your sales team needs to identify the property: location within the development, unit type, areas, media and the applicable commercial details. Keep the source of the information clear so corrections can be traced back to the responsible person.
- Reconcile the number of units with the current approved schedule.
- Check repeated unit identifiers and missing project associations.
- Separate draft or archived records from inventory approved for publication.
- Confirm which fields can be shared with partners and public channels.
Keep availability tied to the transaction
When a buyer progresses, review the unit record alongside the deal. Confirm the current status before quoting or preparing a reservation. Follow the reservation rules configured for your workspace and make the responsible owner clear.
A change recorded internally and a change displayed on an external portal are separate checks. A portal may retrieve or process updates on its own schedule. Verify the receiving channel when a change is commercially important.
Control price changes
Agree who may approve and apply price changes. Review the currency, applicable taxes, area basis and any payment-plan assumptions before publishing a new figure. A number copied into an old presentation or email does not become current simply because the underlying unit has changed.
- Confirm the approved commercial terms and effective date.
- Update the correct unit or project record.
- Check the presentation and sharing channels used by the team.
- Notify owners of active deals where the change needs a conversation.
Share the right inventory
Review partner and channel permissions before publishing. A partner may require access to selected projects, while an internal team needs a wider operating view. Confirm what a recipient can see, including prices, media and availability.
For a targeted buyer selection, use the collections workflow. For website and portal connections, follow integration planning.
Review exceptions
Check records with contradictory status, missing prices, incomplete media or unclear ownership. If an external listing differs from REX-OPS, identify whether the issue is the source record, channel configuration, retrieval timing or an external validation error before making duplicate edits.
See the Inventory module for the product overview and leads and deals for the connected sales process.