# Merchant First Journey

This section guides merchants through managing property rentals using the Ottu Real Estate plugin.

## [Entities Involved](#entities-involved)

**Property**

* **Name**: Greenfield Towers
* **Details**: The property includes: An independent villa with 6 stories (6 units)
* **Unit Type**: Villa
* **Property Classification**: Residential Building or Villa.

**Tenant**

* **Name**: John Doe

**Contract**

* **Name**: Residential Lease Agreement
* **Details**: A rental agreement connecting a tenant to a specific unit.

## [Add a Property](#add-a-property)

1. 🏠 Navigate to the [Property Management](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/user-guide/real-estate-expanded/main-listings/property-management) section on the dashboard.
2. ➕ Click **Add Property**.&#x20;
3. 📝 Fill in the [New Property Form](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/regular-activities/property-management#new-property-from) with the key details, such as:
   * **Name**: Greenfield Towers
   * **Location**: Downtown City
   * **Classification**:  Residential Building or Villa

The merchant can choose to either save the property or add new units to it.

### [Add New Unit](#add-new-unit)

a. Clicking on **Add Unit Type with Units**, at the bottom of the **New Property From**, opens a form where the property’s unit details can be entered.

b. Click on **ADD OR EDIT UNITS** to specify the number of units associated with the property.

<figure><img src="https://972592200-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTq4lCgHh9X4VXINxI3L9%2Fuploads%2FcwoFETg2zKAYCOoGUmf0%2Fimage.png?alt=media&#x26;token=3167e88c-c790-4bbb-acf3-1d72c17934a1" alt=""><figcaption></figcaption></figure>

c. Click on the **ADD** button to define the details of these units, then fill the required information as illustrated in the below figures.

<figure><img src="https://972592200-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTq4lCgHh9X4VXINxI3L9%2Fuploads%2FHZXqWIIB7PPPSliSLBOm%2Fimage.png?alt=media&#x26;token=8d73e660-d568-4ebc-a5b0-101dbdd73cf3" alt=""><figcaption></figcaption></figure>

<figure><img src="https://972592200-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTq4lCgHh9X4VXINxI3L9%2Fuploads%2F2bSRr8PBlFPhvsC98vRR%2Fimage.png?alt=media&#x26;token=9e848d2c-86e0-4cf3-a53b-4dcbae8e2066" alt=""><figcaption></figcaption></figure>

4. 💾 Save the property to make it available for actions like tenant assignment or contract creation.

Refer to the [Property Management](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/user-guide/real-estate-expanded/main-listings/property-management) section for further details on managing property settings and custom fields.

## [Add a Tenant](#add-a-tenant)

1. 👤 Navigate to the [Tenant and Contract Dashboard](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/user-guide/real-estate-expanded/main-listings/tenant-and-contract-management).
2. ➕ Click on **Add Tenant** to register a new tenant.
3. 📝 Provide essential information to the [New Tenant Form](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/user-guide/real-estate-expanded/main-listings/tenant-and-contract-management/tenant#new-tenant-form), such as:
   * **Name**: John Doe
   * **Contact Details**: Email and phone number
   * **Assigned Property**: Link the tenant to a specific unit or property.
4. 💾 Save the tenant's profile.

For a comprehensive guide, refer to the [Tenant Management](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/real-estate/regular-activities/tenant-and-contract-management/tenant-management) section.

## [Add a Contract](#add-a-contract)

1. 📜 Access the [Tenant and Contract Dashboard](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/user-guide/real-estate-expanded/main-listings/tenant-and-contract-management).
2. ➕ Click on Add **Contract** to create a lease agreement.
3. 📝 Fill in the [New Contract Form](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/regular-activities/tenant-and-contract-management/contract-management#new-contract-form) details:
   * [Property Name](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/regular-activities/tenant-and-contract-management/contract-management#property-name): Greenfield Towers
   * [Tenant Name](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/regular-activities/tenant-and-contract-management/contract-management#tenant-name): John Doe
   * Define the Unit by click on **ADD UNIT** button: in This Example, Unit Number 2. Check [here](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/regular-activities/tenant-and-contract-management/contract-management#add-unit).
   * Contract duration and start date: 20-12-2024 till 19-01-2026
   * [Payment Start Date](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/regular-activities/tenant-and-contract-management/contract-management#payment-start-date): 01-01-2025
   * [Number of invoices for advanced payment](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/regular-activities/tenant-and-contract-management/contract-management#number-of-invoices-for-advanced-payment): 3
   * Payment Period: Monthly
4. ✅ Finalize and save the contract.

Refer to the [Contract Management Guide](https://sandboxdoc.gitbook.io/ottu-team-sandbox-doc/real-estate-trial/regular-activities/contract-management) for additional information on editing and managing contracts.

**Invoices While Contracting:**

<figure><img src="https://972592200-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTq4lCgHh9X4VXINxI3L9%2Fuploads%2FUsPy4GdEmqlNEb0gdcTg%2Fimage.png?alt=media&#x26;token=623c3faa-fd5b-43ec-a781-24c8c32c30ca" alt=""><figcaption></figcaption></figure>

## [Print Unit Vacancy Report](#print-unit-vacancy-report)

1. 📄 Access the [Property Management Table](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/user-guide/real-estate-expanded/main-listings/property-management) in the dashboard.
2. 📊 Click the **Filter** button to define parameters, such as:&#x20;
   1. Unit Type **Villa**
   2. Property Classification, **Residential Building or Villa.**
3. 🔍 Click the **Print** button in the Property Management table to initiate the process.
4. 📄 The system will automatically generate a PDF containing the unit vacancy details for the Unit Type **Villa** and Property Classification **Residential Building or Villa.**
5. 💾 Once the PDF is generated, download it to your device for record-keeping or sharing.

<figure><img src="https://972592200-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTq4lCgHh9X4VXINxI3L9%2Fuploads%2FD6HxEGcU79AL99Cg2Ybc%2Fimage.png?alt=media&#x26;token=7a8c1652-4e4b-4699-935e-43e2b0ea66d0" alt=""><figcaption></figcaption></figure>

## [Print and Generate Invoices](#print-and-generate-invoices)

1. 📄 Navigate to the [Generate Invoice](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/user-guide/real-estate-expanded/main-listings/generate-invoices) section.

2. ➕ Choose the property as **Greenfield Towers.** Specify the desired Period as 2024-12

3. 🔍 Click **Show** button.

4. :receipt: All the relevant invoices will be displayed\
   &#x20;

   <figure><img src="https://972592200-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTq4lCgHh9X4VXINxI3L9%2Fuploads%2FTbSFZK4pCnYYNdBKS85r%2Fimage.png?alt=media&#x26;token=329d75f1-1edd-4662-864c-c48804f8c08e" alt=""><figcaption></figcaption></figure>

5. Print Invoices:
   1. Clicking the **Print** button generates a PDF report containing all displayed invoice details, as shown below.
   2. Once generated, the merchant can download it for record-keeping or printing.<br>

      <figure><img src="https://972592200-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTq4lCgHh9X4VXINxI3L9%2Fuploads%2FTBqDI3yDKhVLtOWnE4i2%2Fimage.png?alt=media&#x26;token=4162e399-5623-4334-b080-05a0f90117c3" alt=""><figcaption></figcaption></figure>

6. Generate Invoices:&#x20;
   1. Click the **GENERATE INVOICES AND SEND PAYMENT LINKS** button to generate the displayed invoices.
   2. The associated payment links are automatically sent to the respective recipients.

Refer to the [Generate Invoice Guide](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/real-estate-trial/regular-activities/generate-invoice) for detailed instructions.

## [Pay on the Invoice Link](#pay-on-the-invoice-link)

1. 🔗The invoice link will be shared automatically with the tenant via email or SMS.
2. 🖱️ The tenant accesses the payment page by clicking the link.<br>

   <figure><img src="https://972592200-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTq4lCgHh9X4VXINxI3L9%2Fuploads%2FaJLALkjCwIGhAfJWQcK1%2Fimage.png?alt=media&#x26;token=b5b5e0fb-f74c-4a9d-865b-3fe251e0a6a1" alt=""><figcaption></figcaption></figure>
3. 💳 Complete the payment using available methods like cards or wallets.

## [Pay on Manual Payment](#pay-on-manual-payment)

1. :rocket: To trigger a manual payment, access the **Contract Action List**. For detailed instructions on accessing the Contract Action List, please refer to this [guide](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/user-guide/real-estate-expanded/contract-actions#two-primary-ways-to-trigger-contract-actions).
2. ➕ Select **Manual Payment** for recording an offline payment.<br>

   <figure><img src="https://972592200-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTq4lCgHh9X4VXINxI3L9%2Fuploads%2FeVRg9VVh9nz02d1I4PTk%2Fimage.png?alt=media&#x26;token=05017309-b70c-4c2d-850f-040b9b602c3f" alt=""><figcaption></figcaption></figure>
3. 🧾 After selecting **Manual Payment**, a [Manual Payment Form](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/regular-activities/tenant-and-contract-management/contract-management/contract-actions/manual-payment#manual-payment-form) will appear. Fill in the required information to proceed.
4. ✅ Confirm and save the transaction.

Please refer to the [Manual Payment ](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/user-guide/real-estate-expanded/contract-actions/manual-payment)for more information.

## [View, and Print Invoices and Payments](#view-and-print-invoices-and-payments)

1. 📊 Access the [Invoices Dashboard](https://sandbox-doc.gitbook.io/ottu-team-sandbox-doc/real-estate/regular-activities/invoices-management).
2. 🔍 Use filters for specific invoices or payments by property, tenant, or date range.
3. 🔎 Review the details.
4. 🖨️ Clicking the **Print** button generates a PDF file containing invoice details, allowing the merchant to easily print it.

By following these steps, merchants can effectively manage their properties, tenants, contracts, and financial transactions, ensuring a smooth workflow and maximizing operational efficiency.
