1. Unit Info
Sheets: Martix, Sales Condition, Unit Info. Blue cells are manual input. Unit Info rows match Total Number of Units from Project Details. Project Code is prefilled.
Wisdom Max Group Limited
Wisdom Max Group Limited — new project workspace. Activate, then gather materials in Project Management.
Initial setup (once): upload the three Setup Excels below (Unit Info → Price Control → Unit Status & Selling Price) to generate the Price Matrix. Day-to-day: use Price Matrix for Released / Not released and price edits, and Operations for sold / reserved / exchanged. Reference: Noble Emmerse Phrom Phong.
Initial setup (once)
Complete these Excel steps in order the first time you open the project.
Download each template, fill the blue input cells, then upload.
Files are stored under data/projects/ort/uploads/.
Setup Excel Download returns the last uploaded workbook — it is
not live inventory. For current sold / released / hold status, use
Price Matrix → Download live inventory
after the lab is ready.
Re-uploading Setup Excels regenerates the Price Matrix from those files (bulk price
revision) and can overwrite base statuses in units.json. Lab overrides
and Ops holds still apply on top — confirm inventory after a full re-upload.
2. Price Control
Sheets: Investment + Control (Investment omitted when unit nature is Agency only). Rows match Underwriting / Real Asset units; project unit codes prefilled when available.
3. Unit Status & Selling Price
Sheets: Unit Status, Selling Price and Promotion. Rows match units with Availability = Available; project unit codes prefilled. Price 100 is filled from Price Control when uploaded. Unit Status uses a Released / Not Released / Sold dropdown. If Unit Info Sales Status is Reserved, Exchanged, or Completed, Unit Status is prefilled as Sold and locked.
Matrix / Unit summary
Layout summary from Unit Info. Price Matrix is generated from the 3 Setup Excels (Unit Info · Price Control · Unit Status & Selling Price) when all are uploaded.
ready
Open Price Matrix
Upload Unit Info to generate the matrix.
16Total units
16Available
0Unavailable
9Floors
27Stack codes
16Matrix cells
By unit nature
- Real Asset16
By unit type
- 2 Bed10
- 3 Bed6
Stack codes
TH01 TH02 TH03 TH04 TH06 ORT0101 ORT0201 ORT1401 ORT2005 ORT2105 ORT2205 ORT2305 ORT2404 ORT2206 ORT2306 ORT2405
Sample: ORT0101, ORT0201, ORT1401, ORT2005, ORT2105, ORT2205, ORT2206, ORT2305, ORT2306, ORT2404, ORT2405, ORTTH01…
Matrix preview
| Col 1 | Col 2 | Col 3 | Col 4 | Col 5 |
|---|---|---|---|---|
| ORT0101 | ||||
| ORT0201 | ||||
| ORT1401 | ||||
| ORT2005 | ||||
| ORT2105 | ||||
| ORT2205 | ORT2206 | |||
| ORT2305 | ORT2306 | |||
| ORT2404 | ORT2405 | |||
| ORTTH01 | ORTTH02 | ORTTH03 | ORTTH04 | ORTTH06 |
Commission Payable
Two independent logs: standard for a normal unit, and bulk for multi-unit bookings. Project Management fills in a new rate; the Managing Director must review it before it is confirmed and used on bookings. Each has its own start and end dates. You can gap-fill before a future entry; future-dated approved rows can be removed. End dates close automatically when an approved entry starts inside an open range.
Standard commission
Rate for a normal (single-unit) booking. Used whenever bulk does not apply. Submitted rates stay pending until the Managing Director confirms them.
Standard Log
| Rate | Paid when | Start | End | Status | Created | Notes | |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Bulk commission
Rate for multi-unit bookings. Each entry sets how many units the bulk rate applies from. Different unit thresholds may share the same dates (for example ≥2 and ≥5 at once); a booking uses the highest threshold it meets. Submitted rates stay pending until the Managing Director confirms them.
Bulk Log
| Rate | Applies at | Paid when | Start | End | Status | Created | Notes | |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Commission Receivable
Vendor AR for this project. One plan can have multiple payment trenches. Enter each trench’s buyer payment % — together they must equal this project’s Exchange % (10.0% from BMS). AR from vendor is entered per trench (not calculated). Full commission is whatever the vendor deal is (not fixed at 11%). Apply to all available units or pick specific available units from this project’s inventory. A plan that has already started cannot be edited — set an End Date first; a new overlapping plan can start the day after.
Receivable Plans
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Day-to-day (after setup)
- Released / Not released: open Price Matrix → unit drawer → Set released / Set not released.
- Sold path: complete the sale in Operations · Booking (reserved → exchanged / complete). Do not re-upload Setup Excel for each sale.
- Change one unit’s list / promo / Price 100: Price Matrix → unit drawer → Edit prices.
- Bulk price revision: re-upload Unit Status (and Price Control if needed) as a deliberate event, then download live inventory to confirm.
- Download current inventory: Price Matrix → Download live inventory (includes Lab overrides, Ops locks, and Sales Toolkit holds). Setup Excel download is the archive only.