# Units Management

## Overview

From the **Client Details** page, you can manage all unit interactions for a client — from showing them a unit all the way through to delivery.

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## Unit Sale Workflow

Units move through the following stages:

<table id="bkmrk-stage-description-sh"><thead><tr><th>Stage</th><th>Description</th></tr></thead><tbody><tr><td>**Show**</td><td>Unit has been presented to the client.</td></tr><tr><td>**Hold**</td><td>Unit is reserved temporarily while waiting for the client's confirmation.</td></tr><tr><td>**Reservation**</td><td>Client's interest is confirmed — reservation is formalized.</td></tr><tr><td>**Confirm Reservation**</td><td>Reservation is finalized and confirmed.</td></tr><tr><td>**Down Payment**</td><td>Client makes a down payment.</td></tr><tr><td>**Confirm Down Payment**</td><td>Down payment is verified.</td></tr><tr><td>**Contract**</td><td>Sales contract is prepared and issued.</td></tr><tr><td>**Delivery**</td><td>Unit is delivered to the client — transaction is complete.</td></tr></tbody></table>

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## How to Show a Unit to a Client

1. Go to the client's detail page → **Units** tab.
2. Select the unit you want to show.
3. Click the **Show** button.
4. Select the client from the dropdown. 
    - If the client doesn't have a profile yet, click **Quick Hold** to create a client profile on the spot, fill in their details, then proceed.
5. Confirm to move the unit to the **Hold** tab.

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## Hold &amp; Reservation — Required Fields

When moving a unit to Hold or Reservation, fill in the following:

<table id="bkmrk-field-description-sa"><thead><tr><th>Field</th><th>Description</th></tr></thead><tbody><tr><td>**Salesman**</td><td>Choose the salesman responsible for this client.</td></tr><tr><td>**Offer**</td><td>Select an applicable offer, if any.</td></tr><tr><td>**Reservation Fees**</td><td>Enter the reservation fee amount. Enter `0` if no fee applies.</td></tr><tr><td>**Discount**</td><td>Specify the discount percentage, if applicable.</td></tr><tr><td>**Broker**</td><td>Select the associated broker, if any.</td></tr><tr><td>**Broker Agent**</td><td>Select the broker's agent, if applicable.</td></tr><tr><td>**Contract Date**</td><td>Enter the contract date.</td></tr><tr><td>**Payment Method**</td><td>Choose the appropriate payment method.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/LS3image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/LS3image.png)

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## Delivery Updates

The **Delivery** section tracks the progress of unit delivery for each client. Use it to monitor pending steps and ensure the client receives their unit on time.