EOI Actions & Management

EOI Management

Overview

EOI Management is the central screen, under Financial Module, that lists every EOI in the system across all clients and projects.

What You See

Columns

Column	Description
EOI Serial	The sequential number determining priority — see the Overview page.
Code Type	The code type assigned to the EOI.
Code Type Serial	The sequential number within that code type.
Client	The client's name.
Project	The project linked to this EOI.
Unit Type	The type of unit the client is interested in.
Creator	The user who created the EOI.
Salesmen	The assigned salesman.
Broker	The broker, if any.
Creation Date	Date the EOI was created.
Amount	The EOI amount.
Status Update Date	Date the status was last changed.
EOI Status	Current status (Pending, Collected, Reserved, etc.).
EOI Note	Any notes on the EOI.
Actions	Available actions — vary by status, see below.

Actions by Status

Status	Available Actions
Pending	Edit, Collect, Download EOI Form, Delete
Collected	Reserve, Refund, Download EOI Form

Each action is covered in detail on its own page: Collect Action, Reserve & Selling Pipeline, Refund Action.

💡 The same actions are also available from Client Profile → View Client EOIs, without needing to go through EOI Management.

Available Actions

Export — export the EOI list.
Print PDF — print a PDF report of the current view.

Available Filters

Filter	Description
Project	Filter by project.
Client	Filter by client name.
Broker	Filter by broker.
EOI Payment Status	Filter by payment status.
Salesman	Filter by assigned salesman.
Creation Date	Filter by creation date (From / To).
Last Update Date	Filter by the date the status was last updated.

Collect Action

Overview

Use Collect to record that the EOI amount has actually been received from the client. This moves the EOI from Pending to Collected.

How to Collect an EOI Amount

From EOI Management (or Client Profile → View Client EOIs), find the EOI in Pending status.
Click Collect in the Actions column.
Fill in the fields below.
Click Collect to confirm, or Cancel to close without saving.

Fields

Field	Description
Type	The collection type — defaults to `eoi_amount`.
Amount	The amount to collect — pre-filled from the EOI amount.
Delivery Date	The due/delivery date for this collection.
Paying Options	The payment method used.
Cheque Number	Cheque number, if paying by cheque.
Bank Name	The bank name, if applicable.
Branch Name	The branch name, if applicable.
Account Holder Name	The name on the paying account.
Payment Note	Free text note.

After Collection

Before	After
EOI Status: Pending	EOI Status: Collected
Actions: Edit, Collect, Download EOI Form, Delete	Actions: Reserve, Refund, Download EOI Form

From here, the client can either:

Reserve a unit — see Reserve & Selling Pipeline.
Refund — see Refund Action.

💡 Collect is what separates a simple registered intent (Pending) from a confirmed, paid commitment (Collected).

Reserve & Selling Pipeline

Overview

Once an EOI is Collected, use Reserve if the client decides to reserve an actual unit in the project.

How to Reserve a Unit

From EOI Management (or Client Profile → View Client EOIs), find the EOI in Collected status.
Click Reserve in the Actions column.
Select a unit from the Unit dropdown — this list shows only Available units in the project linked to the EOI.
Click Reserve to confirm, or Cancel.

💡 Only units with status Available in the EOI's project appear in this list — not the full inventory.

Entering the Selling Pipeline

Once reserved, the unit enters the standard Unit Sales Pipeline at the Hold step:

Show → Hold → Reservation → Confirm Reservation → Down Payment → Confirm Down Payment → Contract → Delivery

See Unit Sales Pipeline for the full breakdown of every step after Hold.

Hold Step Fields (from EOI)

When the unit enters Hold, the following fields are available to complete the sale:

Field	Required	Description
Sales Man	✅	Pre-filled from the EOI's salesman — can be changed.
Offer	Optional	Any promotional offer linked to the unit.
Reservation Fees	✅	Actual reservation fee — shown alongside the original EOI Amount for comparison.
Discount	Optional	Discount applied. May change automatically depending on the payment method selected.
Broker	Optional	Pre-filled from the EOI's broker — can be changed.
Broker Agent	Optional	The broker's agent.
Contract Date	Optional	Can be left empty — system uses today's date.

A Reserve With option (Credit/Debit Card or PayPal) and Discard Hold are also available, same as a standard Hold step.

Refund Action

Overview

Use Refund when a client, after their EOI amount has been collected, decides not to continue — either by choice or because no available unit suits them.

How to Refund an EOI

From EOI Management (or Client Profile → View Client EOIs), find the EOI in Collected status.
Click Refund in the Actions column.
Confirm the refund.

Refund and the Serial Order

As covered in the Overview page, EOIs are prioritized by Serial. If a client (based on their turn) chooses to refund instead of reserve a unit, their turn passes automatically to the next client in serial order — allocation continues uninterrupted.

Refund Policies Vary by Company

This is an important business rule to document, since refund policy is not a fixed system setting — it's a company decision applied manually each time:

Policy	Description
Full Refund	The full amount is returned to the client. If they register interest in another project, a new EOI and a new payment are required — the process restarts from scratch.
Partial Refund (fees deducted)	The company keeps the reservation fees and returns only the remaining balance to the client.

⚠️ Confirm which policy your company follows before processing a Refund — this is a business decision, not a system default.

Refund vs. Discard Hold

Action	What It Does
Discard Hold	Cancels the unit's hold in the Unit Sales Pipeline only — does not touch the EOI amount itself.
Refund	Returns the collected EOI amount to the client — the correct action when cancelling the process entirely, not just stepping back from one unit.

This covers the full EOI lifecycle: registration (Pending), collection (Collected), and the two possible outcomes — Reserve (into the Selling Pipeline) or Refund.