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Creating a property stocklist
Creating a property stocklist

How to make a stocklist of properties for internal and public use.

Iain French avatar
Written by Iain French
Updated over a week ago

As the name suggests, a stocklist is a detailed list of all of your available "stock" (aka listings) presented in a customisable, printable A4 PDF document. This is a useful tool for both clients and agency staff so we have created two list type options to allow for this.

Stocklist types

There are two types of stocklists - Internal and public.

  • Internal displays private information, such as vendor / tenant details, and important dates. It is designed for internal office use only.

  • Public displays marketing information such as descriptions, price, contact details and inspection dates. It is designed to provide to customers.

How to create a stocklist

  • Select Properties in the main menu

  • Use the search and filter tools to find the properties you wish to include in your stock list, and use Select / Select All to select these properties for inclusion

  • Click Actions, and then Create Stocklist

  • Type your heading e.g. Current listings. This will show at the top of the stock list

  • Select your stock list type, Internal or Public

  • Click Generate & Download Stocklist.

Your PDF stock list will then be generated. You can print directly from this page, or save a copy of the pdf to your desktop for later. This can then be attached to an email if needed.
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