In housing projects, each buyer chooses their own extra and reduced work. In the buyer portal you prepare a list of options per project. Each buyer gets a personal login link per plot number, chooses without an account and confirms the choice. After the closing date an option is fixed. The buyer portal is included in every package.
Preparing the option list
- Go to CRM → Keuzelijst kopers (CRM → Buyer options) and click Optie toevoegen (Add option).
- Choose the Project and fill in Optie (Option) and Omschrijving (Description).
- Under Soort (Type) choose Meerwerk (Extra work) or Minderwerk (Reduced work). Always enter the Bedrag excl. btw (Amount excl. VAT) as a positive amount; reduced work is subtracted from the total.
- Choose the Btw (VAT: 21, 9 or 0 percent) and the Sluitdatum (Closing date). Up to and including that day the buyer can choose or remove the option.
- Set the Volgorde (Order) and leave Actief (Active) switched on.
An option that a buyer has already chosen can no longer be deleted. Switch it off instead.
Plot numbers and login links
- Go to CRM → Kopersportaal (CRM → Buyer portal) and click Bouwnummer toevoegen (Add plot number).
- Choose the Project and fill in Bouwnummer (Plot number), Koper (Buyer) and E-mailadres koper (Buyer email address).
- Click Inloglink (Login link) for the plot number and then Link maken (Create link).
- Copy the link and send it to the buyer yourself. Beamcore does not email the link.
Nieuwe link maken (Create new link) switches off the old link. After Link intrekken (Revoke link) the buyer can no longer log in until you create a new link; their choices remain.
What the buyer sees
The buyer only sees their own plot number, never data from other buyers. Prices are shown incl. VAT. Each option shows until when it can be chosen. To confirm, the buyer enters their name, ticks that they confirm their choices and clicks Keuzes bevestigen (Confirm choices). Until the closing date they can still change their choice.
Processing the choices
With Keuzes (Choices) on a plot number you see what the buyer confirmed, with the total and who confirmed when. With the Quotes & Invoicing add-on (€59 per month) you use Concept-factuur meerwerk (Draft invoice extra work) to create a draft invoice with one line per choice. This is possible once per plot number. You choose the customer before sending the invoice.
On the Productie (Production) tab of the project there is the block Keuzes kopers (meer- en minderwerk) (Buyer choices), with the confirmed choices per plot number without prices. The IFC model is not changed by this.
By default the admin and planner roles may view, and only admin may manage.