Real Estate ERP
Propertio Management Module
Complete documentation for real estate inventory, sales contracts, installments, currency rates, and reporting.
1. Property Portfolio Architecture
Propertio organizes real estate holdings into a clean 3-level hierarchy:
Projects (`propertio.project`)
Top-level developments. Tracks location, overall GDV (Gross Development Value), project stage, and total unit counts.
Blocks (`propertio.block`)
Physical buildings or construction phases within a project (e.g. Block A, Block B, Tower 1).
Units (`propertio.unit`)
Individual sellable properties (Apartments, Villas, Offices). Tracks status (Available, Option, Sold, Handover), floor area, and pricing.
2. Sales Contracts & Payment Plans
The sales lifecycle connects customers to properties through structured payment schedules:
- New Sale Wizard (`propertio.sale.wizard`): Creates a sale contract (`propertio.sale`), automatically calculates down payment, number of installments, and generates balloon payment schedules.
- Installments Allocation (`propertio.installment`): Payments (`propertio.payment`) are automatically matched against pending installments on a FIFO (First-In, First-Out) basis.
- TCMB Live Exchange Rates (`tcmb_manager`): Auto-fetches daily Central Bank of Türkiye (TCMB) exchange rates to enable multi-currency contract balances (USD, EUR, TRY).
- Batch Export (PDF & Word): Generate legal sales contracts in PDF or editable Word (`.docx`) format using pre-built QWeb templates.
3. Unified Report Center
Access specialized reporting wizards (`propertio.unified.report.wizard`) for operational and executive insights:
| Report Type | Key Metrics Covered |
|---|---|
| Collection Map & Cash Flow | Expected vs. actual collections, monthly cash flow projections, payment status breakdown. |
| Consultant Scorecard (Danışman Karnesi) | Agent sales performance, closed deal volume, commission calculations. |
| Red Alert Monitoring (Kırmızı Alarm) | Overdue installment tracking, defaulted accounts, automated risk alerts. |
| Title Deed Progress (Tapu) | Legal transfer stages, notary appointment schedules, ownership registration. |