Moving a Unit Through Its Lifecycle
A unit travels from a draft configuration to a registered sale through a series of statuses. The important thing to understand is that, for most of this journey, the sales process drives the status — you rarely set a unit to Booked by hand; booking it in a Sales Order does that for you. This page shows the full path, what each status means, and how sales actions move a unit along it.
The unit lifecycle
What each status means
| Status | Meaning | Customer view |
|---|---|---|
| Draft | Being configured; not released for sale. | Hidden |
| Available | Open for booking. | Available |
| Blocked | Temporarily reserved (a soft hold while a buyer decides). | Unavailable |
| Booked | Booking confirmed — a sales order is in place. | Unavailable |
| Advanced | An advance payment has been received. | Unavailable |
| Registered | Sold and registered — the deal is complete. | Unavailable |
| Cancelled | The unit (or its booking) was cancelled. | Hidden |
| Frozen | Held back for an issue, a legal matter, or internal use. | Unavailable |
The normal forward path
The everyday sales journey runs:
Draft → Available → Blocked → Booked → Advanced → Registered
- Draft → Available — once the unit is fully configured (area, price, owners, boundaries), you release it for sale. Now it shows up as available to buyers and on the site map.
- Available → Blocked — a soft, temporary hold while a buyer makes up their mind, so two buyers don't chase the same unit.
- Blocked → Booked (or Available → Booked) — the booking is confirmed.
- Booked → Advanced — an advance payment is received.
- Advanced → Registered — the sale deed is registered. The unit is sold.
How sales actions drive transitions
You generally don't flip a unit's status manually through this path — the Sales module does it as a side effect of the sale progressing:
- Booking a unit in a Sales Order moves the unit to Booked.
- Recording the advance moves it to Advanced.
- Registering the sale moves it to Registered.
- Cancelling or forfeiting the sale releases the unit (back toward Available, or Cancelled).
Because of this, the unit's status and the sales record always tell the same story. To follow the sales side, see the Sales overview.
Units that are Booked, Advanced, or Registered are protected: actions that would disturb a unit committed to a sale are blocked. You can't, for example, freely re-edit or bulk-change a unit that's already booked or registered.
The off-ramps: Cancelled and Frozen
Not every unit follows the happy path:
- Cancelled — used when a booking falls through or a unit is withdrawn. A cancelled unit is hidden from customers. Cancelling a sale can return the unit to Available (so it can be sold again) or mark it Cancelled, depending on the situation.
- Frozen — a deliberate hold for a problem (a boundary dispute, a legal hold, or internal/office use). A frozen unit is unavailable to buyers until it's released back to Available.
Changing a status manually
For the steps that aren't sales-driven — releasing a draft, blocking, freezing, or releasing a hold — change the status from the unit's status control:
- Open the unit.
- Pick the new status from the available options and add any note.
- Confirm.
Every change is recorded on the unit's status timeline, so you can see the full history — each status, when it changed, and who changed it.
Status on the site map
For Layout subprojects, a unit's status drives its colour on the SVG site map. As the unit moves Available → Blocked → Booked → Registered, its plot recolours automatically. See Layouts and SVG.