Manage plot owners
Keep a tidy master of the landowners you buy plots from — with KYC, bank details, revenue-share terms and purchase-side payment history.
A plot owner (landowner) is anyone your firm has bought — or is buying — land from. Each plot in a project ties back to a plot owner, and every payment you make to that landowner (joint-development revenue share, land cost, legal fees) is tracked against this record.
Open the plot owner master
Step 1: Open CRM → Parties → Plot owners
Sales roles cannot see this list; Admin, Operations and Accounts can.
plot-owners-01.png
Add a plot owner
Step 1: Click Add plot owner
Fill in personal details — Full name, Phone (E.164), Email, PAN, Aadhaar (optional), Date of birth, Occupation.
Step 2: Add permanent and current address
The address block supports a "same as permanent" toggle so you only type the current address if it differs.
Step 3: Add bank account details
Enter Bank name, Account number, IFSC. These feed every payment-made entry so the accountant does not re-key them for every tranche.
Step 4: Save
The plot owner is now available as a reference on Add plot and on Purchases → Payments made entries.
Attach documents
Each plot owner has a Documents tab for KYC scans (PAN, Aadhaar, address proof) and transactional papers (sale agreement, revenue-sharing agreement, power of attorney).
Step 1: Open the Documents tab
Click Add document, pick the type, upload the scan.
Payment history
The Payments tab shows every payment you have made to this plot owner — scheduled instalments, overrides, and ad-hoc tranches.
Step 1: Open the Payments tab
See total committed, paid, pending and overdue. Each row links to the underlying payment made entry.
What's next
- Plots — tie each plot back to its plot owner.
- Payments made — record a payment to a plot owner.