How to Mark Inventory as Sold
NOTE: If a deal was created from an existing inventory record and that deal is marked as Sold, the inventory record will automatically transition to Sold at the same time. However, if you have inventory that is not linked to a deal in YachtCloser, but sells, you will want to mark it as Sold as explained in this article.
You can mark Inventory as Sold by clicking the Sold button on the Inventory/Documents page.
The Finalize as SOLD popup will appear. Add the Date Sold or Closed Date and Final Sale Price and click Ok.
The Status will now display as Sold.
You can view previously Sold inventory by changing the current-view filter from My Active to My Sold: