SOP — Lead to reservation

Purpose: create a controlled temporary lot hold with clear expiry and ownership.

Field	Standard
Trigger	Approved operational decision to hold a selected lot.
Responsible role	Authorized Staff/Admin under company policy.
Required information	Buyer context, lot, owner, expiry, expected deposit, due date, notes.
Steps in platform	Verify lot and active reservations; create reservation; link lead/application/customer as applicable; save status and follow-up.
Expected status changes	draft/reserved/deposit_pending according to approved rule.
Required documents	Reservation terms/evidence only if company policy requires it.
Financial checks	Expected deposit is readiness data; ledger payment is separate.
Follow-up deadline	Before deposit due or reservation expiry.
Escalation conditions	Existing active hold, missing expiry, disputed lot, or payment claim without ledger record.
Completion criteria	Reservation has valid owner, dates, status, and next review.
Audit/accountability evidence	Reservation activity timeline and supported audit events.
Common mistakes	Assuming parcel status changes automatically; using reservation as proof of payment.

Media: Diagram, screenshot, checklist.