Adding a additional unit to an Agreement
Posted by Cameron Telfer, Last modified by Nick Collins on 06 October 2016 02:58 PM

Some customer will request to have an additional unit or units added onto their agreement. Instead of creating a whole new agreement you can simply add the unit(s) to the existing one. In doing this, Storman will have one invoice for all the units.  This process will also synchronise the billing with the existing unit or units and prorata charges will be added to compensate. During the below process you will be adding a unit onto an existing agreement.

Overview of steps:

  1. Navigate to: Open customer agreement
  2. Adding the Unit [Agreement info tab]

Step 1. Navigate to: Open customer agreement

Their are two common ways to open an agreement...Double click on the agreement in the Customers list or select Customers and Agreements under the Customers window.

Step 2. Adding the Unit [Agreement info tab]

  • Add the Unit. Selecting the Green plus button to add the new unit. You can either enter in the unit number or select it from the list provided.

 

Step 3. Save

  • Once the unit is added. Selecting OK to save and close the Agreement.
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