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Knowledgebase : Using Storman
(2)Sales Enquiries
How to Convert a Sales Enquiry
Entering a Sales Enquiry
(2)Reservations
How to create a Reservation
How to Convert a Reservation
(9)Managing Customer Agreements
Reversing an Accidental Move Out
Removing a unit from an agreement with multiple units
How to perform a move out
How to perform a move in
How to link multiple agreement to the same Customer
How to assign a Billing Plan to a Customer
Exporting Invoice with Bpay payment details
Adding Notes and Alerts to an Agreement
Adding a additional unit to an Agreement
(3)Daily Processing
Reprocessing failed Credit Card Transactions
How to run Daily Processing
Batch Processing
(13)Managing Invoices and Payments
Tracking waived Late Fees
Storman's Separate Invoice System
Setting up your Unknown Payment/Mystery deposit account
Moving an incorrectly allocated payment to the correct customer (v10.0.77 onwards)
How to use petty cash
How to refund a Cash Sale
How to Reallocate a payment (prior to version 10.0.77)
How to re-print an invoice
How to manage Unknown or Mystery Deposit payments (v10.0.77 onwards)
How to add transactions to an agreement
How to add a Cash Sale
Getting paid with BPay
Find an Invoice by Invoice number
(3)Performing a Bank Reconciliation
The Banking process
How to setup Storman for Bank Reconciliations
How to reconcile the Bank Account
(2)Managing Notice plans
How to assign a Notice Plan to a Customer
Adding a notice to an Agreement
(1)Sales Promotions
Setting up Sales Promotion codes
(5)Stock Management
Inventory Count Report
How to create a Merchandise Discount Plan
How to adjust incorrect inventory levels
Buying Inventory Items back from Customers
Adding item quantities into Storman
(1)Acccess Control Pin Management
Setting up Staff PINs
(4)Rent Increases
Rent changes via Once-off wizard
Rent Changes via Manually adjusting Customers Agreement
Rent Change (increase or decrease) via Dynamic Rent Control
Manage Rent changes via automatic always-running rule
(4)Storman Central
Take a payment for another site
Pay refunds from head office
Copy / replicate items to other sites
Checking Unit availability at other sites

The 3-step Storman Customer Process
ABOUT THE CUSTOMER ANALYSIS REPORT This report is accessed via Reports, then Marketing. This report is very useful for seeing at a glance what avenue of marketing has proved most beneficial for your business. This, of course, is only useful if the data is bei...