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Knowledgebase

(11)Installing and Managing Storman (80)Configuring Storman (50)Using Storman (3)Storman Policies (48)Reports in Storman (11)Storman Add-on's (2)The Storman API (9)Storman Integrations (73)Storman Versions and Releases

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...

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