RSS Feed
Knowledgebase : Configuring Storman > System Setup
The 5-digit site code is your unique customer code. This is the easiest way for support and sales staff to identify your site, so be sure to quote this number over the phone or put it in your support request email. It is recommended that you write this code do...
Storman supports the printing of receipts to a thermal receipt printer. We have tested this functionality with an Epson TM-T88V receipt printer and have experienced no issues with this particular model. Overview of steps: * Navigate to: System Setup * ...
This article explains what each field is and does under the Security tab in system setup. * PASSWORD CONTROL lets you configure options for your staff logins their password; including if you want to use User Logins for Staff PINs - if this is enabled, user...
This article explains what each field is and does under the Modules tab in system setup. * SMS ACCOUNT DETAILS is where configuration information is placed when you have an SMS service with us or one of our supported 3rd-party providers. * CREDIT CARD AC...
This article explains what each field is and does under the Reports & Refunds tab in system setup. * In the REPORTS section, you can set your AGED RECEIVABLE BREAKS - these are the breaks (in days) by which you wish to categorise your aged receivables. PRE...
This article explains what each field is and does under the Insurance tab in system setup. INSURANCE DATA is used to set your insurance agent's information and account details (nb. this is the account information of YOUR company's account with this agent - n...
This article explains what each field is and does under the accounting tab in system setup. * In the ACCOUNTING & FINANCIAL DATA COLLECTION section you can set whether you wish to export data to a 3rd-party accounting program. If you select to export to a ...
This article explains what each field is and does under the banking tab in system setup. * The BANKING section is used to set your bank account information, which will display on your invoice footer & AutoPay form (unless you complete the AUTOPAY BANKING s...
This article explains what each field is and does under the contact tab in system setup. * The FACILITY CONTACT INFORMATION section is used to set your contact details. These may be displayed on reports, your AutoPay forms, Invoices footers / headers, Noti...
This article explains what each field is and does under the backups tab in system setup. * The LOCAL BACKUPS (AUTOMATED) section is used to set the defaults for backups that Storman runs automatically, at the frequency & time you specify. * The LOCAL BAC...
This article explains what each field is and does under the Licence tab in system setup. * THE LICENSE TAB IS LINKED TO OUR STORMAN ACCOUNTS AND BILLING. * LICENSE INFORMATION displays your licensing information. This includes your business name, facilit...
This article explains what each field is and does under the Setting 2 tab in system setup. * DATES & SYSTEM TIMINGS shows the date of the most recent Daily Processing, Banking and Recalculate Activity (i.e. the latest date that Activity has been calculated...
This article explains what each field is and does under the Settings 1 tab in system setup. * Within the PRINTING section, enable USE PDF WRITER if you wish to email your invoices and reports (as PDF files). You will also need to select your PDF printer fr...
This article explains what each field is and does under the facilities tab in system setup. * FACILITY INFORMATION shows your Business name and 5 character Facility code. You can request a change via our Store; fees may apply. * DEFAULT OPTIONS is used t...
The Insurance Rates system allows you to setup pre-defined rates for blocks of insurance at certain values of coverage. This means you no longer need to train staff on the different insurance values for certain amounts of coverage; Storman will work it out for...
Setting up email in Storman allows you to send email invoices, perform email merges, and send email messages (reminders, late letters, sales & marketing information, etc) to your Customers. During the below process you will enter the details of your email serv...
A billing plan is a plan which outlines a set of rules & conditions for Customers renting at your business. Storman looks at the billing plan rules you have setup to figure out how to charge Customers, whether or not to provide refunds (and if so - how much), ...
Certain fields of a customer agreement can be visible, hidden or made compulsory as required. During the below process you will be making agreement fields either compulsory or hidden. Overview of step: * Navigation to: Agreement Screen Edit * Managing ...
If you start noticing some issues with your data or just want to audit your Storman program it is possible to Export and Print the Event Log. This can be very useful for training proposes and will also help you stop fraudulent activity. During the below proces...
Knowing what version of Storman you are running is very important when you are requesting Storman support [https://support.storman.com/support/index.php?/Tickets/Submit]. This article is useful if you wish to find out what version of Storman you are running. I...
A Facility map is a great visual representation of your facilities occupancy levels and location of vacant units. From time to time, you may need to edit your map to add extra information to it - such as fire extinguishers, new buildings, the locations of stai...
Some users of Storman require periodic changes of user password. This can be useful for when staff members leave your company and during their employment discovered the password of other staff members. In the below process you will be changing your Storman pas...