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Knowledgebase : Using Storman > Managing Customer Agreements
Sometimes people make mistakes and you move out the wrong person, or a customer decided to stay with you after you have already moved them out. After all we are only human! During the below process you will be reversing a move out and checking transactions. ...
If a customer no longer requires all units on their agreement you have the ability to remove one unit without closing the entire agreement. During this process you will be entering move out dates of that one unit and applying any credit the customer might be e...
A move out is the process of removing a unit from an agreement.   This will make the agreement inactive but if there is more than one, you can choose to remove only one and that guide can be found HERE [https://support.storman.com/support/staff/index.php?/Know...
A move in is the process of entering a new customer into your facility. When conducting a move in you enter the customers details and any payment information. Gate access and other information are also entered during this process. The following article will gi...
In Storman, it is possible to map many Agreements to one Customer Code. As a result, these Agreements are then linked by the same Customer Code (the internal 10-character code that Storman uses to manage Customers). This makes the adjustment of contact details...
With each agreement comes different demands from your customers. This article is useful in the case that you need to change a customer to a different Billing Plan. Monthly is the default and most popular basis to bill customers but any variation of weeks, mont...
IMPORTANT: Bpay is available for Ezidebit users ONLY. Storman enables you to provide Bpay information to your storers for easier payment. If you wish to take advantage of this functionality please get incontact with our support team at support@storman.com. T...
Notes are a great way to let other staff members know about vital changes and actions carried out on a customer's agreement. Customer will not and should not see any notes made against their agreement and it is important to understand that notes cannot be remo...
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 proces...