Aya
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How to send an email to notify when order is created or updated
In order to send an email to notify that the order is created or updated, you need to log in as an admin as only admins can do this work. Log in as admin. Navigate to User details page. Select the...
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How does the invoice date under the Anniversary rule work?
The invoice date will always be the invoice anniversary date set for the customer's unit rental. Only if that date doesn't exist in a given month, then the system will automatically bring that date...
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How to create an invoice manually
Invoices are created automatically by the system at the end of the day (at approx 10 PM) for any users with that date as their Invoice date (for user / valet-storage invoices) or on the invoice gen...
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How can I change the date when invoices are automatically generated?
Users ( even Managers) are not able to change "Nb. days to create ahead" in the main setting.We need to ask to Storeganise Support at support@storeganise.com.
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How to transfer to another unit using Transfer function
Note: If the Transfer function is used before the Transfer date, the old unit rental will be "Occupied" and the new unit rental will be "Reserved" until the Transfer date.After the Transfer date, ...
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How to update unit information in bulk
Here are the steps to update the area in multiple units at once. Export the units as a CSV file. Log in as a manager to Storeganise Go to the Units List Page Narrow down the list of units to th...
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How to download the storage agreement
Navigate to the unit page, then click the Move in date in the left sidebar. On the Move-in job page, click the three-dot menu at the top-right. Click Download agreement.
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Schedule a move-in job with the Auto-billing trigger being turned on
You can schedule a move-in or move a customer into a unit by clicking on an available unit in the sitemap or navigating to an available unit page on the Storeganise back end. To begin creating a m...
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How to update unit details
NOTES: Exporting unit details are done on site level. If you want to update unit details of 3 sites, you need to do the exporting 3 times. Use this import template to update the unit details. CLIC...
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Does the unit automatically become Occupied when the move-in date comes?
Setting information: Go to Site > Advanced settings > Automation Auto confirm order = Enabled - Reservation order is created and Reservation order invoice(move-in invoice) is also generated automa...