In order to add a Customer Storage Account you will first need to make sure you have a Storage Facility Set up within your system.
Once this is done, you can then search the customer you wish to add a Storage Account for.
Once in the customers account, you will go to the "Storage" Tab. (highlighted in ORANGE below).
Highlighted in RED in the image above is where to add a new Storage Account for your customer. Once selected you will see the screen below:
Status (RED) - Choose between "Current Storage" or "Past Storage"
Move-in Date/Est. Move-out Date (Orange) - Beginning and end date for storage term
Estimate (YELLOW) - Attach a customer's estimate here
Facility (GREEN) - Select which facility is being leased. This will open two further drop-downs to choose the type of vault and quantity of units being leased.
Payment Details (BLUE) - Add the monthly fee, autopay details, and charge date here
Location (PURPLE) - Where in the facility the customer will find their unit
Opening Balance (PINK) - Add a deposit here (if applicable)
Cuft and Weight (Brown) - Auto-fills based on the dimensions of your vaults
Create and Cancel (GREY) - Final step! Create your storage or cancel the entry.