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Backups

Banking

Customers

Daily

Reports

Units

• Introduction & Basic Fundamentals / First-run
• Automatic updates
• Installing StorMan
• So... you're new to StorMan?
• StorMan Lite training videos
• The 3-step StorMan customer process
• The difference between: Cash Sale / Other Credit Sale / Agreement
• Using the NSD (New Site Details) eForm
• Access Control Systems & Gates
• Assigning a timezone to a customer
• Manually downloading PINs to the gate
• Remote Names
• Setting up Access Control (generalised article)
• Setting up Access Control - via AccessEzy
• Setting up Access Control - via DigiGate
• Setting up Access Control - via PTI StorLogix
• Setting up flat-file access control system export
• Setting up SMS or email for alarm events
• Setting up timezones
• Staff PINs
• Supported access control systems
• Trigger Names
• View access control log
• Accounting
• Adding supplier payments
• Chart of Accounts
• Exporting to accounting / GL software
• New Zealand GST Increase
• Reconcile the Bank Account
• Setting up & exporting (for Cost Con)
• Setting up & exporting (for Great Plains)
• Setting up & exporting (for MYOB)
• Setting up & exporting (for QuickBooks)
• Setting up & exporting (for SAGE)
• Supported accounting packages
• Advam
• Setting up Advam automatic Credit Cards
• Setting up Advam automatic Direct Debits
• Setting up Advam SMS
• Agreements
• How to add
• Tab 1: Agreement Info
• Tab 2: Customer Info 1
• Tab 3: Customer Info 2
• Tab 4: Autopay/Notices
• Tab 5: Access & Insrnc
• Tab 6: Transactions
• Tab 7: Move Out
• Tab 8: Notes & Alerts
• Tab 9: Event Log
• What is an Agreement?
• Analysis Codes
• Adding / Editing
• Categories
• Deleting
• Making inactive
• Reserved analysis codes
• What are Analysis Codes?
• Automatic Payments (AutoPay)
• AutoPay not processing
• Setting up automated Advam Direct Debit processing
• Setting up automated Advam Credit Card processing (online)
• Setting up automated Credit Card processing (offline)
• Setting up Thinc card-present Credit Cards
• Backups
• Internet backups (aka Online backups / Offsite backups)
• Local backups (server products)
• Local backups (standalone products)
• Restoring from a backup (server products)
• Restoring from a backup (standalone products)
• Banking
• Automatically setting transactions to banked
• Banking Summary
• Charges Analysis Report
• Modify the date banked
• Preview the Banking
• Reconcile the Bank Account
• Understanding the Banking process
• Undo a Banking process
• Billing Plans
• Assign a Billing Plan to a Customer
• Deleting a Billing Plan
• Setting up a Billing Plan
• Show discount or incentive on invoice
• What is a Billing Plan?
• Cash Sales
• Adding a Cash Sale
• What is a Cash Sale?
• Customers
• Accidental Move In (moved customer into wrong unit)
• Accidental Move Out
• Adding a notice to an agreement (manually)
• Adding additional spaces to an existing Agreement
• Adding receipts (payments) / Adding refunds
• Adding charges
• Agreement screens (by tab: 1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9)
• Alert note / Alert message
• Bad debts / writing off customers
• Bill next charges
• Change agreement number or customer code
• Convert a Sales Enquiry to a Reservation
• Convert a Sales Enquiry to an Agreement (skips Reservation)
• Convert a Reservation to an Agreement
• Customer selection window
• Customer with similar name
• Dealing with a bounced cheque (returned check)
• Dealing with over-payments
• Dealing with under-payments
• Deleting a Customer
• Find a Customer
• Late Cycle
• Late fees are different between customers
• Modify Customers (by tab: 1 / 2)
• Moved Customer into incorrect Unit
• Notes
• Performing a Move In
• Performing a Move Out
• Photos (adding to an agreement)
• Print invoices / receipts
• Print transactions & notes upon Move Out
• Quoting customers
• Reallocating a payment
• Removing a space from an Agreement with many spaces
• Rent Increases / Rent Decreases
• Sending a customer file to Technical Support
• Setting the primary phone number
• Split a customer (when multiple Agreements share the same Customer Code)
• Swap Agreement numbers
• Transferring a customer into another unit
• Undo last charges
• Waiting List
• Daily Processing
• How do I run Daily Processing?
• Previewing notices about to be generated
• Re-running Daily Processing
• Reprocessing failed Daily Processing credit cards
• What is Daily Processing?
• Dashboard (aka Control Screen)
• 5-digit site code
• Access Control Log section
• Calculator icon
• Calendar section
• Call Centre / Touchscreen dashboard
• Customers section
• Floating window
• Icons
• Key Data section
• Map (aka Facility Map)
• Messages section
• Old / Incorrect Dashboard appearing
• Refresh icon
• Search for Help section
• Welcome message section
• Email
• Compose a new email message
• Email attachments
• Emailing invoices
• Email merge
• Printing an email
• Sending & Receiving email
• Setting up email
• Viewing the email log
• Event Log
• Printing the Event Log
• Using the Event Log
• What is the Event Log?
• Hardware & Software
• Computer Hardware & Internet Connection Requirements
• Ports used by StorMan (network communication ports)
• RealVNC - Installing
• RealVNC - Logging into a computer running VNC
• Running StorMan Server as a Windows service
• StorMan is opening the wrong datafile
• Supported Operating Systems
• Images / Logos
• Adding images into Letter Graphics
• Logos on invoices
• Invoices & Receipts
• Address block last-line font styling
• Customising the look of
• Emailing
• Find an invoice number
• How StorMan allocates payments to charges
• Invoice printing over two pages - how do I fix?
• Logo on invoices
• Paid to dates
• Reprinting
• Setting the invoice footer
• Tab 1: Preferences
• Tab 2: Invoice header
• Tab 3: Invoice footer
• Tab 4: Receipt design
• Tab 5: Report logo
• Map
• Displaying the map on a separate monitor
• Drawing the map for the first time
• Editing an existing map
• Printing
• Redrawing an existing map using the latest data
• Setting the map size & scale
• What is the map?

• Merchandise Items / Inventory / Stock
• Adding item quantities into StorMan
• Adding item types into StorMan
• Adjusting incorrect inventory levels
• Alerting when inventory gets low
• First In, First Out (FIFO)
• Inventory count form
• Inventory item inquiry
• Merchandise discount plans
• Selling inventory items (as a Cash Sale)
• Selling inventory items (to an Agreement customer)
• Selling inventory items (to an Other Credit Sale)
• Using the stock control system
• What are inventory item types
• MultiView
• Check units at other site
• Consolidated Key Statistics Report
• Copy / replicate Analysis Codes (to other facilities)
• Copy / replicate Billing Plans (to other facilities)
• Copy / replicate Types & Categories (to other facilities)
• Copy / replicate Notices (to other facilities)
• Copy / replicate Rent Increase Rules (to other facilities)
• Marketing Ranking Report
• Modify facilities
• MultiView Categories
• MultiView Regions
• Occupancy Ranking Report
• Pay refunds from head office
• Take payment for other site
• Notices / Notice Plans
• Assigning a Notice Plan to a Customer
• Deleting a Notice
• Deleting a Notice Plan
• Email merge
• Label merge (printing labels)
• Mail merge
• References (list of common references)
• Selecting the notice to use
• Sending an invoice with a Notice
• Setting up a Notice
• Setting up a Notice Plan
• Setting up a SSAA Standard Agreement Notice
• SMSing customers using Advam
• What is a Notice?
• What is a Notice Plan?
• Online Services
• Online payments (StorPay)
• Online reservations
• Storer Check
• Other Credit Sales
• How to add
• Tab 1: General Info
• Tab 2: Customer Info 1
• Tab 3: Customer Info 2
• Tab 4: Autopay/Notices
• Tab 5: Transactions
• Tab 6: Notes & Alerts
• Tab 7: Event Log
• What is an Other Credit Sale?
• Repair Functions
• Check Activity
• Recalculate Balances
• Rent Increases / Rent Decreases
• About rent increases
• Via automatic always-running increase
• Via Dynamic Rent Control (based on occupancy levels)
• Via manually adjusting a customer's account
• Via once-off wizard
• Reports
• Batch printing or emailing
• Custom Designed Reports (aka CDR)
• Apply Formula
• Designing a custom report
• Finding NANs
• Key Data section showing incorrect figures
• Key Statistics Report cannot be run for current date
• Key Statistics Report showing incorrect figures
• Reports to run when selling the business
• Why are my reports inaccurate?
• Why do my reports have blank fields?
• Reports (from the 'Reports' menu)
• Key Statistics Report (see also Consolidated Key Statistics Report)
• Occupancy Report
• Graph of Occupancy
• Monthly Comparison
• Monthly Summary
• Unit Activity Report
• Unit Status Report
• Paid to Date Agreements
• Rental Rate Variation
• Rental Increase Report
• Rent Roll Report
• Income Occupancy Reconciliation
• Customer Analysis
• Insurance Summary
• Insurance Owing
• Stamp Duty Report
• Notice to Vacate
• Reservation Summary
• AutoPay Report
• Arrears Report
• Overdues Report
• Aged Receivables List
• List of Waived Late Fees
• Summary of Discounts
• Lien Status Report
• Anticipated MoveOuts
• Avenage Length of Stay
• Vacant Units Report
• Inventory Pricing Report
• 90 Day Cash Actual
• Rental Variation History
• SMS Delivery Report
• Reports (from the 'MoreReports' menu)
• Customer Balances
• Summary of Charges
• Income Charged Report
• Summary of Cash Received
• Prepaid Rent Report
• Deposits Held Report
• Inventory Valuation Report
• Cash Received Analysis
• Income Received Report
• Projected Charges Report
• Rental Audit Report
• EventLog Exceptions Report
• Financial Reports
• GL Report
• Trial Balance Report
• Export Activity Records
• Reservations
• Converting to Agreement
• How to add
• Selecting the agreement to convert to (if multiple exist)
• Tab 1: Reservation
• Tab 2: Customer Info 1
• Tab 3: Customer Info 2
• Tab 4: Notices & Photo
• Tab 5: Transactions
• Tab 6: Notes & Alerts
• Tab 7: Event Log
• What is a Reservation?
• Sales Enquiries
• Converting to Agreement
• Converting to Reservation
• How to add
• Quoting
• Tab 1: Sales & Contact Details
• Tab 2: Quotes & Notices
• Tab 3: Notes & Alerts
• Waiting List
• What is a Sales Enquiry?
• SMS
• How do I know when SMS credits run low?
• Setting up Advam SMS
• Setting up Thinc SMS receipt email delivery
• Setting up Thinc SMS with delivery receipts
• SMS Delivery Report
• System Setup & Other system preferences
• Credit card reader / swiper
• Setting the Print Location
• Tab 1: Operations
• Tab 2: Backup
• Tab 3: Facility
• Tab 4: Merch Details
• Tab 5: General Prefs
• Tab 6: Online Prefs
• Tab 7: Financials
• Tab 8: Licence
• Thinc Technology
• How do I know when SMS credits run low?
• Setting up Thinc card-present Credit Cards
• Setting up Thinc SMS receipt email delivery
• Setting up Thinc SMS with delivery receipts
• Types & Categories
• Adding / Editing Types & Categories
• What are Types & Categories?
• Units
• Adding units
• Adding unit types
• Deleting Units
• Dynamic Rent Control (DRC)
• How many Units am I licenced for?
• Making Units unavailable (inactive)
• Merging Units together (joining units)
• Multiply units
• Removing Unit History
• Splitting Units apart
• Transferring a customer into another unit
• Unit History Errors
• Unit Licence Upgrades
• Unit Statuses
• Users & Groups / Permissions System
• Adding / editing groups
• Adding / editing users
• Change your StorMan login password
• Messaging other users
• View users & groups
• What are users & groups?
• Utilities
• PDF-XChange - Reinstalling
• PDF-XChange - What is it?

You can view our introductory guides below. The contain links to articles which we feel are important for specific StorMan users - such an new facility staff or IT technicians setting up your computer systems in preparation for running StorMan.

Numbered errors & alerts:
(hint: use CTRL + F to find a paricular keyword on this page)

• -10002 error
• -10033 error
• -10064 error
• EAM001 - Insufficient user privileges
• EAM002 - Problem saving backup preferences
• EAM003 - Please select PDF / Receipt printer driver
• EAM004 - SMS display name length
• EAM005 - Multiple notices with the same timing points
• EAM006 - GF analysis code
• EAM007 - Minimum balance for arrears
• EAM008 - Cant Modify Prior To Date
• EAM009 - Access Control module not switched on
• EAM010 - Missing 4DR
• EAM011 - Unit History dates
• EAM012 - Daily Processing & dates
• EAM013 - Check Activity & dates
• EAM014 - No Notice Plan with this number
• EAM015 - Notice Days and Billing Plan periods
• EAM016 - Transactions don't have the same match code
• EAM017 - No bank account available for reconcile
• EAM019 - No accounting package setup for export
• EAM020 - Date format not set correctly
• EAM021 - Errors in Unit History
• EAM022 - Chart of Accounts with account type 'B'

• Blank records in the activity file
• Data file or segment locked
• No permission to set a Notice Given date earlier than the current date
• Out of memory error
• Runtime error (The destination string is smaller than the source)
• SOAP server error
• StorMan has encountered a problem and needs to close
• StorMan has stopped working
• StorMan is unable to confirm delivery of this message
• TCP/IP v2004, had an error when publishing port numbers
• The system control record is in use by another process
• Understanding 4D Error Codes
• Unit history error

Found a mistake, typo, spelling error or bug?
If you've found a bug or error within our Support Centre, Knowledgebase, or in our Software, please contact your nearest StorMan office with steps as to how / where you found the bug, and (if applicable) how to replicate the bug.

What do the icons mean?
The faded video-camera icon indicates that the article includes a video-guide.