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What is an Agreement (#AGTABT01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20090302 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   n/a

What is an Agreement?

An Agreement is essentially exactly the same as an Other Credit Sale (read more: #OCSABT01) and hence the screens are very similar. There is, however, one major difference... Agreements can have Berths / Units / Vaults attached whereas Other Credit Sales cannot.

For out more on the different types of sales in StorMan: #INTFDTOS01.

 

Why would I use an Agreement?

Agreements are designed for Customers that store (or rent) with / from you. You use Agreements to manage the automated billing of rental Customers, take & track payments, print invoices for your Customers, and so on.

 

How do I add an Agreement?

Find out about adding Agreements: #AGTHTA01

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