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Berths / Units / Vaults - Tab 1: Setup (#UNTTAB101)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20120305 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.1 (and higher)   n/a

Berths / Units / Vaults - Tab 1: Details

  1. Core window elements (around the edge):Tab 1
    • Type Code displays the code of the Berth Type / Item Type / Unit Type / Vault Type assigned to this Berth / Unit / Vault.
    • Description displays the description of the Berth Type / Item Type / Unit Type / Vault Type that this Berth / Unit / Vault is assigned to.
    • Agree't displays the Agreement Number, if an Agreement is currently renting this Berth / Unit / Vault.
    • Customer displays the Customer Name of the assigned Agreement (that is, if an Agreement is currently renting this Berth / Unit / Vault).
    • Previous & Next buttons are used to cycle through the records.
  2. Other window elements:Tab 1
    • Berth No / Item No / Unit No / Vault No displays the number assigned to this Berth / Unit / Vault.
    • Berth Type / Item Type / Unit Type / Vault Type allows you to assign a Berth Type / Item Type / Unit Type / Vault Type to this Berth / Unit / Vault. To add a new type, see: #UNTADTP01.
    • Berth Size / Item Size / Unit Size / Vault Size allows you to assign dimensions to this Berth / Unit / Vault. This field is cosmetic only; the Dimensions section (outlined further below) is designed for entering exact dimensions.
    • Door size is self explanatory and generally only used for users of our Self Storage software.
    • Berth status / Item status / Unit status / Vault status allows you to assign a status to the Berth / Unit / Vault. More on statuses: #UNTSTA01.
    • Last status change shows the date when the abovementioned status was last altered.
    • Walk order is used to set the order in which Berths / Units/ Vaults appear on the Dock Walk Report & Unit Status Report. By entering a number here for all of your Units, you can set the order in which they appear - making it much easier to check-up on each Berth / Unit / Vault as you walk to each one in order, as opposed to the default report ordering which may cause you to have to walk all over the place.
    • The Dimensions section let you set the length, width, area size and height of the Berth / Unit / Vault. These are used on various reports to calculate lettable area (in our Marina, Self Storage & Vault editions) & to calculate sizing on the map (more on this: #MAPWISMP01).
    • The Financial Information section displays current rent amount, the current discount being offered by a billing plan and then any further discount that may have been added by a user.
    • The Other Information section displays the Creation Date (the date the Berth / Unit / Vault was added) & End Date (the date the Berth / Unit / Vault was made unavailable). Also in this section is the Building / location of the Berth / Unit / Vault (used for grouping purposes on the Occupancy Report; more on this report: #RPTOCC01), the current availability of the Berth / Unit / Vault and the default Monthly rate (which comes from the Berth Type / Item Type / Unit Type / Vault Type assigned to the Berth / Unit / Vault.
    • Enter any Maintenance / General comments or notes into the section labeled as such.
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berth setup tab 1, berth setup options, item setup tab 1, item setup options, unit setup tab 1, unit setup options, vault setup tab 1, vault setup options

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