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Performing a move out (#CUSMVOUT01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20150511 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.X (and higher)   n/a

How to move out a Customer

There are several methods available for moving a Customer out of their Agreement; information for each method is provided below.

 

Moving Out a Customer (from ALL of their Berths / Units / Vaults)

This process will move the customer our of all Berths / Units / Vaults on the current Agreement and will close said Agreement. If the Customer has multiple Agreements, then this will only close the Agreement that you're using in this process.

  1. Open the Agreement that you wish to close.
  2. Select the Move Out tab (more on this tab: #AGTTAB701).
  3. Enter the date that the Customer gave you their Move Out Notice. Next, enter the Expected Move Out Date. StorMan will check how far apart these two dates are, to see if they are in line with your specified Refund Policy (more on this: #SYSSETTAB701) - if not, StorMan will charge some extra rent to the Customer to cover the difference (you will be able to see this figure in the Rental Charges field, to the right). You can also click Today to automatically use today's date. Note: Regarding Rental Charges & Rental Credits fields & calculations, these relate to your Refund Policy & the number of days Notice you require (more on this: #SYSSETTAB701). The billing of these is inclusive of all days. For instance, if the Move Out date is today then the refund includes tomorrow and onwards, but not today. Note: Regarding the Notice Period required, this is not inclusive. For instance, if 10 days notice is required, then it will use the full ten days.
  4. Select a Reason for Move Out from the dropdown. This allows management to track why people are leaving, as they can report on this via the Customer Analysis report (more on this report: #RPTCAR01).
  5. Check the figures & calculations to the right and make any adjustments where necessary.
  6. Click Create Transactions and Move Out to complete the move out process. If you provide refunds to Customers, you can now navigate to the Transactions tab and add a refund for any monies the remain in credit. Furthermore, if you have the Require zero balance at moveout option enabled (more on this: #SYSSETTAB701), you will need to clear any balances to $0 before you can close the Agreement.
  7. Finally, click OK to close the Agreement and move out the Customer. You will always be able to find their Agreement again (albeit in its non-active state) by using the Find Agreements function; more on this: #CUSFND01.

 

Moving Out a Customer (from just one of their Berths / Units / Vaults - if they have more than one)

If a Customer has an Agreement with more than one Berth / Unit / Vault, you can use this process to move them out (of one at a time). If they only have one Berth / Unit / Vault on this Agreement to begin with, Or if you wish to close the entire Agreement and move them out of all Berths / Units / Vaults, then you will need to use the instructions above instead.

  1. Open the Agreement that you wish to close.
  2. From the first (Agreement Info) tab and highlight the Berth / Unit / Vault that they are moving out of.
  3. Click the red x near the top-right of the Berth / Unit / Vault table.
  4. Enter the move out date & complete the process.

 

Moving Out a Customer (by transferring them into another Berth / Unit / Vault)

To transfer a customer into a different Berth / Unit / Vault, you can use the Transfer function (more on this: #CUSTCOU01).

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customer move out, moveout customer, move a customer out, customer departure, customer exit, how to move a customer out, how to perform a move out

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