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8.X (and higher) | Sample letter templates / Video |
The wizard will complete 5 steps as it goes through the rent change process - these 5 steps are shown on the screen for your reference, and StorMan will automatically tick these off (under the checklist section on the right hand side) as they are done. The first part of the wizard will you to enter the new rental rates for each Berth / Unit / Vault type. This step is optional, so please selection the option that relates to how you plan to change your rates...
- If you are applying a percentage-based change (i.e.: increase or decrease) to your rental rates instead, manually click the Done tick box next to Step 1 of the wizard, and continue on to Step 3 of these instructions below.
- If you will be entering new rates for each of your Unit types as part of this rental change, click Note: If you are using this option and your Berth / Unit / Vault rates are already setup with your new pricing, simply click The next screen that appears is the on the Types & Rates screen to continue the wizard.Modify Analysis Codes screen , which allows you to adjust the prices of your various Analysis Codes, if you wish to do so. Adjust these if required and click . Alternatively, do not adjust anything here and click to skip this screen.
to start the wizard. StorMan has automatically opened the Berth / Unit / Vault Types & Rates section for you to make adjustments to the rental amount for each Berth / Unit / Vault type. This step is optional (see note below) - so make any adjustments to the price of your Berth / Unit / Vault types if required, and then click to return to the rent change wizard.
A new dialog will now appear. Again, you have different options depending on how you are going to change your rental prices & Analysis Codes...
- If your rental change is going off rates that you've previously entered under StorMan's Berth Types & Rates / Unit Types & Rates / Vault Types & Rates section, select the option to Use the Types & Rates data. In the Other Recurring Charges section, set whether you wish to change (i.e.: increase or decrease) your Analysis Code pricing too. Once you have set your preferences, proceed to Step 6 of these instructions below.
- If your rental change is based on a percentage change (e.g. a 10% increase), select the option entitled Apply percentage change of and enter a percentage into Change Amount. In the Other Recurring Charges section, set whether you wish to change (i.e.: increase or decrease) your Analysis Code pricing too. Once you have set your preferences, proceed to Step 6 of these instructions below.
On the same dialog, you will see an Apply Rent Change to section. This section is used to tell StorMan who your change should be applied to...
- To apply the change to all active Agreements, click Summary section) will update to show the total number of Agreements that will be affected by this change, should you proceed with it.
. You will notice that the field towards the bottom of the form (in the- To apply the change to Agreements that have not had a rent change since a certain date, enter a date into the corresponding section on the dialog, and click Summary section) will update to show the total number of Agreements that will be affected by this change (based on date you entered), should you proceed with it.
to automatically find any Agreements that apply. You will notice that the field towards the bottom of the form (in the- If you wish to exclude Agreements that already have a rent change (i.e.: increase or decrease) pending, click
.- If you wish to exclude Agreements that have the Disable Auto Rent Changes option set, click .
- To apply the change to Agreements that match a certain set of custom criteria (e.g. only Customers with 2 or more Berths / Units / Vaults, or only Customers that live in a certain postcode, etc), click
and build your search query using the tools provided.- When you are finished, you will notice that the field towards the bottom of the form (in the Summary section) will update to show the total number of Agreements that will be affected by this change (based on the custom search query you created), should you proceed with it.
Not sure where to start with your Rent Increase or Rent Decrease letter? Try our template...
On Thursday January 15th, 2009 we held a free StorMan PowerSession webcast on the topic of Rent Increases. You can download / view the webcast recording below...
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