Clicky

The myStorman Knowledgebase is for users of Storman v8 and v9. If you use Storman v10, please use our new Support Knowledgebase. | Dismiss for today

Converting a Sales Enquiry to a Reservation (#SALRES01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20120223 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   8.X (and higher)   n/a

Why convert a Sales Enquiry to a Reservation?

While StorMan will let you create a brand new Reservation without doing so via a Sales Enquiry first, we recommend using the three-step process built into StorMan (Sales Enquiry -> Reservation -> Move In; more on this process: #INTF3SCP01). If you follow this three-step process, you will have better statistics available in your StorMan reports to see if your staff are successfully converting Sales Enquiries into valid Customers who Reserve with you, and then eventually Move In.

Converting a Sales Enquiry to a Reservation ensures the process is followed, and will save you from having to re-enter all your Customer data again, as it's retained within the process of a conversion from one type of Customer (Sales Enquiry), to another (Reservation).

 

How do I convert a Sales Enquiry to an Agreement?

  1. Open your Sales Enquiry.
  2. Click Convert to Reservation, as shown below. Convert to Reservation button
  3. After a few dialog boxes for confirmation purposes, your Sales Enquiry will be converted to a Reservation and given a unique Reservation Number.
Related articles:   Article tags:   How did we do?
         
 

converting a sales enquiry to a reservation, sales enquiry to reservation

Did we miss a tag?
Tags improve search results. If you think this article needs more tags to help index & identify it, please suggest some using the form to the right...

 

If this article requires an update or needs more information, please contact support@storman.com.

Thank you for your assistance!

 

 


 

Copyright 2017 Storman Software | Visit our new knowledgebase