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What are Types & Categories (#TPCTWITC01)

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20150818 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.1 (and higher)   Video

What are Types & Categories?

In StorMan, Types & Categories are used to collect or categorise information. For example, you may have a list of reasons as to why Customers are using your services. Or you may have a selection of merchandise items grouped together into a category (so rather than having, for example, 30 different types of boxes throughout the system, you can make a new category called "Boxes" and group them together within this category).

 

What are the various Types & Categories used for?

There are many different types & categories, as these are used commonly throughout StorMan. To find out a more about each one, please view the list below...

  • Analysis Categories are used in conjunction with Analysis Codes (more on this: #ANLWAC01), and allow you to sort your analysis codes into groups. So if you gain income from wine storage, boat storage and self storage, you could group these under an Analysis Category called, for example, 'Storage fees'. The same goes for merchandise items - if you sell 5 different types of padlocks, you can also use an Analysis Category to group them together in a 'Locks' category, for example.

  • Berth Type Categories / Item Type Categories / Unit Type Categories / Vault Type Categories allows you to setup categories for different types of Berths, Units or Vaults. You can then assign a particular category to a Berth type / Unit type / Vault type via the Type setup area (more on this: #UNTADTP01) for this. These are used on the Vacant Berths / Vacant Units / Vacant Vaults report, and the Occupancy reports.For example: If you run a Marina, you may like to setup Long-stay and Short-stay categories. If you run a Self Storage facility, you may like to setup categories like Wine Storage Unit, General storage Unit, Carpark - or Ground Floor Unit, First Floor Unit, etc.
  • Business Type is used to collect data about your Customer's type of business. You can select this information in the Marketing section when you input a new Customer Agreement. Examples may include: Tradesperson, Accountant, Professional, Retail, etc.

  • Contact Categories are optionally used for categorising sales enquiries.

  • Customer Type is used to collect data about the type of Customer. You can select this information in the Marketing section when you input a new Customer Agreement. Examples may include: Residential, Commercial, Government, etc.

  • Facility Features is used to store "features" of your business. Users of StorMan MultiView can assign features to facilities, so that head office staff can select the best facility to suit a client, based on their requirements. For example: Open 24 hours, Security cameras on all gates, etc. Note: These fields are currently informational only, but their use may be expanded upon at some point in the future.
  • Marketing Type is used to collect data about the way a Customer found your business. You can select this information in the Marketing section when you input a new Customer Agreement. Examples may include: Website, Yellow Pages, Business signage, Newspaper advertisement, etc.

  • MultiView Categories are optionally used for sorting purposes on MultiView reports. This is for StorMan MultiView users only.

  • MultiView Regions are optionally used for sorting purposes on MultiView reports - such as sorting your sites by area or region (e.g.: Northside, Westside, CBD, Metro, Rural, Region 1, Region 2... etc). This is for StorMan MultiView users only.

  • Note categories are used to categorise Notes that you add to Customer files (like on the Customer Agreement screen). At this stage, these can only be searched-for using our Custom Designed Reports section (more on this: #RPTCDRDCR01). A how-to video is provided on the main page for adding Types & Categories (more on this: #TPCTATC01).

  • Reason for Decline is used to store reasons why a Customer declined to go ahead with your services at the Sales Enquiry stage (more on Sales Enquiries: #SAENQABT01). For example: Competitor has better features, Competitor was cheaper, etc.
  • Reason for Move Out is used to collect data about why a Customer has decided to stop using your services. You can select this information on the Move Out tab (more on this tab: #AGTTAB701) when you close a Customer's Agreement. For example: Moving into new house, Prices too expensive, etc.
  • Reason for Storing is used to collect data about why a Customer is using your services. You can select this information in the Marketing section when you input a new Customer Agreement. For example: Moving house, Too much stuff, etc.
  • Reason for Move Out is used to collect data about why a Customer has decided to stop using your services. You can select this information on the Move Out tab (more on this tab: #AGTTAB701) when you close a Customer's Agreement. For example: Moving house, Too much stuff, etc
  • Size Categories is used to give categories to your Berth / Unit / Vault sizes. If you fill this in & add length / width / area to a Berth Type / Unit Type / Vault Type, StorMan pick up the appropriate size category. These fields are largely informational only at this stage. For example: If you were to set the Lower Area to '1' and the Upper Area to '5.99', then anything with an area between those numbers would be assigned to that category.

  • ZIP Post Codes are used for entering lists of ZIP or Postcodes. These can then be reported-on using the Customer Analysis Report (more on this report: #RPTCAR01) to find Customer locations.

 

How can I setup Types & Categories?

Refer to: #TPCTATC01.

 

Video:

On Tuesday August 18th, 2015 we held a free StorMan PowerSession webcast on the topic of Types & Categories. You can view this video by clicking on the thumbnail below...

 
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