Storage Unit Settings

1\ introduction the storage unit settings section in the rental system settings of the storagely dashboard allows facility operators to manage individual storage unit details, including unit types, descriptions, visibility, and features this section is essential for maintaining an up to date and well organized rental inventory operators should primarily use the facility management software (fms) for updates to unit information the fms is the source of truth , and any updates made in the storagely dashboard will not sync back to the fms changes made in the fms will be updated in the storagely dashboard during the next scheduled data sync or by manually syncing the data 2\ navigating to storage unit settings to access the storage unit settings log in to your storagely dashboard in the left sidebar menu , click on rental system first, find a specific location and then select storage unit settings from the available options 3\ understanding the storage unit settings interface the storage unit settings page provides a structured table listing all storage units at a location each row contains important details about individual units, such as a unit information unit number – unique identifier for the unit unit type – the type of storage unit (e g , climate controlled, drive up access ) unit description – dimensions and any additional details unit group – group classification for organizational purposes features – special attributes such as first floor access, security features, or climate control b visibility settings active/inactive status – displays whether a unit is available for rent c action menu select unit click the checkbox to the left of the unit, then click the gear button to make changes edit unit – modify unit details such as size , type , pricing , and features reminder changes made here do not update the fms if the unit needs a permanent update, make the changes in the facility management software first 4\ managing storage units a adding a new unit to add a new storage unit click the "add new unit" button at the top of the page fill out the required details unit number unit type (e g , drive up, climate controlled, indoor) unit description (size, height, width, depth) features (e g , elevator access, 24/7 access, security cameras) visibility status (available or unavailable) click "save" to add the unit to your inventory reminder if this unit was not added in the facility management software (fms) , it will not sync back to the fms, and any future fms updates may overwrite changes made manually in storagely c bulk modifying units operators can apply changes to multiple units at once select multiple units using the checkboxes next to each unit click the "modify selected" button choose which features or settings to apply across selected units click "save" to apply the changes in bulk reminder changes made here do not update the fms if the unit needs a permanent update, make the changes in the facility management software first d removing a unit find the unit you want to remove click the remove option from the action menu confirm the removal to delete the unit from inventory reminder deleting a unit in the storagely dashboard does not remove it from the fms if the unit needs to be permanently removed, delete it in the facility management software first 5\ data syncing between storagely and the facility management software (fms) the fms is the primary source of truth for all unit data changes made in the fms (e g , price updates, unit availability, new units) will automatically sync to storagely during the next scheduled data sync if needed, users can manually trigger a data sync to immediately update storagely with the latest fms data 6\ best practices for managing storage units ✅ always make updates in the facility management software (fms) first storagely reflects changes from the fms, not the other way around ✅ always make sure there is not a checkmark in the "excuded from the api" box ✅ use the visibility toggle to manage unit availability instead of making changes that won’t sync with the fms ✅ bulk edit similar units to save time when updating features or descriptions ✅ regularly verify unit data in storagely after fms syncs to ensure accuracy ✅ manually sync unit data in storagely after making important changes in the fms to see updates faster 7\ faqs & troubleshooting q1 how do i make a unit unavailable without deleting it? a toggle the active/inactive status instead of removing the unit q2 can i edit multiple units at once? a yes, use the bulk modify feature to apply changes across multiple units q3 what happens if i delete a unit in storagely? a the unit is only removed from storagely but will not be deleted from the fms q4 how do i ensure my unit changes sync correctly? a make changes in the fms first , then wait for the next scheduled sync or manually trigger a sync q5 can i add a unit in storagely if it's not in the fms? a yes, but the unit will not sync to the fms and may be overwritten by the next fms sync as always, if you ever have any questions throughout this process, our customer success team is always ready to help! we have a couple of ways you can reach out, choose what is best for you ! all methods of contact flow into the same support team, which means no method will provide you a faster response than others email helpdesk\@storagely io com https //d1s7s share hsforms com/297gkkisitsmdgskuyt9s2g