WebSelfStorage Affiliate QuickStart Guide Affiliate...آ  WebSelfStorage Affiliate QuickStart Guide 1

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    WebSelfStorage Affiliate QuickStart Guide

    1. Utilizing the Dashboard 1.1. Accessing Reports 1.2. Accessing Letters and Templates 1.3. Accessing QuickStart Guide 1.4. Selling Retail 1.5. Return Retail 1.6. Conducting a Remote Move In 1.7. Contacting Live Chat 1.8. Opening/Letters 1.9. Closing/Deposits 1.10. Pre-existing Customer

    2. Accessing Organization Settings 2.1. Creating/Editing Templates 2.2. Defining Roles 2.3. Creating and Changing Users

    3. User Name 3.1. Viewing Instant Messages 3.2. User Settings

    4. Using the Facility Menu 4.1. Updating Facility Business Rules 4.2. Managing Discounts, Fees, Services, and Insurance 4.3. Adding Delinquency/Lien Steps 4.4. Setting Operational Rules 4.5. Accessing Reservations/Quotes 4.6. Setting Payment Rules

    5. Using the Inventory Menu 5.1. Adjusting Room Inventory 5.2. Adjusting Room Sizes and Rates 5.3. Combining Rooms

    6. Using the Rate Management Menu 6.1. Approving Rate Changes 6.2. Managing Occupied Unit Rates

    7. Using the Auctions Menu 7.1. Scheduling Auctions 7.2. Setting Up Auction Rules

    8. Searching for Contracts Advanced Search

    9. Accessing Contracts 9.1. Editing Customer Information 9.2. Editing Unit Information 9.3. Adding/Editing Insurance Information 9.4. Selling Retail 9.5. Accepting a Payment 9.6. Reversing a Payment 9.7. Setting Up Auto Payments 9.8. Adding/Waiving/Adjusting Fees 9.9. Conducting a Write Off 9.10. Reading/Adding Notes 9.11. Printing Letters 9.12. Conducting a Move Out

    10. Starting a Move In or Reservation 11. Conducting a Move In

    11.1. Entering Contract Type/Customer Information 11.2. Entering Alternate Contact Information 11.3. Selecting a Unit 11.4. Taking a Payment

    12. Making Reservations 12.1. Questions And Locations 12.2. Taking a Payment

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    1. Utilizing the Dashboard

    The is the landing page or "home page" users will see upon signing in to . In addition to providing quick accessDashboard WebSelfStorage to Contract Search, it includes links to several , , and . By clicking on froCommon Tasks Perform a Move-In My Daily Summary Dashboard, m any page in WebSelfStorage, users will be redirected back to the home page.

    1.1. Accessing Reports

    Clicking on will open a list of reports that are generated within . Reports WebSelfStorage Clicking on the link for a desired report will open it up in a pop up window. To export the report select the format from the drop down menu. Download

    To print the report, click the button. Users may also share the report via email by clicking the button and entering anPrint Email email address.

    1.2. Accessing Letters and Templates

    Clicking on will open a page that displays letters generated for customers, and the "type" of letter (regular mail, email, text). Also,Letters access links to access , adjust , and .Templates Letter Generation Settings Print Custom Letters

    1.3. Accessing QuickStart Guide

    Clicking on will open a PDF of this QuickStart Guide. This is also accessible through the drop down menu.QuickStart Guide Help

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    1.4. Selling Retail

    Clicking on will open a page.Sell Retail Sell Retail Items

    Add items from .Retail Inventory

    Add retail items by Enter the and of the item(s) being sold and click the part number: Part Number Quantity button. Add retail items by Users can browse items by category, click on the category name to open the list of associatedcategory: items.

    Clicking the icon will add one (1) of the item to the sale. Users can enter a quantity in the field to add more thanSell

    one of an item at a time and click .

    If selling more than one type of item, enter quantities in the fields of multiple items and click the iconSell .

    After all items have been added, take a payment by scrolling down to Select the method of payment. AAdd A New Payment Type. pop up window will display to input payment information as necessary.

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    Click the button to add the payment to the invoice and update the .Continue Balance Due Click the green button to display and print the receipt. A PDF of the receipt can also be sent to an email address.Save

    1.5. Return Retail

    Clicking on will open a page.Return Retail Return

    Add the items being returned. If the customer presents a receipt, enter the for the sale and click the green button. Items fromContract Number Continue that sale will be displayed on the page.Return Retail Items If no receipt is presented, click the green button without entering any data in the field andContinue Contract Number manually add items from the .Retail Inventory

    If the the of the item(s) being purchased is known, enter it and the being returned in thePart Number Quantity

    corresponding fields and click the link.

    Users can browse items by category, clicking the category name to open the list of associated items.

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    If the item will not be put back into inventory for future sale, deselect the check box.Restock

    Clicking the icon will add one (1) of the item to the return.

    Entering a number in the field before clicking the icon will add that quantity to the returnReturn If customer is returning multiple types of retail items, enter quantities in the corresponding fields andReturn

    click the link. After all return items have been added, refund a payment by scrolling down to Select the method ofAdd A New Payment Type. payment. A pop up window will display with the refund amount.

    Click the button to add the refund to the invoice and update the Continue Refund Due Click the green button to display and print the receipt. A PDF of the receipt can also be sent to an email address.Save

    1.6. Conducting a Remote Move In

    Clicking on will open the Storage Online Affiliate Rental (SOAR) page to rent a storage unit for a customer at a differentRemote Move In facility.

    Find a facility near the customer's destination by entering a code, , or the of a known storage location Zip Address Entity Number and click the green button. Search

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    Choose A Location from the facilities displayed by clicking Begin the process. Move In

    1.7. Contacting Live Chat

    Clicking on will open a pop-up window for .Live Chat Support Chat

    Fill in the field and describe the concern that needs to be addressed in the field. : Live chat can also be startedName Question Note without a .Question Hit to open a chat window displaying the question and a indicator showing how many other users are"Start Chat" Queue Position

    http://uhi-confluence:8090/display/PWN/WebSelfStorage+2.7+Quick+Start+Guide#WebSelfStorage2.7QuickStartGuide-ConductingaMoveIn

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    awaiting answers. It will count down until a WebSelfStorage representative will reply. More details can be added while waiting. During chat, the representative will assess the concern and attempt to instruct the user through the necessary steps.

    Note: Transcripts of the chat can be saved by:

    Clicking the icon will open a window to enter an email address. After the chat concludes, the transcript will be sent.

    Clicking the icon will open a window to print the transcript at any point during the chat.

    1.8. Opening/Letters

    Clicking on will open a page. Users can create a PDF of selected reports and print queued customerOpening/Letters Facility Opening letters.

    Click to produce the PDF with the selected information.

    To make changes to what information is included in the PDF, click the button.Change Settings Indicate from the drop down box of each report if you want to include it in the PDF. To exclude a report, select from theDon't Print corresponding drop down menu. Click the green button to save changes.Save Settings

    1.9. Closing/Deposits

    Clicking on will open a page. Users can create a PDF of selected reports and print queuedClosing/Deposits Deposits and Closing customer letters.

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    Click to produce the PDF with the selected information.

    To make changes to what information is included in the PDF, click the button.Change Settings Indicate from the drop down box of each report if you want to include it in the PDF. To exclude a report, select from theDon't Print corresponding drop down menu. Click the green button to save changes.Save Settings

    1.10. Pre-existing Customer

    Clicking on Pre-existing Customer will open a customer search page. Move-in existing customers with their original move-in date.

    On the Customer Search page, enter a customer's or and click the green button.Email Address Phone Number Search The pre-existing customer information will appear in the search results along with a option.Customers Customer not listed

    Confirm customer contact information to avoid mistakenly associating the rental unit with another customer. If customer and account match, select the radio button beside the customer and click the green button.Name Continue

    2. Accessing Organization Settings

    From the WebSelfStorage , click on The drop down menu allows the user to create and edit letters, define userDashboard Organization. roles, and assign user roles to facility staff.