Unit management
The Units tab shows all the units that you have set up within each respective site.
As with the other tabs, you can filter the data based on different criteria and export the filtered data in a comma-separated value (CSV) file format.
If you want to change the number of results loaded on the page, there is a button at the bottom of the page to do that.
Filters
Data can be filtered according to these filters:
- Type: This will be a list of the unit types you have set up in your system.
- State: The current vacancy state of the unit. Available units will be available for booking. Overdue units have an outstanding invoice. Reserved, Occupied or Blocked units will be blocked from being bookings.
- Customer: To filter units associated to a specific user, enter the user details here.
- Labels: Any custom filters you've added.
The different unit states
- Available: Unit is vacant and available for a new user to reserve or move in. If no units of a specific unit type for a specific site are available, the unit type will show as "Sold out" in the Units Customer Portal.
- Occupied: Unit is occupied & being rented by a customer.
- Overdue: Unit has an outstanding invoice associated with it.
- Reserved: Unit is reserved by a customer, pending move-in (at which point it will become Occupied).
- Blocked: Unit is blocked from being occupied or reserved (e.g. in the case a unit is closed for cleaning or maintenance).
See more information on how to create and export units here: Creating and exporting units.