Unit orders track the steps associated with moving in a customer to a unit. Each order consists of a few sections that provide all the information on the order and break down the different steps of the process.
Creating a unit order
New Unit orders (move-ins) can be created one of 2 way:
Management Portal: From the Unit orders section of a user's page.
Units Customer Portal: By a customer creating an order within the Units Customer Portal.
Unit order sections
There are 3 tabs to a unit order:
This section will take you through all the steps associated with the unit order to get the customer moved-in. Read about each step in the Unit order: Steps help doc.
Get a quick overview of the order details, including:
Submitted: Date order was submitted
Name: Customer name
Email: Customer email address
Phone: Customer phone number
Site: Site which the customer has booked a unit in
Unit type: The type of unit that the unit order is booked for
Deposit: Deposit amount being charged
Monthly rent: Rent rate to be charged per month
Move-in date: Currently booked move-in date for the order
Prepayment: Number of months that are being charged in advance for the unit being rented.
As with every part of the system, each unit order has a detailed history section where you can see the full audit history of anything that has happened on each respective order.
From this section, you can manually add comments and images which will be logged in the history section with the latest action / comment added at the top of the list.
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