Add a New Storage Account

Field

 Description

Storage ID

System generated storage consignment number.

Account For

The name of the person’s goods in store.  The icon to the right of the Account For field allows you to confirm that a duplicate storage account doesn’t already exist.

Debtor

Customer (Debtor) of the storage consignment.  This may be different to the Account name if the storage charges are being paid on behalf of the Storage Client.  Click the icon to change the Customer.  Click the to edit the Customer details.  Click to edit the Storage Billing Address.

Attention

The person responsible for payment of the account.

Additional Contact

An additional contact person for the consignment.

Email

Email address for the storage account.  The send email icon opens a ‘send email’ screen with the email address populated in the To field.

Order Number

Company Order number if applicable.

File Number

Can be used for an external reference number.

Date into Store

The date that the goods were received and placed into storage.

Reference In

The Job number of the Job where the goods were brought into store.

Date Out

The Date the Account fully went out of storage.

Reference Out

The Job number of the Job where the Account fully went out of Store.

Unstowing

The amount quoted to the customer for unstowing.

Redelivery

The amount quoted to the customer for redelivery.

Comments

Used to record any additional information.

Rep

The Sales Rep who sold storage to the client.

Created By

The Moveware user who entered the Storage file.

Invoice Details

Enter any additional text that you wish to display on the Customer’s invoice.

Identifier

The Lot & Tag numbers related to this Storage account.

Branch

The branch responsible for the Storage account.

Cost centre

The Cost Centre associate with the Account.

Status

The Status of the Account.  Either Active, Closed or on Hold.

Account Type

The type of Customer account: Private or Company.

Collection

The account collection method.

Type

The Account Type.  Either Domestic or Commercial.

Insurance Policy

Enter the insurance policy number or use the arrow to assign next number.

Group

Used to add the Storage Account to a Group.  You can invoice by one group at a time, or report on Storage Groups.  Storage Groups are set up in Codes Management, under the Type of “Storage Group”.

Rate Revision Group

Groups for selecting clients for Rate Revisions.  Rate Revision Groups are set up in Codes Management, under the Type of “Storage Rev”.

Invoice Display

Used to group Storage Accounts to display invoices differently.  For instance, some storage accounts may be provided more detailed invoice information.   

Cubic Feet / Net KG

The total volume in Cubic Feet of the goods in store for that consignment.  When the toggle to the right of the field is checked, this will display the Net Kilograms of the goods in store.

Metres / Net Lbs

The total volume in Cubic Metres of the goods in store for that consignment.  When the toggle to the right of the Cubic Feet field is checked, this will display the Net Lbs of the goods in store.

Update from Inventory checkbox

The checkbox to the right of the Metres field will update the weight and volume fields to display the total weight and volume of the Inventory on the Storage Account.

Country Stored

The country of the warehouse storing the goods.