Overview
The Inventory tab in a storage account lets you assign items to containers in bulk. When assigning items, you can also update the container's location at the same time. All assignments and location changes are recorded in the activity logs.
Before You Start
Available to accounts using SmartMoving Storage. Updating the container's location requires the Settings or Storage Settings permission.
Items can be added to a container while they are In Storage, Requested, or Scheduled. In Transit and Released items cannot be added to a container.
Oversized items cannot be in a container.
How To Do It
Open a storage account and select the Inventory tab.
Check the box next to one or more items you want to assign.
In the bulk action bar, click Add to Container.
Select the container you want to assign the items to.
If the container already has items assigned to it, a warning message appears. Review it and continue if needed.
If an item is already assigned to the selected container, a message tells you the item is already there.
On accounts that bill By Container, if moving the items will leave another container with no items, a message says the empty container will be removed from the account and the cost for the next invoice will change.
To update the container's location, toggle on Update container location and fill in the applicable fields: Aisle, Row, Shelf, Warehouse, and Zone.
Click Add to complete the assignment. The items are assigned to the container, the container's location updates if you toggled it on, and the activity logs update automatically. On By Container accounts, adding a container that is not already on the account asks you to confirm the change to recurring charges.
đĄ SmartTip: You can assign a single item or multiple items to a container in one action. Select all applicable items before clicking Add to Container.
Key Details
Each assignment creates an entry in the item's activity log: "[Item name] assigned to [container type] [container number]."
Location changes are recorded in the storage account activity log: "[Container type] [Container number]'s location was updated from [old location] to [new location]."
Location changes also appear on the Containers tab and in the container's location history.
When the crew releases an item from storage, the item leaves its container automatically. A container left with only released items is removed from the storage account. See Automatic Container Count Updates on Storage Accounts.
If the crew undoes a release, the item does not return to its container. While the item is Scheduled, use Add to Container to put it back.
To mark items as oversized from the bulk action bar, see Marking Inventory Items as Oversized.
To move items out of storage from the Inventory tab, see Creating an Outbound Opportunity from Storage Inventory.
Troubleshooting
Add to Container is grayed out.
Hover over it to see why. "Oversized items cannot be in a container." means the selection includes an oversized item. "One or more selected items cannot be added to a container in their current status." means the selection includes an In Transit or Released item. Deselect those items to continue.