Overview
When a customer submits a release through the Storage Portal, the request appears in the Release Requests section on the Inventory tab of the matching storage account.
From the section, you can review request details, see the specific items the customer requested, read any notes they included, convert the request directly into a storage outbound opportunity, and retry an opportunity that failed to create.
The customer's items and the request stay connected to the new opportunity so the team and the customer always know where things stand.
Before You Start
Available to accounts using SmartMoving Storage.
You must be an admin or have warehouse access to view release requests on a storage account. Users without those roles cannot open the release request view, even with a direct URL.
Overdue invoices on the storage account trigger an extra confirmation step before the opportunity wizard opens.
If you don't see this option, contact SmartMoving Support.
How To Do It
Opening the Release Requests Section
Open the Storage module and select the Accounts tab.
Click the storage account you want to review.
Select the Inventory tab on the storage account.
Head to the Release Requests section.
Each request displays in a row with the following columns:
Request, Type, Source, Status, # of Items, Requested Date, Destination, and Notes.
Note: When no release requests exist for a storage account, the section shows the empty state "No release requests yet" with the message "Release requests appear here when items are requested for pickup or delivery."
Viewing the Items in a Request
Click the count in the # of Items column on a request row. The items panel opens with the specific items the customer requested for pickup or delivery.
Close the items panel to return to the Release Requests list.
Reading Customer Notes on a Request
Hover over the notes icon in the Notes column on a request row.
The customer's notes from the Storage Portal display in a tooltip.
Note: If a customer did not include notes for a request, the notes icon does not appear on that row.
Converting a Customer Request into an Opportunity
Find a request row with Customer in the Source column and a Status of Awaiting Review.
Click + Opportunity on the request row to convert it into a storage outbound opportunity.
If the storage account has any overdue invoices, an Overdue Invoices confirmation window appears with the message, "This storage account has overdue invoices. Would you like to proceed?" Click Confirm to continue or Cancel to stop.
The new opportunity wizard opens with these fields pre-filled:
Name and Phone, from the customer record on the storage account.
Move Date, set to the preferred date the customer selected on the request.
Service Type, set to Storage Out Bound.
For a Pickup request: Origin Address is set to the customer's delivery address if it was provided through the portal, or left blank if it was not. Destination Address is set to the warehouse address.
For a Delivery request: Origin Address is set to the warehouse address. Destination Address is set to the customer's delivery address if it was provided through the portal, or left blank if it was not.
Confirm or update the addresses, then complete the rest of the opportunity wizard as usual.
Save the opportunity. The request number on the Release Requests screen is replaced by the opportunity reference, so you can click through directly to the opportunity.
After conversion, the new opportunity has a single auto-added note on the Sales > Notes tab. The note reads, "Customer requested Pickup on {date}." or "Customer requested Delivery on {date}.", using the preferred date the customer chose. If the customer typed notes in the portal, a second line appears with the label Customer Notes: followed by the customer's text.
Retrying a Failed Opportunity
If SmartMoving cannot create the storage outbound opportunity for a request, the request shows a failed status in the Status column.
Click Retry on the failed request row. SmartMoving attempts to create the opportunity again.
Key Details
Release requests are scoped per storage account. A request submitted against one account does not appear on another, even within the same company.
Requests from different companies are isolated. A request from one company never surfaces on another.
Requests are listed with the most recent first by Requested Date.
The Source column distinguishes between Internal (requests created within SmartMoving) and Customer (requests submitted through the Storage Portal).
The + Opportunity button only appears on rows with Customer in the Source column and a Status of Awaiting Review.
Best Practices
Read customer notes before opening a request so you can spot any special handling needs the customer flagged.
Confirm the Origin Address and the Destination Address in the opportunity wizard before saving. The portal collects addresses as plain text, so the wizard pre-fills the fields but the team should reconfirm the address in the wizard's address picker to make sure the geocoded location is correct.
Check the auto-added note on the Sales > Notes tab of the new opportunity before scheduling. Customers often include special instructions, gate codes, or contact details there.
Use Retry on failed requests instead of recreating the opportunity from scratch.
Work through release requests in date order using the Requested Date column so older requests do not stall.
Troubleshooting
A user cannot see release requests on a storage account. Confirm the user has warehouse or admin access. Users without those roles are blocked from the release request view and are redirected if they try to open it through a direct URL.
The + Opportunity button is not visible on a request. The button only appears for requests with a Status of Awaiting Review and a Source of Customer. Requests that have already been converted or are in another state show different actions.
The address fields are blank in the opportunity wizard. The customer did not provide a delivery address in the portal. Enter the address manually in the wizard before saving.
A request shows a failed status. Open the request and confirm the storage account details are accurate. Click Retry to attempt to create the opportunity again. If the failure repeats, contact SmartMoving Support.
A customer's notes do not appear on a request. The notes icon only appears on rows where the customer added notes through the Storage Portal. If no icon appears, the customer did not submit notes for that request.