Overview
The Storage Portal lets a customer request a move out of items in their storage account without calling or emailing the office. The customer chooses specific items, tells the office whether they want them delivered or picked up, and shares a preferred date. Each request is sent to the office with a unique reference number the customer can use later.
Before You Start
Available to your storage customers through the Storage Portal. Requires an account using SmartMoving Storage.
The items must be in the customer's storage account inventory and not already part of an active request.
For a delivery request, the customer needs the destination address, including ZIP code.
How To Do It
Select Items to Request
The customer opens the inventory section of the Storage Portal in either List View or Gallery View.
The customer selects the items to move out using the checkbox on each item.
If any selected item cannot be requested, a message reads [count] item(s) can't be requested, and the request action is disabled until the customer deselects those items. This usually happens when the items are already part of an active request.
Submit the Request
With at least one eligible item selected, the customer clicks Request Items. The Request Items from Storage modal opens.
The customer chooses a Request Type:
Delivery: items are delivered to the customer's address.
Customer Pickup: the customer picks up at the warehouse.
The customer enters the Quantity of items in the request.
The customer selects a Preferred Date. The date cannot be in the past.
For a Delivery request, the customer completes the address fields:
Street Address
City
State
ZIP
The customer can add Notes (Optional) for anything else the office should see, such as parking instructions or building access notes.
The customer clicks Submit Request. The Request submitted! confirmation modal opens with the new request number, the number of items, the request type, and the preferred date.
The customer clicks Done to close the confirmation.
To close the modal without submitting, the customer clicks Cancel or the X. The selected items stay selected on the inventory list so the customer can edit the selection and try again.
Key Details
Request number format: each request is given a number combining the storage account number and a sequence suffix, for example S1001-1, S1001-2, S1001-3. The suffix increases each time a request is created on the same account.
One request per item: an item already part of an active request cannot be added to another one until the original request is no longer active.
Status: a submitted request starts in a Requested status. The office updates the status as the request is processed.
Multiple items, one request: items submitted together share the same request number.
Pickup mode: when the customer chooses Customer Pickup, the address fields are not required.
Audit trail: each submission is recorded in the storage account audit log so the office can see the request number and the items included.
Best Practices
Customers can group related items into a single request when they want them delivered or picked up together. The items share one request number, which is easier to reference.
The Notes field is the place for anything that affects scheduling, such as elevator reservations, gate codes, or items that need extra care.
Customers should submit requests as far in advance as possible. The office can confirm faster when there is time to plan.
If a customer does not see a date they want, they can contact the office. The portal allows any future date, but the office may have scheduling limits.
Troubleshooting
The Request Items button is disabled. One or more selected items cannot be requested. Look for the [count] item(s) can't be requested message and remove those items from the selection.
Submit returned an error reading "Oops! Something went wrong submitting your request. Please try again." The customer should wait a moment and resubmit. If the error continues, contact the office. The selection stays in place so the customer does not have to start over.
The Preferred Date field will not accept a date. The portal does not allow past dates. Choose today or a future date.
The ZIP field shows an error. ZIP allows letters, numbers, spaces, and dashes only. Remove any other characters.