Overview
A release request on a storage account follows a set lifecycle, from the moment it is created until the items leave storage or the request is called off. This article explains each release request status, what moves a request from one status to the next, and why warehouse staff and customers sometimes see different labels for the same status.
Note: Looking for the status of an individual stored item instead of the request? See Understanding Storage Inventory Item Statuses.
Before You Start
You must be an admin or have warehouse access to view and act on release requests on a storage account.
Release requests appear in the Release Requests section on a storage account's Inventory tab and on the Storage dashboard.
The six release request statuses
A release request on a storage account uses six statuses. The labels below are what warehouse staff see on the request row.
Status | What it means |
Awaiting Review | The release request has been created and is waiting for staff to review and act on it. Customer-submitted requests wait here. Staff-created requests usually pass through right away. |
In Progress | The system is converting the release request into the linked opportunity and copying the requested items onto it. This is a brief, temporary status. |
Moved to Opp | The conversion finished. The requested items are copied onto the linked opportunity and reserved for it. This status does not by itself confirm a final move date. |
Failed | The system tried to convert the release request but could not finish. Staff can fix the cause and retry. |
Cancelled | The release request was called off. Cancelling returns the items to storage and closes the linked opportunity if one exists. |
Completed | The move-out finished. SmartMoving sets this status automatically when the crew finalizes the verification check on the linked opportunity. |
How a release request moves through the statuses
The normal path for a release request on a storage account is Awaiting Review, then In Progress, then Moved to Opp, and finally Completed. A request can also be Cancelled before it finishes, or land in Failed if the hand-off to the opportunity cannot complete.
Why a release request fails, and how to retry it
A release request shows Failed when SmartMoving could not convert it into an opportunity. Known causes:
No items were attached to the request.
The linked opportunity already has a descriptive inventory.
An unexpected system error occurred.
To recover, fix the underlying cause, then click Retry on the release request. Retrying re-runs the conversion, moving the request from Failed to In Progress to Moved to Opp. A failed release request can be retried but cannot be cancelled from the staff screen.
Who can cancel a release request, and when
Cancelling a release request returns its items to storage and closes the linked opportunity if one exists. Who can cancel depends on the current status:
A customer can cancel from the Storage Portal only while the release request is still awaiting review.
Warehouse staff can cancel a release request while it is Awaiting Review, In Progress, or Moved to Opp.
No one can cancel a release request once it is Cancelled, Completed, or Failed.
What marks a release request Completed
A release request is marked Completed automatically when the crew finalizes the verification check on the linked opportunity. No one sets Completed by hand. The check that completes a release request depends on the request type:
Request type | Check that completes the release request |
Pickup | Warehouse cross-reference check or shipper-destination check, whichever the crew finalizes |
Delivery | Shipper-destination check |
A delivery is not completed by a warehouse cross-reference check, and an ordinary storage check does not complete a release request.
Why staff and customers see different status labels
The same release request status can appear under different labels depending on who is viewing it. Warehouse staff see the labels on the request row in the office. The customer sees their own labels in the Storage Portal. This table maps the two:
Stage of the request | Warehouse staff see | Customer sees |
Waiting for review | Awaiting Review | Requested |
Being converted | In Progress | In Progress |
Converted to a job | Moved to Opp | Scheduled |
Conversion failed | Failed | Requested |
Called off | Cancelled | Cancelled |
Finished | Completed | Completed |
Note: A failed release request is shown to the customer as Requested, not as a failure. The customer's request has not been rejected, it just has not been processed yet, so check the staff view for the true status and retry if needed.
On the staff request list, the status filter uses the customer-facing names. A release request that shows the Awaiting Review badge is listed under Requested in the filter, and one that shows Moved to Opp is listed under Scheduled.
Best Practices
Work release requests in the order they came in, using the Requested Date, so older requests do not stall.
When a customer says their request still shows Requested, check the staff view, since it may be Awaiting Review or a Failed request that needs a retry.
Resolve the cause before retrying a Failed release request, for example by attaching items or using an opportunity that does not already have a descriptive inventory.
Cancel a release request before it is converted if the customer changes their mind, since cancelling returns the items to storage and closes the linked opportunity.
FAQs
Why does a customer's request still show Requested after I reviewed it? To the customer, both an awaiting-review request and a failed request show as Requested. Open the request in the staff view to see whether it is Awaiting Review, Failed, or already Moved to Opp, and retry it if it failed.
Does Moved to Opp mean the move is scheduled for a date? No. Moved to Opp, shown to the customer as Scheduled, means the release request was converted to an opportunity and its items reserved. It does not confirm a final move date.
Can I cancel a release request that already failed? No. A Failed release request can be retried but not cancelled from the staff screen. Fix the cause, then click Retry.
What moves a release request to Completed? The crew finalizing the verification check on the linked opportunity. A pickup completes on a warehouse cross-reference check or a shipper-destination check. A delivery completes on a shipper-destination check.