SmartMoving Support

An overview of Storage Inventory in SmartMoving: how items enter a storage account, how to manage them in the warehouse, how to move them out, and what customers see in…

Getting Started with Storage Inventory

Michelle Carone

Manage the items inside a storage account: view and search inventory, track status and condition, organize with tags and containers, and handle release requests and outbound moves.

 Storage Inventory

Learn the two ways to add Descriptive Inventory items to a Storage Account in SmartMoving: automatically through a completed Warehouse Check, or manually using the Import Items option.

Adding Inventory Items to a Storage Account

See exactly where each storage inventory item is in the warehouse lifecycle. Statuses appear as color-coded badges and update automatically as items move from In Storage to Released.

Understanding Storage Inventory Item Statuses

SmartMoving blocks the same inventory item from being imported into more than one Storage Account for the same customer, both during manual import and during Warehouse Check auto-link.

Preventing Duplicate Items Across Storage Accounts

Learn how SmartMoving automatically updates storage account container counts when items are added or removed, with confirmation prompts for per-container pricing accounts.

Automatic Container Count Updates on Storage Accounts

Start here. How items get into a storage account and the essentials to know first: adding inventory automatically from a Warehouse Check or by manual import, item statuses, automatic container counts, and how duplicate items are prevented.

Foundation

Open the item details slide-out in a storage account to review an item's specifics, photos, and activity log, and to edit fields like container, location, oversized status, and notes while…

Viewing and Editing Item Details in Storage Account Inventory

Learn how to toggle between list and gallery view on the Storage Account Inventory tab to browse items visually as photo cards with filtering and bulk action support.

Switching to Gallery View in Storage Account Inventory

Learn how to use the search bar on the Inventory tab of a SmartMoving storage account to find items by container number or location fields like Aisle, Row, Shelf, Warehouse,…

Searching Storage Inventory by Location

Filter storage inventory items by status, room, container, item type, location, and more using top-level filters and the Advanced Filters modal. Bulk-select items to add to opportunities, containers, or mark…

Using Advanced Filters and Bulk Selection in Storage Inventory

Filter a storage account's inventory by tag in the Storage Module, including multi-select filtering, the Untagged option, and combining tags with status, room, and container filters.

Filtering Storage Inventory by Tag

Find your way around the Inventory tab on a storage account: open item details, switch between list and gallery views, search by location, and use filters and bulk selection to work through items quickly.

Navigating the Inventory Tab

Learn how to assign one or more inventory items to a container from the storage account Inventory tab and optionally update the container's location in the same step.

Assigning Inventory Items to Containers and Updating Container Locations

Reassign one or more storage inventory items to a different container and optionally update the container's location.

Moving an Item from One Container to Another

Learn how to unassign one or more items from their containers in a storage account inventory while keeping the item's zone and location unchanged.

Removing Items from Containers in Storage Account Inventory

Add, edit, or remove free-text notes on storage inventory items so warehouse staff and customers see the same context across the Storage Module and Storage Portal.

Adding Notes to Storage Inventory Items

Manage the tags that label storage inventory items, including five built-in tags and any custom tags you create. Edit names, descriptions, and order from a single settings page.

Managing Storage Inventory Tags

Learn how to record newly discovered warehouse damage on items in a Storage Account, separate from damage captured during the original move.

Adding Warehouse Damage to a Storage Account Item

Learn how to add, edit, and delete damage records for storage inventory items from the Item Details slideout, and understand which damage records can and cannot be modified.

Editing and Deleting Damage Records in Storage Inventory

Storage inventory items keep an activity log of any damage or "received" events recorded during a check, giving you a continuous audit history of each item.

Viewing Check Activity on a Storage Inventory Item

Mark storage inventory items as Oversized directly from the inventory tab of a storage account, in list view or gallery view.

Marking Inventory Items as Oversized

Learn how to remove items from a storage account's inventory in SmartMoving. Covers single and bulk removal, eligibility rules, the confirmation modal, and how to re-import a removed item.

Removing Items from a Storage Account Inventory

Learn how to apply, remove, and bulk-manage tags on storage inventory items in SmartMoving so your team can flag item status at a glance across the list and gallery views.

Applying Tags to Storage Inventory Items

Keep a storage account's inventory accurate as items move around the warehouse: assign and move items between containers, add notes and tags, record warehouse damage, mark oversized items, and remove items when needed.

Managing Items

Create an outbound opportunity directly from a storage account's inventory by selecting items and choosing whether the job is a delivery or a customer pickup.

Creating an Outbound Opportunity from Storage Inventory

When you create an outbound opportunity from a storage account, SmartMoving automatically adds the selected storage inventory items to the new opportunity's pre-move inventory, preserving room assignments and quantities.

Pre-Filling the Pre-Move Inventory from a Storage Account

Learn how to import Descriptive Inventory from a Storage Inbound opportunity to a Storage Outbound opportunity, including full vs. partial imports, what carries over, and how omitted items appear on…

Importing Descriptive Inventory for a Storage Move-Out

Learn how the Warehouse Release document records items leaving storage, including condition at check-in versus release, item flags, and tokens for customizing the template.

Using the Warehouse Release Document

Learn how the Warehouse Release document appears for signing on Outbound storage opportunities in the Crew App, and how crews and customers review and sign it.

Signing the Warehouse Release Document on Outbound Storage Opportunities

Learn how photos taken of inventory items during storage appear on the Descriptive Inventory of a new opportunity after the items are imported or outbounded.

Viewing Storage Photos on the Imported Descriptive Inventory

Release stored items back to the customer: create an outbound opportunity straight from inventory, carry items and their details into the new opportunity, and capture what leaves with the Warehouse Release document.

Moving Items Out 

Use the Release Requests section on a storage account's Inventory tab to review portal-submitted release requests, convert them into storage outbound opportunities, view requested items, read customer notes, and retry…

Reviewing Release Requests on a Storage Account

Use the Release Requests card on the Storage dashboard and the Has Requests filter on the Accounts tab to find and act on pending release requests across all of your…

Tracking Release Requests from the Storage Dashboard and Accounts Tab

Learn how office staff and shippers cancel a storage release request in SmartMoving, including a request already converted to an outbound opportunity, and what happens to the items and the…

Cancelling a Storage Release Request

Manage release requests customers submit from the Storage Portal: review requests and convert them into outbound opportunities, and track pending requests across all of your storage accounts from the office.

Office-Side Portal Request Handling

Turn on Show Item-Level Activity Log to let Storage Portal customers view a timeline of events, including movement, scanning, and status changes, for each stored item.

Enabling the Item-Level Activity Log in the Storage Portal

Storage customers can view a complete list of stored items in the Inventory tab of the Storage Portal, including item name, status, damages, notes, and storage entry date, with filtering…

Viewing a Customer's Inventory in the Storage Portal

Storage Portal users can search inventory by item name or description and apply filters for date entered storage, status, room, or damage to find items quickly.

Searching and Filtering Inventory Items in the Storage Portal

Open the Storage Portal item detail view to see info, photos, status, and (when enabled) activity history for any inventory item from the list or gallery view.

Viewing Item Details in the Storage Portal

What a storage customer sees on the Inventory tab of the Storage Portal: the item list and details, search, filter, sort, and submitting a delivery or pickup request.

Customer Storage Portal

Storage Portal users can request a delivery or pickup of items in their storage account by selecting items, choosing a request type, and submitting a preferred date.

Requesting a Storage Move Out from the Storage Portal

View, search, filter, and track a customer's delivery and pickup requests in the SmartMoving Storage Portal, including item-level details for each request.

Viewing a Customer's Storage Requests in the Storage Portal

How a storage customer cancels a delivery or pickup request from the SmartMoving Storage Portal, when cancellation is allowed, and what happens to the stored items afterward.

How a Customer Cancels a Storage Request from the Storage Portal

How a storage customer requests a delivery or pickup of stored items from the Storage Portal

Customer Move-Out Requests

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