Units Settings give you control over several different functions pertaining to units at your facility, including creating and editing units and unit groups in your facility, determining your walk through order, and building your facility map.

This guide will provide insight into:

• Creating new units and unit groups
• Editing existing units and unit groups
• Adding units to an existing unit group
• Bulk upload units
• Defining and adjusting your walk through order
• Building and maintaining your facility map

To access unit settings:

• Click the settings tab in the lower left of your screen.
• Under the unit section, select units. Your unit settings will load.
  
  

 

To navigate within unit settings:

Use the tabs in the top right to switch between views of your units. Your units do not change across tabs. They're simply displayed in different formats to make completing unit tasks easier.

• The facility map tab allows you to choose the visual location of a unit in relation to your property using the map builder.
• The Tiered Pricing Tab is where you will assign units to tiers if Tiered Pricing in enabled for your facility. 
• The groups tab lists all units in groups with identical size, price and amenities.
• The individual tab lists all units individually by unit number.
• The walk thru tab lists all units in a custom order that you define.

  

Creating new units and unit groups

To create a new unit or unit group from your Unit Settings:

1. Select the Groups or Individual tab in the top right.
2. Click the Add new units link from the top or bottom of the units table denoted by a green plus symbol (+).
3. Complete the Add unit(s) form. For details regarding sections and fields, see below.
4. When you are finished making changes, click Save at the bottom of the page.
   

Unit Type

• Choose format: Use this button to select adding a list of units (separate the units by commas) or a range of units. See screenshot below for the fields associated with entering a range of units.

 

• Unit Number(s): Use this field to assign unit numbers to the unit(s) you plan to create.
  • To create an individual unit, select List format and enter one number.

⚠ All units within a group must share the same size, price, and amenities. Click the Add to Unit Group button to quickly assign those group characteristics to the units you are creating.

• Unit type: Click the dropdown to select the type of unit(s) you wish to create from the list. (Unit types are created in a separate settings section and must be setup prior to creating units. For more details, visit the Unit Types article.)
• Standard Rate: Use this field to define the monthly cost of the unit(s).
• Width: Use this field to specify the unit(s) width.
• Length: Use this field to specify the unit(s) length.
• Height: Use this field to specify the unit(s) height.
• Set square footage manually?: Check this box if you want the square footage of the unit to differ from width x length. Doing so will open a new field, Area.
• Area: This field only appears when Set square footage manually? is enabled. When you enter a square footage here, the unit is classified as that size for reporting purposes.
• Floor: Use this field to enter a floor designation (i.e. 1st, 2nd, etc.).

Use the checkboxes to select all applicable amenities.

⚠ Unit amenities are created in a separate settings section and must be setup prior to creating units. For more details, visit the Unit Amenities article.

 

Other details

• Company Owned: Check this box to designate this unit as a unit that is not available to the public.
• Rentable: Check this box to ensure unit(s) are available for rent to your tenants. (When editing units, this check box is only visible when editing from the Individual tab.) When this checkbox is de-selected, the unit will be color coded gray throughout the system and may not be chosen for reservation, move-in or transfer. This status of the unit will be Unrentable.
• Excluded from API: Check this box to exclude unit(s) from the API. When checked, the units defined above are viewable only within your management software.

 

Rentable	Exclude from API	Visible on Marketing Website	Status in Software
Box Checked	Box Checked	No	Vacant
Box Checked	Box Unchecked	Yes	Vacant
Box Unchecked	Box Checked	No	Unrentable
Box Unchecked	Box Unchecked	Yes - but listed as "Call" instead of "Reserve" or "Move In"	Unrentable

 

• Future Move-Ins: Use this field to enter a future move-in window that will override the Corporate Level Future Move-In setting. 
• Walk Thru Order: Use this field to define the order you pass unit(s) as you walk through your facility. For example, to define the 5th unit you pass as you walk through your facility, enter 5. Each number may only be used once. This order is what you see in the units Walk Thru tab and Unit Walk Thru report. It is helpful for building your map or walking your premise.

   

• Directions: Use this text box to enter walking or driving directions to your unit from the front gate.

Door Type

• Door Width: Use this field to specify the door width.
• Door Height: Use this field to specify the door height.
• Door Type: Use the radio buttons to select one door type: Roll Up Door, Swing Door, or None.
  
  
  

Unit Enclosure

Select whether the unit is Fully Enclosed or Not Fully Enclosed. This setting makes it easier to separate unenclosed units such as parking spaces from enclosed units with walls and doors.

Access Details

• Use the radio buttons to select indoor or outdoor access. The unit(s) icon will reflect your selection. Note that this is a required field.
  
  

Tax Rates

• Use the checkboxes to select the tax rate to be applied to your unit(s).

⚠ Tax rates are created in a separate settings section and must be setup prior to creating units. For more details, visit the Tax Rates article.

 

Bulk Upload Units

The Bulk Upload tool can be used to easily add a large number of units. This can be particularly useful if you are expanding your storage facility or opening a brand new facility.

1. After clicking Add new units, select Bulk Upload.

2. Click Download CSV Template.

3. Open the file you downloaded and starting in row 2, enter one unit per line using the guide below. Red indicates a required field. Do not change the column headers in the CSV file. Do not include any special characters like $.

Column Header	Format	Description	Example
Unit Number	Text	A unique alphanumeric code that identifies the unit.	100
Type	Text	The name of the particular unit type or group.	Self Storage
Standard Rate	Number	The normal rate of the unit without any rental promotions or discounts of any kind.	50.00
Unit Width (ft)	Number	The width of the unit.	10
Unit Length (ft)	Number	The length of the unit.	10
Unit Height (ft)	Number	The height of the unit.	8
Manual Area (sqft)	Number	The square footage of the unit you want your reports to show. Only use if you want the sq ft to differ from width x length for reporting purposes.	0
Rentable	Text	A "true" or "false" verification of whether an individual unit is rentable or not.	true
Unit Group Abbreviation	Text	A brief description of the unit group.	BCC
Floor	Number	What floor the unit is on.	1
Amenity 1	Text	Any feature specific to a unit or group of units.	Drive-Up Access
Amenity 2	Text	Any feature specific to a unit or group of units.	Climate Controlled
Amenity 3	Text	Any feature specific to a unit or group of units.	Elevator
Amenity 4	Text	Any feature specific to a unit or group of units.	CC
Amenity 5	Text	Any feature specific to a unit or group of units.	Uncovered
Amenity 6	Text	Any feature specific to a unit or group of units.	Heated
Amenity 7	Text	Any feature specific to a unit or group of units.	Light in Unit
Amenity 8	Text	Any feature specific to a unit or group of units.	Power in Unit
Company Owned	Text	A "true" or "false" verification of whether an individual unit is rentable or not.	false
Exclude from API	Text	A "true" or "false" verification of whether an individual unit is shared with your approved 3rd party partners via the API.	false
Walk Thru Order	Number	The order in which the units are checked during a physical walkthrough of the facility.	33
Directions	Text	Walking or driving directions to your unit from the front gate.	Turn left at the flagpole
Door Width	Number	The width, in feet, of the entry door to the unit.	3
Door Height	Number	The height, in feet, of the entry door to the unit.	7
Door Type	Text	Either Roll Up, Swing, or None	Roll Up
Fully Enclosed	Text	A "true" or "false" verification of whether an individual unit is fully enclosed or not.	true
Access Type	Text	Either Indoor or Outdoor	Outdoor
Tax 1	Number	The rent tax rate for the unit*	5
Tax 2	Number	The rent tax rate for the unit*	2
Tax 3	Number	The rent tax rate for the unit*	0
Unit Note	Text	An internal note about the unit. This note will not appear in Unit Settings. It will appear in the Unit History.	Broken door

*Tax note: Most users will only use Tax 1. Tax 2 and 3 are available if you split your tax rate into state, city, and/or local rates. For example, if your total rent tax rate is 6% but 3% goes to the state, 1% goes to the city and 2% goes to the county, you can enter 6 for Tax 1 and leave Tax 2 and 3 blank, or you can enter 3 for Tax 1, 1 for Tax 2, and 2 for Tax 3.

4. Save the CSV file to your computer.

5. In storEDGE, click Choose File to upload the CSV.

6. Click the Preview button to view the units before adding them to your storEDGE account.

7. If everything looks correct, click the button to create new units. 

Editing Existing Units and Unit Groups

• Select the groups or individual tab in the top right.
• Click the edit button along the right for the unit(s) you wish to edit.
• The edit units page will appear. All options are the same here as described above.

⚠ When editing a group of units, you will not be able to change the unit numbers.

• When you are finished making changes, click save at the bottom of the page.

To break a unit out of a unit group:

• Select the Individual tab in the top right.
• Click the edit button along the right for the unit you wish to edit.

• When you are finished making changes, click save at the bottom of the page.

⚠  All units with identical size, price and amenities are automatically grouped. For the selected unit to be broken out, you must make one of these different from the group.

Deleting Units

Vacant units may be deleted from the system by clicking the Delete this unit button on the unit editing page.

If the unit has never had lead or move-in activity, it will be permanently deleted. If the unit had lead or move-in activity, you will have a new tab at the top of your screen labeled Deleted. Click on this tab to see a list of all deleted units. Click the Undo Delete button to restore the unit to your inventory.

Adding units to existing unit groups

Adding units to existing unit groups is simple. To do so:

1. From your Unit Settings, click Add New Units.
2. Fill out the range of unit numbers you'd like to add. Then, click Add to Unit Group.
   
3. On the next screen, select the unit group to which you'd like to add your units. Then, click Select Group.
   
4. On the next screen, you'll see that all the amenities and unit attributes associated with the unit group will be pre-selected for you. Scroll down to Other Details to enter the walkthrough order, door type and size, unit enclosure, whether the unit has indoor and outdoor access, and the tax rate you'd like to apply to the new units.
   
   
5. Click Save to complete adding the new units.

Defining and adjusting your walk through order

Your walk thru order defines the order you pass unit(s) as you walk through your facility. For example, the 5th unit you pass as you walk through your facility may be defined as 5.

⚠  This order is what you see in the units Walk Through tab and Walk Through report. It is helpful for building your map or walking your premise.

• Select the Walk Through tab in the top right.
• Click edit along the right for the individual unit whose walk through order you wish to edit.
• In the location section, enter the new number in the walk through order field. Each number may only be used once.

You may edit the rest of the unit information just as you were able to do above.

• When you are finished making your changes, click save at the bottom of the page.

⚠ The Walk Through tab will be re-ordered to reflect changes.

Building and maintaining your facility map

The facility map builder allows you to build an interactive map of your property. Once you build your map, you can access it in the facility map manager and use it to view unit status, track leads, and complete move-ins, move-outs, and transfers.

• Select the facility map tab in the top right.

• Follow the steps outlined in the facility map builder article.