When a storage account and its associated items are due to go out of storage (either partially, or fully), the relevant storage details must be updated.

The updated storage details can then be used to invoice the customer correctly and prevent further invoices from being generated for items that are no longer in storage.

A storage account or ‘consignment’ must also be officially closed in order to update inventory data and accurate calculate storage location capacities for future jobs.

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How to Close a Storage Consignment

1. Navigate to Storage > Storage Management in the main menu.
   
   
2. Filter the records in the Search tab of the Storage Management window to locate the required storage customer.  Select the record and navigate to the Details tab.
   
   
3. Calculate the amount owed on the account by entering the Date Out into the Storage Calculator.
   
    
   
   To use the Storage Calculator simply enter the expected Date Out and click the Calculator button.  
   
   
4. The amount to be invoiced is displayed in the Create Out of Storage Invoice window.
   
   
   
   The amount is calculated from the date of the last account using the charge frequency and rate. Select the Use Daily Rate checkbox to charge per day rather than the frequency period. If certain charge lines should not be closed, double click on a line to exclude it from the out of storage invoice.  The Sel column on the right will change from Y to N.
   
   
5. Click the Invoice button to create the invoice.  In the Storage Invoice Creation window click Yes to confirm that the invoice and storage dates are correct.
   
   
   
   Click OK in the popup window displaying the new invoice number.
   
   
6. The Close Storage Account window gives you three options
   
   
   
   If the client is fully out of storage, set the first option to Yes.  If the client has only removed part of their inventory from storage, set the first option to No and the section option to Yes.  This will close the charge lines only, allowing you to add new charge lines with the updated weight, volume, rate, etc. 
   
   If the client is no longer using the location(s) or container(s) in the warehouse, set the third toggle to Yes to set the date out, making the locations and containers available for other accounts.
   
   
7. Close the Create Out of Storage Invoice window.

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Next Steps

If the client is fully out of storage and the account was closed, the Status of the Storage file will be set to Closed, and the account will no longer be included in storage invoicing.

If option 1 was set to Yes in step 6 above (as the client is partially out of storage), the charge lines will now display as being Closed.

These lines will remain for reference only but can be deleted if you choose to do so.  You can then add new charge lines with updated information to reflect the new volume or rate/period of the remaining goods.

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