Overview
Auto-included items are retail items that are automatically added to a unit and billed during the move-in process. This article shows you how to assign auto-included items to one or more units at once by downloading a template, entering item quantities for each unit, and importing the completed file. By the end, your selected items will be shown on the Move-In screen during the next move-in.
Prerequisites
Before you start, confirm the following are in place. These conditions are configured at the Corporate level:
The Retail Item permission on your role has Create, Read, and Edit enabled for the desired facility.
The items you want to assign are created and assigned to the facility.
Step 1: Download the Unit Auto-Included Items Template
On the facility's List of All Units page, download the CSV Unit Auto-Included Items template which you will populate.
Navigate to the facility that contains the units you want to assign items to.
Click Units in the sidebar menu. The List of All Units page opens.
Navigate to the Export Data or Templates button and click it.
Select Unit Auto-Included Items from the drop-down menu. The template downloads to your device.
List of All Units page with the Export Data or Templates button and Unit Auto-Included Items option highlighted
Step 2: Fill In the Template
Open the downloaded template and enter the quantity of each item to auto-assign to each unit.
Open the downloaded template in your spreadsheet application.
Enter the number of each item you want to auto-assign to a specific unit in the relevant fields.
Save the file.
ℹ️ Info: The template's starting content depends on the facility's items. If no items are assigned to the facility, the template is empty. If items are assigned to the facility, the template is already populated with those items, and you fill in the quantity for each unit.
Step 3: Import the Completed File
Upload your completed template back into QuikStor to start the unit import.
Return to the List of All Units page.
Navigate to the Import Data button and click it.
Select Unit Auto-Included Items from the drop-down menu.
List of All Units page with the Import Data button and Unit Auto-Included Items option highlighted
The Import Data modal opens. Drop the completed CSV file into the import area.
Import Data modal with Drop your CSV file here or browse option highlighted
Click the Upload File button.
Import Data modal with the Upload File button highlighted
ℹ️ Info: The Import Data modal contains section "Need a CSV template? Download template to get started." and a Download button. Clicking the Download button is another way to download the Unit Auto-Included Items template. You can do this if you want to skip Step 1 above.
Step 4: Review and Approve the Import
Review the uploaded data and confirm the changes before they are applied.
Review the on-screen table and confirm every unit has the correct item quantity assigned. Edit any value if a correction is needed.
Click the Upload CSV button when the data is correct.
On-screen table where item quantities are assigned to certain units and with the Upload CSV button highlighted
Select Approve Import in the approval modal. The message “Unit Auto-Included Items assigned successfully.” appears, confirming the item quantity is assigned.
Approve Unit Auto-Included Items Import modal with the Approve Import button highlighted