Overview
This article walks you through charging items to active leases using a template import. Download a template from the Active Leases page, populate it with the number of items for each lease, and import it back into QuikStor to complete the assignment.
Prerequisites
Before you start, confirm the following are in place. These conditions are configured at the Corporate level:
The Lease permission on your role has Read Lease Items Import and Import Lease Items enabled for the desired facility (Corporate level > Users > Roles&Permissions > [Your Role] > Facility tab > Lease section has the two abovementioned permissions enabled).
The items you want to charge are assigned to the facility.
Step 1: Download the Lease Items Import Template
On the facility's Active Leases page, download the CSV Lease Items Import Template which you will populate.
Navigate to the facility that contains the leases you want to charge items to.
Click Leases in the sidebar menu. The Active Leases page opens.
Navigate to the Export Data or Templates button and click it.
Select Lease Items Import Template from the drop-down menu. The template downloads to your device.
Active Leases page with the Export Data or Templates button and Lease Items Import Template option highlighted
Step 2: Fill In the Template
Open the downloaded template and enter the quantity of each item you want to charge to each lease.
Open the downloaded template in your spreadsheet application.
Enter the number of each item you want to assign to a specific lease in the relevant fields.
Save the file.
ℹ️ Info 1: 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 lease.
ℹ️ Info 2: In the downloaded template, the column UnitNumber represents the active lease you want to assign items to.
Step 3: Import the Completed File
Upload your completed template back into QuikStor to start the lease import.
Return to the Active Leases page.
Navigate to the Import Data button and click it.
Select Lease Items from the drop-down menu.
Active Leases page with the Import Data button and Lease 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 Lease Items Import 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 lease 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 leases and with the Upload CSV button highlighted
Select Approve Import in the approval modal. The message “Lease items imported successfully.” appears, confirming the item quantity is assigned.
Approve Unit Lease Items Import modal with the Approve Import button highlighted