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Bulk Update Unit Rentability Status

Download the Unit Rentability template to update rentability status for multiple units at once, then import it and approve the changes.

Overview

You can update the rentability status for multiple units in one pass instead of changing each unit's status individually. Download a template listing all units, mark which ones are Rentable or Unrentable, then import the completed file to apply the changes.

Prerequisites

Before you begin, confirm the following are in place:

  • You are logged in to QuikStor with valid credentials.

  • You have the Bulk Edit Rentability Status permission in the Unit section on the Facility tab.

Step 1: Download the Unit Rentability Template

This step downloads a CSV template listing every unit at the facility, so you can mark rentability changes offline before importing them.

  1. Navigate to the facility whose units' rentability status you want to update.

  2. Find Units in the sidebar menu and click it. The List of All Units page opens.

  3. Navigate to the Export Data or Templates button and click it.

  4. Select Unit Rentability from the drop-down menu under Export Data section. The template downloads to your device.

List of All Units page with the Export Data or Templates menu open, showing Unit Rentability option under Export Data

ℹ️ Info: Apart from exporting the template via Export Data Unit Rentability, you can also export it via Export Templates Unit Rentability and Import Data Unit Rentability.

Step 2: Fill In the Template

Edit the downloaded file to reflect the rentability changes you want to make.

  1. Open the downloaded template in your spreadsheet application.

  2. Enter the new status in the Rentability column for each unit whose rentability status you want to change.

  3. Save the file in the CSV format.

The Unit Rentability template opened in a spreadsheet, showing the UnitNumber, RentabilityStatus, and UnrentableReason columns filled in

ℹ️ Info: In the Rentability column, enter Rentable or Unrentable with the first letter capitalized. The UnrentableReason column can be left empty, and it only applies to units marked Unrentable.

Step 3: Import the Completed File

Once the template is filled in, return to the platform to upload it.

  1. Return to the List of All Units page.

  2. Navigate to the Import Data button.

  3. Select Unit Rentability from the drop-down menu.
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    The List of All Units page with the Import Data menu open, showing Unit Rentability in the list of import options
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  4. The Import Data modal opens. Drop the completed CSV file into the import area.
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    Import Data modal with Drop your CSV file here or browse option highlighted
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  5. Click the Upload File button.
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    Import Data modal with the Upload File button highlighted

Step 4: Review and Approve the Import

Before the changes take effect, review the uploaded data and confirm it's correct.

  1. Review the on-screen table and confirm every unit has the correct rentability status assigned. Edit any status if a correction is needed.

  2. Click Upload CSV once the data is correct.
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    The Unit Rentability on-screen table, listing each unit's Unit Number, Rentability Status, and Unrentable Reason before upload
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  3. Select Approve Import in the approval modal. The message "Unit rentability updated successfully." confirms the rentability statuses are updated.
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    The Approve Unit Rentability Import confirmation modal, followed by the "Unit rentability updated successfully." success message
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