Help Center›Assets & Materials
How do I manage storage facilities, allocations, and transfers?
For office teams · Updated September 21, 2026
Use this when customer contents need storage tracking or need to move between locations.
Find a unit
- Open Warehouse and choose Atlas, then select the Units view and search by facility, unit, or customer name.
- Results group units under each facility and show who is stored in each one.
- Narrow by type (warehouse spaces, rented storage units, vaults, or pods) or use the Available and Needs review filters.
Create an allocation
Allocations record that a customer's contents occupy a unit. Pick the customer and project, then set move-in, expected move-out, and paid-through dates plus notes. Depending on your storage settings, allocations wait for approval before they count against capacity.
Move contents with transfers
- Start a transfer from a unit or the Transfers tab.
- The wizard steps through Contents, Move, and Review.
- Pending transfers appear in the Transfers workspace, where an approver can approve or reject with an optional reason.
Unit detail
Open a unit to see the customers stored inside, capacity, stored lots, and transfer history. Rented PODs also track the vendor, container number, and lifecycle, and can be marked returned.
Site access details
Gate codes, access codes, and entry instructions stay hidden until you choose Reveal or Copy. Every reveal and copy is logged.