1. Top 10 Things to Use in MoversSuite
This session will cover the top 10 things to use in MoversSuite. Ok, so there might be a few more then 10! Items covered will include: Bookmarking, Safety, Clips, Dynamics GP Order Inquiry, Tariffs and Rate Plans, Quotes, Invoicing, Account Profiles, Full Function Grids, and Tasks.

2. MoversSuite as a lot of modules and features.

3. #10 Bookmarking Word Documents

4. #10 Bookmarking Word Documents
Bookmarks are predefined programmed fields in MoversSuite that transfer into a Word Document.
Bookmarked letters and forms can be created by the company without MoversSuite assistance.
Because the documents are created in Word they can be edited.

5. Bookmarking Word Documents Rules
Users cannot determine which of the fields will be bookmarked. Creating new Bookmarks requires programming
A bookmark can only be used once in a document.
Document cannot previously been used as a Mail Merge document.
Bookmarking only functions with Word. It will not work with Excel.

6. Bookmarking Word Documents Steps
Step 1 – Create the Word Document Step 2 - Pull the List of available bookmarks from the MoversSuite Web Site as a bookmark source document and save. Step 3 - Copy and paste a Bookmark from the source document
Step 4 - Save the document to the MoversSuite Shared folder in the Custom folder
Step 5 - Make the letter accessible for testing by giving access with the MoversSuite Standard Administration tool by adding to Reports and Report Profiles
Step 6 – Test the letter
Step 7 – Repeat Step 5 to add the report to the Report Profiles for the other users

7. Online Training Clip

8. #9 Safety for Personnel and Equipment

9. #9 Safety
Allows the user to track the safety information for the moving company equipment and personnel and then view that information from within the application.
Personnel safety information displays in the Local Dispatch and Long Distance Modules.
Equipment safety information displays in the Local Dispatch module
There are reports for planning and results.

10. #9 Safety Indicators Clear - No Safety Date exists
To view personnel safety information, select the Safety Indicator field next the individual’s name. The fields are color coded:
Clear - No Safety Date exists
Green - All Safety Dates are beyond 30 days from expiring
Yellow - One or More Safety Dates is nearing expiration (within 30 Days).
Red - A safety violation is in effect. One or more Safety Date has expired.
Black – Administrative hold is effect. Users will not be able to assign these personnel or equipment to a service.

11. #9 Safety Indicators in Local Dispatch

12. #9 Viewing Personnel Safety Information

13. #9 Logging Personnel Safety Information

14. #9 Adding Personnel Safety Event Types

15. #9 Updating Personnel Safety Information

16. #9 Personnel Safety Reports

17. #9 Viewing Equipment Safety Information

18. #9 Logging Equipment Safety Event

19. #9 Equipment Safety Event Types

20. #9 Equipment Condition Types

21. #9 Updating Equipment Safety Information

22. #9 Equipment Safety Report

23. Related Online Training Clips

24. #8 MoversSuite Training Clips

25. #8 Training Clips
To answer user’s questions and to aid the user’s MoversSuite experience , tools have been developed. One of these tools is the MoversSuite clips. The clips are provided for MoversSuite version updates, Online training, and new implementations.

26. #8 Training Clips
Each time that new version of MoversSuite is released, clips providing information regarding new features and administration requirements are made available. Prior to installing the release it is advised that the company’s users view these clips. To view these clips navigate to the MoversSuite website at

27. #8 Training Clips
For the Online Training Clips to see which classes are schedule select the chalkboard “Click here for Training Classes”. Classes that have been schedule will display.

28. #8 Training Clips
A Web Learning clip training and testing is available for new implementation users.

29. Related Online Training Clips

30. #7 Dynamics GP Order Inquiry

31. #7 Summary Tab Provides Posting Information
Transactions that are created in MoversSuite are generated and imported to Dynamics GP. When they are imported into Great Plains and posted, they can be viewed in the MoversSuite application.

32. #7 Summary Tab Provides Posting Information
In Revenue Entry in the AR Balance Summary the Revenue posted to the individual customers on the order can be viewed.  

33. #7 Access Dynamics GP Order Inquiry
To access, select Accounting Tools and Dynamics GP Order Inquiry
Access granted in Security Profiles
Posting information without access to Dynamics GP

34. #7 Access Dynamics GP Order Inquiry
By default the information is for the current order displaying.
Other orders can be viewed by entering a different order number in the Order Number field and selecting Query.
Query also updates the information presented if posting in Great Plains has been completed since Dynamics GP order Inquiry was first selected.

35. #7 Dynamics GP Order Inquiry –Document Module

36. #7 Dynamics GP Order Inquiry –Document Customer/Vendor

37. #7 Dynamics GP Order Inquiry –Document Document

38. #7 Dynamics GP Order Inquiry –Document User Defined

39. #7 Dynamics GP Order Inquiry – Distribution Views Item Code Account

40. #7 Dynamics GP Order Inquiry – Distribution Views Module Item Code

41. #7 Dynamics GP Order Inquiry – Distribution Views Module

42. #7 Dynamics GP Order Inquiry – Distribution Views Account

43. #7 Dynamics GP Order Inquiry – Distribution Views Module Account

44. #7 Dynamics GP Order Inquiry – Distribution Views Item Code

45. #7 Dynamics GP Order Inquiry – Distribution Views User Defined

46. #6 Tariffs and Rate Plans

47. #6 Tariffs and Rate Plans
Van line authority interstate and intrastate orders’, rates are tabled van line Tariffs.
Individual states have regulatory authority. The company will register their tariffs’ rate with the state or states that they operate.
Own authority rates are applied to an order manually or utilizing a 3rd Party applications.
Own authority Tariff and Rate Plans can be tabled and then utilized in MoversSuite.

48. #6 Steps for Defining Rate Plans
Step 1 – Name the Rate Plan in the MoversSuite Standard Administration Tool
Name the Rate Plan
Provide a description
Indicate that it is a Local Own Authority Plan
Leave the Van Line Code field blank.

49. #6 Steps for Defining Rate Plans
Step 2 – Define the rates. There are two primary methods to define and table Rate Plans. If the determination of the rates are multi-dimensional, the rate based on miles and weight with break points, select the MoversSuite Web Administration Tool. Advanced Rating is a rate matrix.

50. #6 Tariffs and Rate Plans

51. #6 Steps for Defining Rate Plans
Enter the X and Y Range such as weight and miles and define the range for each axis.

52. #6 Steps for Defining Rate Plans
Enter details are entered the rates for each axis intersection and the applicable break point if any.

53. #6 Steps for Defining Rate Plans
Step 3 - In the MoversSuite Standard Administration Tool in Rates>Rates> enter the billing items in the rate plan.
Enter the Item Code selected in Revenue Entry

54. #6 Steps for Defining Rate Plans
Enter the Rate for the item (a rate will not be entered if the rate is determined by the Advanced Rating Rate Matrix )
Enter an overtime rate only if Local Services Actuals are being imported into MoversSuite for calculating the billing amount for labor and equipment

55. #6 Steps for Defining Rate Plans
Select the Rate Type (Rate Types created in the Rate Types table print on invoices).
Select the applicable Rate Plan that was defined in the Rate Plan table.
Select the Rate Matrix name if the rate will be determined by a predefined matrix.

56. #6 Steps for Defining Rate Plans
Enter the Effective Start Date and Effective End Date. (If Rates in the Rate Plan change, the billing Items can be added documenting the dates that the rates are effective. Then based on the Load Date in the Order considering the effective rates the applicable rate will be used.)

57. #6 Steps for Defining Rate Plans
Step 4 – In MoversSuite select the Rate Plan and in Revenue Entry Import the Work Ticket; and or select an Item Code that is table for the rate plan

58. #6 Rate Plans Results

59. Online Training Clip

60. #5 Quotes

61. #5 Quotes
The Quotes module in MoversSuite provides the user with a tool to provide their customer with a Quote for the estimate cost of move services. MoversSuite has integrations with 3rd party estimating tools that provide the company a means to calculate the cost of a move. Those tools are primarily for domestic household goods interstate, intrastate, and local moves. Quotes in MoversSuite function as a method to provide a customer a Quote for an International, commercial, or other moves as the need arises.

62. #5 Quotes MoversSuite Quoting Tool has several features :
The rates that have been tabled in MoversSuite can be used to create a Quote
Several Quotes can exist for a single order
One Quote in an Order can be copied to another Quote
The standard Quote report can be attached to estimate package sent to a customer
The Quotes for an order can be viewed in the Order Entry Modules and Revenue Entry
Accepted Quotes can be imported into Revenue Entry

63. #5 Creating Quotes
Quotes are created in the Quote’s tab. Step 1-Select The Tariff Rate on the Billing Information Tab

64. #5 Creating Quotes
Step 2-Select the New Button

65. #5 Creating Quotes
Step 3- Select The New Button Step 4 – Select the Add Button Step 5 -Select Item Code Note : the rate auto filled

66. #5 Creating Quotes
Step 6 – Enter quantity Or quantities. Step 7-Service Provider would be a vendor agent Or 3rd Party Vendor Step 8 - Select Save button

67. #5 Creating Quotes
Continue adding all of the Billing Items and select a Status to save the Quotes

68. Quote Status are defined in the MoversSuite Web Administration Tool.
#5 Creating Quotes
Quote Status are defined in the MoversSuite Web Administration Tool.
Accepted allows a quote to be imported in Revenue entry and is required
Copy –copies an existing quote and is required
Pending
Rejected
Estimate

69. #5 Creating Quotes
Quotes can be displayed on a report by selecting Reports Letters and then quote. The report can be ed or printed.

70. #5 Importing Quotes
Accepted Quotes can be imported into Revenue entry.
Select Revenue Import tab.
Select the Quote to Import
Select Import buttons.

71. #5 Importing Quotes
Revenue Items import into the Transaction grid .

72. Online Training Clip

73. #4 Invoicing

74. #4 Invoicing
The ability to provide invoices to customers is an integral element of managing a company:
Invoices in MoversSuite are considered a document.
Items displaying on the invoice can be customized.
Invoices can be viewed prior to creation. Once generated, each invoice will have a unique document number based on the order number of the order record.
Invoices can be ed or printed and mailed.
Invoices can be viewed in Revenue Entry, Order Information, Special Services, and International Orders.

76. #4 Invoicing Features
Aging by Invoice
Predefining customers that invoicing is not Required-COD customers and the van line (MoversSuite Web Administration Tool)
Company branch and van line logos can print on the invoices
Messages can be predefined to print on the invoices (Invoice Terms)
Revenue Items to include on the invoice can be predefined
Address modifications per invoice
Invoice line items can be excluded, line items can be added
Prepayments can be noted
3 standard invoice forms are available
Multiple invoices can exist per order
Invoices can be ed from Revenue Entry
Invoices can be viewed in the Order Entry modules.

77. #4 Invoicing
In the MoversSuite Web Administration tool invoice requirements by customer and branch.

78. #4 Invoicing
Company branch and van line logos can print on the invoices as defined in MoversSuite Standard Administration tool Invoice Properties.

79. #4 Invoicing
In MoversSuite Standard Administration tool messages can be predefined to print on the invoice.

80. #4 Invoicing
Revenue Items to include on the invoice can be predefined in the MoversSuite Standard Administration Tool Item Code Generation.

81. Online Training Clip

82. #3 Account Profiles

84. #3 Account Profiles
Each time data is manually entered there is a chance of data entry error. Inefficiencies can be experienced if commonly used data has to be entered for each order. The MoversSuite Account Profile reduces errors and improves efficiencies and effectiveness of the data entry!

85. #3 Account Profiles VS
The information entered in the Account Profile historically was kept in a file electronically, note book, sticky notes, or the Coordinator’s head.

86. #3 Account Profiles
The features of the MoversSuite Account Profiles include but are not limited to:
Account information and other default data will automatically populate a new sales lead or order
Create data records for commonly referenced accounts: account representatives, national accounts, services, etc.
Base new account profiles on existing profiles using the Account Profile Management New Account Profile
Manage a list of account services that will display on each assigned order
Account Profile tab grants non-managers access to account information; the ability to send s to contacts, override defined services, and establish a primary contact for the order
Automatic notification will be submitted to account contacts when the load or delivery date has changed on orders to which they are assigned
The order Account profile information can be seen in the Account Profile, Order Entry Modules, and Revenue Entry Modules

87. #3 Account Profiles
Account Profiles Information can include:
National Account Number
Customer Number
Contacts include those who will be notified automatically when the Actual Load and Actual Deliver dates are entered
Services that are utilized by the accounts moves
Task Definition, Sales Person, Coordinator, Revenue Clerk, Logistics Coordinator, Tariff/Rate, Contract, Valuation, Per Pound
General Notes
To utilize Account Profile there are three primary methods to associate an Account Profile to an Order Record.
New Lead for Competitive National Account Orders or to Set predefined fields for a COD Salesperson
New Account Order
Associate the Account Profile to an existing Order

88. Online Training Clip

89. #2 Tasks

90. Tasks
In the course of a move there are many services provided by the company. Services are related to booking, packing, loading, and delivering the order. These services will have different Tasks that are completed. From one move to the next some of these tasks based on the type of move are repetitive. In the MoversSuite Application Tasks can be customized to meet the different types of moves requirements by specific key personnel and can be customized.

92. #2 Tasks To Process Tasks: Step 3 In the Task Module maintain daily
Step 1 Select the Task Definition as appropriate to the type of move
Step 2 in the Order review and verify the tasks
Review the tasks
Mark Task Complete for finished tasks
Mark Non-Applicable for any Tasks that do not relate to this specific order
Change any due for any tasks that should be completed at another time
Add any Tasks that are specific to just this move
Step 3 In the Task Module maintain daily
Sort grid to complete tasks by shipper
Review the tasks
Mark Task Complete for finished tasks
Mark Non-Applicable for any Tasks that do not relate to this specific order
Change any due for any tasks that should be completed at another time
Add any Tasks that are specific to just this move

93. #2 Tasks
To customize a Task Definition to meet a national account requirements or a type of move there are basic considerations:
Is this definition unique to a specific account?
Will the tasks associated to this definition be completed by a group?
Is there a Task definition that is comparable with minor modifications?
Once items 1 through 3 are answered a Task Definition can be customized.
Name the new profile
Copy a pre-existing profile that most closely matches the new profile
Review the Tasks or add new tasks:
-Description, Responsible Person, Dependency Date (verify dates are in implemented modules), Due Days , Before or After the Dependency Date, Activate (If the Task is inactivated it will not display in Tasks)
If copying a pre-existing list, delete the tasks that will not be used in this definition
The Task Definition can be associated to Account Profiles and orders.

94. Online Training Clip

95. #1Full Function Grids

96. Full Function Grids
Throughout the modules of MoversSuite grids are utilized to present and process database information. ) Full Function Grids have advance sorting and searching capabilities. They can be identified by the gray area at the top of the grid with the statement “Drag a column header here to group by that column”.

98. Full Function Grids Features of a Full Function Grid
Setting Visible Data Columns
Arranging Data Columns
Sorting Data
Grouping Data
Filtering Data
Display Settings are Automatically Saved
Default display settings can be restored
Custom Searches.
Result Grid displays can be exported to Excel or HTML in:
Claims
AR Credit and Collections
Local Dispatch
Long Distance Dispatch

99. Full Function Grids To Define a custom filter:
1. Select the dropdown arrow in the column heading.
2. Select Custom
3. Select a Criteria
Search Criteria are provide in the drop-down Filter Special Characters : “%” to represent any character “_” to represent a single character

100. Full Function Grids
Filters can combine information from different columns: Select the dropdown arrow in the column heading. Select Custom, Select a Criteria. In the gray bar along the bottom of the grid :
1. Select the
Customize Button
2. Add the filter
Conditions
3. For future use
Save the filter.
To use a saved
filter, select custom,
Select Customized,
Select Open, browse
for the Saved Filter

101. Online Training Clip

102. Thank you for attending the User Conference!