Introduction to MoversSuite

Transcription

Reference Guide
An overview of the MoversSuite application and related products
Version 3.8 (Spring 2009)
Copyright
Copyright © 1997-2009 by Mover’s Suite Software, LLC. All rights reserved.
Trademarks
MoversSuite is a trademark of Mover’s Suite Software, LLC.
Microsoft and Microsoft Windows are registered trademarks of Microsoft Corporation.
All other product names used are trademarks of their respective owners.
Notice
The material in this document is for information only and is subject to change without notice.
While reasonable efforts have been made in the preparation of this document to assure its accuracy,
Mover’s Suite Software LLC assumes no liability resulting from errors or omissions in this document, or
from the use of the information contained herein.
Mover’s Suite Software, LLC reserves the right to make changes in the product design without
reservation and without notification to any person or entity.
Edition
Spring 2009
Copyright © 1997-2009 by Mover’s Suite Software, LLC. All rights reserved.
Printing Information
Printed in the United States.
Technical Support
If at any time you experience problems with Mover’s Suite Software, we encourage you to contact us as
follows:
Toll free:
Phone:
Fax:
Website:
Support:
1.866.750.7255
1.970.256.1616
1.970.256.1650
www.moverssuite.com
support.moverssuite.com
Mover’s Suite Software, LLC
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Table of Contents
WELCOME TO MOVERSSUITE SOFTWARE
PRODUCTS
Key Features of MoversSuite
The MoversSuite System
Integrated Modules
External Applications
Supporting Applications and Interfaces
Product Feature Comparison
Compatibility Matrix
GETTING STARTED
Installation Overview
System Requirements
MoversSuite Administration Tools
MoversSuite Application
SUPPORT
Technical Support
Incident Submission
Using Online Help
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Welcome to MoversSuite Software
MoversSuite Software provides moving and storage business management consulting and moving
software systems designed specifically for the moving and storage industry with two primary focuses:
To improve moving and storage administrative and operational efficiencies
To provide moving industry management with accurate financial reporting and gross margin
analysis across multiple aspects of the business
Our moving software solutions are designed for moving companies of any size, from small organizations
focused on local, "first and last mile" moves, to large enterprises operating multiple locations with
interstate moves and multinationals with overseas business. The moving software systems we deliver
are scalable to meet the needs of the largest and most sophisticated moving companies, yet are priced
to provide an attractive return on investment to the mover with fewer than ten office employees.
MoversSuite Software provides a competitive advantage to moving and storage companies
through delivery of these key results:
Significant, measurable improvements in process efficiency through streamlined workflows
Improved data accuracy and consistency, reduction in errors and multiple data instances
Reduced learning curve through use of standard MS Windows interface
Accountability improvement through record ownership and event logging
Superb transaction visibility through detailed financial reporting
MoversSuite Software is Microsoft Windows compatible. It supports the complete move cycle, from lead
capture through financial reports. MoversSuite is tightly integrated with Microsoft Office products –
Word, Excel and Outlook – so it works the way you work. And it features seamless interfaces to best-ofbreed specialized software, van line systems and Microsoft Dynamics GP accounting software.
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Products
What MoversSuite Can Do
MoversSuite is designed to help moving management companies manage packing, shipping, storing, and
delivering goods for individual clients, companies, and government entities. Some of the tasks you can
perform in MoversSuite include:
Calculate consistent and accurate estimates and manage sales information
Create and book orders for household goods, special commodities, international, intrastate and
interstate, and military/government moves
Full crew and equipment scheduling
Generate work tickets, Bills of Lading, and invoices
Process moved related AR, AP, and cash receipts
Monitor task associated to orders
Manage payments and claims
Handle driver advances for local and long distance moves
Key Features of MoversSuite
Move Management
Household Goods
International
Office & Industrial
Special Services (2nd/3rd Proviso) and Store Roll-Out
Military & Government
Local and Long Distance Dispatch
Safety Systems for Equipment and Personnel
Quoting Systems
Customer Web Portal
Account Profile Automation
Task Management
Accounting & Financial
Automated Contractor Advance Processing
Revenue Entry Import and Distribution
Recurring (Storage) Billing Systems
Commission Statements
Customer Statements
Cash Receipts & Payment Management and Reconciliation
Van Line Statement Integration
Claims Management & Processing
Fixed Assets
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Payroll Management
Rating Systems
Integrated Systems
Microsoft Dynamics GP:
General Ledger
Payables Management
Receivables Management
Bank Reconciliations
Intercompany/Interfund Management
Safepay
Smart List Builder
Microsoft FRx
Payroll and Human Resources
Microsoft Office, SQL Server, and Reporting Services
Third-Party Service Providers
T-Chek Systems
IGC Estimating Software (QuickMove)
TechMate International Estimating Software (FirstMate)
Van Line Systems
The MoversSuite System
The MoversSuite system is comprised of integrated functionality that includes the integrated modules of
MoversSuite functionality and external applications. Modules are of groups of distinctive functional
combined for security and access control.
Integrated Modules
Move Management Services
Record and manage all aspects of a move from entering specialized data on materials, crates, extra
stops and segments, and billing information for all household, international, military and government,
and special commodity moves. Create any number of quotes and monitor key safety features of crew
and equipments while using a task-driven process to control the workflow and account profile
definitions.
Dispatchers can easily schedule daily services, organize and assign crew and equipment, process
advances, create work tickets, and add on-the-fly services for multiple agents at one time for any
number of local orders and long distance trips.
Capture, track, manage, and settle an unlimited number of claims and critical claims-related data while
alerting all users that a claim against an order is in effect.
Standard Modules:
Household Goods
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Local and Long Distance Dispatch
Quote Systems
Safety Systems
Special Services (2nd/3rd Proviso) and Store Roll-Out
Task Workflow
Optional Modules:
Account Profile
Claims
Customer Web Portal
Driver Advances
International
Military and Government
Accounting and Financial Services
Have complete control over revenue, commissions, and third-party payables through agency
distributions, automatic allocations, and dynamic invoicing. Reduce repetitive accounting entries by
importing billing information from various sources including services from Local Dispatch.
Control complicated storage management systems and recurring billing with comprehensive and flexible
tools.
Manage all customer payments, split van line statements across order, make real-time adjustments,
apply payments to individual items, invoices, or entire order, and create accurate cash receipts in a
secured environment.
Standard Modules:
Cash Receipts & Payment Management
Commission Statements
Customer Statements
Revenue Entry Import and Distribution
Storage Billing Systems
Van Line Statement Integration
External Applications
Third Party Interface Integration:
By developing an interface for already familiar estimating tools of TechMate FirstMate and IGC
QuickMove the sales staff can focus more on sales and less on double entry.
Orders can be booked in MoversSuite and registered with SIRVA and orders and updates made to an
order in SIRVA can be downloaded into MoversSuite.
Register or download Household Goods orders from the UniGroup mainframe directly from within the
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MoversSuite Software application.
Optional Modules:
IGC Software (QuickMove) Integration
SIRVA sHub Integration
T-Chek Systems Integration
TechMate International (FirstMate) Integration
Van Line Systems Integration
Supporting Applications and Interfaces
MoversSuite continues to develop with outside sources to offer a full suite of products to our
customers.
Supporting Applications
We’ve made moving industry concepts a standard part of Microsoft Dynamics GP, a market-leading
accounting package.
Schedule surveys, send event-driven email between operations and customer service, and compose
letters from custom templates and other features available from Microsoft.
As a Gold Certified partner, MoversSuite Software has demonstrated expertise with Microsoft
technologies and proven ability to meet customers’ needs. Microsoft Gold Certified Partners receive a
rich set of benefits, including access, training and support, giving them a competitive advantage in the
marketplace.
Supporting Applications:
Microsoft Dynamics GP
Microsoft Excel
Microsoft Outlook
Microsoft SQL Server
Microsoft SQL Server Reporting Services
Microsoft Word
Third-Party Interfaces
By developing an interface for already familiar estimating tools of TechMate FirstMate and IGC
QuickMove the sales staff can focus more on sales and less on double entry.
Interchange order from the SIRVA Van Line mainframe when updates are made by your agency, or any
participating agent on an order, completely eliminating the need for double entry.
Register or download Household Goods orders from the UniGroup mainframe directly from within the
MoversSuite Software application.
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Product Feature Comparison
The chart below lists the features included in past releases of MoversSuite software. This list does
include all enhancements and changes made in a particular version. For a complete listing of changes
refer to the What’s New section available for the latest release.
PRODUCT FEATURE
v3.8
v3.7
v3.6
Duplicate Order Numbers
SIRVA Order Registration Upload
Third Party Interface Order Monitor
Append Notes
Auto Commissions Options Setup and Link to Revenue Item
Auto Posting of Correcting Entries for Cross Branch Transactions
Full Functioning Notes Grid
Edit Invoice Line Items
Invoice Source Selector
Screen Splitters
User-Defined Cash Receipt Batches
User Licensing
Address Location Type
Automated Customer Email Notifications
Centralized Quote Interface
Driver Advances Management Enhancements
Driver Advances Processing
Invoice Requirements Option
SIRVA Registration Download
SIRVA Statement Integration
Special Services Interface
Time Range Additions
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Compatibility Matrix
The chart below lists the compatibility of a particular version of MoversSuite software to that of various
integrated and supporting applications.
PRODUCT FEATURE
v3.8
v3.7
v3.6
IBM MQ Series 6.0 (.NET 2.0)
IBM MQ Series 5.3
Microsoft BizTalk for Atlas
Microsoft BizTalk for SIRVA
Microsoft Dynamics GP Build 10.0.1 (ATIP)*
Microsoft Internet Information Server (IIS) 6.0
Microsoft SQL Server 2008
Microsoft SQL Server 2005
Microsoft SQL Server 2008 Reporting Services
Microsoft SQL Server 2005 Reporting Services
Microsoft Windows 2008
Microsoft Windows 2003
Microsoft Windows 2000 **
Microsoft Windows XP
Microsoft Windows Vista
*-Build-specific releases must be verified for compatibility
**- Not compatible with SIRVA integration only
Additionally, most versions of the software listed below will work with any version of MoversSuite
software:
IGC Software Quickmove
TechMate International FirstMate
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Getting Started
Installation Overview
MoversSuite employs a Joint Application Development (JAD) model to its installation process as well as
throughout the relationship. This program guarantees a successful transition into the new products and
begins by helping the customer understand every facet of the application. The following sections list the
specific requirements needed for a successful installation.
System Requirements
To install and run MoversSuite, a workstation and network must meet certain requirements. The
following sections detail the requirements for hardware and software on a client, server(s), and related
devices.
Listed below is the minimum hardware and software infrastructure needed to operate MoversSuite and
related applications. Additionally, high-speed internet access is needed to facilitate installs and to run
Terminal Services for MoversSuite customer support.
Hardware Requirements
The following section lists the different hardware requirements for the client and server.
Client Machine
Pentium III 1.2 GHz minimum
256 MB memory minimum (512 MB or more recommended)
250 MB free disk space
Database Server
A dedicated database server for MoversSuite and Microsoft Dynamics GP is strongly recommended.
Dual Pentium IV 2.4 GHz
2 GB RAM (4GB RAM recommended)
RAID 0 minimum (RAID 5 recommended)
20 GB free disk space
Tape backup device strongly recommended (although not required)
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Terminal Server*
This is recommended if MoversSuite or Microsoft Dynamics GP is provided over a WAN.
MoversSuite application has a memory footprint of approximately 70 MB per open session. The
amount of memory needed per user session could increase depending on other applications
running in conjunction with MoversSuite on the terminal server
A benchmark of 50 users per terminal server is suggested for running the applications of
MoversSuite, Microsoft Dynamics GP, Microsoft Office, Van Line Interface and
QuickMove/Techmate. For specific information on scaling, please refer to Microsoft's Windows
2005 Terminal Server Capacity and Scaling document
* Please confirm all third party software, including Microsoft products such as Microsoft Office,
intended to run in the terminal services environment are properly licensed. Licensing agreements
vary and a desktop license may not be transferrable to a terminal server.
Label Printer (Optional)
Dymo Label Writer 400 Turbo (optional)
Dot Matrix Printer
Dot Matrix Standard
Okidata 320 / 320 Turbo / 420 / 520 (using standard Okidata driver)
Software Requirements
The following section lists the different software requirements for the client and server as well as
optional, collaborative software tools.
Client
Member of Active Directory Domain
Supported Operating Systems*:
-
Microsoft Vista
Microsoft Windows XP Professional (Service Pack 2)
Microsoft Windows 2000 (Latest Service Pack)
Internet Explorer 6.0 (Recommended version: IE 7.0)
Microsoft .NET Framework (Service Pack 1)
Adobe Acrobat Reader 6.0
Optional: Microsoft Office 2000-2007 (Microsoft Word, Microsoft Excel and Microsoft Outlook)
with the OLE Integration for Office Components installed.
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* Must be 32-bit compatible. Microsoft XP Home is not compatible.
Database Server
Operating Systems Supported:
-
Microsoft Windows Server 2008
Microsoft Windows Server 2003
Microsoft Windows 2000 (with the latest service pack)
Microsoft SQL Server 2005 (with the latest service pack)
Microsoft SQL Server 2005 Reporting Services (with latest service pack)
Microsoft Internet Information Server (IIS) 6.0
Collaborative Tools
Optional:
Any internal SMTP email system can interface with MoversSuite providing automatic notification
of events related to a move.
Microsoft Exchange 2003-2007 will be needed to access online calendars and scheduling
functions that are integrated with MoversSuite lead generation functions.
Supported Third Party Application Compatibility
IGC QuickMove Version 6.4.244
TechMate FirstMate Version 3.1.139
MoversSuite Administration Tools
MoversSuite offers two administrative tools to provide users a means of setting up and maintaining
specific operational data, such as rates, personnel, equipment, security, etc. The MoversSuite
Administration - web is a recently develop application that is browser-based and will eventually replace
the existing MoversSuite Administration - web tool that is client-based.
Reference the MoversSuite Administration topic for more information on administrative setup.
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MoversSuite Application
This section provides a brief overview of the main interface components of the MoversSuite application.
Startup Screen
Once the application is launched a user will be prompted to enter their user name and password within
the Password Dialog.
Figure 1: MoverSuite Login dialog
When the MoversSuite has been successfully logged into by a user, they will be presented with the
Contents screen. This screen will always display upon initial application startup. From this screen a user
can access functionality to which they have security access to (as defined within the MoversSuite
Administration - web).
The components of this initial startup screen include:
Title Bar
Menu Bar
Information Bar
Contents Screen
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Figure 2: Initial startup screen for MoversSuite
A user can also navigate back to the Contents screen by using the application’s Menu Bar and clicking Go
To > Contents.
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Title Bar
Figure 3: Components of the Title Bar
Menu Bar
The Menu Bar contains a list of menu options that when clicked on will display further options.
Figure 4: Menu bar options
The following drop-down menu options are available through the application’s Menu Bar:
File
GoTo
Tools
Reports
Accounting Tools
Third Party Applications
Help
The drop-down menu options may contain a checkmark ( )symbol. This symbol indicates which screen
was last accessed.
A second symbol, an arrow ( ), is used to let the user know that a sub-menu of more options is
available. The user can simply click on the line containing this symbol to view the sub-menu.
File Menu Option
The File menu contains the Exit option. Select this option to leave the application.
Figure 5: File menu options
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Go To Menu Option
The Go To menu contains a link back to the Contents Screen along with all the button options available
to a user through the Contents Screen.
Figure 6: Go To menu
Move Management sub-menu
Figure 7: Go To > Move Management menu
The options listed in the upper portion of the menu are described in the table below.
Menu Options
Description
Sales Leads
Select this option to create a new sales lead.
New Order
Select this option to create a new order.
New Foreign Order
Select this option to create a new foreign.
New OA
Select this option to create a new order where the creator is the Origin Agent.
The remaining options are detailed within the Move Management Services section.
Accounting & Financial Sub-Menu
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Figure 8: Go To > Accounting & Financial menu
The sub-menu options are detailed within the Accounting & Financial Services section.
Common Services Sub-Menu
Figure 9: Go To > Common Services s menu
The sub-menu options are detailed within the Common Services section.
Tools Menu Option
Figure 10: Tools menu
Standard Tools menu options
The table below lists the standard options available within the Tools menu.
Standard Menu Items
Calculator
Description
Displays the standard Microsoft Windows calculator.
This option is available through the keyboard shortcut of CTRL+K
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Calendar
Displays the user’s Microsoft Outlook calendar.
This option is available through the keyboard shortcut of CTRL+R
Claim Alert
Accesses the Claim Alert interface. Use this interface to alert other users of
potential claims placed against the opened order.
Optional Tools menu options
Listed below are the menu items that will appear when the option is turned on or available.
Optional Menu Items
Description
Import Estimate
Use this feature to import survey and estimate information from IGC.
Requires optional IGC API.
This option will appear when IGC Software is built into the
application.
View Estimate
Use this feature to view IGC estimate information for the current
open order in MoversSuite. Requires optional IGC API.
application.
Send to IGC for Survey
Use this feature to send the current open order information in
MoversSuite to IGC to create a survey/estimate. Requires optional
IGC API.
application.
UniGroup Upload HHGD
Initiates a registration upload for household goods to UniGroup.
This option is available through the keyboard shortcut of CTRL+F7
UniGroup Upload Special Services
Initiates a registration upload for special services to UniGroup
(available in Special Services only).
This option is available through the keyboard shortcut of
SHIFT+CTRL+K
SIRVA – Download Request
Initiates a process to receive information for orders registered in
SIRVA.
SIRVA – Registration Upload
Initiates a process to register an order established in MoversSuite in
SIRVA.
Order Monitor
Opens the Third Party Interface Order Monitor.
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Manage Sub-Menu
Figure 11: Tools > Manage menu
The options available under the Manage sub-menu are summarized in the table below.
Menu Options
Description
Account Profile
Accesses the Account Profile Management interface. Use this interface to
add, edit, and delete account profiles.
Fixtures
Accesses the Fixtures interface. Use this interface to add, edit, and delete
fixtures by manufacturer.
Manufacturer
Accesses the Manufacturers interface. Use this interface to define
manufacturers involved in a special services move.
Resources
Accesses the Resources interface. Use this interface to define and update
equipment types and other information for equipment used in local or long
distance service requests.
Note: This data can also be accessed through the MoversSuite
Administration - web.
Stores
Accesses the Stores interface. Use this interface to manage specific store
information within Special Services.
Third Party Application Errors
Accesses the Third Party Application Errors Management interface. Use
this screen to view and manage third party application errors.
Note: This screen can also be accessed from the Third Party Application
Errors Management button on the Information bar.
Reports Menu Option
Use the Reports menu to generate letters, invoices, labels, and reports. Report files can be viewed,
exported, and printed.
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Figure 12: Reports and Reports > Letters menus
Refer to the Reports subject for more information on report files and see Standard Report and
Document Listing topic for a complete listing and details of all standard documents provided by
MoversSuite.
Letters Sub-Menu
The Letters sub-menu contains templates for letters and forms to pull MoversSuite data into Microsoft
Word documents.
Accounting Tools Menu Option
Figure 13: Accounting Tools menu
The options available under the Accounting Tools menu are summarized in the table below.
Menu Options
Description
Recurring Billing Management
Opens the Recurring Billing Management interface. Use this
interface to generate and view invoices for recurring billed items,
such as warehouse storage.
Commission Statement Management
Opens the Commission Statement Management interface. Use this
interface to generate, query, view, delete, and finalize commission
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statements by Vendor Class (drivers). A historical
Customer Statement Generation
Opens the Generate Statement interface. Use this interface to
define and generate customer statements for a specific period of
time.
Customer Statement Reprint
Opens the Reprint Statement interface. Use this interface to reprint
statement runs saved within the Customer Statement Generation
interface.
Great Plains Order Inquiry
Opens the Great Plains Order Inquiry interface. Use this interface to
view Document and Distribution data from Microsoft Dynamics GP
for a specified Order Number.
Advance Processing
Opens the Advance Processing interface. Use this interface to
generate accounting and financial transactions for driver advances
and to optionally generate upload files of transactions to a banking
service provider.
Third Party Applications Menu Option
The Third Party Applications menu is available only when the particular interface is built into the
MoversSuite application. For example, when MoversSuite is integrated with TechMate then the options
displayed below (Fig. 14) will appear.
Figure 14: Third Party Applications menu
Help Menu Option
Figure 15: Help menu
The options available under the Help menu are summarized in the table below.
Menu Options
Description
Online help
Accesses the MoversSuite Online Help interface. Use this interface to quickly
find help on a variety of topics.
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Customer Support Website
Opens the Customer Support Website.
About
Displays the About MoversSuite dialog. Use this dialog to view the full version
number of the application including the build-specific reference.
Figure 16: Help > About
Information Bar
The name of the module and other important information will be listed within the Information Bar.
Specific information about the record being accessed is displayed within this section along with a button
to access the Third Party Application Error Management interface and a button to book the order.
Figure 17: Information Bar
Contents Screen
The Contents Screen will initially appear when the MoversSuite application starts up and a user has
successfully logged in. It displays buttons to access many common screens found within the application
arranged by the following categories:
Common Services
Accounting & Financial Services
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Figure 18: Startup screen display
MoversSuite Module
Module Descriptions
Order Information
Accesses the Order Information module.
Use this module to enter and manage general household goods, military, and
commercial leads, estimates, and orders.
Special Services
Accesses the Special Services module.
Use this module to enter and manage special commodity leads, estimates, and
orders.
International Orders
Accesses the International module.
Use this module to enter and manage international leads, estimates, and
orders.
Local Dispatch
Accesses the Local Dispatch module.
Use this module to reserve and manage local services for an order.
Long Distance Dispatch
Accesses the Long Distance Dispatch module.
Use this module to reserve and manage interstate and intrastate long haul
transportation services.
Common Services
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MoversSuite Module
Module Descriptions
Tasks
Accesses the Task module. Use this module to create, manage, and track tasks
associated with an order.
Claims
Accesses the Claims module. Use this module to create, manage, and track
claims data associated to an order.
Accounting & Financial Services
MoversSuite Module
Module Descriptions
Revenue Entry
Accesses the Revenue Entry module. This module is used to enter and edit
revenue and financial data.
Cash Receipts
Accesses the Cash Receipts module.
Use this module to create and manage cash receipts.
Payment Management
Accesses the Payment Management module. All company payments can be
managed from within this module.
Display Options in Contents Screen
Under each category are buttons that allow the user to open the screen listed on the button face. Only
those screens that the user has access to will be listed as buttons. For example, a dispatcher may only
have access to Order Information, Local Dispatch, Long Distance Dispatch, and Tasks, therefore only
these options will appear within the Contents screen.
Figure 19: Move Management Services options
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Version Display in Contents Screen
At the bottom of the Contents screen a user will find the MoversSuite logo with the software version
number.
Figure 20: Software version number on Contents screen
Note: The version number along with the build number is found within MoversSuite > Tools > About.
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Support
Technical Support
At MoversSuite, we pride ourselves in providing the highest level of customer service and moving
software support. We are software experts and our support team is specifically trained in the moving
and storage industry. You will be working with team members that truly understand your moving
business environment and the moving and storage software situation with which you are working.
Problems are diagnosed and resolved rapidly, as we understand how valuable your time is, and that
you're interested in getting on with your work as rapidly as possible.
Details of technical support and its requirements are fully documented within the Product Support
Agreement. Listed below is a brief description of the incident submission procedure.
Incident Submission
An incident is created each time product support is contacted and is assigned a priority level. The
priority will need to accurately reflect the severity of the incident according to the following criteria:
EMERGENCY
An incident is an emergency when a major feature of a MoversSuite or Microsoft Dynamics GP
product is not functioning and a lack of access to that feature has a critical impact on your business
operations. Work cannot reasonably continue and the situation is urgent and a temporary
workaround or alternative is not available.
HIGH
An incident is high if functionality in MoversSuite or Microsoft Dynamics GP product is severely
degraded or restricted but business or operations can continue.
MEDIUM
A medium incident has minimum impact on business or operations. It may be a non-critical problem
or defect that makes a MoversSuite or Microsoft Dynamics GP product inconvenient to use but does
not affect its general functionality.
LOW
An incident with a low priority has little or no impact on business or operations. It may be a
cosmetic issue that does not impact in any way the functionality of a MoversSuite or Microsoft
Dynamics GP product. It may also be a feature request, documentation issue, or question on how to
use a product feature.
All product enhancements are classified as low. If you have an enhancement request that you believe is
critical to your company’s business or operations, please indicate that when opening the incident.
The following steps will need to be taken to ensure that the necessary information is available to resolve
your incident:
1. Gather information on the incident
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2. Log a new incident on the support website
3. Use the support website to manage the incident
Gather information on incident
Before submitting an incident to product support, gather the information needed to provide product
support with data to reproduce and investigate the problem. It is very important to thoroughly prepare
the description and supporting data to avoid delays in resolving the incident. Product support may need
and request additional information depending on the nature of the incident.
When logging an incident, the following information is required:
Categorization of the problem
MoversSuite or Microsoft Dynamics GP product name and version, e.g. Order Information
3.6.10.12345
Exact full text of any error message and the error number
The exact steps required to reproduce the problem. After documenting the steps, try them
again before sending them to product support to ensure that the steps are correct
Other explanatory notes regarding the problem. For example, can you reproduce the problem or
does it happen intermittently? Does the problem happen to all users or a select few? Does it
happen on all workstations or only selected workstations?
Incident type – question, problem, enhancement or training
Any attachments relative to the incident
Log a new incident
After the required information has been compiled for product support to reproduce and resolve the
incident, log the case with product support by either creating a new case through the support web site,
the preferred method for submission and self-management of your cases, or by telephone.
Submit an incident through the support web site
To submit a new incident to technical product support, go to the support web site available through
support.moverssuite.com. Provide sufficient detail to allow product support to reproduce the problem
and include all necessary attachments. Incidents logged through the support website are automatically
placed into the support queue and will be resolved according to their priority level and the order in
which it was received.
Submitting an Incident
1. Access the support website at support.moverssuite.com,
2. Select Support > Submit Incidents from the main navigation on the left-hand side of the screen,
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Figure 21: Support > Submit Incident
3. If not already logged-in, then enter Username and Password on the Customer Login page.
Note: Username and Password are provided by MoversSuite to designated technical contacts
only. See the Product Support Agreement for details,
4. Once logged into the New Incident Ticket screen, fill in the appropriate information and press
the Save (
) or Save and Close Window (
) button to submit the ticket.
Figure 22: New Incident Ticket screen
To ensure a prompt turnaround time on the incident, verify that all procedures specified within the
Product Support Agreement have been performed and that the Status and Priority fields are accurately
set.
The existing incidents can be viewed by accessing the support site and selecting View Incidents.
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Figure 23: Support > View Incidents
After submitting the incident, the support site will return an incident number confirming the
information submitted. Additional information and attachments can be added to the incident from the
support site detail page. Save the incident number and use it for any further communication regarding
the incident.
Submit an incident by telephone
If for some reason you do not have access to the support website, you can call (970) 256-1616 and select
Option 2 to create an incident. Incidents submitted by telephone will be entered in to the support
queue at the close of current business day and will be in line to be resolved the following business day.
This does not apply to the submission of emergency incidents.
Once product support has entered the incident into the support site, an incident number confirming the
information submitted will be emailed. The incident will be resolved according to its priority level and
the order it was entered on the next business day. Additional information and attachments can be
added to the incident from the support site detail page. Save the incident number and use it for any
further communication regarding the incident.
Call-In Options
Menu Option
1
Function
Sales and Marketing
Select option 1 for our Sales and Marketing Department.
2
Support
Select option 2 for the next available Support representative. All emergency
issues related to Microsoft Dynamics GP (Great Plains), MoversSuite and TTI/RMS
Software should be addressed through this option.
3
General Accounting
Select option 3 for questions regarding billing and accounting of products and
services.
If you know your party’s extension you can dial at anytime during the menu option message.
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Using Online Help
MoversSuite Online Help contains up-to-date information on the latest release as well as the ability to
search on a variety of topics. A growing wealth of knowledge can be found all in one place.
Online help is available to the user from within MoversSuite through the application’s main toolbar by
Help > Online Help (keystroke: ALT+H+H) or by pressing the F1 key.
When evoked, the online help will open a web browser window and pull up the application.
The general layout of the online help includes a toolbar, navigation pane, and viewing pane.
Figure 24: Layout of the Online Help
The table below describe each function available to the help user.
Main components of MoversSuite Online Help
Button
Description
Backward/Forward Topic Navigation
The two arrow buttons allow a user to navigate backwards and forwards through an entire
topic regardless of where the user started reading.
This option is different from the back and forward buttons available in most web browsers
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which navigate a user through accessed web pages.
Contents Option
Opens the Contents within the Navigation Pane (displayed). The Contents lists all formally
declared and arranged topics.
Index Option
Opens the Index within the Navigation Pane. From the Index, a user can view all topics built
into the online help; arranged alphabetically.
The Index will automatically reference a topic based on what is entered by the user. Typing
the letter “M” for example, will move the listing to the topics beginning with “M”.
Search Option
Opens the Search within the Navigation Pane. A user can enter a word or words to search
through the online help with.
The results of the search will display within the Navigation Pane as hyperlinks that the user
can click on to navigate to the particular topic.
Favorites Option
Opens the Favorites within the Navigation Pane. A listing of all the user-specific favorite
topics will be stored within this pane.
Add Page to Favorites
Pressing this button will save the page that the user currently has opened within the
Viewing Pane to the list of Favorites (E) for the user.
Print Topic
Pressing this button will send the topic displayed within the Viewing Pane to the user’s
printer.
Email Topic
Pressing this button will open a new email message window* containing a link to the topic
currently opened by the user. The message will default the To party of the email message
to documentation@moverssuite.com.
This is a good way of submitting comments about the page directly to those responsible for
making corrections.
*-User must be setup and have access to a mail server, such as Microsoft Outlook.
Online Help Help Page
Opens the help page for the Online Help.
MoversSuite Website
Pressing this button will direct a user to the official home site of MoversSuite
(www.moverssuite.com).
MoversSuite Support
Pressing this button will direct a user to the user support site for MoversSuite
(support.moverssuite.com).
MoversSuite Blog
Pressing this button will direct a user to the MoversSuite blog (www.moverssuite.com/blog).
Online Help Contents
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From the Contents pane, a user can open a book by clicking on the book icon ( ) and a list of subtopics will display beneath it. A user can continue opening books throughout the topic. The user must
click directly on the book icon in order to access the topics beneath the listed subject. When the book is
successfully opened the open book icon ( ) will appear.
Figure 25: Open topic and open book example
In the example above (Fig. 25), the user has clicked on the book icon next to the Bookmarks topic to
open the book. Within the Bookmarks topic, a user can continue opening books, such as Accessing
Bookmark Files, until the last topic in the line is reached (denoted by a symbol).
When only the topic name has been selected it will appear in bold font, as in Bookmarks above.
Another means of browsing through topics is by using the backward
and forward
topic buttons.
These buttons will allow the user to work through a topic in the intended flow. Pressing the forward
button, for example, will take a user to the next logical topic. These buttons are different than the
backward and forward buttons available from a web browser, which direct a user to previously viewed
web pages.
If a page has topics below it, then a user can view and access them directly through the Read On listings.
Clicking on a title within the Read On listing will take the user to that page.
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Figure 26: Read On listing
Breadcrumbs
Another feature of the online help is breadcrumbs. Breadcrumbs help the user identify where they are
at within a topic and allow the user to jump quickly to any topic along the chain.
Figure 27: Breadcrumbs
Online Help Index
The Index will display every single topic in alphabetical order. This feature is excellent for easily seeing
all topics associated to a particular name, such as Driver Advances. A text box at the top provides the
user a quick way of navigating through the list. Once characters are entered, the index will
automatically jump to that location in the list. Entering “D” will jump the user to the first listing
beginning with that letter. Adding an “R” to the reference will move the user down the list to the first
topic beginning with “DR.”
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Figure 28: Index
Tip: A majority of MoversSuite topics begin with a common name. As in the example above (Fig.
28), a user can readily identify all topics associated to Driver Advances using the Index since the all
begin with the common name.
Online Help Search
Use the Search function to find a specific item within the help. With the Highlight search hits option
checked, a user can readily see the found word(s) within the search results.
Figure 29: Search pane functions
The search mechanism is based on keywords, which is very handy if you’re looking for a specifically
named item, such as “advances”, but does not do so well at listing the results of compound words and
phrases. It will give precedence to the topic that contains the most total occurrences of all the
combined words and not the topic that may be most relevant. For instance, entering “driver advances
setup” would return a list of topics that contain the most hits of all three words combined which may
not be the most relevant; in fact, the actual topic titled Driver Advances Setup is not at the top of this
list.
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We are currently working on enhancing the search engine. In the meantime, attempt to use a word or
combination of words that would be unique to what it is you are looking for. For example, searching for
“advances” will yield the best results for the subject “driver advances” since advances is used almost
exclusively within the Driver Advances topic.
Note: Most special characters specified within the keyword search, such as a hyphen, period, and
quotation marks, will be ignored.
Online Help Favorites
The Favorites option will allow a user to store frequently accessed topics. Store the topic listings within
the Favorites pane by pressing the Add to Favorites (
) button when viewing the desired topic.
Figure 30: Online Help Favorites
Saved favorites will remain listed in the online help until either a newer version of the online help
application is rendered or when the browsing history is deleted.
Added Features of Online Help
Contacting Documentation
Please feel free to email us at documentation@moverssuite.com for any request, comment or suggest
you have regarding our documentation.
Email Documentation your thoughts on a particular topic by clicking on the Email Topic (
) button.
Pressing this button will open your default mail utility and a message will be created with a Subject of
the active topic and a hyperlink to the exact page your are viewing.
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Figure 31: Mail utility window displaying topic link
Simply add your message to the email and Send it to our team.
Tip: Update the mail To property to send the message to other recipients.
Printed Help
Manuals and other printable material are available throughout the online help. Look for the Adobe
Acrobat Reader (
) or Microsoft Word (
) icons in the utility. Pressing these icons will open a
printable version of the current topic.
Figure 32: Printable-version icons in the Bookmarks topic
If you wish to print just the contents of the opened page then pressing the Print Topic (
create a printable copy of the current page and direct it towards your printer.
) button will
Glossary Terms
There are two types of hyperlinks within the online help utility: one will take a user to a different topic
or to external website or document and another that will provide a terms definition. Terms will appear
as one to a few word hyperlink that is not an online help topic or external reference.
In the example below (Fig. 33), claim is a glossary term that, when clicked, will open definition box
displaying its definition.
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Figure 33: Claim definition example
Click outside of the definition box to close the definition window.
Access the Glossary of Terms topic for a full list of defined terms.
External Links
The MoversSuite home page, support, and blog sites can be quickly accessed through the online help.
These buttons appear in the upper right-hand corner of the utility.
Figure 34: External links available from the online help toolbar
38

Introduction to MoversSuite

Transcription

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