This topic covers the initial settings needed for general Move Management functionality. In general Move Management covers the following:
Order Management:
• Household Goods
• Special Services
• Military and Government
• International Forwarding
• National Account Profile
• Task Management
Local Dispatch
Long Distance Dispatch
Claims Management
Van Line Interfaces
Claims setup is covered within the Claims topic and currently the following van line interface topics are available:
SIRVA Hub Integration with MoversSuite
Refer to the Miscellaneous Setup section for a complete list of available topics.
The following sections provide the basic instructions on setting up a database environment for Move Management functionality. The guide lists the setup areas in a particular order since many of the settings are dependent on others being set first. MoversSuite recommends starting out small. Do not set up more branches, for example, than are absolutely necessary since it is more than likely that adjustments will need to be made as one works through the environment settings in order to optimize the system. In other words, start out with a good base and go from there. It will be much easier to go back and make corrections and additions than it is to possibly start over.
Environment setup is facilitated by use of two tools: MoversSuite Administration (web), a web-based interface that contains setup screens for more recent functionality; and Mover’s Suite Administration, an application that is installed along with the MoversSuite administration that also provides particular access to environmental variables. Read more about the web-based administration tool through the MoversSuite Administration topic.
Details needed for specific functionality will be provided through training and/or through support.
Van Line, Agents, Branches, and Accounts
Setup
Labor, Driver, and Service Types Setup