Branch Field

Description

General Information

Name

Enter the name (up to 30 characters) used to identify the branch.

This name entered here will appear throughout MoversSuite.  Branches are associated to a MoversSuite order at the time a lead or order is created.

Branch ID

Enter an identifier for the branch (up to 5 characters).  This will be the value that typically represents the record in MoversSuite.  Users will select this identifier when creating orders, generating revenue and storage billing, creating invoices, reporting, etc.

It is not uncommon to have the Branch ID match a related Agent ID.

Tip: Create Branch Name and Branch IDs that are easy to identify from within MoversSuite, avoid using all numeric values, etc.

Agent

Select an Agent directly related to this branch.   Refer to the Agent Setup for more information.

Van Line

Select a Van Line affiliation for this branch. 

Note: It is important to associate the Van Line at this time in order to enable searching, even if it serves no other purpose at this time.  Refer to the Van Line Setup for more information.

IGC Software requires that the appropriate van line be set for each branch referenced for an import.  See IGC Setup.

Estimate Prefix

Estimates established in MoversSuite will begin with the prefix (up to 4 characters) entered here.  It is not uncommon to have an Estimate Prefix that is similar to the Branch ID/Agent ID.

Estimates are created as leads using the Sales Lead Information screen.

Estimate prefix is also required by IGC Software (see IGC Software Integration).

Estimate Number

Enter the starting number (up to 10 digits) for the estimates in MoversSuite.  The Estimate Number follows the prefix, which combine in a hyphen-separated format of “NNNN-NNNNNNNNNN.”

Important:

This is not a static value.  The Estimate Number will be updated when new sales leads are created using the Sales Lead Information screen.  Currently, MoversSuite allows duplicate Estimate Numbers, as well.

Image URL

Specify the name of an image file (up to 2048 characters) that will be included on invoices, quotes, and customer statements generated through MoversSuite, typically this a company logo.  The image file must be loaded into the report server and is dependent on the Include Branch Image flag setting. Refer to the Branch Image URL for Invoices topic for details.

Example: branch_logo.jpg

Enter the Department of Transportation (DOT) number for the branch (up to 50 characters).

Dispatching Common View

Enter the area code (4 characters) that represents the branch’s service location.  Use the four-character code to associate a branch to other branch or branches; often the branches are of the same geographic area or the same area of service.  Users will reference this value through the Service Branch field within the Dispatch Center of Local Dispatch.  Selecting a Service Branch will display all branches with the same Dispatching Common View code.

Example:

A company may choose to associate all west coast branches to a code of “ALOC” and when any branch with this code is selected as the Service Branch in Local Dispatch, services for all the branches will appear with work grid for the specified date range.

See Dispatching Common View topic for more information.

General Ledger Setup

RELATED TOPIC: Divisions

Branch Code

Enter the code (up to 10 characters) that represents this branch component of the general ledger number used for recording accounting and financial transactions with.

Company Code

Enter the code (up to 10 characters) that represents the company component of the general ledger number that this branch belongs to for the purpose of recording accounting and financial transactions with.

Control

Select the actual general ledger control account from the provided list that represents the control component of the general ledger number used for recording accounting and financial transactions with.  Control accounts are maintained in Microsoft Dynamics GP.

Advance Setup

Company Number

Enter a value (up to 32 characters) that is supplied by a banking service provider and is used to name the upload file containing driver advance transactions to be processed by the external banking service provider.

This setting is reference within the Driver Advances Upload File Setup topic.

FTP Host Directory

Enter a name of the directory on the application server (up to 64 characters)  where the upload file will be stored and referenced by the automatic upload process when sending driver advance transactions to a banking service provider.

This setting is reference within the Driver Advances Upload File Setup topic.