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
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.
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.
The File menu contains the Exit option. Select this option to leave the application.
Figure 5: File menu options
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
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.
Figure 10: Tools menu
Standard Tools menu options
The table below lists the standard options available within the Tools menu.
|
Standard Menu Items |
Description |
|
Calculator |
Displays the standard Microsoft Windows calculator. This option is available through the keyboard shortcut of CTRL+K |
|
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 |
|
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. This option will appear when IGC Software is built into the 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. This option will appear when IGC Software is built into the 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. |
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. |
Use the Reports menu to generate letters, invoices, labels, and reports. Report files can be viewed, exported, and printed.
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.
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 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. |
|
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:
• Move Management Services
• Common Services
• Accounting & Financial Services
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. |
|
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
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.