Setup

Description

IGC Setup

This setup defines which IGC databases the application can use for MoversSuite branches.

IGC Van Line Codes Setup

Use this setup to associate IGC van line codes to supported van lines.

Item Code Setup

Create revenue codes associated to carton codes within Material Type Setup and XML Item Code Setup.

Material Type Setup

Define all needed container, packing and unpacking items that will import into MoversSuite from IGC using this setup for revenue processing, work tickets, invoicing, etc. 

The application requires Material records link to codes supported by IGC.  The XML Item Code Setup establishes this link.

Lead Type Setup

Use this setup to define all lead sources needed for IGC Integration, as set within the Lead Source field in Sales Lead Information and Name, Address, Phone.

Note Type Setup

Verify that a type of “Lead” exists.  The import process will use this to document estimate notes in MoversSuite.

Van Line Code is unused by IGC.

Branch Setup

Verify that Van Line and Agent association is correct for each record linked to IGC Integration through IGC Setup; available Van Line values must align to IGC Van Line Codes Setup records, as well.

Agent Setup

Verify that Van Line association to each Branch Setup is correct for each branch record linked to IGC Integration through IGC Setup.

Personnel Setup

Reference this setup to verify that all needed users, primarily OA Surveyor and Salesperson users, are setup within IGC. 

Note:

The application will create a user with the Last Name of “IGC User” to create IGC notes imported into MoversSuite.

XML Interface Setup

Establish an Interface record for IGC, e.g. “IGC.”  XML Item Code Setup options require this value for an Import Source.

XML Item Code Setup

Use this setup to create links for materials defined in MoversSuite to IGC carton codes required for IGC QuickMove.

The following table suggests the cross-reference needed to exchange material records (carton information) between MoversSuite and IGC QuickMove.  The XmlItemCode must match to codes used in IGC and must contain the exact same text as those defined in IGC.

Leave the Transportation Flag unchecked and MSS Item Code settings blank for IGC.