Setup

Description

Account Setup

Address information associated to national accounts display on several reports including UniGroup Special Services BOL Form and Work Ticket Report or Work Ticket (O&I) Report.

Agent Setup

Agent information displays on several reports, including SIRVA Bill of Lading and UniGroup HHG BOL and Freight Bill Form.

Branch Setup

For branch records that appear on reports, verify that the Branch Address is set accordingly. The branch title, Image URL (for the invoice header), and address appear on several reports including the Quote Form, Standard Invoices and Work Ticket Report.

Personnel Setup

Provide user access to reports through the Report Profile assignment, which contains a menu of records defined within Report Profile Setup.

Report Group Setup

Create categories of reports visible through the Reports Menu.

Report Profile Setup

Use this set to define the profiles assigned to users within Personnel Setup.

Report Setup

Define report documents available within the application within this setup. 

Van Line Setup

An image associated to the reported van line appears on Standard Invoices. Ensure that the Image URL value is set appropriately.