UniGroup Quotes to Go Setup and Administration

 

This section provides setup information to support the following integrations:

UniGroup Quotes to Go Local Estimate Download

UniGroup Quotes to Go Opportunity Download

UniGroup Quotes to Go Upload

 

Before you begin…

Please have the following on hand:

    Quotes to Go provided codes for the following (we provide a listing for each, but this may change):

branchTypeTC

customerType

destinationResidenceTypeTC

originResidenceTypeTC

rateItemID/ESPackCharge

sourceType

    List of branches and authority types that will support Quotes to Go data exchanges

    Name of the web service and applicable name/password for the Quotes to Go web service

 

Suggested order of setup:

1.    Verify and add supported Branch Setup records

2.    Verify and add supported Van Line Setup records and set needed External Codes

3.    Verify and add supported Address Location Type Setup records and set needed External Codes

4.    Verify and add supported Lead Type Setup records and set needed External Codes

5.    Verify and add supported Payment Type Setup records and set needed External Codes

6.    Create an XML System Setup record for UniGroup QTG

7.    Create an XML Interface Setup record for UniGroup QTG and associate supported branch and authority items

8.    Define record for UniGroup matching the XML Item Code to rateItemID/ESPackCharge types within XML Item Code Setup

9.    Create a Quotes to Go Setup record linking MoversSuite to the Quotes to Go web service

 

The following table describes the setup needed to support the integration with the UniGroup Quotes to Go system.

 

Note

Always check with UniGroup for the most up-to-date listing of supported codes and values.

 

 

Setup

Description

Address Location Type Setup

Link each location type supported by the Quotes to Go system to the Quotes to Go XML Interface Setup record.  Reference the appropriate External Codes support by Quotes to Go.

 

External Code

Description

1

House

2

Apartment

3

Condo

4

Mini-Storage

 

Technical Note: Maps to originResidenceTypeTC and destinationResidenceTypeTC fields in the Quotes to Go system.

 

The Address Location Type is set in various places throughout MoversSuite including Name, Address, Phone and Extra Stops.

 

Branch Setup

Verify that branch records that support Quotes to Go are defined and reference the appropriate van line; refer to the Van Line Setup topic within this listing for more information.

Additionally, branches supported by the Quotes to Go system are associated to the Quotes to Go XML Interface Setup record. Only branches linked to the Quotes to Go XML Interface are available for exchanging data.

Payment Type Setup

Link each payment type supported by the Quotes to Go system to the Quotes to Go XML Interface Setup record.  Reference the appropriate External Codes support by Quotes to Go.

 

External Code

Description

1

HHGD COD

2

National Account

 

 

Technical Note: Maps to customerType field in the Quotes to Go system.

 

 

Lead Type Setup

Link each lead source supported by the Quotes to Go system to the Quotes to Go XML Interface Setup record.

The following table lists the lead source supported on the UniGroup Quotes to Go system. Define the following as External Code values within the Interface Items section in Lead Type Setup.

 

External Code

Description

1

Email

2

Phone

3

Letter

4

Web

5

Fax

13

News

14

Print

15

Agent Website/Internet

16

Referral

17

Direct Mail

18

Campaign

19

National Account

26

Name Recognition

45

Military/Government

46

Telemarketer

47

Self Generated

48

Repeat Customer

49

Realtor

 

For Quotes to Go Local Estimate Support

Define the following lead type to support UniGroup Quotes to Go Local Estimate Download.

 

External Code

Description

INTRALOCAL_QUOTE

Intra Local Quote

 

Technical Note: Maps to sourceType fields in the Quotes to Go system.

 

Personnel Setup

Verify that for OA Surveyors supported by the UniGroup Quotes to Go Local Estimate Download that their user code (ownrEstimtrUserCode) on the Quotes to Go system is defined within the Employee Interface Mappings (Interface Mapping tab) and links to the correct Interface.

Quotes to Go Setup

This setup allows a user to define the web service needed to support integration with the Quotes to Go system and provides the option to enable the Quotes to Go Upload.

This is a single-record setup and data set here populates the XML System Option for the XML System Setup record defined for Quotes to Go.

Van Line Setup

Verify that the needed UniGroup van lines are defined. The Quotes to Go XML Interface Setup record links to van lines that support data exchange with the Quotes to Go system.

 

External Code

Description

1

United

2

Mayflower

3

Worldwide

4

Unigroup

 

Technical Note: Maps to brandTypeTC fields in the Quotes to Go system.

 

 

XML Interface Setup

Define a Vendor Name specific for the UniGroup Quotes to Go system, e.g. “UniGroup QTG”, and link the record to the appropriate UniGroup Van Line using the External Code used to identify the Van Line by Quotes to Go.

Add Branch Item records for the branches that support integration with the Quotes to Go system.  Only orders for the supported branches and Authority Type combination will be recognized by the Quotes to Go system.

XML Item Code Setup

Define records with the following XML Item Code and corresponding Material Type value to support UniGroup Quotes to Go Local Estimate Download for the support QTG XML Interface. Note: Check with UniGroup for the latest supported rateItemID/ESPackCharge codes.

 

XML Item Code

Material Type

C1

1.5 cu Feet Carton

C2

3.0 cu Feet Carton

C3

4.5 cu Feet Carton

C4

6 cu Feet Carton

C5

6.5 cu Feet Carton

C6

Corr Mirror Carton

C7

Cubic Foot Crates

Crate, per ft3

Packing Cubed Crate

C8

Dishpack

C9

Double Mattress Carton

C10

Heavy Duty Carton

C11

Long Twin Mattress

C12

Wardrobe

C13

Crib

C14

Twin Mattress Carton

C15

King/Queen Mattress Carton

C16

TV Flat Panel

C17

Minimum Crates

C18

Other Carton

C19

Packing Charges Per Hour

C20

Mirror Ctn. Cu. FT

C21

Mirror Carton Large

C22

Cartons 5 CU. FT

C23

Cartons 4 CU.FT

C24

Cartons 2 CU. FT

C25

Mattress Cover

C26

Laydown Wardrobe

C27

LG DBL/TPL WALL CTN

C28

MED DBL/TPL WALL CTN

C29

SML DBL/TPL WALL CTN

C30

Tea Chest Carton

C31

Ski Cartons

C32

Pole Lamp Carton

C33

Lamp Shade Carton

C34

Ironing Board Carton

C35

Gun Carton

C36

Grandfather Clock

C37

Packing Percent

C38

Packing Overtime Charges Per Hour

C39

Unpack Charges Per Hour

C40

Double Time Packing Charges Per Hour

C41

Unpack Overtime Charges Per Hour

C42

Double Time Unpacking Charges Per Hour

C43

Unpacking Percent

C44

Override Packing Charge

C45

Override Unpacking Charge

C46

Packing  for Trucks/Packers/Hours

C47

Packing Each Addtl Packer for Trucks/Packers/Hours

C48

Packing Each Addtl Truck for Trucks/Packers/Hours

C49

Packing Each Addtl Driver for Trucks/Packers/Hours

C50

Packing Each Supervisor for Trucks/Packers/Hour

C51

Unpacking for Trucks/Packers/Hours

C52

Unpack Each Addtl Packer for Trucks/Packers/Hours

C53

Unpack Each Addtl Truck for Trucks/Packers/Hours

C54

Unpack Each Addtl Driver for Trucks/Packers/Hours

C55

Unpack Each Supervisor for Trucks/Packers/Hours

C56

Sales Tax

 

Technical Note: Maps to rateItemID fields in the Quotes to Go system.

 

 

XML System Setup

Define a system record for the interface defined within XML Interface Setup.  Set the Internal System and External System values to a matching value, e.g. “UniGroup QTG”.

Use the Quotes to Go Setup to define XML System Option values for this record.

Set the following XML System Data Type Map to support the Opportunity Download:

 

Field

Value

Xml System Data Type

“Order Information”

Name

“UniGroup QTG Opportunity”

Clear previous XML errors before reprocessing

Checked

 

 

 

 

RELATED TOPIC:

UniGroup Quotes to Go Upload

UniGroup Quotes to Go Upload Contents

UniGroup Quotes to Go Downloads

UniGroup Quotes to Go Local Estimate Download

UniGroup Quotes to Go Opportunity Download