Knowledge Article: Add New Branch

Step-by-step instructions on how to add a new MoversSuite Branch.

INSTRUCTIONS
Step	Description
Before you begin… Prior to adding a new Branch, please have the following on hand: • Company GL and Branch GL account numbers • GL account numbers for the bank GL and for the van line clearing account (if applicable)
1.	Open MoversSuite Administration.
2.	Add an agent. Customer Service > Agent Add a new agency through Agent Setup (Customer Service > Agent). TIP: Where possible, use the Duplicate feature to reduce field entry.
3.	Q: Is a new company needed? Accounting and Financial Services > GL Control If the new Branch will link to a new company, then create a new GL Code Setup record for the Branch by duplicating an existing one – only set the Description field in the new GL control record. IMPORTANT: If adding a new company, please call MoversSuite for details.
4.	Add a new Branch. Administration > Branch Add a new Branch record through Branch Setup. Set the Agent to the agent created in Step #2. We recommend that the following be set: Common View (if dispatching by a common dispatcher, enter the code for that location – see Dispatching Common View), Branch GL Code, Company GL Code, GL Control, and Branch Address (it is recommended to create one contact address with a “Default” Address Type; this is required if booking orders under this Branch). If using Divisions then add the new Branch to the list of Division Items and optionally define a Default Division. Note: Branch is assigned to an order when it is imported or when adding a new MoversSuite order.
5.	Q: Booking orders on the new Branch? If booking orders under the new Branch, then perform the following. Otherwise, skip this step. a) Add a new style within Order Number Setup (Administration > Order Number). Assign the new style to the new Move Types created next. b) Add a new type within Move Type Setup (Administration > Move Type). For each new Branch, add a Move Type with a Description of “Interstate” (required for each Branch accessible to van line downloads) and another Move Type with a Description of “Cancelled Move” (suggested). Assign the new Branch and the new Order Number Style to the new Move Type. c) Run the Move Type by Branch Report and verity that the new records are defined correctly. Note: Move Types are assigned to an order through the Move Information tab.
6.	Update personnel records. Personnel > Personnel Add the new Branch to each user record (including dispatchers) to the list of assigned Branches (Branch Items set within the Branch tab) within Personnel Setup. Optionally set the Branch as a Default Branch. The new Branch must be added to the list of assigned Branches for Long Distance dispatchers to dispatch for the Branch.
7.	Update Security Profiles. Personnel > Security Profiles Add the new Branch to each Security Module for each profile within Security Profile Setup. This grants users the ability to access to view/update orders associated to the Branch.
8.	Add Local Service Types. Operations > Local Service Type If the new Branch will be used in Local Dispatch, then add new service types for the new Branch using Local Service Type Setup. Otherwise, if not using the new Branch in Local Dispatch, then create one Service Type record for the new Branch with a Service description of “Do Not Request Services of this Branch.”
9.	Q: Are deposits needed for the new Branch? If deposits are to be made using the new Branch, then perform the following. Otherwise, skip this step. a) Add cash receipt numbering format records for the new Branch through Cash Receipt Numbers Setup (Administration > Cash Receipt Number). b) Add new posting account for the new Branch using Payment Management Posting Account Setup (Accounting and Financial Services > Payment Management Posting Accounts).
10.	Q: Are invoices needed for the new Branch? If invoices will be generated for the new Branch, then define terms for the new Branch within Invoice Terms Setup (Accounting and Financial Services > Invoice Terms).
11.	Q: Invoice not required for a customer? If invoices are not required for a customer, then add Invoice Requirements Setup records (Accounting and Financial Services > Invoice Requirement) for the new Branch.
12.	Q: Importing and exporting data to the new Branch? If importing and exporting from a van line or TechMate then add the new Branch to the appropriate interface(s) within XML Interface Setup (Administration > XML Interface).
13.	Q: Are resources needed for the new Branch? Assign resources to the new Branch through Equipment Setup (Operations > Equipment).
14.	Q: Do you intend to process claims on the new Branch? If processing claims on the new Branch then create Claim Settlement Clearing Account Setup records (Claims > Claim Settlement Clearing Account) assigned to the Branch.
15.	Q: Generating storage billing? Contact MoversSuite if generating storage billing for the new Branch or if your storage billing includes all Branches.
16.	Add a warehouse. Accounting and Financial Services > Warehouse Use Warehouse Setup to create warehouse for the new Branch. Warehouse is needed for storage billing.