This topic covers the initial settings needed for general Move Management functionality. In general, Move Management covers the following:
§ Claims Management
§ Local Dispatch
§ Long Distance Dispatch
§ Order Management:
o Account Profiles
o Household Goods (Lead Capture/Order Information)
o International Forwarding
o Military/Government
o Office & Industrial
o Task Workflow and Management
o Special Services
§ Van Line Interfaces
The following sections provide the basic instructions on setting up a database environment for Move Management functionality.
NOTE: The guide lists the setup areas in a particular order since many of the settings are dependent on others being set first.
MoversSuite recommends starting out small. Do not set up more branches, for example, than are absolutely necessary since it is more than likely that adjustments will need to be made as one works through the environment settings in order to optimize the system. In other words, start out with a good base and go from there. It will be much easier to go back and make corrections and additions than it is to possibly start over.
Environment setup is facilitated by use of the MoversSuite Administration tool, which is a stand-along application installed along with MoversSuite. MoversSuite Administration allows for access to environmental variables, such as branch and user records.
Details needed for specific functionality will be provided through training and/or through support.
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