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<< Click to Display Table of Contents >> Navigation: Vans > Modules > MoveTrak > Procedures > MoveTrak Initial Setup |
Before you can begin using MoveTrak, a few files must be set up. These files determine how the system will operate and how it will be used. As the files are set up, it is important to understand how the files relate to one another and what impact an entry in one file will have on the system.
The following section gives a brief description of the files and some important fields that need to be entered. Since the system uses the entries in one file to validate the entries in another file, it is important that the files be set up in the correct order. The purpose of this section is to provide a brief overview of the files and their fields. Detailed field descriptions are contained in the help for that particular form. This section should be used as a reference when you set up the files.
Initial setup of MoveTrak consists of the following:
•Options and Interfaces: Options and Interfaces is the first step in the initial setup process. It contains general system parameters that must be defined before any processing can take place. This form is located in the MoveTrak menu group and is accessible form the toolbar under the Maintenance menu.
•The General tab contains the general MoveTrak processing parameters. This screen contains settings that define how actions are displayed in the Action screens and reports. You can also define which categories should be automatically setup on an order when a new order is added in Vans.
•The Categories tab is used to define a more specific set of default categories by order type. This screen is optional, and can only be used if categories have been added. These are automatically setup for a new order when an order matching the default category order type is added in Vans. If a new order is added, but there is not a set of default categories for that order type, then the defaults from the General screen are used.
•The CSR / Coordinator file is required, but is also used by several other modules in Vans, including Order Entry and SalesTrak so it may already be setup. As part of the CSR setup, you can define up to nine (9) coordinators for each CSR. These coordinators can be used in actions when CSRs have specific coordinators that always performs a certain actions. As with the Category setup, this is an optional step, but CSRs for everyone that might ever be involved with order from a customer service standpoint should always be setup in the CSR file.
•Categories: A Category is a predefined group of actions that need to be performed during a move. For example, you may have a category for your sales department, one for your customer service department, and one for the dispatch department. Each category would contain the actions that each department needs to perform for each order. This file identifies each task and when it needs to be performed.
•Although this setup is optional, it is highly recommended so that categories can be automatically added to new orders. This ensures that all orders are initially setup in the MoveTrak system and are not missed on the action reports.