INSTRUCTIONS

Step

Description

Before you begin…

These instructions are based on the premise that the user adding the branch is an Administrator.

1.   

Add an agent.

Setup Area: MoversSuite Administration > Customer Service > Agent

Create a new agency through Agent Setup. Enter the following:

•      Agent ID (required)

•      Vanline (required)

•      Name (required)

•      All other fields are optional.

2.   

Add a new Branch.

Setup Area: MoversSuite Administration > Administration > Branch

IMPORTANT: A Branch ID should not start with a 0 (Zero). Further, it should not contain repeating numbers like an existing Branch ID.  As an example, do not setup Branch IDs of A1234 and U1234.

Enter values for the following within Branch Setup:

•      Branch ID (required)

•      Name (required)

•      Vanline (required)

•      Authority Type (required)

•      Agent

•      Branch GL Code

•      Company GL Code

•      GL Control Code (if you have a new GL Control Code, contact MoversSuite Support)

•      If dispatched by a common dispatcher, enter the code for that location (see Dispatching Common View.)

•      Enter a Default Branch Address and others as needed.

•      If divisions are in use, add the appropriate divisions.

3.   

Q: Will the new branch be used to book orders?

Setup Area: Multiple areas per notes below

If booking orders under the new Branch, then perform the following setups:

a)    Setup Area: MoversSuite Administration > Administration > Order Number 

Create a new “Order Number Style” for the branch by creating a new record within Order Number Setup. The “Order Number Style” is needed so that it can be referenced within Step 3b.

b)    Setup Area: MoversSuite Administration > Administration > Move Type

Create a new Move Type within Move Type Setup.

•      Within Order Number Style, choose the option created within Step 3a.

•      Move Type of Interstate is required for each branch for the Van Line download.

HINT:  If you are on version 2023R18 or higher, you can click the Mass Record Selection Options down arrow icon (in the upper right corner of the screen) and duplicate all items shown. IMPORTANT: Before doing so, be sure to have used the Advance Search to display only those records to be duplicated.

c)     For a SIRVA related agency: Be sure to add a New Interface Item. Click the + and select SIRVA from the dropdown.  Enter INTER, INTRA, or INTL for each appropriate move type within the External Code.

4.   

Add new Branch to XML Interface.

Setup Area: MoversSuite Administration > Administration > XML Interface

Expand the appropriate XML Interface Setup record. Add the new branch to the applicable interface.

5.   

Update personnel records.

Setup Area: MoversSuite Administration > Personnel > Personnel record > Branch tab

For each user (including dispatchers) that needs to have the newly created branch list as a branch option within MoversSuite:

•      From the user record > Branch tab, update the record to include the newly created branch.  

HINT: If you are on version 2024R11 or higher, you can click the Mass Record Selection Options down arrow icon and click Add Branch To Personnels Shown.

IMPORTANT: Before doing so, be sure to have used the Advance Search to display only those records to be updated.

If you have added an entirely new personnel record related to this new branch, review the Personnel > Interface Mapping and confirm the vanline code has been entered for the appropriate Labor Types. 

6.   

Update Security Profiles.

Setup Area: MoversSuite Administration > Personnel > Security Profile

Update existing Security Profile records to reference the newly created branch. This grants users the ability to access to view/update orders associated to the Branch.

HINT:  To open all the existing security profile records to which the new branch needs to be added, click the Mass Record Selection Options icon (down arrow) in the upper right corner of the screen, then select Expand All Items.

7.   

Add Local Service Types.

Setup Area: MoversSuite Administration > Operations > Local Service Type

If the newly created branch will be used in Local Dispatch, then setup local services through Local Service Type Setup.

HINT: In the upper right corner of the screen, click Group By and then select Branch.  Click a Branch from the left side of the screen where branches are listed. Then from the Mass Record Selection Options arrow icon, select  Duplicate All Items. Choose the new Branch code.  At least one service needs to be setup for the new branch.

8.   

Q: Are deposits needed for the new Branch?

Setup Area: Multiple Areas. See notes below.

If deposits are to be made using the new Branch, then perform the following setups:

a)    Setup Area: MoversSuite Administration > Administration > Cash Receipt Number

Setup cash receipt numbering format for the newly created branch within Cash Receipt Numbers Setup

b)    Setup Area: MoversSuite Administration > Accounting and Financial Services > Payment Management Posting Accounts

Setup Payment Management posting accounts for the newly created branch within Payment Management Posting Account Setup.

9.   

Q: Are invoices needed for the new Branch?

Setup Area: MoversSuite Administration > Accounting and Financial Services > Invoice Terms

If invoices will be generated for the new branch, then add terms for the new branch within Invoice Terms Setup.

10. 

Q: Invoice not required for a customer?

Setup Area: MoversSuite Administration > Accounting and Financial Services > Invoice Requirement

If invoices are not required for a customer, create records for the customers for which invoicing is not required.

11. 

Setup  Equipment.

Setup Area: MoversSuite Administration > Operations > Equipment

Setup any new equipment for the new branch within Equipment Setup.

12. 

Q: Do you intend to process claims on the new Branch?

Setup Area: MoversSuite Administration > Claims > Claim Settlement Clearing Account

If processing claims on the new branch, then add theClaim Settlement Clearing Account.

13. 

If offering storage, add warehouse.

Setup Area: MoversSuite Administration > Accounting and Financial Services > Warehouse

Use Warehouse Setup to create a warehouse for the new branch.

14. 

Q: Is store generated under new branch?

If this new branch will have storage generated or generate storage for all branches, please contact MoversSuite.

15. 

Q: Is the branch accepting Electronic or Online Payments?

Setup Area: MoversSuite Administration > Accounting & Financial > Electronic Merchant

If so, add the new branch to Electronic Merchant Setup record(s).

16. 

Q: Is the branch using Sakari?

Setup Area: MoversSuite Administration > Administration > Sakari Account Branch

If so, add the new branch to the Sakari Account Branch Setup record.